Blvd Private Wealth, LLC Top Holdings and 13F Report (2026) About Blvd Private Wealth, LLCInvestment ActivityBlvd Private Wealth, LLC has $115.07 million in total holdings as of March 31, 2026.Blvd Private Wealth, LLC owns shares of 64 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 12.89% of the portfolio was purchased this quarter.About 13.21% of the portfolio was sold this quarter.This quarter, Blvd Private Wealth, LLC has purchased 69 new stocks and bought additional shares in 11 stocks.Blvd Private Wealth, LLC sold shares of 39 stocks and completely divested from 13 stocks this quarter.Largest Holdings Trane Technologies $26,409,647Ingersoll Rand $6,969,879PGIM ROCK ETF TR $5,667,818SPDR Bloomberg Short Term International Treasury Bond ETF $5,598,633Avantis International Equity ETF $5,277,642 Largest New Holdings this Quarter 78464A334 - SPDR Bloomberg Short Term International Treasury Bond ETF $5,598,633 Holding82889N566 - Simplify Commodities Strategy No K-1 ETF $2,362,999 Holding464288430 - iShares Asia 50 ETF $1,354,156 Holding33733B100 - First Trust Water ETF $1,291,497 Holding00326A104 - abrdn Physical Gold Shares ETF $366,553 Holding Largest Purchases this Quarter SPDR Bloomberg Short Term International Treasury Bond ETF 207,973 shares (about $5.60M)Simplify Commodities Strategy No K-1 ETF 66,808 shares (about $2.36M)iShares Asia 50 ETF 12,757 shares (about $1.35M)First Trust Water ETF 12,523 shares (about $1.29M)PGIM ROCK ETF TR 43,553 shares (about $1.26M) Largest Sales this Quarter Schwab Intermediate-Term U.S. Treasury ETF 223,813 shares (about $5.58M)Global X Lithium & Battery Tech ETF 17,957 shares (about $1.34M)NYLI FTSE International Equity Currency Neutral ETF 24,053 shares (about $807.70K)VanEck Semiconductor ETF 2,067 shares (about $792.49K)TIDAL TRUST II 18,940 shares (about $515.36K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBlvd Private Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTTTrane Technologies$26,409,647$97,100 ▼-0.4%63,37223.0%ConstructionIRIngersoll Rand$6,969,879$99,349 ▼-1.4%86,9936.1%IndustrialsPGIM ROCK ETF TR$5,667,818$1,263,037 ▲28.7%195,4424.9%LADDERED S&P 500BWZSPDR Bloomberg Short Term International Treasury Bond ETF$5,598,633$5,598,633 ▲New Holding207,9734.9%ETFAVDEAvantis International Equity ETF$5,277,642$13,659 ▲0.3%62,2074.6%ETFTIDAL TRUST II$4,710,323$515,357 ▼-9.9%173,1104.1%RET STCKD GL STKAVUSAvantis U.S. Equity ETF$4,475,440$402,027 ▼-8.2%40,2543.9%ETFSMHVanEck Semiconductor ETF$3,848,569$792,488 ▼-17.1%10,0383.3%ManufacturingINNOVATOR ETFS TRUST$3,102,522$332,307 ▲12.0%105,0992.7%INTL DVLPD 10 BUQQQInvesco QQQ$2,642,907$121,785 ▼-4.4%4,5792.3%FinanceHARDSimplify Commodities Strategy No K-1 ETF$2,362,999$2,362,999 ▲New Holding66,8082.1%ManufacturingSPYSPDR S&P 500 ETF Trust$2,338,623$49,426 ▼-2.1%3,5962.0%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$2,157,076$276,524 ▼-11.4%4,6571.9%FinanceKRANESHARES TRUST$1,892,231$91,302 ▲5.1%67,2321.6%90 KWEB JAN 27SCHGSchwab U.S. Large-Cap Growth ETF$1,854,620$4,836 ▼-0.3%63,6671.6%ETFAVREAvantis Real Estate ETF$1,840,080$28,481 ▼-1.5%41,8011.6%ETFUPSUnited Parcel Service$1,776,448$446,744 ▼-20.1%18,0571.5%TransportationINNOVATOR ETFS TRUST$1,746,176$111,870 ▲6.8%59,1891.5%EMERGING MRKT 10J P MORGAN EXCHANGE TRADED F$1,745,028$156,773 ▲9.9%21,9391.5%U S TECH LEADERSVTVVanguard Value ETF$1,686,339$251,136 ▲17.5%8,5951.5%ETFAVEMAvantis Emerging Markets Equity ETF$1,620,222$175,503 ▼-9.8%20,1071.4%ETFQQQMInvesco NASDAQ 100 ETF$1,512,451$312,470 ▲26.0%6,3651.3%ETFSCHDSchwab US Dividend Equity ETF$1,499,301$106,552 ▼-6.6%48,8691.3%ETFNVDANVIDIA$1,441,595$64,703 ▼-4.3%8,2661.3%Computer and TechnologyAIAiShares Asia 50 ETF$1,354,156$1,354,156 ▲New Holding12,7571.2%ETFGLOBAL X FDS$1,342,060$575,210 ▲75.0%23,0121.2%CLEANTECH ETF NWFIWFirst Trust Water ETF$1,291,497$1,291,497 ▲New Holding12,5231.1%ETFAAPLApple$1,206,967$125,366 ▼-9.4%4,7561.0%Computer and TechnologyALLEAllegion$1,103,6230.0%7,5961.0%IndustrialsMSFTMicrosoft$984,684$157,698 ▼-13.8%2,6600.9%Computer and TechnologyLITGlobal X Lithium & Battery Tech ETF$883,724$1,335,103 ▼-60.2%11,8860.8%ETFARK ETF TR$775,784$17,827 ▼-2.2%20,4100.7%BLOCKCHAIN & FINAMZNAmazon.com$752,895$88,723 ▼-10.5%3,6150.7%Retail/WholesaleAVGOBroadcom$729,519$12,690 ▼-1.7%2,3570.6%Computer and TechnologyHONHoneywell International$695,2680.0%3,0760.6%Multi-Sector ConglomeratesGOOGAlphabet$695,062$55,364 ▼-7.4%2,4230.6%Computer and TechnologyIYWiShares U.S. Technology ETF$646,581$42,815 ▼-6.2%3,5640.6%ManufacturingJEPQJPMorgan Nasdaq Equity Premium Income ETF$602,448$67,290 ▼-10.0%10,8510.5%ETFSOXLDirexion Daily Semiconductors Bull 3x Shares$472,2010.0%9,8560.4%ETFICLNiShares Global Clean Energy ETF$453,281$84,573 ▲22.9%24,7830.4%ETFJ P MORGAN EXCHANGE TRADED F$430,050$26,395 ▼-5.8%6,7290.4%HEDGED EQUITY LASPYXSPDR S&P Fossil Fuel Reserves Free ETF$403,823$27,947 ▼-6.5%7,6150.4%ETFMETAMeta Platforms$371,312$20,597 ▼-5.3%6490.3%Computer and TechnologySGOLabrdn Physical Gold Shares ETF$366,553$366,553 ▲New Holding8,2150.3%ETFJPMJPMorgan Chase & Co.$342,4020.0%1,1640.3%FinanceTSMTaiwan Semiconductor Manufacturing$333,895$31,091 ▼-8.5%9880.3%Computer and TechnologyVVVanguard Large-Cap ETF$324,2520.0%1,0850.3%ETFBALTInnovator Defined Wealth Shield ETF$320,059$6,158 ▼-1.9%9,5640.3%ETFGCOWPacer Global Cash Cows Dividend ETF$310,363$14,427 ▼-4.4%6,7120.3%ETFIVViShares Core S&P 500 ETF$299,170$653 ▼-0.2%4580.3%ETFASMLASML$298,508$10,567 ▼-3.4%2260.3%Computer and TechnologySCHRSchwab Intermediate-Term U.S. Treasury ETF$293,888$5,575,178 ▼-95.0%11,7980.3%ETFKRANESHARES TRUST$293,134$9,637 ▲3.4%11,4060.3%KWEB COVERD CALLHFXINYLI FTSE International Equity Currency Neutral ETF$269,715$807,701 ▼-75.0%8,0320.2%ETFHLALWahed FTSE USA Shariah ETF$268,838$6,525 ▼-2.4%4,5320.2%ETFTGRWT. Rowe Price Growth Stock ETF$267,772$3,240 ▼-1.2%6,6120.2%ETFGLTRabrdn Physical Precious Metals Basket Shares ETF$250,653$250,653 ▲New Holding1,1460.2%ETFAVUVAvantis U.S. Small Cap Value ETF$215,637$16,681 ▼-7.2%1,9520.2%ETFSCMBSchwab Municipal Bond ETF$211,5090.0%8,3010.2%ETFVEAVanguard FTSE Developed Markets ETF$208,580$3,268 ▼-1.5%3,2550.2%ETFGOOGLAlphabet$208,193$20,704 ▼-9.0%7240.2%Computer and TechnologySLYGSPDR S&P 600 Small Cap Growth ETF$205,318$82,031 ▼-28.5%2,1250.2%ETFVYMIVanguard International High Dividend Yield ETF$205,255$205,255 ▲New Holding2,1780.2%ETFCOSTCostco Wholesale$203,272$203,272 ▲New Holding2040.2%Retail/WholesaleTHNQROBO Global Artificial Intelligence ETF$0$624,297 ▼-100.0%00.0%ETFXLKTechnology Select Sector SPDR Fund$0$342,937 ▼-100.0%00.0%ETFNOCTInnovator Growth-100 Power Buffer ETF - October$0$255,833 ▼-100.0%00.0%ETFTSLATesla$0$244,198 ▼-100.0%00.0%Auto/Tires/TrucksVVisa$0$243,393 ▼-100.0%00.0%Business ServicesIEFiShares 7-10 Year Treasury Bond ETF$0$241,265 ▼-100.0%00.0%ETFMAMastercard$0$229,494 ▼-100.0%00.0%Business ServicesSHOPIFY INC$0$228,255 ▼-100.0%00.0%CL A SUB VTG SHSAXPAmerican Express$0$225,300 ▼-100.0%00.0%FinanceDSIiShares ESG MSCI KLD 400 ETF$0$209,349 ▼-100.0%00.0%ETFRSPInvesco S&P 500 Equal Weight ETF$0$209,184 ▼-100.0%00.0%ETFAMERICAN CENTY ETF TR$0$204,098 ▼-100.0%00.0%AVANTIS US LARGBUFBInnovator Laddered Allocation Buffer ETF$0$203,654 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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