BLVD Private Wealth, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 25, 2025), BLVD Private Wealth, LLC reported 73 stock positions worth $106.1 million. Its top holding was Trane Technologies (TT) at 22.7% of the portfolio, followed by Ingersoll-Rand (IR, 6.9%) and RTRN Stack GLBL STK & BD ETF (RSSB, 4.8%).

Most Recent 13F
Q2 2026
Location
Prospect, KY
CIK
0002079537
Portfolio Value
$106.1M (Q2 2025)
SEC Filing
0001667731-25-001207 ↗ filed Aug 25, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q2 2025: $106.1M $106.1M Q2 2025 Q3 2025: $116.6M Q3 2025 Q4 2025: $114.9M Q4 2025 Q1 2026: $115.1M Q1 2026 Q2 2026: $134.6M Q2 2026

Holdings 73 stocks · $106.1M

TT Trane Technologies PLC 22.73% 55,146 $24.1M —
IR Ingersoll-Rand Inc. 6.92% 88,245 $7.3M —
RSSB RTRN Stack GLBL STK & BD ETF 4.76% 192,663 $5.0M —
SCHR Schwab Intermediate-Term US 4.45% 188,785 $4.7M —
AVUS Avantis U.S. Equity ETF 4.15% 43,635 $4.4M —
AVDE Avantis International Equity 4.12% 59,028 $4.4M —
SMH Vaneck Semiconductor ETF 3.72% 14,165 $4.0M —
QQQ Invesco QQQ Trust Series 1 2.69% 5,182 $2.9M —
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 2.26% 5,442 $2.4M —
SPY SS SPDR S&P 500 ETF Trust-US 2.22% 3,819 $2.4M —
KBUF Kraneshares 90% Kweb Defined 2.13% 73,305 $2.3M —
HELO JPMorgan Hedged Equity ETF 2.09% 35,474 $2.2M —
SCHG Schwab US Large-Cap Growth 1.88% 68,415 $2.0M —
JTEK JPMorgan US Tech Leaders 1.84% 23,099 $2.0M —
IBUF Innv Id 10 Buffer ETF Qurtly 1.70% 65,194 $1.8M —
AVRE Avantis Real Estate ETF 1.63% 39,054 $1.7M —
LIT Global X Lithium & Battery T 1.58% 43,728 $1.7M —
MSFT Microsoft Corp. 1.48% 3,150 $1.6M —
AVEM Avantis Emerging Markets Eq 1.40% 21,617 $1.5M —
UPS United Parcel Service Class B 1.39% 14,656 $1.5M —
NVDA Nvidia Corp. 1.35% 9,041 $1.4M —
SCHD Schwab US DVD Equity ETF 1.26% 50,266 $1.3M —
ARKF ARK Blockchain & Fintech Inn 1.24% 26,276 $1.3M —
GLOBAL X CLEANTECH ETF 1.18% 176,064 $1.3M —
AAPL Apple Inc. 1.04% 5,400 $1.1M —
ALLE Allegion PLC 1.03% 7,596 $1.1M —
EBUF Innovator Em 10 B ETF Quart 0.95% 36,589 $1.0M —
AMZN Amazon.com Inc. 0.88% 4,240 $930K —
QQQM Invesco Nasdaq 100 ETF 0.87% 4,045 $919K —
VTV Vanguard Mrngstr Val ETF-Aui 0.76% 4,576 $809K —
GTO Invesco Total Return Bond Et 0.75% 16,985 $796K —
HON Honeywell International Inc. 0.68% 3,101 $722K —
IYW iShares Ustechnology ETF 0.65% 4,005 $694K —
AVGO Broadcom Inc. 0.62% 2,394 $660K —
THNQ Robo Global Artificial Intel filed as EXCHANGE TRADED CONCEPTS TRU 0.61% 11,676 $642K —
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.53% 10,410 $566K —
SPYX SS SPDR S&P 500 Foss FL ETF 0.52% 10,822 $551K —
META Meta Platforms Inc. Class A 0.51% 728 $537K —
ICLN iShares Global Clean Energy 0.50% 40,436 $530K —
GOOG Alphabet Inc. Class C 0.50% 2,981 $529K —
HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.40% 14,575 $430K —
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.39% 1,456 $415K —
XLK SS Technology Select Sector 0.36% 1,528 $387K —
JPM JPMorgan Chase & Co. 0.32% 1,164 $337K —
NOCT Innovator Growth-100 Power B 0.30% 5,749 $313K —
BUFF Innovator Laddered Allocatio 0.29% 6,590 $310K —
IAPR Innovator International Deve 0.28% 10,267 $300K —
KLIP Kranesh Kweb Cov Cal STR ETF 0.28% 9,332 $296K —
TSM Taiwan Semiconductor-SP ADR 0.27% 1,284 $291K —
TGRW T Rowe Price Growth Stock Et 0.27% 6,917 $291K —
XBJL Inn US Eq Acc 9 Buff July 0.27% 7,986 $287K —
IVV iShares Core S&P 500 ETF 0.27% 462 $287K —
SLYG SS SPDR S&P 600 SC GR ETF 0.27% 3,205 $284K —
BUFB Innovator Ladd Allo Buff ETF 0.26% 8,236 $279K —
QTOC Innovator Growth Accel PL-Oc 0.26% 8,636 $275K —
HLAL Wahed Ftse USA Shariah ETF 0.26% 5,132 $275K —
V Visa Inc. Class A 0.25% 758 $269K —
MA Mastercard Inc. Class A 0.25% 473 $266K —
OCTQ Inn Prem Income 40 Barr Oct 0.24% 10,460 $250K —
SOXL Direx Dail Semi Bu 3X Et-Usd 0.23% 9,856 $247K —
RACE Ferrari NV 0.23% 500 $245K —
SPOT Spotify Technology SA 0.23% 316 $242K —
NOW ServiceNow Inc. 0.22% 231 $237K —
COST Costco Wholesale Corp. 0.22% 239 $237K —
QLD Proshares Ultra QQQ 0.22% 1,980 $233K —
AVLC Avantis US LG Cap Eq ETF 0.22% 3,280 $233K —
BNOV Innovator U.S. Equity Buffer 0.21% 5,333 $220K —
RSP Invesco S&P 500 Equal Weight 0.20% 1,149 $209K —
AVUV Avantis US Small Cap Value 0.20% 2,291 $209K —
SCHO Schwab Short-Term US Treas 0.19% 8,442 $206K —
ASML ASML Holding NV-NY Reg SHS 0.19% 252 $202K —
SE Sea Ltd.-ADR 0.19% 1,252 $200K —
BINC iShares Flex I A ETF-Usd Inc. 0.19% 3,788 $200K —

Portfolio Sells Q2 2025

No earlier filing to compare with.

Portfolio Buys Q2 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 71$134.6MTT, IR, PBFR, BWZ, AVDE
Q1 2026 64$115.1MTT, IR, PBFR, BWZ, AVDE
Q4 2025 69$114.9MTT, IR, SCHR, RSSB, AVDE
Q3 2025 76$116.6MTT, IR, RSSB, SCHR, AVUS
Q2 2025 73$106.1MTT, IR, RSSB, SCHR, AVUS