Institutional filer · SEC 13F · Q2 2025
BLVD Private Wealth, LLC
The reported 13F portfolio of BLVD Private Wealth, LLC (CIK 2079537) - top holdings, how concentrated the book is, and what changed last quarter.
- $106.1M
- Reported book
- 73
- Positions
- #297
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, BLVD Private Wealth, LLC ranks #297 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q2 2025 the reported book is $106.1M across 73 positions, a moderately concentrated portfolio.
- $106.1M
- reported 13F value
- 73
- disclosed positions
- 22.7%
- in TRANE TECHNOLOGIES PLC
- #297
- of 360 filers
Top-5 share 43.0% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, BLVD Private Wealth, LLC ranks #297 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where BLVD Private Wealth, LLC sits by disclosed position count
BLVD Private Wealth, LLC reports 73 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
BLVD Private Wealth, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
73 219th of 360 higher than 141 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
BLVD Private Wealth, LLC reports $0.11B across 73 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2079537 · Q2 2025 $106M book
BOOK-LIGHT · POS-FOCUS · CONC-HEAVY · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #297/360
- POS-FOCUS 73 names
- CONC-HEAVY 43% top-5
- LEAD-DOM 22.7% TRANE TECHNOLOGIES PLC
- PHOTO-FINISH Stonebridge Wealth ,
- TREND-FLAT Book steady
- FY-SNAPSHOT Q2 2025
Photo-finish peer on reported book: Stonebridge Wealth Management, LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · BLVD Private Wealth, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$106.1M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | TRANE TECHNOLOGIES PLC | $24.1M | 22.7% |
| 2 | INGERSOLL RAND INC | $7.3M | 6.9% |
| 3 | TIDAL TR II | $5.0M | 4.8% |
| 4 | SCHWAB STRATEGIC TR | $4.7M | 4.5% |
| 5 | AMERICAN CENTY ETF TR | $4.4M | 4.2% |
| 6 | AMERICAN CENTY ETF TR | $4.4M | 4.1% |
| 7 | VANECK ETF TRUST | $4.0M | 3.7% |
| 8 | INVESCO QQQ TR | $2.9M | 2.7% |
| 9 | SPDR DOW JONES INDL AVERAGE | $2.4M | 2.3% |
| 10 | SPDR S&P 500 ETF TR | $2.4M | 2.2% |
| 11 | KRANESHARES TRUST | $2.3M | 2.1% |
| 12 | J P MORGAN EXCHANGE TRADED F | $2.2M | 2.1% |
| 13 | SCHWAB STRATEGIC TR | $2.0M | 1.9% |
| 14 | J P MORGAN EXCHANGE TRADED F | $2.0M | 1.8% |
| 15 | INNOVATOR ETFS TRUST | $1.8M | 1.7% |
| 16 | AMERICAN CENTY ETF TR | $1.7M | 1.6% |
| 17 | GLOBAL X FDS | $1.7M | 1.6% |
| 18 | MICROSOFT CORP | $1.6M | 1.5% |
| 19 | AMERICAN CENTY ETF TR | $1.5M | 1.4% |
| 20 | UNITED PARCEL SERVICE INC | $1.5M | 1.4% |
| 21 | NVIDIA CORPORATION | $1.4M | 1.4% |
| 22 | SCHWAB STRATEGIC TR | $1.3M | 1.3% |
| 23 | ARK ETF TR | $1.3M | 1.2% |
| 24 | GLOBAL X FDS | $1.3M | 1.2% |
| 25 | APPLE INC | $1.1M | 1.0% |
Latest Quarter Trades · Q2 2025
New positions (73)
Frequently Asked Questions
- How big is BLVD Private Wealth, LLC's 13F portfolio?
- BLVD Private Wealth, LLC reports $106.1M of long US-equity positions across 73 securities as of Q2 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does BLVD Private Wealth, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, BLVD Private Wealth, LLC ranks #297 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is BLVD Private Wealth, LLC's largest position?
- BLVD Private Wealth, LLC's largest reported position is TRANE TECHNOLOGIES PLC at $24.1M, about 22.7% of its reported book as of Q2 2025.
- What did BLVD Private Wealth, LLC trade last quarter?
- In its Q2 2025 filing, BLVD Private Wealth, LLC opened 73 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for BLVD Private Wealth, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($106.1M here).
Similar holding count
Nearest filers by number of disclosed positions (73 here).
Using this filing
- The rankings sort every tracked filer the same way BLVD Private Wealth, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Stonebridge Wealth Management, LLC reported the nearest book value ($106.0M) this quarter, a useful scale comparison for BLVD Private Wealth, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q2 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.