Institutional Fund
Blvd Private Wealth, LLC
Prospect, KYCIK 20795374 filings on record
Portfolio Value
$115.07M
Q1 2026
Holdings
64
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+0.2%
from $114.88M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Trane Technologies PLC23.0%
- Ingersoll Rand Inc6.1%
- Pgim Rock ETF Tr4.9%
- Spdr Series Trust4.9%
- American Centy ETF Tr4.6%
- Tidal Trust II4.1%
- Other52.5%
Portfolio Holdings
64 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Trane Technologies PLC | 63.4K | $26.41M | 23.0% | −233 | Reduced |
| 2 | Ingersoll Rand Inc | 87.0K | $6.97M | 6.1% | −1.2K | Reduced |
| 3 | Pgim Rock ETF Tr | 195.4K | $5.67M | 4.9% | +43.6K | Added |
| 4 | Spdr Series Trust | 208.0K | $5.60M | 4.9% | +208.0K | New |
| 5 | American Centy ETF Tr | 62.2K | $5.28M | 4.6% | +161 | Added |
| 6 | Tidal Trust II | 173.1K | $4.71M | 4.1% | −18.9K | Reduced |
| 7 | American Centy ETF Tr | 40.3K | $4.48M | 3.9% | −3.6K | Reduced |
| 8 | Vaneck ETF Trust | 10.0K | $3.85M | 3.3% | −2.1K | Reduced |
| 9 | Innovator Etfs Trust | 105.1K | $3.10M | 2.7% | +11.3K | Added |
| 10 | Invesco Qqq Tr | 4.6K | $2.64M | 2.3% | −211 | Reduced |
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