Institutional Fund
Bluedoor Private Wealth, LLC
Beverly, MACIK 21109942 filings on record
Portfolio Value
$215.86M
Q1 2026
Holdings
147
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-0.4%
from $216.67M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F6.6%
- J P Morgan Exchange Traded F3.6%
- Apple Inc3.6%
- Berkshire Hathaway Inc Del3.4%
- Seacoast Bkg Corp Fla3.1%
- Invesco Exchange Traded Fd T3.1%
- Other76.5%
Portfolio Holdings
147 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 283.4K | $14.34M | 6.6% | +91.3K | Added |
| 2 | J P Morgan Exchange Traded F | 122.7K | $7.84M | 3.6% | +12.6K | Added |
| 3 | Apple Inc | 30.3K | $7.70M | 3.6% | +667 | Added |
| 4 | Berkshire Hathaway Inc Del | 15.5K | $7.45M | 3.4% | +107 | Added |
| 5 | Seacoast Bkg Corp Fla | 223.4K | $6.77M | 3.1% | −55.9K | Reduced |
| 6 | Invesco Exchange Traded Fd T | 34.9K | $6.69M | 3.1% | +28 | Added |
| 7 | Spdr Gold Tr | 14.6K | $6.27M | 2.9% | −2.7K | Reduced |
| 8 | Ishares Tr | 9.0K | $5.87M | 2.7% | −21 | Reduced |
| 9 | Ishares Tr | 86.0K | $5.81M | 2.7% | +790 | Added |
| 10 | Vanguard Index Fds | 12.1K | $5.30M | 2.5% | −100 | Reduced |
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