BLVD Private Wealth, LLC
All 13F Filings
- Location
- Prospect, KY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 115,068
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/23/2026 | 64 | 115,068 | 13F-HR | BLVD Private Wealth, LLC |
| Q4 2025 | 1/27/2026 | 69 | 114,885 | 13F-HR | BLVD Private Wealth, LLC |
| Q3 2025 | 10/29/2025 | 76 | 116,568 | 13F-HR | BLVD Private Wealth, LLC |
| Q2 2025 | 8/25/2025 | 73 | 106,127 | 13F-HR | BLVD Private Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 57.18 K | 49.8% | 0 | 31.22 K | -31.22 K |
| ETFs | 57.59 K | 50.2% | 31.45 K | 0 | 31.45 K |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
115,068
Holdings
64
QoQ value change ($000)
183
(0.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.