BLVD Private Wealth, LLC

All 13F Filings

Location
Prospect, KY
Most recent 13F
Q2 2026
Holdings value ($000)
134,559
Description
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Website
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Founded
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Chairman
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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
Q2 2026 7/23/2026 71 134,559 13F-HR BLVD Private Wealth, LLC
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 65.81 K 48.9% 8.628 K 0 8.628 K
ETFs 68.75 K 51.1% 11.16 K 0 11.16 K
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Fund Snapshot

Q2 2026
Latest filed
7/23/2026
Total value ($000)
134,559
Holdings
71
QoQ value change ($000)
19,491 (16.9%)
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.