BLUEDOOR PRIVATE WEALTH, LLC
All 13F Filings
- Location
- Beverly, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 235,802
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/5/2026 | 163 | 235,802 | 13F-HR | BLUEDOOR PRIVATE WEALTH, LLC |
| Q2 2026 | 7/16/2026 | 164 | 237,548 | 13F-HR | BLUEDOOR PRIVATE WEALTH, LLC |
| Q1 2026 | 5/5/2026 | 147 | 215,863 | 13F-HR | BLUEDOOR PRIVATE WEALTH, LLC |
| Q4 2025 | 2/17/2026 | 146 | 216,672 | 13F-HR | BLUEDOOR PRIVATE WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 109.6 K | 46.5% | 838 | 0 | 838 |
| ETFs | 124.6 K | 52.8% | 0 | 1.864 K | -1.864 K |
| Debt | 1.636 K | 0.7% | 0 | 413 | -413 |
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Fund Snapshot
Q3 2026
Latest filed
11/5/2026
Total value ($000)
235,802
Holdings
163
QoQ value change ($000)
-1,746
(-0.7%)
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.