BLUEDOOR PRIVATE WEALTH, LLC
All 13F Filings
- Location
- Beverly, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 237,548
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| 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)
Derivatives reported exposure ($000):
301
(0.1% of total reported value)
· QoQ Δ:
+301
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 108.8 K | 45.8% | 6.304 K | 0 | 6.304 K |
| ETFs | 126.4 K | 53.3% | 15.17 K | 0 | 15.17 K |
| Debt | 2.049 K | 0.9% | 0 | 88 | -88 |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
237,548
Holdings
164
QoQ value change ($000)
21,685
(10.0%)
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.