BLVD Private Wealth, LLC
SEC Form 13F institutional filer · CIK 0002079537
13F-HR · 24 reported holdings · 2026-03-31
Reported long-US-equity value
$0.06B
Top-10 concentration
86.6%
BLVD Private Wealth, LLC — $57.9M AUM allocation strategy
BLVD Private Wealth, LLC files SEC Form 13F and reports $57.9M of long US equity value across 24 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 63.9%, followed by Financials 7.7% and Information Technology 7.6%.
The top 10 holdings account for 87% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
BLVD Private Wealth, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$57.9M
total across 24 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
87% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$SCHW −227K sh · −$5.78M−$UPS −4.54K sh · −$465K−$IR −1.24K sh · −$19.9K
Exited to nil (held last quarter, gone now)
$XLK ($343K last qtr)$TSLA ($244K last qtr)$V ($243K last qtr)$MA ($229K last qtr)$AXP ($225K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Building Products47.6%—
- Industrial Machinery & Supplies & Components12.1%—
- Investment Banking & Brokerage6.3%—
- Semiconductors3.7%—
- Air Freight & Logistics3.0%—
- Technology Hardware, Storage & Peripherals2.1%—
- Interactive Media & Services1.9%—
- Systems Software1.7%—
- Other holdings21.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $TT | Trane Technologies plc | 63.4K | $26.4M | -233 | 45.6% |
| $IR | Ingersoll Rand Inc | 87K | $6.97M | -1.24K | 12.0% |
| $SCHW | Charles Schwab Corporation | 124K | $3.65M | -227K | 6.3% |
| $UPS | United Parcel Service Inc | 18.1K | $1.78M | -4.54K | 3.1% |
| $NVDA | NVIDIA Corporation | 8.27K | $1.44M | -371 | 2.5% |
| $AAPL | Apple Inc | 4.76K | $1.21M | -494 | 2.1% |
…and 18 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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