BLVD Private Wealth, LLC

CIK 0002079537 · Q2 2026

13F Equity AUM

$134.6M

+16.9% QoQ

Positions

+7 QoQ

AUM Rank

#9,595

Top 76%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 41.6%Top 10: 58.4%Top 20: 75.4%

TT23.0%

IR5.3%

PBFR4.7%

BWZ4.4%

AVDE4.2%

SMH4.2%

RSSB3.8%

AVUS3.8%

IBUF2.7%

NDQ2.4%

Others (61)41.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services58.8%

Industrials30.6%

Technology4.5%

Unclassified2.1%

Other4.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 71Median: 0.52%Avg: 1.41%

0–0.5%

34(8.0%)

0.5–1%

9(6.3%)

1–3%

20(32.4%)

3–5%

6(25.1%)

5%+

2(28.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 71vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New16Increased18Decreased28Exited9

New Positions

COHEN & STEERS E…1.6%

+93K

STX0.3%

+483

HONEYWELL INTL INC0.3%

+2K

HONEYWELL AEROSPACE …0.3%

+2K

SE0.2%

+3K

LIN0.2%

+491

DSI0.2%

+2K

TSLA0.2%

+530

RSP0.2%

+990

AZN0.2%

+1K

Increased

BWZ4.4%

+14K(+6%)

HARD1.8%

+13K(+19%)

KBUF1.5%

+11K(+16%)

PBFR4.7%

+11K(+5%)

IBUF2.7%

+10K(+10%)

EBUF1.6%

+9K(+15%)

AVDE4.2%

+2K(+3%)

BALT0.3%

+1K(+11%)

FIW1.1%

+953(+8%)

AVRE1.5%

+868(+2%)

Decreased

SCHG1.4%

-9,748(-15%)

RSSB3.8%

-6,036(-3%)

ICLN0.3%

-2,119(-9%)

SCHD1.1%

-1,961(-4%)

NVDA1.0%

-1,831(-22%)

SMH4.2%

-1,520(-15%)

AVUS3.8%

-868(-2%)

GOOG0.4%

-771(-32%)

AMZN0.5%

-685(-19%)

JTEK1.8%

-543(-2%)

Exited

-11,886

-3,076

-11,798

-11,406

-8,032

-1,952

-3,255

-204

-8,301

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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