BLVD Private Wealth, LLC
Annual return '25
+16.0%
SPY '25
+17.7%
Alpha
-1.7ptsvs SPY
Invested
$115.1M
Holdings
64
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TT
TRANE TECHNOLOGIES PLC
Q1 2026: Sold 86.2% (63.6k → 8.8k shares)
23.0%
02
$IR
INGERSOLL RAND INC
Q1 2026: Sold 95.9% (88.2k → 3.6k shares)
6.1%
03
$PBFR
PGIM ROCK ETF TR
Q1 2026: Exited (was 151.9k shares)
4.9%
04
$BWZ
SPDR SERIES TRUST
Held since at least Q1 2024
4.9%
05
$AVDE
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 62.0k shares)
4.6%
06
$RSSB
TIDAL TRUST II
Q1 2026: Exited (was 192.1k shares)
4.1%
07
$AVUS
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 43.9k shares)
3.9%
08
$SMH
VANECK ETF TRUST
Q1 2026: Exited (was 12.1k shares)
3.3%
09
$IBUF
INNOVATOR ETFS TRUST
Q1 2026: Exited (was 93.8k shares)
2.7%
10
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 72.1% (4.8k → 1.3k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:55 UTC.