Sign In
test

Chris Brady

Blvd Private Wealth, Llc

Assets Managed
$134.559M
Holdings
71
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
16.94%(2Q avg: 8.55%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Blvd Private Wealth, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 71 positions.

Assets under management

The assets under management (AUM) of Blvd Private Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 134.559M in assets, with a quarterly growth rate of 16.94% and a 2-quarter average growth rate of 8.55%. The portfolio is managed by Chris Brady, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TT
Trane Technologies Plc
Recent Activity
Decreased -0.6%
23%
$30.937M
62,987 shares@ $491.17 avg price
IR
Ingersoll-rand Inc
Recent Activity
5.31%
$7.133M
86,993 shares@ $81.99 avg price
PBFR
Pgim Laddered Fu Of B 20 Etf
Recent Activity
Increased 5.42%
4.7%
$6.312M
206,019 shares@ $30.64 avg price
BWZ
Spdr Bloomberg Short Term In
Recent Activity
Increased 6.5%
4.41%
$5.925M
221,479 shares@ $26.75 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 2.81%
4.24%
$5.705M
63,954 shares@ $89.21 avg price
SMH
Vaneck Semiconductor Etf
Recent Activity
Decreased -15.14%
4.16%
$5.587M
8,518 shares@ $655.89 avg price
RSSB
Return Stacked Gbl Stk B Etf
Recent Activity
Decreased -3.48%
3.82%
$5.139M
167,074 shares@ $30.76 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -2.15%
3.75%
$5.045M
39,386 shares@ $128.09 avg price
IBUF
Innv Id 10 Buffer Etf Qurtly
Recent Activity
Increased 9.65%
2.7%
$3.628M
115,241 shares@ $31.49 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -4.3%
2.4%
$3.227M
4,382 shares@ $736.41 avg price

1-10 of 71