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Chris Brady

Blvd Private Wealth, Llc

Assets Managed
$115.068M
Holdings
64
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
0.17%(2Q avg: -0.64%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Blvd Private Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 64 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 115.068M in assets, with a quarterly growth rate of 0.17% and a 2-quarter average growth rate of -0.64%. The portfolio is managed by Chris Brady, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TT
Trane Technologies Plc
Recent Activity
Decreased -0.36%
22.96%
$26.41M
63,372 shares@ $416.74 avg price
IR
Ingersoll-rand Inc
Recent Activity
Decreased -1.4%
6.06%
$6.97M
86,993 shares@ $80.12 avg price
PBFR
Pgim Laddered Fu Of B 20 Etf
Recent Activity
Increased 28.68%
4.93%
$5.668M
195,442 shares@ $29.0 avg price
BWZ
Spdr Bloomberg Short Term In
Recent Activity
New Position
4.87%
$5.599M
207,973 shares@ $26.92 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 0.26%
4.59%
$5.278M
62,207 shares@ $84.85 avg price
RSSB
Return Stacked Gbl Stk B Etf
Recent Activity
Decreased -9.86%
4.1%
$4.71M
173,110 shares@ $27.21 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -8.24%
3.89%
$4.475M
40,254 shares@ $111.19 avg price
SMH
Vaneck Semiconductor Etf
Recent Activity
Decreased -17.07%
3.35%
$3.849M
10,038 shares@ $383.4 avg price
IBUF
Innv Id 10 Buffer Etf Qurtly
Recent Activity
Increased 12%
2.7%
$3.103M
105,099 shares@ $29.52 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -4.4%
2.3%
$2.643M
4,579 shares@ $577.18 avg price

1-10 of 64