§ 13F · FUND PROFILE
BLUEDOOR PRIVATE WEALTH, LLC.
AUM · $238M (13F)Positions · 164Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | 283K | $14M | 6.0% | ±0% |
| 2 | AAPL | APPLE INC | 29K | $8M | 3.6% | −3% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | 37K | $8M | 3.3% | +5% |
| 4 | SBCF | SEACOAST BKG CORP FLA | 223K | $7M | 3.1% | ±0% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 15K | $7M | 3.1% | −5% |
| 6 | IVV | ISHARES TR | 9K | $7M | 2.8% | ±0% |
| 7 | IJH | ISHARES TR | 85K | $7M | 2.8% | −1% |
| 8 | HELO | J P MORGAN EXCHANGE TRADED F | 94K | $6M | 2.7% | −23% |
| 9 | VUG | VANGUARD INDEX FDS | 73K | $6M | 2.6% | +500% |
| 10 | AMZN | AMAZON COM INC | 25K | $6M | 2.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BLUEDOOR SIGNAL
AC read
BLUEDOOR PRIVATE WEALTH, LLC is a Other fund managing $238 million in assets. The fund runs a portfolio of 164 positions.
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