BLUEDOOR PRIVATE WEALTH, LLC: 13F holdings

CIK 21109942026Q2

Positions160
Reported value$237.5m
Filed2026-07-16

Change since last quarter

Positions160 (+13 vs prior quarter)
Reported value$237.5m (+10.0%)

Top 10 holdings

SecuritySharesValueWeight
JPST J P MORGAN EXCHANGE TRADED F283,265$14.3m6.0%
AAPL APPLE INC29,332$8.5m3.6%
RSP INVESCO EXCHANGE TRADED FD T36,768$7.8m3.3%
SBCF SEACOAST BKG CORP FLA223,437$7.4m3.1%
BRK-B BERKSHIRE HATHAWAY INC DEL14,756$7.4m3.1%
IVV ISHARES TR8,978$6.7m2.8%
IJH ISHARES TR85,314$6.6m2.8%
HELO J P MORGAN EXCHANGE TRADED F94,221$6.4m2.7%
VUG VANGUARD INDEX FDS72,870$6.3m2.6%
AMZN AMAZON COM INC25,300$6.0m2.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2110994")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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