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BLVD Private Wealth, LLC
BLVD Private Wealth, LLC is a Kentucky-based registered investment adviser founded in August 2020 by Chris Brady. The firm operates from Prospect, KY and primarily offers portfolio management, financial planning, tax strategy, trust and estate guidance, retirement planning, and insurance solutions. BLVD serves mainly individuals, including high net worth individuals, as well as select entities. As of mid-2025, the firm has 5 employees and is focused on comprehensive wealth management for affluent clientele.
Investment Strategy
BLVD Private Wealth emphasizes customized portfolio management utilizing quantitative analyses and a deep statistical approach. The firm focuses on asset allocation tailored to each client’s risk tolerance, time horizon, and financial goals. BLVD integrates tax-optimized strategies and partners with alternative investment managers for enhanced diversification through private equity, credit, and real estate assets. Client portfolios are built to be effective and efficient, maintaining flexibility to adapt to changing market conditions and client needs. The firm also offers guidance on concentrated stock diversification and securities-based lines of credit for liquidity, while maintaining a strong legacy and estate planning component.
Latest 13F Filing Activity
BLVD Private Wealth, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 70 equity positions with a total 13F market value of $106M. The fund increased holdings in Trane Technologies PLC, Ingersoll Rand Inc., Tidal TR II among other positions. BLVD Private Wealth, LLC reduced exposure to Blackrock Etf Trust II, Sea LTD, Asml Holding N V among others.
Top Holdings
Equity Positions (70)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TT | TRANE TECHNOLOGIES PLC | 22.73% | $24.1M | 55,146 | $437.41 | $437.41 | +$24.1M |
I IR | INGERSOLL RAND INC | 6.92% | $7.3M | 88,245 | $83.18 | $83.18 | +$7.3M |
R RSSB | TIDAL TR II | 4.76% | $5.0M | 192,663 | $26.21 | $26.21 | +$5.0M |
S SCHR | SCHWAB STRATEGIC TR | 4.45% | $4.7M | 188,785 | $25.03 | $25.03 | +$4.7M |
A AVUS | AMERICAN CENTY ETF TR | 4.15% | $4.4M | 43,635 | $100.82 | $100.82 | +$4.4M |
Industry Allocation
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