BLUEDOOR PRIVATE WEALTH, LLC: 13F holdings
CIK 21109942026Q2
| Positions | 160 |
|---|---|
| Reported value | $237.5m |
| Filed | 2026-07-16 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| JPST J P MORGAN EXCHANGE TRADED F | 283,265 | $14.3m | 6.0% |
| AAPL APPLE INC | 29,332 | $8.5m | 3.6% |
| RSP INVESCO EXCHANGE TRADED FD T | 36,768 | $7.8m | 3.3% |
| SBCF SEACOAST BKG CORP FLA | 223,437 | $7.4m | 3.1% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 14,756 | $7.4m | 3.1% |
| IVV ISHARES TR | 8,978 | $6.7m | 2.8% |
| IJH ISHARES TR | 85,314 | $6.6m | 2.8% |
| HELO J P MORGAN EXCHANGE TRADED F | 94,221 | $6.4m | 2.7% |
| VUG VANGUARD INDEX FDS | 72,870 | $6.3m | 2.6% |
| AMZN AMAZON COM INC | 25,300 | $6.0m | 2.5% |
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.