Institutions / Bluedoor Private Wealth, LLC
Bluedoor Private Wealth, LLC
CIK 2110994 · Institution · as of Dec 31, 2025
Portfolio value
$216.67M
Positions
146
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 146 →
| Company | Value | % of portfolio |
|---|---|---|
| J P Morgan Exchange Traded F | $9.72M | 4.5% |
| Seacoast Banking Corp of Florida | $8.78M | 4.1% |
| Apple Inc. | $8.07M | 3.7% |
| Warren E. Buffett | $7.76M | 3.6% |
| J P Morgan Exchange Traded F | $7.31M | 3.4% |
| SPDR Gold Tr | $6.82M | 3.1% |
| Invesco Exchange Traded Fd T | $6.68M | 3.1% |
| iShares Tr | $6.17M | 2.8% |
| Vanguard Index Fds | $5.97M | 2.8% |
| Amazon.com Inc | $5.67M | 2.6% |
| iShares Tr | $5.62M | 2.6% |
| Microsoft Corp | $5.51M | 2.5% |
| Vanguard Index Fds | $4.99M | 2.3% |
| iShares Gold Tr | $4.46M | 2.1% |
| J P Morgan Exchange Traded F | $4.31M | 2.0% |
| Alphabet Inc. | $4.22M | 1.9% |
| Mastercard Inc | $3.97M | 1.8% |
| NVIDIA Corp | $3.71M | 1.7% |
| Alphabet Inc. | $3.68M | 1.7% |
| iShares Tr | $2.83M | 1.3% |
| Visa Inc | $2.80M | 1.3% |
| SPDR S&P 500 ETF Tr | $2.79M | 1.3% |
| Walmart Inc. | $2.60M | 1.2% |
| TJX Cos Inc/The | $2.56M | 1.2% |
| Waste Management Inc | $2.34M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.