TraderTrends
Manager Profile

BLUEDOOR PRIVATE WEALTH, LLC

Diversified · Financial Services 54%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

BEVERLY, MA

Portfolio Value

$237.5M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

J P MORGAN EXCHANGE TRADED F

Latest disclosed holding

Top 4

46641Q837 037833100 46137V357 811707801 084670702

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
53.6%
Technology
14.3%
Healthcare
8.1%
Industrials
8%
Consumer Cyclical
4.7%
Communication Services
4.6%
Consumer Defensive
3.1%
Basic Materials
0.9%
Energy
0.8%
Utilities
0.3%
Real Estate
0.1%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
J P MORGAN EXCHANGE TRADED F

Shares: 283.3K

14.3M

Position Value
2
APPLE INC

Shares: 29.3K

8.5M

Position Value
3
INVESCO EXCHANGE TRADED FD T

Shares: 36.8K

7.8M

Position Value
4
SEACOAST BKG CORP FLA

Shares: 223.4K

7.4M

Position Value
5
BERKSHIRE HATHAWAY INC DEL

Shares: 14.8K

7.4M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID