Institutional Manager · CIK 0002110994
BLUEDOOR PRIVATE WEALTH, LLC
BEVERLY, MA · File #028-26402
Latest AUM
$216.7M
Positions
146
Top-10 Concentration
43.5%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 192,123 | $9.7M | 5.80% |
| 2 | SEACOAST BKG CORP FLA | SE | 279,296 | $8.8M | 5.23% |
| 3 | APPLE INC | AAPL | 29,666 | $8.1M | 4.81% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 15,431 | $7.8M | 4.62% |
| 5 | J P MORGAN EXCHANGE TRADED F | 46654Q724 | 110,085 | $7.3M | 4.36% |
| 6 | SPDR GOLD TR | GLD | 17,217 | $6.8M | 4.07% |
| 7 | INVESCO EXCHANGE TRADED FD T | IVZ | 34,849 | $6.7M | 3.98% |
| 8 | ISHARES TR | 464287200 | 9,009 | $6.2M | 3.68% |
| 9 | VANGUARD INDEX FDS | 922908736 | 12,245 | $6.0M | 3.56% |
| 10 | AMAZON COM INC | AMZN | 24,583 | $5.7M | 3.38% |
| 11 | ISHARES TR | 464287507 | 85,224 | $5.6M | 3.35% |
| 12 | MICROSOFT CORP | MSFT | 11,397 | $5.5M | 3.29% |
| 13 | VANGUARD INDEX FDS | 922908744 | 26,106 | $5.0M | 2.97% |
| 14 | ISHARES GOLD TR | IAU | 54,981 | $4.5M | 2.66% |
| 15 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 91,070 | $4.3M | 2.57% |
| 16 | ALPHABET INC | GOOG | 13,436 | $4.2M | 2.51% |
| 17 | MASTERCARD INCORPORATED | MA | 6,952 | $4.0M | 2.37% |
| 18 | NVIDIA CORPORATION | NVDA | 19,876 | $3.7M | 2.21% |
| 19 | ALPHABET INC | GOOG | 11,748 | $3.7M | 2.19% |
| 20 | ISHARES TR | 464287465 | 29,506 | $2.8M | 1.69% |