BLUEDOOR PRIVATE WEALTH, LLC

Est. AUM

$215.9M

13F long equity, this entity only

Positions

147

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$14.3M	283399	6.64%	SOLE
2	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$7.8M	122654	3.63%	SOLE
3	APPLE INC	COM	$7.7M	30333	3.57%	SOLE
4	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.4M	15538	3.45%	SOLE
5	SEACOAST BKG CORP FLA	COM NEW	$6.8M	223437	3.14%	SOLE
6	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$6.7M	34877	3.10%	SOLE
7	SPDR GOLD TR	GOLD SHS	$6.3M	14566	2.90%	SOLE
8	ISHARES TR	CORE S&P500 ETF	$5.9M	8988	2.72%	SOLE
9	ISHARES TR	CORE S&P MCP ETF	$5.8M	86014	2.69%	SOLE
10	VANGUARD INDEX FDS	GROWTH ETF	$5.3M	12145	2.46%	SOLE
11	AMAZON COM INC	COM	$5.3M	25406	2.45%	SOLE
12	VANGUARD INDEX FDS	VALUE ETF	$5.1M	25906	2.35%	SOLE
13	MICROSOFT CORP	COM	$4.3M	11737	2.01%	SOLE
14	ISHARES GOLD TR	ISHARES NEW	$4.2M	48191	1.97%	SOLE
15	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$4.1M	87135	1.90%	SOLE
16	ALPHABET INC	CAP STK CL C	$3.9M	13640	1.81%	SOLE
17	MASTERCARD INCORPORATED	CL A	$3.6M	7273	1.68%	SOLE
18	NVIDIA CORPORATION	COM	$3.5M	19983	1.61%	SOLE
19	ALPHABET INC	CAP STK CL A	$3.4M	11857	1.58%	SOLE
20	ISHARES TR	MSCI EAFE ETF	$2.9M	30255	1.36%	SOLE
21	WALMART INC	COM	$2.9M	23321	1.34%	SOLE
22	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.7M	4177	1.26%	SOLE
23	TJX COS INC NEW	COM	$2.6M	16376	1.21%	SOLE
24	WASTE MGMT INC DEL	COM	$2.5M	10750	1.14%	SOLE
25	VISA INC	COM CL A	$2.5M	8146	1.14%	SOLE
26	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$2.2M	62680	1.03%	SOLE
27	VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.1M	27259	0.99%	SOLE
28	JOHNSON & JOHNSON	COM	$2.1M	8740	0.99%	SOLE
29	AMERICAN CENTY ETF TR	US QUALITY GROW	$2.1M	19575	0.95%	SOLE
30	ISHARES TR	CORE DIV GRWTH	$2.0M	28242	0.92%	SOLE
31	GLOBAL X FDS	DEFENSE TECH ETF	$1.8M	25438	0.83%	SOLE
32	JPMORGAN CHASE & CO	COM	$1.8M	6121	0.83%	SOLE
33	CATERPILLAR INC	COM	$1.6M	2228	0.73%	SOLE
34	COCA COLA CO	COM	$1.5M	20136	0.71%	SOLE
35	VANGUARD INDEX FDS	SM CP VAL ETF	$1.5M	6953	0.70%	SOLE
36	MCDONALDS CORP	COM	$1.5M	4805	0.69%	SOLE
37	COSTCO WHOLESALE CORPORATION	COM	$1.5M	1478	0.68%	SOLE
38	EA SERIES TRUST	ASTORIA US EQUAL	$1.5M	41335	0.68%	SOLE
39	UNION PAC CORP	COM	$1.4M	5817	0.65%	SOLE
40	SELECT SECTOR SPDR TR	STATE STREET CON	$1.4M	12910	0.65%	SOLE
41	BROADCOM INC	COM	$1.4M	4438	0.64%	SOLE
42	ELI LILLY & CO	COM	$1.3M	1427	0.61%	SOLE
43	EA SERIES TRUST	EA ASTORIA DYNMC	$1.3M	51114	0.60%	SOLE
44	ABRDN SILVER ETF TRUST	PHYSCL SILVR SHS	$1.3M	17649	0.59%	SOLE
45	VANGUARD WORLD FD	INF TECH ETF	$1.3M	1799	0.58%	SOLE
46	DEERE & CO	COM	$1.2M	2148	0.56%	SOLE
47	ISHARES TR	CORE US AGGBD ET	$1.2M	11949	0.55%	SOLE
48	DANAHER CORP DEL	COM	$1.2M	6219	0.55%	SOLE
49	FIDELITY COVINGTON TRUST	ENHANCED SMALL	$1.1M	30193	0.53%	SOLE
50	COLGATE PALMOLIVE CO	COM	$1.1M	13243	0.52%	SOLE

1–50 of 147

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.