BLUEDOOR PRIVATE WEALTH, LLC
•CIK: 2110994•Filing: Q4 2025
**BLUEDOOR PRIVATE WEALTH, LLC** manages $217M across a diversified portfolio of 146 positions. The strategy exhibits notable allocations to technology and established market leaders, highlighted by significant holdings in JPST ($9.7M) and SBG1 ($8.8M). Further concentration is evident in mega-cap names such as AAPL ($8.1M) and BRK/B ($7.8M). The portfolio maintains broad exposure across sectors, balancing growth potential with stable, large-cap anchors.
Total AUM
$216.7M
QoQ Performance
N/A
Positions
99
Top 10 Concentration
33.7%
Latest Filing
Q4 2025
Top Holdings Allocation
JPST4.5%
SBG14.1%
AAPL3.7%
BRK/B3.6%
HELO3.4%
GQ93.1%
RSP3.1%
IVV2.8%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other62.0%
Technology13.2%
Financial8.5%
Consumer5.8%
ETF4.1%
Healthcare2.5%
Industrial2.1%
Consumer Staples0.6%