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Home > Institutional Investor > Bluedoor Private Wealth, Llc > Profile

Instuitional Investor - Bluedoor Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Bluedoor Private Wealth, Llc
Portfolio Value $215,863,102
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 283,399 $14,342,823 6.64%
2.
J P Morgan Exchange Traded F
 122,654 $7,838,817 3.63%
3.
Apple Inc.
 AAPL 30,333 $7,698,176 3.57%
4.
Berkshire Hathaway Inc
 BRK-B 15,538 $7,445,570 3.45%
5.
Seacoast Banking Corp Of Florida
 SBCF 223,437 $6,767,907 3.14%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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