Bouvel Investment Partners, LLC ETF holdings
Phoenixville, PA
Reported $124.2M in 25 ETFs in its Form 13F for June 30, 2026.
ETF value
$124.2M
ETFs held
25
Change from prior quarter
+11.7%
With price moves
ETFs as a share of its 13F
28.1%
of $442.3M
Top 10 of 25 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BOND | PIMCO Active Bond Exchange-Traded Fund | $15.1M | 163,263 | −75,358 shares |
| CGDV | Capital Group Dividend Value ETF | $14.4M | 292,611 | +18,109 shares |
| EVTR | Eaton Vance Total Return Bond ETF | $14.2M | 280,957 | +19,885 shares |
| CGMS | Capital Group U.S. Multi-Sector Income ETF | $11.3M | 415,149 | +189,151 shares |
| PRF | Invesco RAFI US 1000 ETF | $11.0M | 204,067 | +5,772 shares |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $8.5M | 169,981 | New position |
| PULS | PGIM Ultra Short Bond ETF | $8.2M | 166,035 | +78,352 shares |
| IFRA | iShares U.S. Infrastructure ETF | $6.6M | 105,486 | New position |
| IWF | iShares Russell 1000 Growth ETF | $4.8M | 38,295 | +28,690 shares |
| IVW | iShares S&P 500 Growth ETF | $4.1M | 29,842 | −1,351 shares |
15 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001839122. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Bouvel Investment Partners, LLC own?
Bouvel Investment Partners, LLC reported 25 ETF positions worth $124.2M in its Form 13F for June 30, 2026. The largest was BOND, at $15.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.