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Bouvel Investment Partners, LLC
Period ended Sep 30, 2026 · Latest filing Oct 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $433,419,457
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- MARVELL TECHNOLOGY INC · COM · 573874104 · shares: $18,606,593
- PGIM ETF TR · PGIM ULTRA SH BD · 69344A107 · shares: $16,063,075
- PIMCO ETF TR · ACTIVE BD ETF · 72201R775 · shares: $14,602,576
- NVIDIA CORPORATION · COM · 67066G104 · shares: $14,222,821
- PALO ALTO NETWORKS INC · COM · 697435105 · shares: $12,123,319
- MORGAN STANLEY ETF TRUST · EATO VANC BD ETF · 61774R841 · shares: $12,030,248
- CAPITAL GROUP DIVIDEND VALUE · SHS CREAT UNIT · 14020W106 · shares: $11,519,514
- DATADOG INC · CL A COM · 23804L103 · shares: $11,250,580
- CAPITAL GRP FIXED INCM ETF T · US MULTI-SECTOR · 14020Y300 · shares: $11,037,873
- VANGUARD MALVERN FDS · STRM INFPROIDX · 922020805 · shares: $10,241,058
Reported holdings
85 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 70,424 shares | $18,606,593 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | — | 324,769 shares | $16,063,075 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | — | 167,865 shares | $14,602,576 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 62,277 shares | $14,222,821 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 30,514 shares | $12,123,319 |
| MORGAN STANLEY ETF TRUST | EATO VANC BD ETF | 61774R841 | — | 249,642 shares | $12,030,248 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREAT UNIT | 14020W106 | — | 235,814 shares | $11,519,514 |
| DATADOG INC | CL A COM | 23804L103 | — | 41,083 shares | $11,250,580 |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 | — | 420,811 shares | $11,037,873 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 208,067 shares | $10,241,058 |
| AMAZON COM INC | COM | 023135106 | — | 41,074 shares | $10,233,587 |
| MICROSOFT CORP | COM | 594918104 | — | 19,339 shares | $9,918,717 |
| ABBVIE INC | COM | 00287Y109 | — | 37,093 shares | $9,703,158 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | — | 176,416 shares | $9,602,296 |
| INTEL CORP | COM | 458140100 | — | 78,704 shares | $9,462,582 |
| BROADCOM INC | COM | 11135F101 | — | 25,971 shares | $9,120,755 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 24,948 shares | $8,471,343 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 23,645 shares | $8,135,772 |
| ELI LILLY & CO | COM | 532457108 | — | 6,781 shares | $7,846,159 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 7,953 shares | $7,724,431 |
| GE AEROSPACE | COM NEW | 369604301 | — | 24,238 shares | $7,569,285 |
| VICOR CORP | COM | 925815102 | — | 24,344 shares | $7,033,955 |
| APPLE INC | COM | 037833100 | — | 20,943 shares | $6,974,438 |
| META PLATFORMS INC | CL A | 30303M102 | — | 9,382 shares | $6,803,639 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 25,218 shares | $6,676,466 |
| ENTERGY CORP NEW | COM | 29364G103 | — | 64,511 shares | $6,403,362 |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 62,803 shares | $6,323,006 |
| EATON CORP PLC | SHS | G29183103 | — | 14,654 shares | $6,296,970 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 14,241 shares | $5,790,615 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 24,424 shares | $5,783,115 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 11,758 shares | $5,730,614 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 10,902 shares | $5,699,675 |
| AMPHENOL CORP | CL A | 032095101 | — | 64,028 shares | $5,397,560 |
| RTX CORPORATION | COM | 75513E101 | — | 28,613 shares | $5,312,003 |
| TERADYNE INC | COM | 880770102 | — | 13,048 shares | $5,231,074 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 23,602 shares | $5,190,788 |
| QUANTA SVCS INC | COM | 74762E102 | — | 7,685 shares | $4,937,689 |
| BOEING CO | COM | 097023105 | — | 26,411 shares | $4,913,767 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 38,333 shares | $4,801,592 |
| NETFLIX INC. | COM | 64110L106 | — | 67,824 shares | $4,719,194 |
| NATERA INC | COM | 632307104 | — | 11,202 shares | $4,629,899 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 31,048 shares | $4,416,888 |
| AEHR TEST SYS | COM | 00760J108 | — | 38,486 shares | $3,833,975 |
| TTM TECHNOLOGIES INC | COM | 87305R109 | — | 30,226 shares | $3,712,962 |
| MASTEC INC | COM | 576323109 | — | 16,655 shares | $3,557,841 |
| TEMPUS AI INC | CL A | 88023B103 | — | 40,920 shares | $3,351,348 |
| FIDELITY COVINGTON TRUST | VLU FACTOR ETF | 316092782 | — | 40,948 shares | $3,306,960 |
| PDF SOLUTIONS INC | COM | 693282105 | — | 63,271 shares | $3,229,985 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | — | 40,729 shares | $3,223,293 |
| IONQ INC | COM | 46222L108 | — | 72,990 shares | $3,201,341 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 13,141 shares | $3,171,055 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 18,341 shares | $3,049,741 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | — | 2,252 shares | $3,033,939 |
| FIRST SOLAR INC | COM | 336433107 | — | 16,808 shares | $2,944,089 |
| ISHARES TR | US INFRASTRUC | 46435U713 | — | 51,054 shares | $2,809,502 |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | 46641Q852 | — | 56,124 shares | $2,620,991 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 33,922 shares | $2,557,380 |
| AXON ENTERPRISE INC | COM | 05464C101 | — | 5,908 shares | $2,496,248 |
| KRATOS DEFENSE & SEC SOLUTIO | COM NEW | 50077B207 | — | 56,729 shares | $2,421,740 |
| BWX TECHNOLOGIES INC | COM | 05605H100 | — | 17,049 shares | $2,335,713 |
| GRAIL INC | COM | 384747101 | — | 16,199 shares | $2,269,804 |
| VANGUARD INDEX FDS | MRNGSTR SM CP GR | 922908595 | — | 6,125 shares | $2,069,209 |
| D-WAVE QUANTUM INC | COM | 26740W109 | — | 124,152 shares | $2,057,199 |
| TOAST INC | CL A | 888787108 | — | 69,642 shares | $2,018,922 |
| AEROVIRONMENT INC | COM | 008073108 | — | 13,282 shares | $1,888,966 |
| ISHARES INC | EM MKTS DIV ETF | 464286319 | — | 54,631 shares | $1,857,454 |
| KARMAN HLDGS INC | COMMON STOCK | 485924104 | — | 56,786 shares | $1,841,002 |
| AMPRIUS TECHNOLOGIES INC | COMMON STOCK | 03214Q108 | — | 187,681 shares | $1,816,752 |
| CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | — | 32,491 shares | $1,797,402 |
| ROCKET LAB CORP | COM | 773121108 | — | 24,145 shares | $1,682,424 |
| JOBY AVIATION INC | COMMON STOCK | G65163100 | — | 250,437 shares | $1,515,144 |
| RED CAT HLDGS INC | COM | 75644T100 | — | 165,537 shares | $1,069,369 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | — | 20,794 shares | $1,047,810 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | — | 20,733 shares | $1,046,395 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | — | 20,766 shares | $1,045,983 |
| PLUG PWR INC | COM NEW | 72919P202 | — | 511,645 shares | $992,591 |
| EOS ENERGY ENTERPRISES INC | COM CL A | 29415C101 | — | 270,022 shares | $827,617 |
| VANGUARD INDEX FDS | MRNGSTR MD CP GR | 922908538 | — | 2,715 shares | $793,052 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | — | 8,317 shares | $790,032 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 4,374 shares | $665,154 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 4,572 shares | $371,064 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 2,464 shares | $238,712 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | — | 2,076 shares | $209,946 |
| ARCHER AVIATION INC | COM CL A | 03945R102 | — | 10,000 shares | $49,700 |
| CERUS CORP | COM | 157085101 | — | 20,000 shares | $47,600 |