Bouvel Investment Partners, LLC - Portfolio overview

Bouvel Investment Partners, LLC has 96 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. BOND - PIMCO ETF TR, 5.55%
2. EVTR - MORGAN STANLEY ETF TRUST, 3.34%
3. CGDV - CAPITAL GROUP DIVIDEND VALUE, 2.95%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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