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Funds / Blueprint Financial Advisors LLC
Institutional Fund

Blueprint Financial Advisors LLC

Greensboto, NCCIK 20541295 filings on record

Portfolio Value
$674.91M
Q1 2026
Holdings
100
Reported positions
New Buys
19
Opened this quarter
QoQ Change
+3.0%
from $655.44M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Schneider National Inc23.8%
  • Tidal Tr II12.4%
  • Spdr Series Trust4.9%
  • Ishares Tr3.5%
  • Listed Fds Tr2.8%
  • Spdr Series Trust2.8%
  • Other49.9%

Portfolio Holdings

100 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Schneider National Inc6.10M$160.81M23.8%+22.0KAdded
2Tidal Tr II3.02M$83.94M12.4%+65.2KAdded
3Spdr Series Trust414.6K$32.77M4.9%110.5KReduced
4Ishares Tr196.7K$23.33M3.5%+12.4KAdded
5Listed Fds Tr764.9K$18.89M2.8%+31.0KAdded
6Spdr Series Trust203.1K$18.62M2.8%+203.1KNew
7Tidal Trust II810.3K$15.87M2.4%+810.3KNew
8Vanguard Index Fds51.3K$15.35M2.3%7.1KReduced
9ETF Ser Solutions151.1K$15.13M2.2%+151.1KNew
10Nvidia Corporation84.0K$14.66M2.2%+957Added

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