Blueprint Investment Partners LLC

CIK

1794467

Location

GREENSBORO, NC

Portfolio Value

Mid $1,039,432,149

Diversification

Diversified

Filing Date

Global Rank

#2,455 / 8,794 ▲ 223 · as of Jun 2026

Top Industry

Trucking 55.2%

Period ended 3 months ago

Filed Aug 4, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

115 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

21.4%

−1.4 pts

Top 5

53.2%

+4.2 pts

Top 10

68.5%

+2.6 pts

HHI

841

Diversified+45

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	61.3%	$637,253,620	74
Industrials	21.4%	$222,162,800	2
Technology	9.0%	$93,507,410	9
Financial Services	2.7%	$27,676,030	12
Communication Services	2.1%	$21,480,141	3
Energy	1.2%	$12,889,795	3
Consumer Defensive	0.9%	$9,839,367	5
Consumer Cyclical	0.9%	$9,448,652	3
Healthcare	0.5%	$4,849,734	2
Real Estate	0.0%	$324,600	1
Basic Materials	0.0%	$0	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CWI	State Street SPDR MSCI ACWI ex-US ETF	+422,497	1,056,245	$53,448,182
AIPO	Defiance AI & Power Infrastructure ETF	+383,951	5,380,342	$0
FNDA	Schwab Fundamental U.S. Small Company ETF	+171,202	1,108,845	$32,895,765
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+164,231	1,663,919	$144,204,142
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+157,585	987,540	$88,849,802
VB	Vanguard Morningstar Small-Cap ETF	+104,239	221,266	$41,705,047
—		+101,890	1,658,700	$44,220,942
NVDA	Nvidia Corp	+64,696	185,924	$37,201,533
AAPL	Apple Inc.	+24,804	86,520	$25,035,427
HDUS	Hartford Disciplined US Equity ETF	+24,588	305,757	$16,898,466
GOOGL	Alphabet Inc.	+24,379	55,426	$19,700,480
XRPZ	Franklin XRP Trust	+24,332	39,393	$447,110
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	+19,098	33,579	$533,234
AAPX	T-Rex 2X Long Apple Daily Target ETF	+18,958	272,904	$0
AMZN	Amazon Com Inc	+16,601	30,420	$7,250,302
BAC	Bank Of America Corp /De/	+14,787	29,501	$1,680,966
DVVY	Invesco Diversified Dividend Opportunities ETF	+13,630	77,234	$3,161,959
BRK-B	Berkshire Hathaway Inc	+13,614	24,150	$12,084,418
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+13,448	33,051	$3,224,102
CGUS	Capital Group Core Equity ETF	+11,131	75,396	$3,353,614
CGGE	Capital Group Global Equity ETF	+9,032	99,858	$3,518,995
SPY	Spdr S&P 500 ETF Trust	+8,468	24,041	$17,953,097
MSFT	Microsoft Corp	+7,343	17,515	$6,533,445
CTA-PB	EIDP, Inc.	+6,713	18,145	$0
CGGO	Capital Group Global Growth Equity ETF	+6,370	69,132	$2,926,357
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PSLV	Sprott Physical Silver Trust	−346,608	78,059	$1,472,973
PHYS	Sprott Physical Gold Trust	−273,896	54,593	$1,647,070
—		−250,217	290,617	$22,446,858
—		−138,154	299,559	$20,603,135
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	−84,535	106,315	$5,340,202
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	−44,720	73,865	$7,398,318
BAB	Invesco Taxable Municipal Bond ETF	−35,717	39,989	$4,221,638
T	At&T Inc.	−31,306	16,293	$337,265
SNDR	Schneider National, Inc.	−25,023	6,075,390	$221,933,996
VEA	Vanguard FTSE Developed Markets ETF	−19,416	190,313	$13,559,801
PFE	Pfizer Inc	−9,910	10,259	$247,036
XOM	ExxonMobil Holdings Corp	−9,185	25,311	$3,460,519
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	−6,477	108,565	$5,505,331
WMT	Walmart Inc.	−6,112	26,131	$2,959,597
DBL	DoubleLine Opportunistic Credit Fund	−4,300	17,500	$251,650
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−4,036	65,700	$3,213,475
VEU	Vanguard FTSE All-World Ex-US ETF	−3,725	96,149	$8,649,541
CGDG	Capital Group Dividend Growers ETF	−3,010	51,848	$1,944,818
AIEQ	Amplify AI Powered Equity ETF	−2,900	16,624	$430,894
—		−2,413	11,189	$647,619
CSCO	Cisco Systems, Inc.	−1,487	16,963	$1,992,473
FETH	Fidelity Ethereum Fund	−1,254	18,976	$298,682
MO	Altria Group, Inc.	−1,116	10,377	$746,625
BNDX	Vanguard Total International Bond ETF	−768	12,006	$581,450
BKF	iShares MSCI BIC ETF	−536	55,732	$3,812,626
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ANEW	ProShares MSCI Transformational Changes ETF	97,408	$6,563,351
LRCX	Lam Research Corp	13,919	$6,031,520
CLS	Celestica Inc	16,402	$5,983,449
BCEM	Baron Emerging Markets Select ETF	157,528	$5,116,666
CAAA	First Trust AAA CMBS ETF	64,340	$3,843,028
ANET	Arista Networks, Inc.	19,765	$3,357,678
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	63,847	$3,234,489
AIRR	First Trust RBA American Industrial Renaissance ETF	54,219	$2,966,166
PM	Philip Morris International Inc.	11,891	$2,151,200
ORLY	O Reilly Automotive Inc	20,365	$1,875,412
VIGI	Vanguard International Dividend Appreciation ETF	10,375	$1,639,561
INV	Innventure, Inc.	302,762	$1,535,003
AFGR	First Trust Active Factor Large Cap Growth ETF	46,832	$1,527,835
GLDM	World Gold Trust	15,628	$1,241,175
FAB	First Trust Multi Cap Value AlphaDEX Fund	18,569	$1,159,819
AGNG	Global X Funds Global X Aging Population ETF	19,259	$1,149,954
STT	State Street Corp	13,164	$705,722
AV	Corgi Aerospace & Commercial Aviation ETF	21,951	$701,992
ARMY	Tema ETF Trust Tema International Defense ETF	21,460	$651,954
—		10,090	$566,654
DCOR	Dimensional US Core Equity 1 ETF	12,174	$540,038
SGOL	abrdn Gold ETF Trust	12,551	$479,824
FAAA	Fidelity AAA CLO ETF	10,221	$464,953
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	23,076	$461,006
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	10,209	$402,949
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
CVX	Chevron Corp	13,455	$2,783,839
DUK	Duke Energy CORP	10,464	$1,370,156
AGQ	ProShares Trust II	40,608	$1,351,434
ATMP	Barclays Bank PLC	24,523	$1,180,537
BLDG	Cambria Global Real Estate ETF	14,054	$581,976
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	10,924	$549,914
UUUU	Energy Fuels Inc	13,900	$253,675
AOD	abrdn Total Dynamic Dividend Fund	12,337	$113,623
AALG	Leverage Shares 2X Long AAL Daily ETF	34,000	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

115 tracked positions · $1,039,432,149 total · filing declares 159 positions · $1,199,270,431 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 115 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SNDR	Schneider National, Inc. Industrials	Reduced	6,075,390	-25,023	$221,933,996	+38.0%	21.35%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	1,663,919	+164,231	$144,204,142	—	13.87%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	987,540	+157,585	$88,849,802	+33.9%	8.55%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	1,056,245	+422,497	$53,448,182	+84.0%	5.14%
		Added	1,658,700	+101,890	$44,220,942	+15.0%	4.25%
VB	Vanguard Morningstar Small-Cap ETF	Added	221,266	+104,239	$41,705,047	+45.4%	4.01%
NVDA	Nvidia Corp Technology	Added	185,924	+64,696	$37,201,533	+76.0%	3.58%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	1,108,845	+171,202	$32,895,765	+34.5%	3.16%
AAPL	Apple Inc. Technology	Added	86,520	+24,804	$25,035,427	+59.8%	2.41%
		Reduced	290,617	-250,217	$22,446,858	−51.0%	2.16%
		Reduced	299,559	-138,154	$20,603,135	−40.1%	1.98%
GOOGL	Alphabet Inc. Communication Services	Added	55,426	+24,379	$19,700,480	+120.9%	1.90%
SPY	Spdr S&P 500 ETF Trust	Added	24,041	+8,468	$17,953,097	+77.3%	1.73%
HDUS	Hartford Disciplined US Equity ETF	Added	305,757	+24,588	$16,898,466	+26.1%	1.63%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	190,313	-19,416	$13,559,801	+0.9%	1.30%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	24,150	+13,614	$12,084,418	+139.3%	1.16%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	43,789	+5,708	$9,316,985	+27.5%	0.90%
MPLX	Mplx LP Energy	Added	156,970	+4,977	$8,842,120	+1.9%	0.85%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	96,149	-3,725	$8,649,541	+14.3%	0.83%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Reduced	73,865	-44,720	$7,398,318	−37.7%	0.71%
IAU	Ishares Gold Trust	Added	96,750	+2,571	$7,305,592	−12.0%	0.70%
AMZN	Amazon Com Inc Consumer Cyclical	Added	30,420	+16,601	$7,250,302	+151.9%	0.70%
ANEW	ProShares MSCI Transformational Changes ETF	NEW	97,408	NEW	$6,563,351	NEW	0.63%
MSFT	Microsoft Corp Technology	Added	17,515	+7,343	$6,533,445	+73.5%	0.63%
LRCX	Lam Research Corp Technology	NEW	13,919	NEW	$6,031,520	NEW	0.58%
CLS	Celestica Inc Technology	NEW	16,402	NEW	$5,983,449	NEW	0.58%
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	Reduced	108,565	-6,477	$5,505,331	−5.7%	0.53%
JPM	Jpmorgan Chase & Co Financial Services	Added	16,553	+770	$5,418,293	+16.7%	0.52%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Reduced	106,315	-84,535	$5,340,202	−44.0%	0.51%
AVGO	Broadcom Inc. Technology	Added	13,675	+1,017	$5,165,731	+31.9%	0.50%
BCEM	Baron Emerging Markets Select ETF	NEW	157,528	NEW	$5,116,666	NEW	0.49%
JNJ	Johnson & Johnson Healthcare	Added	18,123	+1,904	$4,602,698	+16.1%	0.44%
BAB	Invesco Taxable Municipal Bond ETF	Reduced	39,989	-35,717	$4,221,638	−47.2%	0.41%
CGGR	Capital Group Growth ETF	Added	83,957	+1,760	$3,962,770	+20.0%	0.38%
CAAA	First Trust AAA CMBS ETF	NEW	64,340	NEW	$3,843,028	NEW	0.37%
CGBL	Capital Group Core Balanced ETF	Added	100,797	+4,300	$3,826,254	+15.2%	0.37%
BKF	iShares MSCI BIC ETF	Reduced	55,732	-536	$3,812,626	+19.3%	0.37%
VIG	Vanguard Dividend Appreciation ETF	Added	37,001	+4,497	$3,568,006	+23.8%	0.34%
CGGE	Capital Group Global Equity ETF	Added	99,858	+9,032	$3,518,995	+27.0%	0.34%
XOM	ExxonMobil Holdings Corp Energy	Reduced	25,311	-9,185	$3,460,519	−40.9%	0.33%
ANET	Arista Networks, Inc. Technology	NEW	19,765	NEW	$3,357,678	NEW	0.32%
CGUS	Capital Group Core Equity ETF	Added	75,396	+11,131	$3,353,614	+35.8%	0.32%
CGCB	Capital Group Core Bond ETF	Added	128,073	+117	$3,267,999	+0.0%	0.31%
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	NEW	63,847	NEW	$3,234,489	NEW	0.31%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	33,051	+13,448	$3,224,102	+302.8%	0.31%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	65,700	-4,036	$3,213,475	−6.2%	0.31%
DVVY	Invesco Diversified Dividend Opportunities ETF	Added	77,234	+13,630	$3,161,959	+31.6%	0.30%
AIRR	First Trust RBA American Industrial Renaissance ETF	NEW	54,219	NEW	$2,966,166	NEW	0.29%
WMT	Walmart Inc. Consumer Defensive	Reduced	26,131	-6,112	$2,959,597	−26.1%	0.28%
CGGO	Capital Group Global Growth Equity ETF	Added	69,132	+6,370	$2,926,357	+39.7%	0.28%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.