Blueprint Financial Advisors LLC

CIK

2054129

Location

GREENSBOTO, NC

Portfolio Value

Small $241,704,986

Diversification

Highly concentrated

Filing Date

Global Rank

#3,496 / 8,232 ▲ 161

Top Industry

Trucking 71.5%

3Y Alpha vs SPY

+35.8%

Period ended 2 months ago

Filed May 11, 2026 · 33d

5 quarters · since Mar 2025

Clone Performance

May 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+68.3%

SPY

+27.1%

Annualised alpha

+37.2%

Max drawdown

−20.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

66.5%

+1.4 pts

Top 5

85.4%

+0.6 pts

Top 10

98.1%

+0.7 pts

HHI

4,558

Highly concentrated+180

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	66.5%	$160,806,886	1
Financial Services	10.7%	$25,895,041	6
Technology	9.7%	$23,518,335	2
Unclassified	7.0%	$16,901,239	4
Energy	4.9%	$11,895,212	3
Communication Services	0.6%	$1,365,686	2
Consumer Defensive	0.5%	$1,322,587	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
PHYS	Sprott Physical Gold Trust	+30,940	328,489	$11,641,650
SNDR	Schneider National, Inc.	+22,000	6,100,413	$160,806,886
T	At&T Inc.	+6,110	21,834	$632,967
AAPL	Apple Inc.	+5,116	34,917	$8,861,585
XOM	Exxon Mobil Corp	+3,722	14,280	$2,422,744
VZ	Verizon Communications Inc	+3,554	14,596	$732,719
SPY	Spdr S&P 500 ETF Trust	+2,893	13,678	$8,895,350
MPLX	Mplx LP	+995	153,993	$8,788,380
NVDA	Nvidia Corp	+957	84,041	$14,656,750
ET	Energy Transfer LP	+487	35,445	$684,088
JPM	Jpmorgan Chase & Co	+236	10,318	$3,035,142
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
PSLV	Sprott Physical Silver Trust	−215,742	424,534	$10,354,384
IAU	Ishares Gold Trust	−2,411	85,625	$7,548,700
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
WMT	Walmart Inc.	10,642	$1,322,587
FIGR	Figure Technology Solutions, Inc.	11,685	$396,705
ETHA	iShares Ethereum Trust ETF	15,000	$237,450
XRPZ	Franklin XRP Trust	15,061	$219,739
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	10,576	$5,316,026
AMZN	Amazon Com Inc	12,504	$2,886,173
BAC	Bank Of America Corp /De/	10,286	$565,730
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

19 positions · $241,704,986 total · as of Mar 31, 2026

All sectors Communication Services Consumer Defensive Energy Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SNDR	Schneider National, Inc. Industrials	Added	6,100,413	+22,000	$160,806,886	−0.3%	66.53%
NVDA	Nvidia Corp Technology	Added	84,041	+957	$14,656,750	−5.4%	6.06%
PHYS	Sprott Physical Gold Trust Financial Services	Added	328,489	+30,940	$11,641,650	+18.5%	4.82%
PSLV	Sprott Physical Silver Trust Financial Services	Reduced	424,534	-215,742	$10,354,384	−31.6%	4.28%
SPY	Spdr S&P 500 ETF Trust	Added	13,678	+2,893	$8,895,350	+21.0%	3.68%
AAPL	Apple Inc. Technology	Added	34,917	+5,116	$8,861,585	+9.4%	3.67%
MPLX	Mplx LP Energy	Added	153,993	+995	$8,788,380	+7.6%	3.64%
IAU	Ishares Gold Trust	Reduced	85,625	-2,411	$7,548,700	+5.6%	3.12%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,318	+236	$3,035,142	−6.6%	1.26%
XOM	Exxon Mobil Corp Energy	Added	14,280	+3,722	$2,422,744	+90.7%	1.00%
WMT	Walmart Inc. Consumer Defensive	NEW	10,642	NEW	$1,322,587	NEW	0.55%
VZ	Verizon Communications Inc Communication Services	Added	14,596	+3,554	$732,719	+62.9%	0.30%
ET	Energy Transfer LP Energy	Added	35,445	+487	$684,088	+18.7%	0.28%
T	At&T Inc. Communication Services	Added	21,834	+6,110	$632,967	+62.1%	0.26%
FIGR	Figure Technology Solutions, Inc. Financial Services	NEW	11,685	NEW	$396,705	NEW	0.16%
DLY	DoubleLine Yield Opportunities Fund Financial Services	Held	18,000	0	$250,560	−4.3%	0.10%
ETHA	iShares Ethereum Trust ETF	NEW	15,000	NEW	$237,450	NEW	0.10%
XRPZ	Franklin XRP Trust	NEW	15,061	NEW	$219,739	NEW	0.09%
DSL	DoubleLine Income Solutions Fund Financial Services	Held	20,000	0	$216,600	−3.9%	0.09%