Blueprint Financial Advisors LLC
CIK
2054129
Location
GREENSBOTO, NC
Portfolio Value
Small
$239,282,242
Diversification
Highly concentrated
Filing Date
Global Rank
#3,827
/ 8,603
▲ 55
· as of Mar 2026
Top Industry
Trucking
72.3%
3Y Alpha vs SPY
+27.5%
Period ended 3 months ago
Filed May 11, 2026 · 59d
5 quarters · since Mar 2025
Clone Performance
May 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+58.8%
SPY
+28.1%
Annualised alpha
+25.5%
Max drawdown
−20.5%
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
18 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
67.2%
+1.8 pts
Top 5
86.2%
+1.1 pts
Top 10
98.6%
+0.8 pts
HHI
4,649
Highly concentrated+226
Portfolio Trend
5 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 67.2% | $160,806,886 |
| Financial Services | 10.8% | $25,895,041 |
| Technology | 9.8% | $23,518,335 |
| Unclassified | 7.1% | $16,901,239 |
| Energy | 4.0% | $9,472,468 |
| Communication Services | 0.6% | $1,365,686 |
| Consumer Defensive | 0.6% | $1,322,587 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| 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. | |||||
New Positions
Positions the filer opened this quarter
4 positions
18 positions ·
$239,282,242 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Defensive
Energy
Financial Services
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SNDR |
Schneider National, Inc.
Industrials
|
Added | 6,100,413 | $160,806,886 | 67.20% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 84,041 | $14,656,750 | 6.13% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Added | 328,489 | $11,641,650 | 4.87% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
Reduced | 424,534 | $10,354,384 | 4.33% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 13,678 | $8,895,350 | 3.72% | |
| AAPL |
Apple Inc.
Technology
|
Added | 34,917 | $8,861,585 | 3.70% | |
| MPLX |
Mplx LP
Energy
|
Added | 153,993 | $8,788,380 | 3.67% | |
| IAU |
Ishares Gold Trust
|
Reduced | 85,625 | $7,548,700 | 3.15% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 10,318 | $3,035,142 | 1.27% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 10,642 | $1,322,587 | 0.55% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 14,596 | $732,719 | 0.31% | |
| ET |
Energy Transfer LP
Energy
|
Added | 35,445 | $684,088 | 0.29% | |
| T |
At&T Inc.
Communication Services
|
Added | 21,834 | $632,967 | 0.26% | |
| FIGR |
Figure Technology Solutions, Inc.
Financial Services
|
NEW | 11,685 | $396,705 | 0.17% | |
| DLY |
DoubleLine Yield Opportunities Fund
Financial Services
|
Held | 18,000 | $250,560 | 0.10% | |
| ETHA |
iShares Ethereum Trust ETF
|
NEW | 15,000 | $237,450 | 0.10% | |
| XRPZ |
Franklin XRP Trust
|
NEW | 15,061 | $219,739 | 0.09% | |
| DSL |
DoubleLine Income Solutions Fund
Financial Services
|
Held | 20,000 | $216,600 | 0.09% |