Blueprint Financial Advisors LLC
Top Portfolio Positions
19 positions ·
$241,704,986 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SNDR |
Schneider National, Inc.
Industrials
|
6,100,413 | $160,806,886 | 66.53% | |
| NVDA |
Nvidia Corp
Technology
|
84,041 | $14,656,750 | 6.06% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
328,489 | $11,641,650 | 4.82% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
424,534 | $10,354,384 | 4.28% | |
| SPY |
Spdr S&P 500 ETF Trust
|
13,678 | $8,895,350 | 3.68% | |
| AAPL |
Apple Inc.
Technology
|
34,917 | $8,861,585 | 3.67% | |
| MPLX |
Mplx LP
Energy
|
153,993 | $8,788,380 | 3.64% | |
| IAU |
Ishares Gold Trust
|
85,625 | $7,548,700 | 3.12% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
10,318 | $3,035,142 | 1.26% | |
| XOM |
Exxon Mobil Corp
Energy
|
14,280 | $2,422,744 | 1.00% |
Portfolio Trend
5 quarters · across all stocks
Holdings in PHYS
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,641,650 | 328,489 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $9,825,067 | 297,549 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,764,822 | 228,387 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $5,771,054 | 227,655 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $5,547,826 | 230,583 | Shares | Defined | 2025-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||