Blueprint Financial Advisors LLC Top Holdings and 13F Report (2025) About Blueprint Financial Advisors LLCInvestment ActivityBlueprint Financial Advisors LLC has $184.33 million in total holdings as of March 31, 2025.Blueprint Financial Advisors LLC owns shares of 25 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Largest Holdings TIDAL TR II $64,485,409SPDR Portfolio S&P 1500 Composite Stock Market ETF $17,574,600iShares 1-3 Year Treasury Bond ETF $15,592,785SPDR Portfolio Developed World ex-US ETF $9,381,619iShares U.S. Treasury Bond ETF $8,857,834 Sector AllocationMap of 500 Largest Holdings ofBlueprint Financial Advisors LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorTIDAL TR II$64,485,4092,868,56835.0%BLUEPRINT CHESAPSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$17,574,600258,4129.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$15,592,785188,4788.5%ManufacturingSPDWSPDR Portfolio Developed World ex-US ETF$9,381,619257,6665.1%ETFGOVTiShares U.S. Treasury Bond ETF$8,857,834385,3744.8%ETFUSRTiShares Core U.S. REIT ETF$7,205,702125,0993.9%ETFSHViShares Short Treasury Bond ETF$7,064,46963,9553.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$5,848,871108,3733.2%ETFSPROTT PHYSICAL GOLD TR$5,547,827230,5833.0%UNITSPROTT PHYSICAL SILVER TR$5,214,026449,4852.8%TR UNITHEGDSwan Hedged Equity US Large Cap ETF$5,208,433237,8282.8%ETFSTIPiShares 0-5 Year TIPS Bond ETF$5,175,77650,0222.8%ETFSCHBSchwab US Broad Market ETF$4,482,202208,1842.4%ETFBWXSPDR Bloomberg Barclays International Treasury Bond ETF$4,259,465194,8522.3%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$3,768,42141,0822.0%ETFAAPLApple$2,953,44113,2961.6%Computer and TechnologyNVDANVIDIA$2,071,99819,1181.1%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$1,884,96315,9561.0%ETFIAUiShares Gold Trust$1,861,60331,5741.0%FinanceOPERClearShares Ultra-Short Maturity ETF$1,295,51512,9280.7%ETFJCPBJPMorgan Core Plus Bond ETF$1,183,57325,1610.6%ETFSCHFSchwab International Equity ETF$1,113,89156,3140.6%ETFJPSTJPMorgan Ultra-Short Income ETF$1,045,96520,6590.6%ETFSPLGSPDR Portfolio S&P 500 ETF$810,09712,3190.4%ETFTAT&T$442,24315,6380.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
