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BLUEPRINT FINANCIAL ADVISORS LLC
BLUEPRINT FINANCIAL ADVISORS LLC
Latest filing: 2026-06-30
BLUEPRINT FINANCIAL ADVISORS LLC runs BLUEPRINT FINANCIAL ADVISORS LLC and currently holds 131 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $900.05M. Their top holdings are SNDR, SPTM, NVDA, SPDW, USRT. The top five represent 37.6% of reported portfolio weight. BLUEPRINT FINANCIAL ADVISORS LLC ranks #770 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BLUEPRINT FINANCIAL ADVISORS LLC initiated 20 new positions. They added to 51 existing positions. They trimmed 26 positions. Their current best-performing preview position is SNDR with returns of +38.58%.
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131 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SNDR SCHNEIDER NATIONAL INC | 24.66% | $26.44 | $35.83 | +35.50% | Trimmed -0.41% |
 SPTM SPDR SERIES TRUST | 4.78% | $75.36 | $92.91 | +23.29% | Added +14.21% |
 NVDA NVIDIA CORPORATION | 2.75% | $178.43 | $214.76 | +20.36% | Added +47.18% |
 SPDW SPDR INDEX SHS FDS | 2.74% | $42.75 | $52.01 | +21.66% | Added +59.83% |
 USRT ISHARES TR | 2.66% | $63.39 | $67.11 | +5.87% | Added +180.76% |
 VV VANGUARD INDEX FDS | 1.94% | $285.30 | $352.59 | +23.59% | Trimmed -1.28% |
 IEI ISHARES TR | 1.86% | $119.12 | $116.41 | -2.28% | Trimmed -27.37% |
 SPY STATE STR SPDR S&P 500 ETF T | 1.84% | $688.30 | $765.62 | +11.23% | Added +61.79% |
 AAPL APPLE INC | 1.42% | $250.81 | $309.35 | +23.34% | Added +26.52% |
 IEMG ISHARES INC | 1.31% | $66.85 | $81.56 | +22.00% | Added +56.68% |
Showing 1-10 of 131