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BLUEPRINT FINANCIAL ADVISORS LLC 13F portfolio summary

BLUEPRINT FINANCIAL ADVISORS LLC of BLUEPRINT FINANCIAL ADVISORS LLC has 96 current stock holdings with a reported portfolio value of $674.9M. The portfolio 1 year return is +15.01%. Top holdings include SPY (0.00%), DYFI (0.00%), CGCB (0.00%), BKAG (0.00%), SNDR (25.23%).

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BLUEPRINT FINANCIAL ADVISORS LLC

BLUEPRINT FINANCIAL ADVISORS LLC
Latest filing: 2026-03-31

BLUEPRINT FINANCIAL ADVISORS LLC runs BLUEPRINT FINANCIAL ADVISORS LLC and currently holds 96 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $674.91M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BLUEPRINT FINANCIAL ADVISORS LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BLUEPRINT FINANCIAL ADVISORS LLC's portfolio at BLUEPRINT FINANCIAL ADVISORS LLC has delivered returns of +15.01%. Their 3-year annualized return is +15.01%. Looking at the 5-year horizon, BLUEPRINT FINANCIAL ADVISORS LLC has achieved +15.01% annualized returns at BLUEPRINT FINANCIAL ADVISORS LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.01%
#0/1000
3 Year
+15.01%
#0/1000
5 Year
+15.01%
#0/1000

Portfolio Value

$674.91M

Alpha Score

13.6

#0 of 1000

Holdings

96

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change