DOSSIER · 13F-HR · Q1 2026

Blueprint Financial Advisors LLC

Blueprint Financial's asset manager based in Boston, MA $675M in tracked AUM across 100 positions as of Q1 2026.

BF
Blueprint Financial·Boston, MA·Asset Manager
CIK 0002054129 · last filed Mar 31, 2026
Total AUM
$675M
15.8%
vs prior
Holdings
100
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
Top sector
Financials
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Blueprint Financial Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SNDR
SCHNEIDER NATIONAL INC
$161M6.1M23.8%
02
TFPN
TIDAL TRUST II
$84M3.0M12.4%
03
SPTM
SPDR SERIES TRUST
$33M415K4.9%
04
IEI
ISHARES TR
$23M197K3.5%
05
HEGD
LISTED FDS TR
$19M765K2.8%
06
BIL
SPDR SERIES TRUST
$19M203K2.8%
07
TFFI
TIDAL TRUST II
$16M810K2.4%
08
VV
VANGUARD INDEX FDS
$15M51K2.3%
09
OPER
ETF SER SOLUTIONS
$15M151K2.2%
10
NVDA
NVIDIA CORPORATION
$15M84K2.2%

Filing history

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