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Blueprint Investment Partners

Latest statistics and disclosures from Blueprint Investment Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are TFPN, SPTM, HEGD, SPDW, NVDA, and represent 36.56% of Blueprint Investment Partners's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$9.7M), VUG (+$6.2M), HEGD (+$6.0M), IXUS, OCIO, SPTM, GOOG, FYT, SPMD, XOM.
Started 64 new stock positions in INTC, BSCS, OCIO, VGSH, CGUS, CTA, SHM, VT, FETH, OPER.
Reduced shares in these 10 stocks: , NVDA, SHY, BIL, , VOO, , STIP, TSLA, GOVT.
Sold out of its positions in META, GLD, VOO, V.
Blueprint Investment Partners was a net buyer of stock by $108M.
Blueprint Investment Partners has $712M in assets under management (AUM), dropping by 26.22%.
Central Index Key (CIK): 0001794467

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Positions held by Blueprint Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Blueprint Investment Partners

Blueprint Investment Partners holds 121 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Tidal Trust Ii Blueprint Chesap (TFPN)	11.8	$84M	+3%	3.4M	24.82	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	11.0	$79M	+5%	973k	80.65	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	5.3	$38M	+18%	1.5M	24.92	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.8	$34M	+6%	795k	42.79	View chart
NVIDIA Corporation (NVDA)	3.7	$26M	-14%	140k	186.58	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	2.9	$21M	+12%	175k	119.51	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.6	$19M	+5%	61k	307.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.6	$18M		27k	669.30	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	2.4	$17M	+13%	749k	23.00	View chart
Apple (AAPL)	2.4	$17M	+130%	67k	254.63	View chart
Microsoft Corporation (MSFT)	2.2	$15M	+3%	30k	517.95	View chart
Ishares Core Msci Emkt (IEMG)	2.1	$15M	+2%	223k	65.92	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.8	$13M	+7%	211k	59.92	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$11M	+140%	22k	479.60	View chart
First Tr Exchange-traded A Sml Cap Val Alph (FYT)	1.4	$9.8M	+44%	176k	55.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.4	$9.7M	+10%	51k	189.70	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$9.0M	+3%	14k	666.18	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.2	$8.7M		332k	26.34	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.2	$8.7M	+10%	149k	58.72	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.2	$8.6M	-20%	83k	103.36	View chart
Amazon (AMZN)	1.1	$8.0M	+2%	36k	219.57	View chart
Sprott Asset Management Physical Silver (PSLV)	1.1	$8.0M		508k	15.70	View chart
MPLX Com Unit Rep Ltd (MPLX)	1.1	$7.8M	+3%	156k	49.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$7.7M	+13%	15k	502.74	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$6.8M	+15%	293k	23.28	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	1.0	$6.8M		228k	29.62	View chart
Ishares Gold Tr Ishares New (IAU)	0.9	$6.7M	+7%	92k	72.77	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.9	$6.1M	-36%	73k	82.96	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.8	$6.0M	+3%	60k	100.23	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$5.9M	+44%	59k	100.25	View chart
JPMorgan Chase & Co. (JPM)	0.8	$5.8M		18k	315.42	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$5.8M		31k	186.49	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$5.3M	+10%	205k	25.71	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$5.3M	+12%	81k	65.26	View chart
Broadcom (AVGO)	0.7	$5.1M	+2%	16k	329.91	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.7	$5.1M	+28%	195k	26.30	View chart
Tesla Motors (TSLA)	0.7	$5.0M	-13%	11k	444.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$4.9M	+28%	91k	54.18	View chart
Ishares Tr Core Msci Total (IXUS)	0.7	$4.8M	NEW	58k	82.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$4.7M	+6%	14k	328.18	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$4.6M	+65%	32k	145.65	View chart
Etf Ser Solutions Clearshs Ocio (OCIO)	0.6	$4.4M	NEW	120k	37.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$4.3M	+41%	18k	243.10	View chart
Schneider National CL B (SNDR)	0.6	$4.3M	+4%	204k	21.16	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$3.9M	+10%	15k	254.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$3.6M	NEW	15k	243.56	View chart
International Business Machines (IBM)	0.5	$3.5M	+36%	13k	282.16	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.5	$3.5M		16k	211.90	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.5	$3.3M	+9%	24k	140.05	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$3.3M	+6%	36k	91.42	View chart
Invesco Actively Managed Exc S&p500 Downsid (PHDG)	0.4	$3.2M		85k	37.24	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$3.1M	+3%	31k	100.69	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$2.9M	-15%	125k	23.12	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$2.8M	+30%	27k	106.49	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.4	$2.8M	NEW	49k	57.19	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$2.8M		55k	50.73	View chart
Vanguard World Utilities Etf (VPU)	0.4	$2.7M	+7%	14k	189.41	View chart
Exxon Mobil Corporation (XOM)	0.4	$2.6M	NEW	23k	112.75	View chart
Ishares Msci Eurzone Etf (EZU)	0.3	$2.4M		39k	61.94	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$2.4M		25k	95.19	View chart
Johnson & Johnson (JNJ)	0.3	$2.3M	NEW	13k	185.42	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$2.3M	NEW	17k	137.80	View chart
Wal-Mart Stores (WMT)	0.3	$2.2M		22k	103.06	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$2.2M	NEW	46k	46.81	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$2.1M	NEW	49k	43.92	View chart
Capital Group Core Balanced SHS (CGBL)	0.3	$2.1M	NEW	59k	34.72	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$2.0M	NEW	37k	53.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.8M	NEW	21k	87.31	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.2	$1.7M	NEW	37k	46.32	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.2	$1.7M	-63%	18k	91.75	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.2	$1.6M	NEW	16k	100.04	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$1.6M	NEW	40k	39.54	View chart
Capital Group Global Equity SHS (CGGE)	0.2	$1.6M	NEW	52k	30.79	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$1.6M	NEW	14k	110.47	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)	0.2	$1.5M	NEW	31k	47.67	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$1.4M	NEW	41k	34.17	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.2	$1.4M	NEW	39k	34.65	View chart
Bank of America Corporation (BAC)	0.2	$1.3M	NEW	26k	51.59	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$1.2M	NEW	21k	58.85	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$1.2M	NEW	25k	47.55	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$1.1M	NEW	23k	49.83	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$1.1M	NEW	12k	89.37	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$1.1M	NEW	24k	46.24	View chart
Verizon Communications (VZ)	0.1	$1.0M	NEW	24k	43.95	View chart
Etf Opportunities Trust Idx Dynamic Fixe (DYFI)	0.1	$1.0M	NEW	44k	23.32	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.0M	NEW	31k	31.91	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.1	$997k	NEW	21k	48.22	View chart
At&t (T)	0.1	$990k	NEW	35k	28.24	View chart
Cisco Systems (CSCO)	0.1	$941k	NEW	14k	68.42	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.1	$926k	NEW	21k	44.43	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$895k	NEW	34k	26.58	View chart
Wells Fargo & Company (WFC)	0.1	$854k	NEW	10k	83.82	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$843k	NEW	16k	53.87	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$834k	NEW	31k	27.30	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.1	$820k	NEW	23k	35.44	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.1	$820k	NEW	30k	27.31	View chart
Fidelity Ethereum SHS (FETH)	0.1	$802k	NEW	19k	41.55	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.1	$788k	NEW	15k	51.45	View chart
Proshares Tr Ultrashort Qqq (QID)	0.1	$745k	NEW	35k	21.53	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$712k	NEW	25k	29.11	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$707k	NEW	26k	27.75	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.1	$665k	NEW	23k	28.39	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.1	$621k	NEW	24k	25.61	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$620k	NEW	15k	42.03	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$599k	NEW	14k	41.90	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$576k	NEW	12k	46.71	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$550k	NEW	32k	17.16	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.1	$545k	NEW	23k	23.38	View chart
Kraneshares Trust Mount Lucas Etf (KMLM)	0.1	$544k	NEW	20k	26.93	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$544k	NEW	11k	50.27	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$543k	NEW	19k	27.97	View chart
Amplify Etf Tr Amplify Junior S (SILJ)	0.1	$538k	NEW	23k	23.09	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.1	$490k	NEW	13k	37.20	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$486k	NEW	21k	22.72	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$413k	NEW	12k	35.91	View chart
Proshares Tr Ultrashrt S&p500 (SDS)	0.1	$361k	NEW	25k	14.45	View chart
Capital Group New Geography SHS (CGNG)	0.1	$360k	NEW	12k	30.90	View chart
Intel Corporation (INTC)	0.0	$343k	NEW	10k	33.55	View chart
Invesco Db Multi-sector Comm Energy Fd (DBE)	0.0	$310k	NEW	16k	19.02	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$221k	NEW	11k	19.71	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$214k	NEW	10k	20.57	View chart

Past Filings by Blueprint Investment Partners

SEC 13F filings are viewable for Blueprint Investment Partners going back to 2019

Blueprint Investment Partners 2025 Q3 filed Nov. 12, 2025
Blueprint Investment Partners 2025 Q2 filed Aug. 12, 2025
Blueprint Investment Partners 2025 Q1 filed May 12, 2025
Blueprint Investment Partners 2024 Q4 filed Feb. 11, 2025
Blueprint Investment Partners 2024 Q3 filed Nov. 13, 2024
Blueprint Investment Partners 2024 Q2 filed Aug. 14, 2024
Blueprint Investment Partners 2024 Q1 filed May 13, 2024
Blueprint Investment Partners 2023 Q3 filed Nov. 15, 2023
Blueprint Investment Partners 2023 Q2 filed Aug. 15, 2023
Blueprint Investment Partners 2023 Q1 filed May 12, 2023
Blueprint Investment Partners 2022 Q4 filed Feb. 14, 2023
Blueprint Investment Partners 2022 Q3 filed Nov. 9, 2022
Blueprint Investment Partners 2022 Q2 filed Aug. 9, 2022
Blueprint Investment Partners 2022 Q1 filed May 16, 2022
Blueprint Investment Partners 2021 Q4 filed Feb. 15, 2022
Blueprint Investment Partners 2021 Q3 filed Nov. 4, 2021

View all past filings

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