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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 SNDR, TFPN, SPTM, SPDW, HEGD, and represent 42.06% of Blueprint Investment Partners's stock portfolio.
Added to shares of these 10 stocks: USRT (+$28M), SPDW (+$18M), NVDA (+$13M), SPTM (+$11M), VUG (+$7.3M), AAPL (+$7.2M), BRK.B (+$6.8M), SSO (+$6.6M), SPY (+$6.3M), LRCX (+$6.0M).
Started 39 new stock positions in SCHA, BSCR, FTSM, NLY, BUFR, SHLD, DFAC, CLS, NASA, FXO.
Reduced shares in these 10 stocks: BIL (-$25M), IEI (-$17M), OPER (-$15M), SHV (-$13M), PHYS (-$8.3M), PSLV (-$6.5M), GBIL, VTIP, TBLL, CVX.
Sold out of its positions in AOD, DJP, EYLD, CVX, DUK, UUUU, IEFA, INTF, SCO, TSLG. USFR.
Blueprint Investment Partners was a net buyer of stock by $103M.
Blueprint Investment Partners has $1.2B in assets under management (AUM), dropping by 22.32%.
Central Index Key (CIK): 0001794467

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Portfolio Holdings for Blueprint Investment Partners

Blueprint Investment Partners holds 159 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schneider National CL B (SNDR)	18.5	$222M		6.1M	36.53	View chart
Tidal Trust Ii Blue Ch Asse Etf (TFPN)	9.4	$113M	+4%	3.6M	31.51	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	6.7	$80M	+16%	879k	90.79	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	3.8	$45M	+65%	895k	50.39	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	3.7	$44M	+6%	1.7M	26.66	View chart
Ishares Tr Cre U S Reit Etf (USRT)	3.6	$43M	+194%	646k	66.45	View chart
NVIDIA Corporation (NVDA)	3.1	$37M	+53%	186k	200.09	View chart
Tidal Trust Ii Ches Tr Fixe Etf (TFFI)	2.9	$35M	+14%	1.8M	19.70	View chart
Apple (AAPL)	2.1	$25M	+40%	87k	289.36	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	2.0	$24M	-41%	204k	117.45	View chart
Ishares Core Msci Emkt (IEMG)	1.7	$21M	+39%	251k	82.84	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.5	$18M	+54%	24k	746.78	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.5	$18M		51k	343.91	View chart
Lattice Strategies Tr Hartford Mlt Sml (ROSC)	1.4	$17M	+9%	296k	55.94	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	1.4	$16M	-60%	177k	91.64	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	1.2	$15M	-49%	149k	100.08	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	1.2	$14M	-47%	127k	110.35	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$14M	-9%	190k	71.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$13M	-15%	17k	748.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$12M	+129%	24k	500.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$10M	+63%	29k	357.36	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$9.4M	+97%	27k	353.33	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$9.3M	+14%	44k	212.77	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$8.9M	+473%	103k	86.14	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.7	$8.8M	+3%	157k	56.33	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.7	$8.3M	+75%	161k	51.78	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$7.9M	+15%	48k	164.27	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$7.8M	+11%	266k	29.43	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$7.7M	+14%	277k	27.70	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.6	$7.4M	-37%	74k	100.16	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$7.3M	+2%	97k	75.51	View chart
Amazon (AMZN)	0.6	$7.3M	+120%	30k	238.34	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.5	$6.6M	NEW	97k	67.38	View chart
Microsoft Corporation (MSFT)	0.5	$6.5M	+72%	18k	373.02	View chart
Etf Opportunities Trust Idx Dy Fi In Etf (DYFI)	0.5	$6.2M	+7%	273k	22.76	View chart
Lam Research Corp Com New (LRCX)	0.5	$6.0M	NEW	14k	433.34	View chart
Celestica (CLS)	0.5	$6.0M	NEW	16k	364.80	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$5.8M	+9%	201k	28.96	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$5.7M	-11%	74k	77.11	View chart
Etf Ser Solutions Clearshs Ocio (OCIO)	0.5	$5.7M	+5%	151k	37.81	View chart
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)	0.5	$5.5M	-5%	109k	50.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$5.5M	+14%	15k	370.04	View chart
JPMorgan Chase & Co. (JPM)	0.5	$5.4M	+4%	17k	327.32	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$5.3M	-44%	106k	50.23	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.4	$5.2M		168k	31.10	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$5.2M	+55%	55k	95.44	View chart
Broadcom (AVGO)	0.4	$5.2M	+8%	14k	377.76	View chart
Baron Etf Tr Technology Etf (BCTK)	0.4	$5.1M	NEW	158k	32.48	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$4.9M	+2%	16k	303.11	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.4	$4.9M	+55%	73k	67.56	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$4.7M	+16%	30k	156.95	View chart
Johnson & Johnson (JNJ)	0.4	$4.6M	+11%	18k	253.98	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.4	$4.5M	+57%	78k	57.67	View chart
Invesco Exch Traded Fd Tr Ii Short Term Etf (TBLL)	0.4	$4.2M	-47%	40k	105.57	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.3	$4.0M	+2%	84k	47.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$4.0M	-10%	66k	59.69	View chart
Direxion Shares Etf Trust Da 500 Bu 3x Etf (SPXL)	0.3	$3.9M	NEW	15k	270.67	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.3	$3.8M		25k	152.18	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$3.8M	NEW	64k	59.73	View chart
Capital Group Core Balanced SHS (CGBL)	0.3	$3.8M	+4%	101k	37.96	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$3.8M		56k	68.41	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$3.6M	+13%	37k	96.43	View chart
Capital Group Global Equity SHS (CGGE)	0.3	$3.5M	+9%	100k	35.24	View chart
Exxon Mobil Corporation (XOM)	0.3	$3.5M	-26%	25k	136.72	View chart
Arista Networks Com Shs (ANET)	0.3	$3.4M	NEW	20k	169.88	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.3	$3.4M	+17%	75k	44.48	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.3	$3.2M	NEW	64k	50.66	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$3.2M	-21%	15k	217.93	View chart
Invesco Actively Managed Exc S&p500 Downsid (PHDG)	0.3	$3.2M	+21%	77k	40.94	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$3.0M	+174%	94k	31.71	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$3.0M	-4%	31k	96.44	View chart
Wal-Mart Stores (WMT)	0.2	$3.0M	-18%	26k	113.26	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.2	$2.9M	+10%	69k	42.33	View chart
Vanguard World Utilities Etf (VPU)	0.2	$2.8M		14k	195.74	View chart
Ishares Msci Eurzone Etf (EZU)	0.2	$2.7M		39k	69.50	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$2.7M	-25%	119k	22.78	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$2.4M	+3%	24k	100.81	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$2.3M	NEW	12k	190.52	View chart
Intel Corporation (INTC)	0.2	$2.2M		16k	139.63	View chart
Philip Morris International (PM)	0.2	$2.2M	NEW	12k	180.91	View chart
Coca-Cola Company (KO)	0.2	$2.0M	+4%	25k	81.27	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)	0.2	$2.0M		37k	55.90	View chart
Cisco Systems (CSCO)	0.2	$2.0M	-8%	17k	117.46	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.2	$1.9M	-5%	52k	37.51	View chart
Procter & Gamble Company (PG)	0.2	$1.9M	+27%	13k	146.64	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$1.9M	-42%	19k	98.98	View chart
O'reilly Automotive (ORLY)	0.2	$1.9M	NEW	20k	92.09	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.7M	NEW	22k	80.57	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$1.7M	-10%	34k	50.57	View chart
Bank of America Corporation (BAC)	0.1	$1.7M	+100%	30k	56.98	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.1	$1.7M	-3%	35k	47.97	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$1.6M	-83%	55k	30.17	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.6M	NEW	10k	158.03	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$1.6M	NEW	38k	43.14	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.1	$1.6M	+14%	48k	32.97	View chart
Innventure (INV)	0.1	$1.5M	NEW	303k	5.07	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$1.5M		32k	47.15	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$1.5M	+8%	30k	49.28	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$1.5M	-81%	78k	18.87	View chart
Verizon Communications (VZ)	0.1	$1.4M	+8%	34k	42.34	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$1.4M		28k	49.55	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$1.4M		52k	26.18	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$1.3M	NEW	17k	81.06	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$1.3M	+29%	26k	48.18	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$1.2M	NEW	16k	79.42	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.2M	+11%	36k	33.84	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.1	$1.2M	NEW	19k	62.46	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$1.1M	NEW	19k	59.71	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$1.1M		42k	27.33	View chart
Capital Group New Geography SHS (CGNG)	0.1	$988k	+11%	26k	37.46	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$986k	NEW	27k	36.13	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$952k	+5%	21k	45.07	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.1	$924k	+7%	21k	44.03	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	0.1	$887k	+6%	29k	30.61	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$865k	+8%	13k	68.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.1	$798k	NEW	27k	29.72	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.1	$772k		35k	22.34	View chart
Roundhill Etf Trust Memory Etf	0.1	$769k	NEW	10k	73.85	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$761k		34k	22.29	View chart
Altria (MO)	0.1	$747k	-9%	10k	71.95	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.1	$730k	NEW	20k	36.53	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$706k	NEW	13k	53.61	View chart
Corgi Etf Tr I Lithography Semi	0.1	$702k	NEW	22k	31.98	View chart
Tema Etf Trust Space Innov Etf (NASA)	0.1	$652k	NEW	22k	30.38	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.1	$648k	-17%	11k	57.88	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.1	$609k		24k	25.82	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$587k		31k	19.12	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$582k	-6%	12k	48.43	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$567k	NEW	10k	56.16	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	0.0	$553k		17k	33.49	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$550k		16k	34.81	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.0	$540k	NEW	12k	44.36	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$533k	+131%	34k	15.88	View chart
Kraneshares Trust Mount Lucas Etf (KMLM)	0.0	$495k	+33%	18k	27.52	View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG)	0.0	$480k	+6%	11k	41.95	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$480k	NEW	13k	38.23	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.0	$471k	+58%	18k	25.94	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$465k	NEW	10k	45.49	View chart
Franklin Xrp Trust Franklin Xrp Etf (XRPZ)	0.0	$447k	+161%	39k	11.35	View chart
Amplify Etf Tr Jr Silv Mine Etf (SILJ)	0.0	$431k	-14%	17k	25.92	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.0	$403k	NEW	10k	39.47	View chart
Lattice Strategies Tr Hartfrd Emrg Etf (ROAM)	0.0	$365k		10k	35.77	View chart
Figure Technology Solutio Com Cl A (FIGR)	0.0	$359k		12k	30.71	View chart
At&t (T)	0.0	$337k	-65%	16k	20.70	View chart
Annaly Capital Management In Com New (NLY)	0.0	$325k	NEW	15k	22.36	View chart
Ford Motor Company (F)	0.0	$323k	+20%	23k	13.90	View chart
Fidelity Ethereum SHS (FETH)	0.0	$299k	-6%	19k	15.74	View chart
Teucrium Commodity Tr Wheat Fd (WEAT)	0.0	$297k		14k	22.03	View chart
Ea Series Trust Brid Omn Sma Etf (BSVO)	0.0	$295k		10k	29.19	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.0	$279k	NEW	11k	25.17	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.0	$262k	NEW	10k	25.44	View chart
Kayne Anderson MLP Investment (KYN)	0.0	$258k	NEW	19k	13.83	View chart
Doubleline Opportunistic Cr (DBL)	0.0	$252k	-19%	18k	14.38	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.0	$250k	NEW	11k	23.42	View chart
Pfizer (PFE)	0.0	$247k	-49%	10k	24.08	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$235k	NEW	12k	19.61	View chart
Qxo Com New (QXO)	0.0	$229k	NEW	13k	17.28	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$226k	NEW	11k	20.36	View chart
Rocket Cos Com Cl A (RKT)	0.0	$219k	+6%	14k	15.75	View chart

Past Filings by Blueprint Investment Partners

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

Blueprint Investment Partners 2026 Q2 filed Aug. 4, 2026
Blueprint Investment Partners 2026 Q1 filed May 15, 2026
Blueprint Investment Partners 2025 Q4 filed Feb. 17, 2026
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

View all past filings

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