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CIK: 0001794467
Total reported value
$1.2B
$1.2B
137 檔
18.7%
As reported in its official Q1 2024 Form 13F filing, Blueprint Investment Partners LLC's tracked investment portfolio stood at $1.2B with 137 total positions.
During Q1 2024, Blueprint Investment Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BLUIX | Blueprint Adap Grw Al-inst | Stock-Other | 17.36% | — | — | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 9.73% | +0.55% | -12.23% | |
| 3 | TFPN | Blueprint Chspk Ma Trend ETF | ETF-Other | 6.64% | -0.31% | -1.99% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 6.19% | +1.24% | +62.05% | |
| 5 | USRT | Ishares Core US Reit ETF | ETF-Other | 4.38% | +2.25% | +24.37% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.03% | +0.94% | -10.86% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.94% | -0.14% | +40.98% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.14% | -0.28% | -17.73% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.92% | +0.16% | +0.47% | |
| 10 | FYT | First Trust Small Cap Val | ETF-Small Cap | 2.78% | — | +0.62% | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.62% | -2.89% | +289.03% | |
| 12 | OPER | Clearshares Ultra-short Matu | ETF-Other | 2.07% | -1.77% | +371.40% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.82% | +0.45% | +780.96% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | +0.31% | +0.53% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.33% | +0.26% | -50.79% | |
| 16 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.31% | -1.55% | +3061.06% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.29% | +0.02% | +0.12% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.10% | +0.49% | +1.19% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | +0.34% | -1.69% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.94% | — | -1.69% | |
| 21 | SWVXX | Schwa Prime Adv Money Fd-inv | Stock-Other | 0.93% | — | — | |
| 22 | SNAXX | Schwa Prime Adv Money Fd-ult | Stock-Other | 0.87% | — | — | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | — | -6.41% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.75% | -0.24% | +43.18% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | -0.02% | +5.27% | |
| 26 | MPLX | Mplx LP | Stock-Energy | 0.74% | -0.14% | +2.06% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.73% | +0.47% | +1.44% | |
| 28 | BWX | State Street Spdr Bloomberg | ETF-Other | 0.73% | — | -49.11% | |
| 29 | IAU | Ishares Gold Trust | ETF-Commodities | 0.72% | -0.24% | +13.97% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.72% | +0.49% | -68.46% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.71% | -0.06% | +3.71% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | +0.01% | +70.24% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | — | -4.40% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | -0.10% | +2.43% | |
| 35 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.44% | +0.13% | +2.08% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | +0.03% | — | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | +0.03% | -7.16% | |
| 38 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.42% | +0.13% | +14.40% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.39% | -10.36% | |
| 40 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.40% | -2.23% | -9.44% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | — | +41.68% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.31% | +317.59% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.38% | +0.05% | -13.07% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.36% | +0.03% | +10.66% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.32% | — | +53.40% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.31% | — | +38.09% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.30% | -0.18% | EXIT | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.30% | -0.18% | -30.92% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.28% | — | +152.47% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.26% | -0.16% | +406.28% |
According to official SEC Form 13F filings, Blueprint Investment Partners LLC reported a total U.S. public equity portfolio value of $1.2B across 137 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BLUIX, SPTM, TFPN) accounted for 18.7% of total reported equity market value during Q1 2024.
During Q1 2024, Blueprint Investment Partners LLC's top holdings by market value included BLUIX (17.4%)、SPTM (9.7%)、TFPN (6.6%). The largest single position, BLUIX, represented 17.4% of total portfolio value.
In Q1 2024, Blueprint Investment Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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