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CIK: 0001794467
Total reported value
$1.2B
$1.2B
96 檔
16.5%
At the close of Q1 2025, Blueprint Investment Partners LLC disclosed equity holdings valued at approximately $1.2B, spread across 96 reported holdings.
In Q1 2025, Blueprint Investment Partners LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TFPN | Blueprint Chspk Ma Trend ETF | ETF-Other | 13.29% | -0.31% | -1.06% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 7.80% | +0.55% | -38.58% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 6.86% | — | +6709.39% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.62% | +1.24% | +151.96% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.48% | -0.14% | +80.12% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.35% | +0.94% | -18.87% | |
| 7 | USRT | Ishares Core US Reit ETF | ETF-Other | 3.33% | +2.25% | +5.47% | |
| 8 | HEGD | Swan Hedged Equity US Lg Cap | ETF-Other | 2.89% | -0.23% | +38.04% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.78% | — | — | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.55% | -0.28% | -28.22% | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.47% | -2.89% | -32.65% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.46% | +0.49% | -24.10% | |
| 13 | FYT | First Trust Small Cap Val | ETF-Small Cap | 2.39% | — | -8.71% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.15% | +0.45% | -8.02% | |
| 15 | BWX | State Street Spdr Bloomberg | ETF-Other | 1.73% | — | +124.04% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.73% | +0.49% | -4.83% | |
| 17 | MPLX | Mplx LP | Stock-Energy | 1.67% | -0.14% | +6.15% | |
| 18 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.67% | -1.55% | -53.91% | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 1.42% | — | +2623.09% | |
| 20 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.33% | -2.23% | +152.82% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.29% | +0.31% | -18.96% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.26% | — | — | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.20% | +0.02% | -19.31% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.13% | +0.47% | -0.52% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | -0.02% | -0.78% | |
| 26 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.02% | -1.05% | +1.45% | |
| 27 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.95% | -0.94% | +1.08% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.93% | +0.03% | -25.38% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.92% | +0.16% | -66.40% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.84% | +0.26% | -32.35% | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.79% | -0.24% | -0.21% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.79% | — | -3.48% | |
| 33 | ✓ | Stock-Other | 0.76% | — | -8.76% | ||
| 34 | OPER | Clearshares Ultra-short Matu | ETF-Other | 0.75% | -1.77% | -71.16% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.74% | -0.10% | +47.11% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.73% | -0.06% | -7.86% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.71% | -0.24% | +122.52% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | — | +11.31% | |
| 39 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 0.69% | — | -28.49% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.34% | -26.98% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | +0.03% | -8.30% | |
| 42 | DYFI | Idx Dynamic Fixed Income ETF | ETF-Other | 0.59% | -0.07% | -17.37% | |
| 43 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.58% | — | — | |
| 44 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.57% | +0.06% | NEW | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.52% | — | -16.24% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | +0.01% | +40.15% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | -0.02% | +92.75% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.16% | -19.30% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | +0.39% | -37.10% | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.32% | +0.18% | NEW |
According to official SEC Form 13F filings, Blueprint Investment Partners LLC reported a total U.S. public equity portfolio value of $1.2B across 96 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TFPN, SPTM, SHY) accounted for 16.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
TFPN
市值: $72.8M
During Q1 2025, Blueprint Investment Partners LLC's top holdings by market value included TFPN (13.3%)、SPTM (7.8%)、SHY (6.9%). The largest single position, TFPN, represented 13.3% of total portfolio value.
In Q1 2025, Blueprint Investment Partners LLC made 50 total portfolio adjustments, initiating 50 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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