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CIK: 0001794467
Total reported value
$1.2B
$1.2B
121 檔
21.7%
In Q3 2025, Blueprint Investment Partners LLC's U.S. equity holdings reached a combined market value of $1.2B, distributed across 121 disclosed stock positions.
In Q3 2025, Blueprint Investment Partners LLC displayed an active expansion posture, initiating 18 new positions and adding to 17 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 | 11.78% | -0.31% | +3.04% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 11.03% | +0.55% | +5.79% | |
| 3 | HEGD | Swan Hedged Equity US Lg Cap | ETF-Other | 5.29% | -0.23% | +18.81% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.78% | +1.24% | +6.22% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.67% | +0.94% | -14.12% | |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.93% | -2.23% | +12.15% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-Other | 2.64% | -0.11% | +5.47% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.55% | -0.28% | -1.16% | |
| 9 | BWX | State Street Spdr Bloomberg | ETF-Other | 2.42% | — | +13.02% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.41% | +0.49% | +130.12% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.15% | +0.16% | +3.37% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.07% | +0.45% | +2.01% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.77% | -0.24% | +7.37% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.50% | -0.06% | +140.23% | |
| 15 | FYT | First Trust Small Cap Val | ETF-Small Cap | 1.38% | — | +44.39% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.36% | +0.03% | +10.10% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.26% | +0.47% | +3.28% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.23% | +0.03% | -1.39% | |
| 19 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.23% | +2.25% | +10.33% | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.20% | — | -20.79% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.31% | +2.82% | |
| 22 | PSLV | Sprott Physical Silver Trust | Stock-Other | 1.12% | -0.94% | +0.79% | |
| 23 | MPLX | Mplx LP | Stock-Energy | 1.09% | -0.14% | +3.31% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.08% | +0.49% | +13.92% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.96% | +0.03% | +15.13% | |
| 26 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.95% | -1.05% | +0.32% | |
| 27 | IAU | Ishares Gold Trust | ETF-Commodities | 0.94% | -0.24% | +7.77% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.85% | — | -36.29% | |
| 29 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.84% | -0.59% | +3.65% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.83% | -0.18% | +44.18% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | -0.02% | +0.91% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.81% | -0.10% | +1.80% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.74% | +0.02% | +10.67% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.74% | -0.10% | +12.11% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.03% | +2.86% | |
| 36 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.72% | -0.03% | +28.44% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | — | -13.79% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.69% | -0.08% | +28.09% | |
| 39 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.67% | +0.12% | — | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | +0.03% | +6.04% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.65% | +0.05% | +65.72% | |
| 42 | OCIO | Clearshares Ocio ETF | ETF-Other | 0.62% | -0.03% | — | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.34% | +41.37% | |
| 44 | SNDR | Schneider National Inc-cl B | Stock-Other | 0.61% | +2.11% | +4.35% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.55% | -0.02% | +10.52% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.39% | — | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.50% | — | +36.51% | |
| 48 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.49% | +0.33% | NEW | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.47% | -0.06% | +9.41% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.46% | +0.01% | +6.63% |
According to official SEC Form 13F filings, Blueprint Investment Partners LLC reported a total U.S. public equity portfolio value of $1.2B across 121 disclosed positions in Q3 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, HEGD) accounted for 21.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
VV
市值: $18.8M
Top Position Liquidated / Trimmed
SHV
前期市值: $9.2M
During Q3 2025, Blueprint Investment Partners LLC's top holdings by market value included TFPN (11.8%)、SPTM (11.0%)、HEGD (5.3%). The largest single position, TFPN, represented 11.8% of total portfolio value.
In Q3 2025, Blueprint Investment Partners LLC made 50 total portfolio adjustments, initiating 18 new buys, adding to 17 positions, trimming 8 holdings, and fully liquidating 7 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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