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CIK: 0001794467
Total reported value
$1.2B
$1.2B
124 檔
35.4%
At the close of Q4 2025, Blueprint Investment Partners LLC disclosed equity holdings valued at approximately $1.2B, spread across 124 reported holdings.
In Q4 2025, Blueprint Investment Partners LLC displayed an active expansion posture, initiating 5 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SNDR | Schneider National Inc-cl B | Stock-Other | 17.25% | +2.11% | +2879.28% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 9.23% | +0.55% | +7.52% | |
| 3 | TFPN | Blueprint Chspk Ma Trend ETF | ETF-Other | 9.23% | -0.31% | -0.52% | |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 5.50% | -2.23% | +146.68% | |
| 5 | HEGD | Swan Hedged Equity US Lg Cap | ETF-Other | 4.22% | -0.23% | +3.50% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.59% | +1.24% | -4.98% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.92% | +0.94% | +4.41% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.11% | +0.49% | +7.97% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.00% | -0.28% | +0.38% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-Other | 1.97% | -0.11% | -4.28% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.83% | +0.45% | +14.05% | |
| 12 | PSLV | Sprott Physical Silver Trust | Stock-Other | 1.62% | -0.94% | +26.20% | |
| 13 | FYT | First Trust Small Cap Val | ETF-Small Cap | 1.40% | — | +30.77% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.38% | -0.24% | -1.71% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.22% | -0.06% | +5.26% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | +0.16% | -26.64% | |
| 17 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.09% | +2.25% | +20.01% | |
| 18 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.05% | -1.05% | +30.28% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.00% | +0.03% | +5.09% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | +0.31% | +7.40% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | +0.47% | -4.40% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.90% | +0.03% | -13.28% | |
| 23 | MPLX | Mplx LP | Stock-Energy | 0.86% | -0.14% | -3.11% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | +0.49% | -0.70% | |
| 25 | IAU | Ishares Gold Trust | ETF-Commodities | 0.81% | -0.24% | +1.93% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.72% | — | +134.14% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.70% | +0.03% | -6.49% | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.70% | — | -22.97% | |
| 29 | BWX | State Street Spdr Bloomberg | ETF-Other | 0.70% | — | -61.33% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.34% | +14.47% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.64% | — | +18.06% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | -0.02% | +0.87% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | +0.03% | +5.71% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.60% | -0.18% | -4.62% | |
| 35 | DYFI | Idx Dynamic Fixed Income ETF | ETF-Other | 0.60% | -0.07% | +449.65% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.57% | +0.02% | -1.60% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.56% | +0.05% | +11.52% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.56% | -0.08% | +6.43% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.39% | +11.84% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | +0.03% | +3.04% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.51% | -0.10% | -19.08% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.51% | -0.10% | -10.49% | |
| 43 | OCIO | Clearshares Ocio ETF | ETF-Other | 0.50% | -0.03% | +13.10% | |
| 44 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.47% | -0.59% | -26.24% | |
| 45 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.46% | +0.12% | -11.84% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-Other | 0.43% | -0.02% | +0.66% | |
| 47 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.40% | +0.33% | NEW | |
| 48 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.40% | -0.14% | +29.23% | |
| 49 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.39% | +0.26% | +68.42% | |
| 50 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.38% | -0.03% | -32.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SNDR | Schneider National Inc-cl B | +16.6% | +2879.28% | Add |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | +2.6% | +146.68% | Add |
| 3 | PSLV | Sprott Physical Silver Trust | +0.5% | +26.20% | Add |
| 4 | DYFI | Idx Dynamic Fixed Income ETF | +0.5% | +449.65% | Add |
| 5 | MUB | Ishares National Muni Bond E | +0.3% | +134.14% | Add |
| 6 | PHYS | Sprott Physical Gold Trust | +0.1% | +30.28% | Add |
| 7 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +68.42% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +14.47% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | +11.84% | Add |
| 10 | CGGR | Cap Group Growth Equity | +0.1% | +50.39% | Add |
| 11 | CGUS | Cap Group Core Equity | +0.1% | +53.90% | Add |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +48.35% | Add |
| 13 | CGGE | Cap Group Global Eq | 0% | +49.71% | Add |
| 14 | VT | Vanguard Tot World Stk ETF | 0% | +42.36% | Add |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +50.23% | Add |
| 16 | CGGO | Cap Group Global Growth | 0% | +49.85% | Add |
| 17 | FYT | First Trust Small Cap Val | 0% | +30.77% | Add |
| 18 | CGBL | Cap Group Core Balanced | 0% | +39.31% | Add |
| 19 | WMT | Walmart Inc | 0% | +28.05% | Add |
| 20 | XOM | Exxon Mobil CORP | — | +21.07% | Add |
| 21 | GOVT | Ishares US Treasury Bond ETF | 0% | +29.23% | Add |
| 22 | TSLA | Tesla Inc | -0.1% | +18.06% | Add |
| 23 | IAU | Ishares Gold Trust | -0.1% | +1.93% | Add |
| 24 | USRT | Ishares Core US Reit ETF | -0.1% | +20.01% | Add |
| 25 | AMZN | Amazon.com Inc | -0.2% | +7.40% | Add |
| 26 | SCHX | Schwab US Large-cap ETF | -0.2% | +5.09% | Add |
| 27 | IEMG | Ishares Core Msci Emerging | -0.2% | +14.05% | Add |
| 28 | MINT | Pimco Enhanced Short Maturit | -0.2% | -41.90% | Trim |
| 29 | VUG | Vanguard Growth ETF | -0.3% | +5.26% | Add |
| 30 | AAPL | Apple Inc | -0.3% | +7.97% | Add |
| 31 | VTV | Vanguard Value ETF | -0.3% | -19.08% | Trim |
| 32 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.3% | -32.70% | Trim |
| 33 | GBIL | Goldman Sachs Access Treasur | -0.4% | -26.24% | Trim |
| 34 | RSP | Invesco S&p 500 Equal Weight | -0.5% | -13.28% | Trim |
| 35 | STIP | Ishares 0-5 Year Tips Bond E | -0.5% | -22.97% | Trim |
| 36 | NVDA | Nvidia CORP | -0.8% | +4.41% | Add |
| 37 | MSFT | Microsoft CORP | -1% | -26.64% | Trim |
| 38 | HEGD | Swan Hedged Equity US Lg Cap | -1.1% | +3.50% | Add |
| 39 | BWX | State Street Spdr Bloomberg | -1.7% | -61.33% | Trim |
| 40 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -1.8% | +7.52% | Add |
| 41 | TFPN | Blueprint Chspk Ma Trend ETF | -2.6% | -0.52% | Trim |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | — | EXIT | Sold out |
| 43 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 44 | PEP | Pepsico Inc | — | NEW | New buy |
| 45 | VIOO | Vanguard S&p Small-cap 600 E | — | EXIT | Sold out |
| 46 | VGSH | Vanguard Short-term Treasury | — | EXIT | Sold out |
| 47 | KO | Coca-cola Co/the | — | NEW | New buy |
| 48 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 49 | EVTR | Eaton Vance Total Return | — | EXIT | Sold out |
| 50 | BNDX | Vanguard Total Intl Bond ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Blueprint Investment Partners LLC reported a total U.S. public equity portfolio value of $1.2B across 124 disclosed positions in Q4 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 SNDR, SPTM, TFPN) accounted for 35.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
XLK
市值: $1.9M
Top Position Liquidated / Trimmed
SHY
前期市值: $6.1M
During Q4 2025, Blueprint Investment Partners LLC's top holdings by market value included SNDR (17.3%)、SPTM (9.2%)、TFPN (9.2%). The largest single position, SNDR, represented 17.3% of total portfolio value.
In Q4 2025, Blueprint Investment Partners LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 32 positions, trimming 9 holdings, and fully liquidating 4 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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