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CIK: 0001767821
Total reported value
$2.0B
$2.0B
714 檔
14.6%
The Q3 2025 SEC filing reveals that Strategic Blueprint, LLC held a total portfolio value of $2.0B, covering 714 public equity positions.
In Q3 2025, Strategic Blueprint, LLC displayed an active expansion posture, initiating 2 new positions and adding to 37 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VTV, SCHG) accounted for 14.6% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 714 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.01% | -0.04% | +8.62% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 2.84% | +0.17% | -13.61% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.55% | +0.03% | +10.03% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.21% | -0.08% | +0.58% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.13% | -0.17% | +20.47% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 1.89% | +0.82% | -2.21% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.58% | -0.45% | -2.80% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.52% | -0.12% | +3.80% | |
| 9 | CGUS | Cap Group Core Equity | ETF-Other | 1.49% | +0.01% | +33.53% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.36% | +0.25% | -4.30% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.35% | -0.11% | +3.56% | |
| 12 | CGDV | Cap Group Dividend Value | ETF-Other | 1.30% | — | +28.74% | |
| 13 | CGGO | Cap Group Global Growth | ETF-Other | 1.19% | +0.03% | +59.03% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.17% | -0.57% | -3.03% | |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.16% | +0.04% | +14.21% | |
| 16 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.13% | -0.04% | +1.12% | |
| 17 | MAXJ | Ishares Lg Cap Max Buff Jun | ETF-Other | 1.12% | — | +35.92% | |
| 18 | AVDE | Avantis International Equity | ETF-Other | 0.99% | -0.15% | +0.60% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | -0.05% | +7.51% | |
| 20 | DMAX | Ishares Lg Cap Max Buff Dec | ETF-Other | 0.88% | -0.01% | +11.62% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.05% | -1.85% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.88% | -0.01% | +0.85% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.84% | -0.18% | +13.12% | |
| 24 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.84% | -0.09% | +6.89% | |
| 25 | CGGR | Cap Group Growth Equity | ETF-Other | 0.82% | +0.06% | +3.63% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | +0.05% | +4.65% | |
| 27 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.80% | — | +11.73% | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.75% | -0.02% | +0.55% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.74% | -0.02% | -1.87% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.14% | +2.42% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.71% | — | +279.39% | |
| 32 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.71% | -0.04% | +44.20% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.70% | -0.03% | +42.35% | |
| 34 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.68% | — | +20.72% | |
| 35 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.66% | — | +26.08% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.60% | — | -66.90% | |
| 37 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.59% | -0.06% | +2.89% | |
| 38 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.59% | -0.06% | -1.58% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.02% | +2.75% | |
| 40 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.53% | -0.11% | +9.31% | |
| 41 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.53% | -0.08% | +12.15% | |
| 42 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.53% | -0.01% | +315.49% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.50% | -0.03% | +4.78% | |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.49% | +0.02% | +11.72% | |
| 45 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.49% | — | +12.84% | |
| 46 | CGMM | Cap Group Small And Mid Cap | ETF-Other | 0.48% | -0.01% | +9.55% | |
| 47 | CGCB | Cap Group Core Bond | ETF-Other | 0.48% | — | +96.17% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.16% | -8.43% | |
| 49 | IJUL | Innovator International Deve | ETF-Other | 0.47% | — | +659.06% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.46% | -0.23% | +36.04% |
According to official SEC Form 13F filings, Strategic Blueprint, LLC reported a total U.S. public equity portfolio value of $2.0B across 714 disclosed positions in Q3 2025.
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Top New Position Initiated
PYLD
市值: $9.1M
Top Position Liquidated / Trimmed
TILT
前期市值: $4.2M
During Q3 2025, Strategic Blueprint, LLC's top holdings by market value included VOO (3.0%)、VTV (2.8%)、SCHG (2.5%). The largest single position, VOO, represented 3.0% of total portfolio value.
In Q3 2025, Strategic Blueprint, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 37 positions, trimming 10 holdings, and fully liquidating 1 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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