13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001767821
Total reported value
$2.0B
$2.0B
629 檔
10.7%
During the Q4 2025 filing period, Strategic Blueprint, LLC (CIK: 0001767821) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.0B across 629 reported positions.
In Q4 2025, Strategic Blueprint, LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 19 holdings to manage risk exposure.
Showing top 200 holdings (of 629 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.07% | -0.08% | -0.10% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.76% | -0.17% | -4.12% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 2.57% | +0.82% | -1.22% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 2.34% | +0.17% | -40.41% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.92% | -0.12% | -12.76% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.91% | +0.25% | +4.69% | |
| 7 | AVDE | Avantis International Equity | ETF-Other | 1.75% | -0.15% | +24.77% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.64% | -0.45% | -24.78% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.62% | +0.04% | +1.04% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.37% | -0.57% | -17.43% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.35% | -0.18% | +15.93% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.32% | -0.11% | -22.27% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | +0.05% | -11.61% | |
| 14 | CGGR | Cap Group Growth Equity | ETF-Other | 1.19% | +0.06% | +5.65% | |
| 15 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.19% | -0.09% | +4.91% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | +0.05% | -2.72% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | -0.05% | -18.09% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.12% | -0.01% | -7.16% | |
| 19 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.00% | -0.04% | +1.54% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.96% | -0.02% | -6.97% | |
| 21 | AVUQ | Avantis US Quality Eq ETF | ETF-Other | 0.93% | +0.02% | — | |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.83% | -0.06% | +0.49% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | -0.04% | -80.88% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.16% | -14.64% | |
| 25 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.75% | -0.08% | +4.86% | |
| 26 | CGUS | Cap Group Core Equity | ETF-Other | 0.75% | +0.01% | -63.56% | |
| 27 | CGMM | Cap Group Small And Mid Cap | ETF-Other | 0.74% | -0.01% | +12.79% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.72% | -0.23% | +2.63% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.70% | -0.03% | -0.61% | |
| 30 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.68% | -0.02% | +38.27% | |
| 31 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 0.65% | +0.01% | — | |
| 32 | IAU | Ishares Gold Trust | ETF-Commodities | 0.64% | -0.11% | -1.55% | |
| 33 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.63% | -0.14% | +0.76% | |
| 34 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.62% | +0.12% | +20.97% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.61% | -0.02% | +37.62% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.14% | -40.71% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | -0.12% | +16.71% | |
| 38 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.60% | -0.20% | +10.14% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.16% | -8.81% | |
| 40 | CGGE | Cap Group Global Eq | ETF-Other | 0.58% | +0.01% | +6.72% | |
| 41 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.57% | -0.02% | -0.72% | |
| 42 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.56% | -0.15% | +5.67% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.56% | -0.05% | -1.87% | |
| 44 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 0.54% | +0.02% | +21.03% | |
| 45 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.52% | +0.01% | -2.03% | |
| 46 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.52% | +0.01% | +0.86% | |
| 47 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.51% | -0.02% | -51.20% | |
| 48 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.51% | -0.11% | -28.89% | |
| 49 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.50% | -0.04% | -68.62% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | -0.01% | -19.20% |
According to official SEC Form 13F filings, Strategic Blueprint, LLC reported a total U.S. public equity portfolio value of $2.0B across 629 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 AVUS, NVDA, VUG) accounted for 10.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
AVUQ
市值: $15.7M
Top Position Liquidated / Trimmed
MAXJ
前期市值: $25.6M
During Q4 2025, Strategic Blueprint, LLC's top holdings by market value included AVUS (3.1%)、NVDA (2.8%)、VUG (2.6%). The largest single position, AVUS, represented 3.1% of total portfolio value.
In Q4 2025, Strategic Blueprint, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 3 positions, trimming 25 holdings, and fully liquidating 19 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.