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CIK: 0001767821
Total reported value
$2.0B
$2.0B
635 檔
10.4%
At the close of Q1 2026, Strategic Blueprint, LLC disclosed equity holdings valued at approximately $2.0B, spread across 635 reported holdings.
In Q1 2026, Strategic Blueprint, LLC displayed an active expansion posture, initiating 21 new positions and adding to 99 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 635 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.90% | -0.08% | -3.60% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.46% | -0.17% | -3.33% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 2.37% | +0.17% | -0.21% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 2.34% | +0.82% | +3.14% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.06% | +0.25% | +10.05% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.83% | -0.09% | +56.45% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.77% | -0.12% | +0.10% | |
| 8 | AVDE | Avantis International Equity | ETF-Other | 1.74% | -0.15% | -2.10% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.53% | -0.45% | -1.74% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.33% | -0.57% | -5.83% | |
| 11 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.32% | +0.04% | -13.93% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.05% | +1.44% | |
| 13 | CGGR | Cap Group Growth Equity | ETF-Other | 1.12% | +0.06% | +5.79% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | +0.05% | -1.67% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.09% | -0.18% | -21.05% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | -0.01% | -0.77% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.03% | -0.11% | +3.28% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | -0.05% | -0.13% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.14% | +67.98% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.92% | -0.02% | +1.59% | |
| 21 | AVUQ | Avantis US Quality Eq ETF | ETF-Other | 0.88% | +0.02% | +1.95% | |
| 22 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.85% | -0.08% | +14.41% | |
| 23 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.82% | -0.06% | +1.71% | |
| 24 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.82% | +0.01% | +3.92% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.77% | -0.23% | +0.38% | |
| 26 | CGMM | Cap Group Small And Mid Cap | ETF-Other | 0.77% | -0.01% | +3.17% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | -0.04% | -0.96% | |
| 28 | CGUS | Cap Group Core Equity | ETF-Other | 0.74% | +0.01% | +5.37% | |
| 29 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.70% | -0.02% | +4.19% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.69% | -0.03% | -2.34% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.16% | +1.02% | |
| 32 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 0.64% | +0.01% | +0.98% | |
| 33 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.63% | +0.12% | +5.67% | |
| 34 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.61% | -0.02% | +5.96% | |
| 35 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.61% | -0.14% | +5.11% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.61% | -0.20% | -1.03% | |
| 37 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 0.59% | +0.15% | — | |
| 38 | EDGF | 3edge Dynamic Fixed Incm ETF | ETF-Other | 0.59% | -0.17% | +50.79% | |
| 39 | CGGE | Cap Group Global Eq | ETF-Other | 0.57% | +0.01% | +3.75% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.16% | -14.80% | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.56% | -0.05% | -0.63% | |
| 42 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 0.55% | +0.02% | +8.13% | |
| 43 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.55% | -0.02% | +0.91% | |
| 44 | CAIE | Calamos Autocallable Inc ETF | ETF-Other | 0.54% | +0.23% | +118.39% | |
| 45 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.53% | +0.15% | +54.05% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | -0.12% | +2.48% | |
| 47 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.53% | -0.02% | -1.07% | |
| 48 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.52% | -0.15% | -4.11% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.52% | EXIT | |
| 50 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.50% | -0.06% | +48.99% |
According to official SEC Form 13F filings, Strategic Blueprint, LLC reported a total U.S. public equity portfolio value of $2.0B across 635 disclosed positions in Q1 2026.
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, VTV) accounted for 10.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
CORO
市值: $10.1M
Top Position Liquidated / Trimmed
XLG
前期市值: $2.4M
During Q1 2026, Strategic Blueprint, LLC's top holdings by market value included AVUS (2.9%)、NVDA (2.5%)、VTV (2.4%). The largest single position, AVUS, represented 2.9% of total portfolio value.
In Q1 2026, Strategic Blueprint, LLC made 200 total portfolio adjustments, initiating 21 new buys, adding to 99 positions, trimming 58 holdings, and fully liquidating 22 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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