Blueprint Financial Advisors LLC Portfolio Holdings

Blueprint Financial Advisors LLC

  • $312 Billion
  • Q2 2025

Blueprint Financial Advisors LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $312 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tidal Tr Ii with a value of $66.1B, Spdr Portfolio S&P 1500 Compos with a value of $29.4B, Vanguard Large Cap ETF with a value of $17.6B, Spdr Ser Tr Fds Spdr Portfolio with a value of $14.1B, and Listed Fds Tr Swan Hedged Equi with a value of $10.7B.

Examining the 13F form we can see an increase of $128B in the current position value, from $184B to 312B.

Blueprint Financial Advisors LLC is based out at Greensboto, NC

Below you can find more details about Blueprint Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $312 Billion
ETFs: $218 Billion
Financial Services: $12 Billion
Technology: $8.75 Billion
Industrials: $4.72 Billion
Communication Services: $457 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.4 Billion 9.43% of portfolio
392,822
Q2 2025 Added 52.01%
$0
$17.6 Billion 5.63% of portfolio
61,515
Q2 2025 New
$0
$14.1 Billion 4.51% of portfolio
347,238
Q2 2025 Added 34.76%
$0
$10.7 Billion 3.42% of portfolio
453,488
Q2 2025 Added 90.68%
$0
$9.51 Billion 3.05% of portfolio
79,814
Q2 2025 Added 400.21%
$0
$8.03 Billion 2.57% of portfolio
44,196
Q2 2025 New
$0
$6.92 Billion 2.22% of portfolio
294,633
Q2 2025 Added 51.21%
$0
$6.64 Billion 2.13% of portfolio
10,687
Q2 2025 New
$0
$6.4 Billion 2.05% of portfolio
63,915
Q2 2025 New
$0
$6.21 Billion 1.99% of portfolio
281,092
Q2 2025 Added 399.15%
$0
$6.13 Billion 1.97% of portfolio
107,594
Q2 2025 New
$0
$5.64 Billion 1.81% of portfolio
93,935
Q2 2025 Reduced 13.32%
$0
$4.87 Billion 1.56% of portfolio
49,113
Q2 2025 New
$0
$4.84 Billion 1.55% of portfolio
203,143
Q2 2025 Reduced 2.42%
$0
$4.74 Billion 1.52% of portfolio
193,109
Q2 2025 New
$0
$4.57 Billion 1.47% of portfolio
73,730
Q2 2025 New
$0
$3.99 Billion 1.28% of portfolio
38,791
Q2 2025 Reduced 22.45%
$0
$3.81 Billion 1.22% of portfolio
12,550
Q2 2025 New
$0
$3.38 Billion 1.08% of portfolio
33,600
Q2 2025 New
$0
$3.24 Billion 1.04% of portfolio
13,687
Q2 2025 New
$0
$3.23 Billion 1.03% of portfolio
23,762
Q2 2025 New
$0
$3.18 Billion 1.02% of portfolio
38,396
Q2 2025 Reduced 79.63%
$0
$3.2 Billion 1.02% of portfolio
30,598
Q2 2025 New
$0
$3.05 Billion 0.98% of portfolio
17,253
Q2 2025 New
$0
$3.01 Billion 0.96% of portfolio
85,234
Q2 2025 New
$0
$2.75 Billion 0.88% of portfolio
54,220
Q2 2025 Added 162.45%
$0
$2.73 Billion 0.87% of portfolio
30,613
Q2 2025 New
$0
$2.7 Billion 0.87% of portfolio
19,992
Q2 2025 New
$0
$2.72 Billion 0.87% of portfolio
15,690
Q2 2025 New
$0
$2.65 Billion 0.85% of portfolio
53,492
Q2 2025 New
$0
$2.41 Billion 0.77% of portfolio
104,840
Q2 2025 Reduced 72.8%
$0
$2.34 Billion 0.75% of portfolio
39,375
Q2 2025 New
$0
$2.32 Billion 0.74% of portfolio
25,077
Q2 2025 New
$0
$2.32 Billion 0.74% of portfolio
13,153
Q2 2025 New
$106B
$2.18 Billion 0.7% of portfolio
7,137
Q2 2025 New
$53.5B
$2.18 Billion 0.7% of portfolio
34,889
Q2 2025 Added 10.5%
$0
$2.06 Billion 0.66% of portfolio
3,336
Q2 2025 New
$0
$1.64 Billion 0.52% of portfolio
21,167
Q2 2025 New
$0
$1.55 Billion 0.5% of portfolio
32,030
Q2 2025 New
$0
$1.47 Billion 0.47% of portfolio
14,540
Q2 2025 New
$0
$989 Million 0.32% of portfolio
20,685
Q2 2025 New
$0
$899 Million 0.29% of portfolio
12,374
Q2 2025 Added 0.45%
$0
$905 Million 0.29% of portfolio
19,236
Q2 2025 Reduced 23.55%
$0
$884 Million 0.28% of portfolio
16,255
Q2 2025 New
$0
$445 Million 0.14% of portfolio
16,086
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $312 Billion
  • Prior Value $184 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 35 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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