Blueprint Investment Partners LLC New Holdings in Q3 2025

Blueprint Investment Partners LLC

  • $611 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
57.7K
New
$76.35 - $82.58 $4.4M - $4.76M
57.7K $4.76M
OCIO
ETF Ser Solutions Clearshares

ETFs
119K
New
$35.22 - $37.33 $4.21M - $4.46M
119K $4.42M
GOOG
Alphabet Inc.

Communication Services
14.8K
New
$175.16 - $255.24 $2.59M - $3.78M
14.8K $3.6M
SPMD
Spdr Portfolio

ETFs
49.1K
New
$54.43 - $58.29 $2.67M - $2.86M
49.1K $2.81M
XOM
Exxon Mobil Corp

Energy
22.8K
New
$105.83 - $117.22 $2.41M - $2.67M
22.8K $2.57M
JNJ
Johnson & Johnson

Healthcare
12.6K
New
$155.17 - $185.42 $1.95M - $2.33M
12.6K $2.33M
VT
Vanguard Total World Stk Index

ETFs
16.9K
New
$128.41 - $138.03 $2.17M - $2.33M
16.9K $2.33M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
46.4K
New
$42.67 - $46.91 $1.98M - $2.18M
46.4K $2.17M
CGGR
Capital Group Growth ETF Shs C

ETFs
48.8K
New
$40.2 - $44.58 $1.96M - $2.18M
48.8K $2.14M
EEM
Ishares Msci Emerging Markets

ETFs
36.9K
New
$48.07 - $53.4 $1.77M - $1.97M
36.9K $1.97M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
37.1K
New
$42.26 - $47.16 $1.57M - $1.75M
37.1K $1.72M
OPER
ETF Ser Solutions Clearshares

ETFs
16.2K
New
$100.03 - $100.52 $1.62M - $1.62M
16.2K $1.62M
CGUS
Capital Group Core Equity ETF
40.4K
New
$36.89 - $39.72 $1.49M - $1.61M
40.4K $1.6M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
14.1K
New
$100.63 - $112.27 $1.42M - $1.58M
14.1K $1.56M
CGGO
Capital Group Global Growth Eq

ETFs
41K
New
$31.71 - $34.17 $1.3M - $1.4M
41K $1.4M
BAC
Bank Of America Corp

Financial Services
25.7K
New
$44.92 - $52.42 $1.15M - $1.35M
25.7K $1.32M
VGSH
Vanguard

ETFs
21K
New
$58.43 - $58.88 $1.22M - $1.23M
21K $1.23M
JCPB
J P Morgan Exchange Traded Fd

ETFs
24.6K
New
$46.37 - $47.77 $1.14M - $1.17M
24.6K $1.17M
PULS
Pgim ETF Tr

ETFs
22.6K
New
$49.58 - $49.83 $1.12M - $1.13M
22.6K $1.13M
TLT
Ishares Barclays 20+ Year Trea

ETFs
12.3K
New
$85.01 - $90.35 $1.05M - $1.11M
12.3K $1.1M
FVD
First Tr Value Line Divid Inde

ETFs
23.7K
New
$44.73 - $46.86 $1.06M - $1.11M
23.7K $1.1M
VZ
Verizon Communications Inc

Communication Services
23.7K
New
$40.84 - $45.06 $970K - $1.07M
23.7K $1.04M
SCHG
Schwab Strategic Tr Us Large C

ETFs
31.4K
New
$28.92 - $32.19 $909K - $1.01M
31.4K $1M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
20.7K
New
$47.76 - $48.46 $988K - $1M
20.7K $997K
T
At&T Inc.

Communication Services
35.1K
New
$26.94 - $29.62 $945K - $1.04M
35.1K $990K
CSCO
Cisco Systems, Inc.

Technology
13.8K
New
$66.2 - $71.79 $911K - $988K
13.8K $941K
BIBL
Northern Lts Fd Tr Iv

ETFs
20.8K
New
$41.43 - $44.43 $864K - $926K
20.8K $926K
WFC
Wells Fargo & Company

Financial Services
10.2K
New
$77.05 - $85.16 $785K - $867K
10.2K $853K
XLF
Financial Sector Spdr

ETFs
15.7K
New
$51.37 - $54.25 $804K - $849K
15.7K $843K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
30.6K
New
$26.38 - $27.95 $806K - $854K
30.6K $834K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
30K
New
$25.43 - $27.31 $764K - $820K
30K $820K
DJP
Barclays Bank PLC

ETFs
23.1K
New
N/A
23.1K $747K
SCHV
Schwab Strategic Tr Us Large C

ETFs
24.5K
New
$27.61 - $29.15 $675K - $713K
24.5K $711K
CGDV
Capital Group Divid Value ETF

ETFs
14.8K
New
$39.59 - $42.21 $584K - $623K
14.8K $620K
QDPL
Pacer Fds Tr Metaurus Us Large
14.3K
New
$39.4 - $42.1 $563K - $602K
14.3K $598K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
12.3K
New
$45.6 - $46.92 $562K - $579K
12.3K $575K
ET
Energy Transfer LP

Energy
32.1K
New
$17.11 - $18.16 $549K - $582K
32.1K $550K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
20.2K
New
$26.05 - $27.27 $526K - $551K
20.2K $543K
USFR
Wisdomtree Floating Rate Treas

ETFs
10.8K
New
$50.23 - $50.48 $544K - $546K
10.8K $543K
CTA
Simplify Exch Traded Fds Simpl

ETFs
19.4K
New
$26.46 - $28.43 $514K - $552K
19.4K $542K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
13.2K
New
$35.94 - $38.52 $473K - $507K
13.2K $489K
CGCP
Capital Group Core Plus Income

ETFs
21.4K
New
$22.27 - $22.95 $476K - $491K
21.4K $485K
INTF
Ishares Tr

ETFs
11.5K
New
$33.72 - $36.17 $388K - $416K
11.5K $412K
SDS
Proshares Tr Ultrashort S&P 50

ETFs
25K
New
$14.45 - $16.7 $361K - $418K
25K $361K
INTC
Intel Corp

Technology
10.2K
New
$19.31 - $35.5 $198K - $363K
10.2K $343K
DBE
Invesco Db Energy Fund

ETFs
16.3K
New
$18.5 - $20.04 $301K - $327K
16.3K $308K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.2K
New
$19.61 - $19.79 $220K - $222K
11.2K $220K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
10.4K
New
$20.41 - $20.67 $213K - $215K
10.4K $214K
Capital Group Dividend Growe
39.3K
New
N/A
39.3K $0
Activity Summary
Buys All Purchases 111 New Holdings 64 Increased Positions 47 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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