account_balance

Investment manager · 13F filer · SEC CIK 2054129

Blueprint Financial Advisors LLC

Reported value$936Mas of Sep 30, 2026
Positions152 32 new, 11 sold out
Top 10 weight52.9%SNDR alone is 21%
FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SNDR Schneider National Inc 20.7% Held
TFPN Tidal Trust II 10.2% Held
SPTM SPDR Series Trust 5.1% Added +10%
NVDA Nvidia Corporation 3.1% Added +4%
SPDW SPDR Index SHS FDS 3.1% Added +19%
HEGD Listed FDS Tr 2.6% Added +4%
TFFI Tidal Trust II 2.3% Added +2%
IEI iShares Tr 2.0% Added +18%
USRT iShares Tr 2.0% Trimmed −14%
VV Vanguard Index FDS 1.9% Trimmed −3%
ROSC Lattice Strategies Tr 1.7% Added +2%
SPY State STR SPDR S&P 500 ETF T 1.7% Trimmed −6%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Aug 14, 2026 filing
add_circleNew
  • VTI $7.26M
  • USFR $6.63M
  • VTV $4.64M
  • BND $3.04M
arrow_upwardAdded
  • VB +62%
  • VNQ +47%
  • VWO +37%
  • DYFI +32%
arrow_downwardTrimmed
  • OCIO −34%
  • IEMG −25%
  • SPMD −25%
  • EMB −23%
remove_circleSold out
  • INV $1.54M
  • TLTW $772K
  • Corgi ETF Tr I $702K
  • BKAG $480K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

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