Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Blueprint Financial Advisors LLC (CIK 2054129) reported $674.9M across 97 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SNDR ($160.8M, 23.83%), TFPN ($83.9M, 12.44%), SPTM ($32.8M, 4.86%), IEI ($23.3M, 3.46%), HEGD ($18.9M, 2.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SNDR | SCHNEIDER NATIONAL INC | $160.8M | 23.83% | 6.1M | Added |
| 2 | TFPN | TIDAL TRUST II | $83.9M | 12.44% | 3.0M | Added |
| 3 | SPTM | SPDR SERIES TRUST | $32.8M | 4.86% | 414,554 | Trimmed |
| 4 | IEI | ISHARES TR | $23.3M | 3.46% | 196,711 | Added |
| 5 | HEGD | LISTED FDS TR | $18.9M | 2.80% | 764,899 | Added |
| 6 | BIL | SPDR SERIES TRUST | $18.6M | 2.76% | 203,146 | New |
| 7 | TIDAL TRUST II | $15.9M | 2.35% | 810,313 | New | |
| 8 | VV | VANGUARD INDEX FDS | $15.3M | 2.27% | 51,349 | Trimmed |
| 9 | OPER | ETF SER SOLUTIONS | $15.1M | 2.24% | 151,141 | New |
| 10 | NVDA | NVIDIA CORPORATION | $14.7M | 2.17% | 84,041 | Added |
| 11 | SPDW | SPDR INDEX SHS FDS | $14.0M | 2.07% | 306,052 | Trimmed |
| 12 | ROSC | LATTICE STRATEGIES TR | $13.1M | 1.94% | 270,887 | New |
| 13 | SHV | ISHARES TR | $12.5M | 1.86% | 113,465 | New |
| 14 | PHYS | SPROTT ASSET MANAGEMENT LP | $11.6M | 1.72% | 328,489 | Added |
| 15 | PSLV | SPROTT ASSET MANAGEMENT LP | $10.4M | 1.53% | 424,534 | Trimmed |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $9.1M | 1.34% | 141,625 | Added |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $8.9M | 1.32% | 13,678 | Added |
| 18 | AAPL | APPLE INC | $8.9M | 1.31% | 34,917 | Added |
| 19 | MPLX | MPLX LP | $8.8M | 1.30% | 153,993 | Added |
| 20 | IAU | ISHARES GOLD TR | $7.5M | 1.12% | 85,625 | Trimmed |
| 21 | USRT | ISHARES TR | $7.6M | 1.12% | 128,150 | Added |
| 22 | RSP | INVESCO EXCHANGE TRADED FD T | $6.6M | 0.98% | 34,546 | Trimmed |
| 23 | IEMG | ISHARES INC | $6.3M | 0.94% | 90,904 | Trimmed |
| 24 | SCHF | SCHWAB STRATEGIC TR | $6.0M | 0.88% | 240,948 | Trimmed |
| 25 | EVTR | MORGAN STANLEY ETF TRUST | $5.8M | 0.87% | 115,042 | New |
Source: SEC Form 13F filings · as of 2026-03-31