Blueprint Investment Partners LLC

GREENSBORO, NC · CIK 1794467 · 13F filing filed 2026-08-04

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyGreensboro, NC

$1.2bn reported value +22.3% vs Q1 2026

159positions

55.8%in top 10

39 new 72 added 43 reduced 11 sold out vs Q1 2026

Also in the report of:

Blueprint Financial Advisors LLC – $896.4m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHNEIDER NATIONAL INC CL B SNDR	SNDR	6,075,390	$221.9m18.51%	18.51%	Reduced -25.0k	-25,023 -0.4%
2	TIDAL TR II BLUEPRINT CHESAP TFPN	TFPN	3,595,021	$113.3m9.45%	9.45%	Added +156.0k	+155,980 4.5%
3	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	879,321	$79.8m6.66%	6.66%	Added +121.5k	+121,475 16.0%
4	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	895,096	$45.1m3.76%	3.76%	Added +353.4k	+353,392 65.2%
5	LISTED FDS TR SWAN HEDGED EQTY HEGD	HEGD	1,658,700	$44.2m3.69%	3.69%	Added +101.9k	+101,890 6.5%
6	ISHARES TR CRE U S REIT ETF USRT	USRT	646,149	$42.9m3.58%	3.58%	Added +426.6k	+426,616 194.3%
7	NVIDIA CORPORATION COM NVDA	NVDA	185,924	$37.2m3.10%	3.10%	Added +64.7k	+64,696 53.4%
8	TIDAL TRUST II CHES TR FIXE ETF TFFI	TFFI	1,785,321	$35.2m2.93%	2.93%	Added +228.0k	+227,971 14.6%
9	APPLE INC COM AAPL	AAPL	86,520	$25.0m2.09%	2.09%	Added +24.8k	+24,804 40.2%
10	ISHARES TR 3 7 YR TREAS BD IEI	IEI	203,485	$23.9m1.99%	1.99%	Reduced -145.5k	-145,540 -41.7%
11	ISHARES INC CORE MSCI EMKT IEMG	IEMG	250,963	$20.8m1.73%	1.73%	Added +71.5k	+71,505 39.8%
12	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	24,041	$18.0m1.50%	1.50%	Added +8.5k	+8,468 54.4%
13	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	50,748	$17.5m1.46%	1.46%	Reduced -656	-656 -1.3%
14	LATTICE STRATEGIES TR HARTFORD MLT SML ROSC	ROSC	295,550	$16.5m1.38%	1.38%	Added +24.7k	+24,663 9.1%
15	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	177,393	$16.3m1.36%	1.36%	Reduced -277.4k	-277,411 -61.0%
16	ETF SER SOLUTIONS CLEARSHS ULTRA OPER	OPER	148,994	$14.9m1.24%	1.24%	Reduced -146.0k	-145,985 -49.5%
17	ISHARES TR SHORT TREAS BD SHV	SHV	126,917	$14.0m1.17%	1.17%	Reduced -114.8k	-114,774 -47.5%
18	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	190,313	$13.6m1.13%	1.13%	Reduced -19.4k	-19,416 -9.3%
19	ISHARES TR CORE S&P500 ETF IVV	IVV	16,945	$12.7m1.06%	1.06%	Reduced -3.2k	-3,222 -16.0%
20	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	24,150	$12.1m1.01%	1.01%	Added +13.6k	+13,614 129.2%
21	ALPHABET INC CAP STK CL A GOOGL	GOOGL	28,914	$10.3m0.86%	0.86%	Added +11.3k	+11,261 63.8%
22	ALPHABET INC CAP STK CL C GOOG	GOOG	26,512	$9.4m0.78%	0.78%	Added +13.1k	+13,118 97.9%
23	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	43,789	$9.3m0.78%	0.78%	Added +5.7k	+5,708 15.0%
24	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	103,190	$8.9m0.74%	0.74%	Reduced -4.7k	-4,732 -4.4%
25	MPLX LP COM UNIT REP LTD MPLX	MPLX	156,970	$8.8m0.74%	0.74%	Added +5.0k	+4,977 3.3%
26	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	161,149	$8.3m0.70%	0.70%	Added +69.1k	+69,105 75.1%
27	ISHARES TR CORE S&P TTL STK ITOT	ITOT	47,803	$7.9m0.65%	0.65%	Added +6.4k	+6,406 15.5%
28	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	265,718	$7.8m0.65%	0.65%	Added +27.4k	+27,395 11.5%
29	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	276,996	$7.7m0.64%	0.64%	Added +34.8k	+34,760 14.3%
30	GOLDMAN SACHS ETF TR ACCES TREASURY GBIL	GBIL	73,865	$7.4m0.62%	0.62%	Reduced -44.7k	-44,720 -37.7%
31	ISHARES GOLD TR ISHARES NEW IAU	IAU	96,750	$7.3m0.61%	0.61%	Added +2.6k	+2,571 2.7%
32	AMAZON COM INC COM AMZN	AMZN	30,420	$7.3m0.60%	0.60%	Added +16.6k	+16,601 120.1%
33	PROSHARES TR PSHS ULT S&P 500 SSO	SSO	97,408	$6.6m0.55%	0.55%	New
34	MICROSOFT CORP COM MSFT	MSFT	17,515	$6.5m0.54%	0.54%	Added +7.3k	+7,343 72.2%
35	ETF OPPORTUNITIES TRUST IDX DYNAMIC FIXE DYFI	DYFI	272,904	$6.2m0.52%	0.52%	Added +19.0k	+18,958 7.5%
36	LAM RESEARCH CORP COM NEW LRCX	LRCX	13,919	$6.0m0.50%	0.50%	New
37	CELESTICA INC COM CLS	CLS	16,402	$6.0m0.50%	0.50%	New
38	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	201,288	$5.8m0.49%	0.49%	Added +17.0k	+17,036 9.2%
39	ISHARES TR CORE S&P MCP ETF IJH	IJH	74,344	$5.7m0.48%	0.48%	Reduced -9.4k	-9,416 -11.2%
40	ETF SER SOLUTIONS CLEARSHS OCIO OCIO	OCIO	150,565	$5.7m0.47%	0.47%	Added +7.8k	+7,831 5.5%
41	MORGAN STANLEY ETF TRUST EATON VANCE TOTA EVTR	EVTR	108,565	$5.5m0.46%	0.46%	Reduced -6.5k	-6,477 -5.6%
42	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	14,860	$5.5m0.46%	0.46%	Added +1.9k	+1,853 14.2%
43	JPMORGAN CHASE & CO COM JPM	JPM	16,553	$5.4m0.45%	0.45%	Added +770	+770 4.9%
44	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	106,315	$5.3m0.45%	0.45%	Reduced -84.5k	-84,535 -44.3%
45	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	168,153	$5.2m0.44%	0.44%	Added +1.3k	+1,334 0.8%
46	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	54,546	$5.2m0.43%	0.43%	Added +19.4k	+19,416 55.3%
47	BROADCOM INC COM AVGO	AVGO	13,675	$5.2m0.43%	0.43%	Added +1.0k	+1,017 8.0%
48	BARON ETF TR TECHNOLOGY ETF BCTK	BCTK	157,528	$5.1m0.43%	0.43%	New
49	VANGUARD INDEX FDS SMALL CP ETF VB	VB	16,306	$4.9m0.41%	0.41%	Added +372	+372 2.3%
50	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	72,654	$4.9m0.41%	0.41%	Added +25.8k	+25,817 55.1%
51	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	29,924	$4.7m0.39%	0.39%	Added +4.2k	+4,162 16.2%
52	JOHNSON & JOHNSON COM JNJ	JNJ	18,123	$4.6m0.38%	0.38%	Added +1.9k	+1,904 11.7%
53	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	78,269	$4.5m0.38%	0.38%	Added +28.4k	+28,444 57.1%
54	INVESCO EXCH TRADED FD TR II SHORT TERM TREAS TBLL	TBLL	39,989	$4.2m0.35%	0.35%	Reduced -35.7k	-35,717 -47.2%
55	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	83,957	$4.0m0.33%	0.33%	Added +1.8k	+1,760 2.1%
56	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	66,225	$4.0m0.33%	0.33%	Reduced -7.9k	-7,887 -10.6%
57	DIREXION SHS ETF TR DRX S&P500BULL SPXL	SPXL	14,525	$3.9m0.33%	0.33%	New
58	SPDR SER TR S&P DIVID ETF SDY	SDY	25,272	$3.8m0.32%	0.32%	Unchanged
59	FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW FTSM	FTSM	64,340	$3.8m0.32%	0.32%	New
60	CAPITAL GROUP CORE BALANCED SHS CGBL	CGBL	100,797	$3.8m0.32%	0.32%	Added +4.3k	+4,300 4.5%
61	ISHARES TR MSCI EMG MKT ETF EEM	EEM	55,732	$3.8m0.32%	0.32%	Reduced -536	-536 -0.9%
62	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	37,001	$3.6m0.30%	0.30%	Added +4.5k	+4,497 13.8%
63	CAPITAL GROUP GLOBAL EQUITY SHS CGGE	CGGE	99,858	$3.5m0.29%	0.29%	Added +9.0k	+9,032 9.9%
64	EXXON MOBIL CORP COM XOM	XOM	25,311	$3.5m0.29%	0.29%	Reduced -9.2k	-9,185 -26.6%
65	ARISTA NETWORKS INC COM SHS ANET	ANET	19,765	$3.4m0.28%	0.28%	New
66	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	75,396	$3.4m0.28%	0.28%	Added +11.1k	+11,131 17.3%
67	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	63,847	$3.2m0.27%	0.27%	New
68	VANGUARD INDEX FDS VALUE ETF VTV	VTV	14,622	$3.2m0.27%	0.27%	Reduced -4.1k	-4,073 -21.8%
69	INVESCO ACTIVELY MANAGED ETF S&P500 DOWNSID PHDG	PHDG	77,234	$3.2m0.26%	0.26%	Added +13.6k	+13,630 21.4%
70	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	94,148	$3.0m0.25%	0.25%	Added +59.9k	+59,904 174.9%
71	ISHARES TR JPMORGAN USD EMG EMB	EMB	30,805	$3.0m0.25%	0.25%	Reduced -1.3k	-1,323 -4.1%
72	WALMART INC COM WMT	WMT	26,131	$3.0m0.25%	0.25%	Reduced -6.1k	-6,112 -19.0%
73	CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO	CGGO	69,132	$2.9m0.24%	0.24%	Added +6.4k	+6,370 10.2%
74	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	14,392	$2.8m0.23%	0.23%	Added +29	+29 0.2%
75	ISHARES INC MSCI EURZONE ETF EZU	EZU	39,375	$2.7m0.23%	0.23%	Unchanged
76	ISHARES TR US TREAS BD ETF GOVT	GOVT	118,748	$2.7m0.23%	0.23%	Reduced -40.8k	-40,805 -25.6%
77	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	23,953	$2.4m0.20%	0.20%	Added +912	+912 4.0%
78	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	12,075	$2.3m0.19%	0.19%	New
79	INTEL CORP COM INTC	INTC	15,800	$2.2m0.18%	0.18%	Reduced -286	-286 -1.8%
80	PHILIP MORRIS INTL INC COM PM	PM	11,891	$2.2m0.18%	0.18%	New
81	COCA COLA CO COM KO	KO	25,179	$2.0m0.17%	0.17%	Added +1.1k	+1,061 4.4%
82	INVESCO EXCH TRADED FD TR II DORSEY WRGT DVLP PIZ	PIZ	36,573	$2.0m0.17%	0.17%	Reduced -131	-131 -0.4%
83	CISCO SYS INC COM CSCO	CSCO	16,963	$2.0m0.17%	0.17%	Reduced -1.5k	-1,487 -8.1%
84	CAPITAL GROUP DIVIDEND GROWE SHS ETF CGDG	CGDG	51,848	$1.9m0.16%	0.16%	Reduced -3.0k	-3,010 -5.5%
85	PROCTER AND GAMBLE CO COM PG	PG	13,200	$1.9m0.16%	0.16%	Added +2.8k	+2,817 27.1%
86	ISHARES TR CORE US AGGBD ET AGG	AGG	19,270	$1.9m0.16%	0.16%	Reduced -14.1k	-14,065 -42.2%
87	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	20,365	$1.9m0.16%	0.16%	New
88	VANGUARD INDEX FDS MID CAP ETF VO	VO	21,540	$1.7m0.14%	0.14%	New
89	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	33,883	$1.7m0.14%	0.14%	Reduced -4.1k	-4,051 -10.7%
90	BANK AMERICA CORP COM BAC	BAC	29,501	$1.7m0.14%	0.14%	Added +14.8k	+14,787 100.5%
91	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	34,955	$1.7m0.14%	0.14%	Reduced -1.2k	-1,250 -3.5%
92	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	54,593	$1.6m0.14%	0.14%	Reduced -273.9k	-273,896 -83.4%
93	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	10,375	$1.6m0.14%	0.14%	New
94	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	37,680	$1.6m0.14%	0.14%	New
95	CAPITAL GROUP EQUITY ETF TR US SM MI CA ETF CGMM	CGMM	48,230	$1.6m0.13%	0.13%	Added +6.1k	+6,101 14.5%
96	INNVENTURE INC COM INV	INV	302,762	$1.5m0.13%	0.13%	New
97	J P MORGAN EXCHANGE TRADED F SHORT DURA CORE JSCP	JSCP	31,817	$1.5m0.13%	0.13%	Added +15	+15 0.1%
98	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	30,066	$1.5m0.12%	0.12%	Added +2.4k	+2,446 8.9%
99	SPROTT PHYSICAL SILVER TR TR UNIT PSLV	PSLV	78,059	$1.5m0.12%	0.12%	Reduced -346.6k	-346,608 -81.6%
100	VERIZON COMMUNICATIONS INC COM VZ	VZ	34,067	$1.4m0.12%	0.12%	Added +2.8k	+2,752 8.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CHEVRON CORP NEW CVX	CVX	13,455	$2.8m13.5k shares
ISHARES TR IEFA	IEFA	19,578	$1.8m19.6k shares
DUKE ENERGY CORP NEW DUK	DUK	10,464	$1.4m10.5k shares
BARCLAYS BANK PLC DJP	DJP	24,523	$1.2m24.5k shares
CAMBRIA ETF TR EYLD	EYLD	14,054	$582.0k14.1k shares
WISDOMTREE TR USFR	USFR	10,924	$549.9k10.9k shares
ISHARES TR INTF	INTF	11,500	$448.0k11.5k shares
PROSHARES TR II SCO	SCO	40,608	$337.9k40.6k shares
ENERGY FUELS INC UUUU	UUUU	13,900	$253.7k13.9k shares
THEMES ETF TR TSLG	TSLG	34,000	$203.3k34.0k shares
ABRDN TOTAL DYNAMIC DIVIDEND XAODX	XAODX	12,337	$113.6k12.3k shares