Blue Investment Partners LLC

ALAMO, CA · CIK 1958029 · 13F filing filed 2025-08-06

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 nearbyAlamo, CA

$285.1m reported value +7.3% vs Q1 2025

52positions

65.1%in top 10

9 new 15 added 8 reduced 6 sold out vs Q1 2025

Holdings, Q2 2025

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	APPLE INC COM AAPL	AAPL	193,343	$39.7m13.91%	13.91%	Reduced -192	-192 -0.1%
2	AMAZON COM INC COM AMZN	AMZN	110,401	$24.2m8.50%	8.50%	Reduced -166	-166 -0.1%
3	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	373,482	$18.8m6.59%	6.59%	Added +98.7k	+98,700 35.9%
4	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	29,890	$18.5m6.48%	6.48%	Reduced -3.1k	-3,088 -9.4%
5	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	631,855	$16.8m5.88%	5.88%	Added +41.8k	+41,764 7.1%
6	ISHARES TR CORE MSCI INTL IDEV	IDEV	198,466	$15.1m5.29%	5.29%	Reduced -53.0k	-52,966 -21.1%
7	NVIDIA CORPORATION COM NVDA	NVDA	88,121	$13.9m4.88%	4.88%	Unchanged
8	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	583,483	$13.9m4.88%	4.88%	Reduced -3.5k	-3,528 -0.6%
9	META PLATFORMS INC CL A META	META	18,168	$13.4m4.70%	4.70%	Added +848	+848 4.9%
10	J P MORGAN EXCHANGE TRADED F US QUALTY FCTR JQUA	JQUA	189,710	$11.4m4.00%	4.00%	Added +10.7k	+10,664 6.0%
11	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	59,691	$10.8m3.81%	3.81%	Added +666	+666 1.1%
12	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	222,272	$10.3m3.61%	3.61%	Added +54.8k	+54,844 32.8%
13	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	202,784	$10.3m3.61%	3.61%	Added +9.6k	+9,628 5.0%
14	BANK AMERICA CORP COM BAC	BAC	200,479	$9.5m3.33%	3.33%	Unchanged
15	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	157,884	$9.0m3.16%	3.16%	Added +55.5k	+55,454 54.1%
16	MICROSOFT CORP COM MSFT	MSFT	13,800	$6.9m2.41%	2.41%	Added +1	+1 0.0%
17	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	69,973	$5.5m1.95%	1.95%	New
18	ISHARES GOLD TR ISHARES NEW IAU	IAU	86,111	$5.4m1.88%	1.88%	Added +2.4k	+2,419 2.9%
19	ISHARES TR 20 YR TR BD ETF TLT	TLT	44,507	$3.9m1.38%	1.38%	Added +1.4k	+1,392 3.2%
20	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	6,464	$3.6m1.25%	1.25%	Added +4.5k	+4,458 222.2%
21	JANUS DETROIT STR TR HENDERSON SECURI JSI	JSI	63,924	$3.4m1.18%	1.18%	Added +1.6k	+1,594 2.6%
22	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	11,781	$3.3m1.14%	1.14%	Reduced -11.2k	-11,239 -48.8%
23	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	7,128	$2.2m0.76%	0.76%	New
24	GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT GBTC	GBTC	23,583	$2.0m0.70%	0.70%	Unchanged
25	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	31,485	$1.9m0.68%	0.68%	Added +466	+466 1.5%
26	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	65,523	$1.4m0.51%	0.51%	New
27	ALPHABET INC CAP STK CL C GOOG	GOOG	7,693	$1.4m0.48%	0.48%	Reduced -467	-467 -5.7%
28	ALPHABET INC CAP STK CL A GOOGL	GOOGL	5,317	$937.0k0.33%	0.33%	Reduced -33.1k	-33,071 -86.2%
29	BROADCOM INC COM AVGO	AVGO	3,110	$857.3k0.30%	0.30%	Unchanged
30	VISA INC COM CL A V	V	1,935	$687.0k0.24%	0.24%	Unchanged
31	JPMORGAN CHASE & CO COM JPM	JPM	2,062	$597.8k0.21%	0.21%	Unchanged
32	COSTCO WHSL CORP NEW COM COST	COST	588	$581.6k0.20%	0.20%	Unchanged
33	ORACLE CORP COM ORCL	ORCL	1,952	$426.8k0.15%	0.15%	Unchanged
34	ABBVIE INC COM ABBV	ABBV	2,061	$382.7k0.13%	0.13%	Unchanged
35	ISHARES TR CORE MSCI EAFE IEFA	IEFA	3,903	$325.8k0.11%	0.11%	New
36	GRAYSCALE BITCOIN MINI TR ET SHS NEW BTC	BTC	6,247	$298.3k0.10%	0.10%	Unchanged
37	ISHARES TR USD INV GRDE ETF USIG	USIG	5,421	$278.9k0.10%	0.10%	New
38	STRYKER CORPORATION COM SYK	SYK	700	$276.9k0.10%	0.10%	Unchanged
39	BLACKSTONE INC COM BX	BX	1,747	$261.3k0.09%	0.09%	Unchanged
40	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	4,950	$245.7k0.09%	0.09%	Added +451	+451 10.0%
41	ISHARES TR S&P 500 GRWT ETF IVW	IVW	2,229	$245.4k0.09%	0.09%	Unchanged
42	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	390	$221.5k0.08%	0.08%	New
43	ABBOTT LABS COM ABT	ABT	1,599	$217.5k0.08%	0.08%	Unchanged
44	PEPSICO INC COM PEP	PEP	1,647	$217.5k0.08%	0.08%	Unchanged
45	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	446	$216.7k0.08%	0.08%	Unchanged
46	ISHARES TR RUS 1000 VAL ETF IWD	IWD	1,092	$212.1k0.07%	0.07%	Unchanged
47	BLACKROCK INC COM BLK	BLK	202	$211.9k0.07%	0.07%	New
48	S&P GLOBAL INC COM SPGI	SPGI	396	$208.8k0.07%	0.07%	Unchanged
49	TJX COS INC NEW COM TJX	TJX	1,660	$205.0k0.07%	0.07%	Unchanged
50	BOOKING HOLDINGS INC COM BKNG	BKNG	35	$202.6k0.07%	0.07%	New
51	T-MOBILE US INC COM TMUS	TMUS	850	$202.5k0.07%	0.07%	Unchanged
52	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	989	$202.4k0.07%	0.07%	New

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
AMERICAN CENTY ETF TR AVUV	AVUV	66,882	$5.8m66.9k shares
CAPITAL GRP FIXED INCM ETF T CGMS	CGMS	147,009	$4.0m147.0k shares
J P MORGAN EXCHANGE TRADED F JEPQ	JEPQ	36,213	$1.9m36.2k shares
ENOVIX CORPORATION ENVX	ENVX	110,469	$810.8k110.5k shares
UNITEDHEALTH GROUP INC UNH	UNH	455	$238.3k455 shares
PROCTER AND GAMBLE CO PG	PG	1,218	$207.6k1.2k shares