Blueprint Investment Partners LLC

CIK: 0001794467SEC EDGAR →

Portfolio Value

$935.0M

Holdings

124

As of

Q4 2025

New Positions

61

Closed Positions

4

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SCHNEIDER NATIONAL INC

6,078,413$161.3M
17.25%
2

SPDR SERIES TRUST

1,046,535$86.3M
9.23%
3

TIDAL TRUST II

3,359,024$86.3M
9.23%
4

ISHARES TR

430,835$51.4M
5.50%
5

LISTED FDS TR

1,564,536$39.4M
4.22%
6

SPDR INDEX SHS FDS

754,887$33.5M
3.59%
7

NVIDIA CORPORATION

146,223$27.3M
2.92%
8

APPLE INC

72,649$19.8M
2.11%
9

ISHARES TR

27,262$18.7M
2.00%
10

VANGUARD INDEX FDS

58,425$18.4M
1.97%

Quarterly Changes

Top Buys

SNDR↑ Increased
$156.9M
IEI↑ Increased
$30.5M
SPTM↑ Increased
$7.8M
PSLV/U↑ Increased
$7.2M
DYFI↑ Increased
$4.5M

Top Sells

BWX↓ Decreased
$10.7M
SHYCLOSED
$6.1M
MSFT↓ Decreased
$4.8M
TFPN↓ Decreased
$2.5M
STIP↓ Decreased
$2.0M

New Positions (10)

$1.9M · 13K shares
$1.6M · 11K shares
$1.1M · 16K shares
$1.0M · 10K shares
$657K · 14K shares
$461K · 16K shares
$396K · 16K shares
$279K · 30K shares
$264K · 11K shares
$235K · 10K shares

Closed Positions (7)

$6.1M · 73K shares
$1.6M · 14K shares
$1.2M · 21K shares
$788K · 15K shares
$544K · 11K shares
$361K · 25K shares
$310K · 16K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services93$607.2M64.9%
Industrials1$161.3M17.2%
Technology8$69.2M7.4%
Unknown9$49.2M5.3%
Consumer Cyclical2$15.0M1.6%
Communication Services3$12.0M1.3%
Energy3$11.9M1.3%
Consumer Defensive3$5.8M0.6%
Healthcare2$3.2M0.3%