Blueprint Financial Advisors LLC - Portfolio overview

Blueprint Financial Advisors LLC has 122 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

  1. SNDR - SCHNEIDER NATIONAL INC, 21.67%
  2. TFPN - TIDAL TRUST II, 11.31%
  3. SPTM - SPDR SERIES TRUST, 4.42%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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