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
- SNDR - SCHNEIDER NATIONAL INC, 21.67%
- TFPN - TIDAL TRUST II, 11.31%
- 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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