BLUEPRINT INVESTMENT PARTNERS LLC

PrivateCIK: 1794467
Location

GREENSBORO, NC

📋 What this filing means

BLUEPRINT INVESTMENT PARTNERS LLC filed this quarterly 13F‑HR report disclosing 159 equity positions with a total reported market value of $1.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

159
Positions
$1.20B
Total AUM (reported)
23.71M
Total Shares

Allocation by class

TOTAL AUM$1.20B159 positions
CL B$221.93M18.5%
COM$122.64M10.2%
BLUE CH ASSE ETF$113.27M9.4%
ST STR PR SP1500$79.83M6.7%
ST STR PO EX ETF$45.10M3.8%
SWAN HEDGED EQTY$44.22M3.7%
CRE U S REIT ETF$42.94M3.6%

Portfolio Concentration

Top 334.6%4–1021.1%11–2516.9%Rest27.3%TOP 1055.8%0%100%
Top 3$415.04M34.6%
4–10$253.58M21.1%
11–25$202.98M16.9%
Rest$327.67M27.3%

Top 3 weight

34.6%

Top 10 weight

55.8%

Voting Authority Distribution

Total shares with voting rights: 23.71M

Sole

Full voting authority

23.71M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole159
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings159
Rows:

SCHNEIDER NATIONAL INC

SOLE
CL B
Shares6.08M
TypeSH
Market value$221.93M
18.51%
Sole
6.08M
Shared
0.00
None
0.00

TIDAL TRUST II

SOLE
BLUE CH ASSE ETF
Shares3.60M
TypeSH
Market value$113.27M
9.45%
Sole
3.60M
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
ST STR PR SP1500
Shares879.32K
TypeSH
Market value$79.83M
6.66%
Sole
879.32K
Shared
0.00
None
0.00

SPDR INDEX SHS FDS

SOLE
ST STR PO EX ETF
Shares895.10K
TypeSH
Market value$45.10M
3.76%
Sole
895.10K
Shared
0.00
None
0.00

LISTED FDS TR

SOLE
SWAN HEDGED EQTY
Shares1.66M
TypeSH
Market value$44.22M
3.69%
Sole
1.66M
Shared
0.00
None
0.00

ISHARES TR

SOLE
CRE U S REIT ETF
Shares646.15K
TypeSH
Market value$42.94M
3.58%
Sole
646.15K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares185.92K
TypeSH
Market value$37.20M
3.10%
Sole
185.92K
Shared
0.00
None
0.00

TIDAL TRUST II

SOLE
CHES TR FIXE ETF
Shares1.79M
TypeSH
Market value$35.18M
2.93%
Sole
1.79M
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares86.52K
TypeSH
Market value$25.04M
2.09%
Sole
86.52K
Shared
0.00
None
0.00

ISHARES TR

SOLE
3 7 YR TREAS BD
Shares203.49K
TypeSH
Market value$23.90M
1.99%
Sole
203.49K
Shared
0.00
None
0.00

ISHARES INC

SOLE
CORE MSCI EMKT
Shares250.96K
TypeSH
Market value$20.79M
1.73%
Sole
250.96K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares24.04K
TypeSH
Market value$17.95M
1.50%
Sole
24.04K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
LARGE CAP ETF
Shares50.75K
TypeSH
Market value$17.45M
1.46%
Sole
50.75K
Shared
0.00
None
0.00

LATTICE STRATEGIES TR

SOLE
HARTFORD MLT SML
Shares295.55K
TypeSH
Market value$16.53M
1.38%
Sole
295.55K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
ST STR BLO 1 ETF
Shares177.39K
TypeSH
Market value$16.26M
1.36%
Sole
177.39K
Shared
0.00
None
0.00

ETF SER SOLUTIONS

SOLE
CLEARSHS ULTRA
Shares148.99K
TypeSH
Market value$14.91M
1.24%
Sole
148.99K
Shared
0.00
None
0.00

ISHARES TR

SOLE
TRUST ISHARE 0-1
Shares126.92K
TypeSH
Market value$14.01M
1.17%
Sole
126.92K
Shared
0.00
None
0.00

VANGUARD TAX-MANAGED FDS

SOLE
VAN FTSE DEV MKT
Shares190.31K
TypeSH
Market value$13.56M
1.13%
Sole
190.31K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P500 ETF
Shares16.95K
TypeSH
Market value$12.69M
1.06%
Sole
16.95K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares24.15K
TypeSH
Market value$12.08M
1.01%
Sole
24.15K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares28.91K
TypeSH
Market value$10.33M
0.86%
Sole
28.91K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares26.51K
TypeSH
Market value$9.37M
0.78%
Sole
26.51K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares43.79K
TypeSH
Market value$9.32M
0.78%
Sole
43.79K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares103.19K
TypeSH
Market value$8.89M
0.74%
Sole
103.19K
Shared
0.00
None
0.00

MPLX LP

SOLE
COM UNIT REP LTD
Shares156.97K
TypeSH
Market value$8.84M
0.74%
Sole
156.97K
Shared
0.00
None
0.00
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