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Home > Institutional Investor > Blueprint Financial Advisors Llc > Profile

Instuitional Investor - Blueprint Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Blueprint Financial Advisors Llc
Portfolio Value $900,045,961
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schneider National Inc.
 SNDR 6,075,390 $221,933,997 24.66%
2.
Tidal Trust Ii - BLUE CH ASSE ETF
 3,148,735 $99,212,861 11.02%
3.
Spdr Series Trust
 KRE 473,446 $42,984,122 4.78%
4.
Nvidia Corp
 NVDA 123,692 $24,749,452 2.75%
5.
Spdr Index Shs Fds - ST STR PO EX ETF
 489,175 $24,649,553 2.74%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.