Blueprint Financial Advisors LLC
Blueprint Financial Advisors LLC is an SEC-registered investment adviser headquartered in Greensboro, North Carolina. The firm was founded in 2021 and provides comprehensive wealth management and advisory services, primarily serving individual clients, including high net worth individuals. With 24 employees, a significant portion of whom are investment professionals, Blueprint supports financial advisors and their clients through tailored investment strategies and holistic financial planning.
Investment Strategy
Blueprint Financial Advisors LLC is focused on offering tailored wealth management solutions, emphasizing a long-term, client-centric approach. The firm primarily serves individuals and high net worth individuals through discretionary and non-discretionary mandates, utilizing diversified investment strategies that align with clients’ risk tolerance and goals. Their approach often integrates financial planning with portfolio management to deliver holistic advice and support.
Top Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TFPN | TIDAL TR II | 21.20% | $66.1M | 2,882,265 | $22.48 | $22.94 | +$1.6M |
S SPTM | SPDR SERIES TRUST | 9.43% | $29.4M | 392,822 | $70.36 | $74.89 | +$11.8M |
V VV | VANGUARD INDEX FDS | 5.63% | $17.6M | 61,515 | $285.30 | $285.30 | +$17.6M |
S SPDW | SPDR INDEX SHS FDS | 4.51% | $14.1M | 347,238 | $37.46 | $40.49 | +$4.7M |
H HEGD | LISTED FDS TR | 3.42% | $10.7M | 453,488 | $22.66 | $23.50 | +$5.4M |