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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.
Latest 13F Filing Activity
Blueprint Financial Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 57 equity positions with a total 13F market value of $312M. The fund increased holdings in Vanguard Index FDS, SPDR Series Trust, Invesco Exchange Traded FD T among other positions. Blueprint Financial Advisors LLC reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
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 |
Industry Allocation
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