Strategic Blueprint, LLC
Strategic Blueprint, LLC is an investment adviser (RIA) headquartered in Atlanta, Georgia, supporting independent financial advisors with advisory and wealth management services. Founded in 2017, the firm is part of SFA Partners and is known for offering a simplified pricing model, robust technology platform, regulatory support, and a collaborative community environment. They serve entrepreneurial advisors who seek personalized service and business growth. As of 2025, Strategic Blueprint, LLC employs a team of professionals dedicated to helping affiliated advisory practices thrive and manage complex compliance requirements.
Investment Strategy
Strategic Blueprint, LLC focuses on providing a platform for independent financial advisors, supporting them with investment advisory and wealth management services that emphasize portfolio diversification, low-cost ETFs, and long-term growth strategies. Their approach centers on empowering advisors with technology-driven solutions and resources while facilitating efficient transitions and regulatory support. Portfolio holdings commonly include major index ETFs such as Vanguard Value, S&P 500, and Growth ETFs, as well as customized strategies tailored to clients' specific financial plans. The firm fosters a consultative and transparent environment prioritizing client interests.
Top Holdings
Equity Positions (680)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD S&P 500 ETF | 3.01% | $69.1M | 112,778 | $466.94 | $612.38 | +$10.1M |
V VTV | VANGUARD VALUE ETF | 2.84% | $65.1M | 349,014 | $147.17 | $186.49 | -$6.3M |
S SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 2.55% | $58.4M | 1,831,652 | $21.03 | $31.91 | +$9.8M |
A AVUS | AVANTIS U.S. EQUITY ETF | 2.21% | $50.6M | 465,836 | $76.06 | $108.70 | +$3.9M |
N NVDA | NVIDIA CORPORATION COM | 2.13% | $48.9M | 262,218 | $60.83 | $186.58 | +$14.5M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPOT | SPOTIFY TECHNOLOGY S A SHS | New | Call | $1.0M | 15 | $698.00 | $698.00 | +15 | +$1.0M |
N NFLX | NETFLIX INC COM | New | Call | $719.4K | 6 | $1198.92 | $1198.92 | +6 | +$719.4K |
M MGK | VANGUARD MEGA CAP GROWTH ETF | New | Call | $523.1K | 13 | $402.42 | $402.42 | +13 | +$523.1K |
N NVMI | NOVA LTD COM | New | Call | $159.8K | 5 | $319.66 | $319.66 | +5 | +$159.8K |
L LMT | LOCKHEED MARTIN CORP COM | — | Call | $149.8K | 3 | $499.21 | $463.14 | 0 | +$10.8K |