1y return+23.2%S&P 500 +20.9%
3y return+49.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2022: $140 against $165 in the S&P 500.2
Blueprint Investment Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SNDRSchneider National Inc | $221.9M | 18.5% | |
| TFPNTidal Trust II | $113.3M | 9.4% | +4.5% |
| SPTMSpdr Series Trust | $79.8M | 6.7% | +16.0% |
| SPDWSpdr Index Shs Fds | $45.1M | 3.8% | +65.2% |
| HEGDListed Fds Tr | $44.2M | 3.7% | +6.5% |
| USRTIshares Tr | $42.9M | 3.6% | +194.3% |
| NVDANvidia Corporation | $37.2M | 3.1% | +53.4% |
| TFFITidal Trust II | $35.2M | 2.9% | +14.6% |
| AAPLApple Inc | $25.0M | 2.1% | +40.2% |
| IEIIshares Tr | $23.9M | 2.0% | −41.7% |
| IEMGIshares Inc | $20.8M | 1.7% | +39.8% |
| SPYState Str Spdr S&p 500 Etf T | $18.0M | 1.5% | +54.4% |
| VVVanguard Index Fds | $17.5M | 1.5% | −1.3% |
| ROSCLattice Strategies Tr | $16.5M | 1.4% | +9.1% |
| BILSpdr Series Trust | $16.3M | 1.4% | −61.0% |
| OPEREtf Ser Solutions | $14.9M | 1.2% | −49.5% |
| SHVIshares Tr | $14.0M | 1.2% | −47.5% |
| VEAVanguard Tax-managed Fds | $13.6M | 1.1% | −9.3% |
| IVVIshares Tr | $12.7M | 1.1% | −16.0% |
| BRK/BBerkshire Hathaway Inc Del | $12.1M | 1.0% | +129.2% |
| GOOGLAlphabet Inc | $10.3M | 0.9% | +63.8% |
| GOOGAlphabet Inc | $9.4M | 0.8% | +97.9% |
| RSPInvesco Exchange Traded Fd T | $9.3M | 0.8% | +15.0% |
| VUGVanguard Index Fds | $8.9M | 0.7% | −4.4% |
| MPLXMplx LP | $8.8M | 0.7% | +3.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2022 | +1548.3% | $37.2M |
| GOOGLAlphabet Inc | December 31, 2022 | +305.0% | $10.3M |
| SPTMSpdr Series Trust | June 30, 2020 | +140.3% | $79.8M |
| AAPLApple Inc | March 31, 2021 | +136.9% | $25.0M |
| SCHBSchwab Strategic Tr | June 30, 2020 | +136.5% | $5.8M |
| AMZNAmazon Com Inc | September 30, 2022 | +110.9% | $7.3M |
| IAUIshares Gold Tr | June 30, 2023 | +107.5% | $7.3M |
| MPLXMplx LP | September 30, 2022 | +87.7% | $8.8M |
| SCHFSchwab Strategic Tr | June 30, 2020 | +86.2% | $7.7M |
| MSFTMicrosoft Corp | June 30, 2020 | +83.3% | $6.5M |
Sold off last quarter
- CVXChevron Corporation was $2.8M
- IEFAIshares Tr was $1.8M
- DUKDuke Energy Corp New was $1.4M
- DJPBarclays Bank PLC was $1.2M
- EYLDCambria Etf Tr was $582K
- USFRWisdomtree Tr was $550K
- INTFIshares Tr was $448K
- Proshares Tr IICUSIP 74347Y797 was $338K
- UUUUEnergy Fuels Inc was $254K
- TSLGThemes Etf Tr was $203K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.4% | +14.8% |
| March 31, 2026 | −0.6% | −4.6% |
| December 31, 2025 | +2.9% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | +6.3% | +10.5% |
| March 31, 2025 | −4.1% | −4.6% |
| December 31, 2024 | −0.8% | +2.1% |
| September 30, 2024 | +4.2% | +5.4% |
| June 30, 2024 | +2.9% | +4.0% |
| March 31, 2024 | +8.4% | +10.0% |
| December 31, 2023 | +6.3% | +11.2% |
| September 30, 2023 | −2.8% | −3.6% |
| June 30, 2023 | +4.4% | +8.3% |
| March 31, 2023 | +1.9% | +7.0% |
| December 31, 2022 | +3.0% | +7.1% |
| September 30, 2022 | −3.3% | −5.3% |
| June 30, 2022 | −11.4% | −16.5% |
| December 31, 2021 | +7.3% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Blueprint Investment Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1794467&type=13F-HR&dateb=&owner=include&count=40CIK 1794467
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1794467/000179446726000009/Filed August 4, 2026 · accession 0001794467-26-000009