Blueprint Financial Advisors LLC

Blueprint Financial Advisors LLC reported 131 holdings worth US$900M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Blueprint Financial Advisors LLC reported 131 holdings worth US$900M as of Jun 30, 2026. Largest: Schneider National, Inc., Nvidia Corporation and Apple Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
131
Value as reported
US$900M

The filing in full

CompanySharesValue as reported% of portfolio
Schneider National, Inc.6.08MUS$222M24.7%
Nvidia Corporation124KUS$24.7M2.7%
Apple Inc44,178US$12.8M1.4%
Berkshire Hathaway Inc.23,375US$11.7M1.3%
Alphabet Inc (google) Class C29,005US$10.4M1.2%
Mplx Lp157KUS$8.84M0.98%
Celestica Inc.17,584US$6.41M0.71%
Microsoft Corp.15,590US$5.82M0.65%
Lam Research Corporation11,509US$4.99M0.55%
Jp Morgan Chase & Co.11,552US$3.78M0.42%
Arista Networks, Inc.19,990US$3.4M0.38%
Amazon.com, Inc.13,605US$3.24M0.36%
Exxon Mobil Corporation14,560US$1.99M0.22%
O'reilly Automotive, Inc.20,365US$1.88M0.21%
Innventure, Inc.303KUS$1.54M0.17%
Walmart Inc.12,532US$1.42M0.16%
Verizon Communications Inc.22,325US$945K0.11%
Bank Of America Corporation11,435US$652K0.07%
Energy Transfer Lp30,709US$587K0.07%
Figure Technology Solutions, Inc.11,685US$359K0.04%
At&t Inc.15,743US$326K0.04%
Annaly Capital Management Inc.14,359US$321K0.04%
Qxo, Inc.13,241US$229K0.03%
Rocket Companies, Inc.13,914US$219K0.02%

Source

View original at SEC

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