13F Filings History of Blueprint Financial Advisors LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$655,443,612
Signature - Title
Melissa C. Anderson - Compliance Consultant
Location
Greensboto, NC
Summary
This page shows a list of all the recent 13F filings made by Blueprint Financial Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Blueprint Financial Advisors LLC reported 98 stock holdings with total value $655,443,612 as of Q4 2025. Top holdings included SNDR, TFPN, SPTM, IEI, and HEGD.

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Holdings Value

List of Other Managers Reporting for Blueprint Financial Advisors LLC:

Name Holdings Value Location File Number
Blueprint Investment Partners LLC $935,042,354 Greensboro, NC 028-20088
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 98 $655,443,612 +$209,831,969 -$31,454,682 +$178,377,287 SNDR, TFPN, SPTM, IEI, HEGD 13F-HR 13 Feb 2026, 14:25
Q3 2025 100 $462,683,568 +$135,197,157 -$5,293,602 +$129,903,555 TFPN, SPTM, VV, SPDW, HEGD 13F-HR 12 Nov 2025, 12:54
Q2 2025 57 $311,971,584 +$156,680,644 -$36,557,027 +$120,123,617 TFPN, SPTM, VV, SPDW, HEGD 13F-HR 12 Aug 2025, 15:24
Q1 2025 25 $184,330,728 $0 $0 $0 TFPN, SPTM, SHY, SPDW, GOVT 13F-HR 12 May 2025, 15:52
Q4 2024 $0 13F-NT 11 Feb 2025, 18:03