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Portfolio (Quarterly) Guide ↗

Strategic Blueprint, LLC

· CIK 0001767821
13F Portfolio $2.0B AUM 697 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 121 New 311 Added 221 Reduced 77 Exited
Page 21 of 35  ·  696 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 IALT ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF 22,949.0 $644K 0.03% NEW $28.05 +3.5%
402 FTCB FIRST TRUST CORE INVESTMENT GRADE ETF 30,722.0 $641K 0.03% +2K +6.7% $20.86 -1.2%
403 IYE ISHARES U.S. ENERGY ETF 11,278.0 $638K 0.03% -3K -21.0% $56.59 +15.8%
404 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 7,738.0 $637K 0.03% -589.0 -7.1% $82.27 +6.2%
405 INTC INTEL CORP COM Technology 4,558.0 $636K 0.03% NEW $139.63 -35.0%
406 BX BLACKSTONE INC COM Financial Services 5,376.0 $633K 0.03% +800.0 +17.5% $117.67 +22.9%
407 APP APPLOVIN CORP COM CL A Technology 1,224.0 $631K 0.03% -2K -57.4% $515.23 -39.9%
408 DRAM ROUNDHILL MEMORY ETF 8,490.0 $627K 0.03% NEW $73.85 -24.1%
409 DDFN INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - NOVEMBER 31,194.0 $626K 0.03% +3K +12.2% $20.07 +1.6%
410 ILCB ISHARES MORNINGSTAR U.S. EQUITY ETF 6,040.0 $626K 0.03% -748.0 -11.0% $103.66 +3.1%
411 MET METLIFE INC COM Financial Services 7,367.0 $623K 0.03% +2K +25.7% $84.61 +13.7%
412 EEM ISHARES MSCI EMERGING MARKETS ETF 9,077.0 $621K 0.03% -961.0 -9.6% $68.41 -1.4%
413 DVY ISHARES SELECT DIVIDEND ETF 3,952.0 $618K 0.03% NEW $156.30 +4.8%
414 IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 11,433.0 $610K 0.03% -1K -9.5% $53.33 +0.6%
415 JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 11,909.0 $607K 0.03% -2K -16.1% $51.00 -0.1%
416 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 11,551.0 $605K 0.03% -268.0 -2.3% $52.41 -0.4%
417 FOCT FT VEST U.S. EQUITY BUFFER ETF - OCTOBER 11,517.0 $602K 0.03% +2K +20.8% $52.29 +2.7%
418 STRL STERLING INFRASTRUCTURE INC COM Industrials 713.0 $598K 0.03% NEW $839.36 -40.3%
419 GVIP GOLDMAN SACHS HEDGE INDUSTRY VIP ETF 3,166.0 $597K 0.03% +2K +135.4% $188.70 -8.1%
420 ENB ENBRIDGE INC COM Energy 10,984.0 $595K 0.03% +2K +23.8% $54.21 -8.1%
Page 21 of 35  ·  696 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.8%
Financial Services 20.2%
Industrials 14.9%
Communication Services 7.8%
Consumer Cyclical 6.3%
Healthcare 6.2%
Consumer Defensive 4.6%
Utilities 2.7%
Energy 2.2%
Real Estate 0.7%