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Portfolio (Quarterly) Guide ↗

Blueprint Investment Partners LLC

· CIK 0001794467
13F Portfolio $1.2B AUM 159 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 159 New
Page 8 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TOTL SSGA ACTIVE ETF TR 10,209.0 $403K 0.03% NEW $39.47 -1.8%
142 ROAM LATTICE STRATEGIES TR 10,207.0 $365K 0.03% NEW $35.77 +0.4%
143 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 11,685.0 $359K 0.03% NEW $30.71 +27.3%
144 T AT&T INC Communication Services 16,293.0 $337K 0.03% NEW $20.70 +22.3%
145 ANNALY CAPITAL MANAGEMENT IN 14,517.0 $325K 0.03% NEW $22.36
146 F FORD MTR CO Consumer Cyclical 23,233.0 $323K 0.03% NEW $13.90 +3.7%
147 FETH FIDELITY ETHEREUM FD Financial Services 18,976.0 $299K 0.03% NEW $15.74 +52.8%
148 WEAT TEUCRIUM COMMODITY TR Financial Services 13,457.0 $296K 0.03% NEW $22.03 +15.3%
149 BSVO EA SERIES TRUST 10,092.0 $295K 0.03% NEW $29.19 +1.5%
150 FLMI FRANKLIN TEMPLETON ETF TR 11,078.0 $279K 0.02% NEW $25.17 -2.3%
151 HYMB SPDR SERIES TRUST 10,293.0 $262K 0.02% NEW $25.44 -2.5%
152 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 18,620.0 $258K 0.02% NEW $13.83 +5.6%
153 DBL DOUBLELINE OPPORTUNISTIC CR Financial Services 17,500.0 $252K 0.02% NEW $14.38 -2.0%
154 BUCK SIMPLIFY EXCHANGE TRADED FUN 10,655.0 $250K 0.02% NEW $23.42 +0.0%
155 PFE PFIZER INC Healthcare 10,259.0 $247K 0.02% NEW $24.08 +16.6%
156 BSCR INVESCO EXCH TRD SLF IDX FD 11,989.0 $235K 0.02% NEW $19.61 +0.3%
157 QXO QXO INC Industrials 13,241.0 $229K 0.02% NEW $17.28 -20.4%
158 BSCS INVESCO EXCH TRD SLF IDX FD 11,087.0 $226K 0.02% NEW $20.36 +0.1%
159 RKT ROCKET COS INC Financial Services 13,914.0 $219K 0.02% NEW $15.75 -11.6%
Page 8 of 8  ·  159 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
Industrials 54.8%
Technology 23.1%
Financial Services 10.0%
Energy 3.2%
Communication Services 3.0%
Consumer Defensive 2.4%
Consumer Cyclical 2.3%
Healthcare 1.2%