Blueprint Financial Advisors LLC

13F Filings History

Latest 13F report
Q2 2025 - Aug 12, 2025
Value $
$312M
Signature - Title
Laurie Moore - Director of Compliance
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 57 stock holdings with total value $312M as of Q2 2025. Top holdings included TFPN, SPTM, VV, SPDW, and HEGD.
Holdings Value

List of Other Managers Reporting for Blueprint Financial Advisors LLC:

Name Holdings Value Location File Number
Blueprint Investment Partners LLC $564M Greensboro, NC 028-20088
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 57 $312M +$157M -$36.6M +$120M TFPN, SPTM, VV, SPDW, HEGD 13F-HR 8/12/2025, 03:24 PM
Q1 2025 25 $184M $0 $0 TFPN, SPTM, SHY, SPDW, GOVT 13F-HR 5/12/2025, 03:52 PM
Q4 2024 13F-NT 2/11/2025, 06:03 PM