Blueprint Financial Advisors LLC

Q1 2025 13F Combination Report, Stock Holdings

Signature - Title
Laurie Moore - Director of Compliance
Location
Greensboto, NC
Holdings as of
March 31, 2025
Value $
$184M
Num holdings
25
Date filed
5/12/2025, 03:52 PM
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included TFPN, SPTM, SHY, SPDW, and GOVT.
Next filing
Q2 2025 - Aug 12, 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Laurie Moore Director of Compliance Greensboro, North Carolina 5/12/2025

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

Other Included Managers (1):

Num Name Location File Number
1 Blueprint Investment Partners LLC Greensboro, NC