Strategic Blueprint, LLC

CIK 0001767821 · Q2 2026

13F Equity AUM

$2.0B

+16.4% QoQ

Positions

689

-635 QoQ

AUM Rank

#2,334

Top 19%

Skill Alpha (FF)

-1.9%/yr

Underperformer

Rank #5,075 · Top 62%

vs S&P -3.2%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 13.1%Top 10: 20.6%Top 20: 30.8%

VUG3.2%

AVUS2.8%

VTV2.5%

IUSB2.3%

NVDA2.3%

GOVT1.7%

AAPL1.6%

AVDE1.6%

DYNF1.4%

SPYM1.2%

Others (679)79.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 689Median: 0.04%Avg: 0.15%

0–0.5%

641(51.0%)

0.5–1%

33(22.8%)

1–3%

14(23.0%)

3–5%

1(3.2%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 689vs 20 funds

0%Low

689

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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