Blueprint Investment Partners LLC

CIK 0001794467 · Q2 2026

13F Equity AUM

$1.2B

+22.3% QoQ

Positions

159

+28 QoQ

AUM Rank

#2,148

Top 24%

Skill Alpha (FF)

-3.4%/yr^ns

No Clear Edge

Rank #7,073 · Top 85%

vs S&P -6.4%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 42.1%Top 10: 55.8%Top 20: 68.8%

SNDR18.5%

TFPN9.4%

SPTM6.7%

SPDW3.8%

HEGD3.7%

USRT3.6%

NVDA3.1%

TIDAL TRUST II2.9%

AAPL2.1%

IEI2.0%

Others (149)44.3%

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

Sector Allocation

Financial Services64.8%

Industrials18.5%

Technology7.8%

Unclassified3.1%

Other5.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 159Median: 0.18%Avg: 0.63%

0–0.5%

123(20.7%)

0.5–1%

16(10.5%)

1–3%

13(20.0%)

3–5%

4(14.1%)

5%+

3(34.6%)

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

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 159vs 20 funds

0%Low

159

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.

Loading overlap analysis...

Position Changes This Quarter

New39Increased73Decreased42Exited11

New Positions

SSO0.6%

+97K

LRCX0.5%

+14K

CLS0.5%

+16K

BCTK0.4%

+158K

SPXL0.3%

+15K

FTSM0.3%

+64K

ANET0.3%

+20K

NEAR0.3%

+64K

XLK0.2%

+12K

4I10.2%

+12K

Increased

USRT3.6%

+427K(+194%)

SPDW3.8%

+353K(+65%)

TIDAL TRUST II2.9%

+228K(+15%)

TFPN9.4%

+156K(+5%)

SPTM6.7%

+121K(+16%)

HEGD3.7%

+102K(+7%)

VUG0.7%

+85K(+474%)

IEMG1.7%

+72K(+40%)

SPEM0.7%

+69K(+75%)

NVDA3.1%

+65K(+53%)

Decreased

PSLV/U0.1%

-346,608(-82%)

BIL1.4%

-277,411(-61%)

PHYS/U0.1%

-273,896(-83%)

OPER1.2%

-145,985(-49%)

IEI2.0%

-145,540(-42%)

SHV1.2%

-114,774(-47%)

VTIP0.5%

-84,535(-44%)

GBIL0.6%

-44,720(-38%)

GOVT0.2%

-40,805(-26%)

TBLL0.3%

-35,717(-47%)

Exited

-13,455

-19,578

-10,464

-24,523

-10,924

-14,054

-11,500

-13,900

-40,608

-34,000

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

Loading position changes...

Holdings

Loading holdings...