Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Blueprint Financial Advisors LLC

Q1 2025 · 13F-HR

Blueprint Financial Advisors LLCholdings as filed

Filed 2025-05-12 · accession 0002054129-25-000002

$184.3M
Reported value
25
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
88636J873TFPNTIDAL TR II$64.5M35.0%2,868,568CommonNONE
78464A805SPTMSPDR SER TR$17.6M9.53%258,412CommonNONE
464287457SHYISHARES TR$15.6M8.46%188,478CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$9.4M5.09%257,666CommonNONE
46429B267GOVTISHARES TR$8.9M4.81%385,374CommonNONE
464288521USRTISHARES TR$7.2M3.91%125,099CommonNONE
464288679SHVISHARES TR$7.1M3.83%63,955CommonNONE
46434G103IEMGISHARES INC$5.8M3.17%108,373CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$5.5M3.01%230,583CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TR$5.2M2.83%449,485CommonNONE
53656F599HEGDLISTED FD TR$5.2M2.83%237,828CommonNONE
46429B747STIPISHARES TR$5.2M2.81%50,022CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$4.5M2.43%208,184CommonNONE
78464A516BWXSPDR SER TR$4.3M2.31%194,852CommonNONE
78468R663BILSPDR SER TR$3.8M2.04%41,082CommonNONE
037833100AAPLAPPLE INC$3.0M1.60%13,296CommonNONE
67066G104NVDANVIDIA CORPORATION$2.1M1.12%19,118CommonNONE
464288661IEIISHARES TR$1.9M1.02%15,956CommonNONE
464285204IAUISHARES GOLD TR$1.9M1.01%31,574CommonNONE
26922A453OPERETF SER SOLUTIONS$1.3M0.70%12,928CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$1.2M0.64%25,161CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.1M0.60%56,314CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.0M0.57%20,659CommonNONE
78464A854SPYMSPDR SER TR$810,0970.44%12,319CommonNONE
00206R102TAT&T INC$442,2430.24%15,638CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.