Blueprint Investment Partners LLC

Q1 2026 13F-HR Holdings

Location
Greensboro, NC
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
131
Total value ($000)
$980,404
Net value change ($000)
+45,362 (4.9%)
New positions
25
Sold out positions
19
Turnover %
16.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BIL 39,208 1587.4%
TFFI 30,510 NEW
OPER 28,070 1934.5%
SHV 26,680 NEW
ROSC 13,085 NEW
VTIP 9,533 NEW
TFPN 9,352 10.8%
TBLL 7,991 NEW
GBIL 7,463 168.9%
EVTR 5,838 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPTM -26,424 -30.6%
FYT -13,062 -100.0%
IEI -10,026 -19.5%
SPDW -8,796 -26.2%
MSFT -6,726 -64.1%
MUB -6,701 -100.0%
STIP -6,539 -100.0%
BWX -6,527 -100.0%
AMZN -6,157 -68.1%
NVDA -6,129 -22.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type