Blueprint Financial Advisors LLC
All 13F Filings
- Location
- Greensboto, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 900,046
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 131 | 900,046 | 13F-HR | Blueprint Financial Advisors LLC |
| Q1 2026 | 5/11/2026 | 100 | 674,914 | 13F-HR | Blueprint Financial Advisors LLC |
| Q4 2025 | 2/13/2026 | 98 | 655,444 | 13F-HR | Blueprint Financial Advisors LLC |
| Q3 2025 | 11/12/2025 | 100 | 462,684 | 13F-HR | Blueprint Financial Advisors LLC |
| Q2 2025 | 8/12/2025 | 57 | 311,972 | 13F-HR | Blueprint Financial Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 397.2 K | 44.1% | 24.96 K | 0 | 24.96 K |
| ETFs | 501 K | 55.7% | 200.2 K | 0 | 200.2 K |
| Debt | 1.848 K | 0.2% | 3 | 0 | 3 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
900,046
Holdings
131
QoQ value change ($000)
225,132
(33.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.