Arkolith/Funds/Blueprint Investment Partners LLC

Blueprint Investment Partners LLC

CIK 1794467
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Blueprint Investment Partners LLC holds a focused book of 159 reported positions worth $1.2B as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Proshares Ultra S&P500 and trimmed Schneider National Inc-CL B. Their largest long position is Schneider National Inc-CL B at 19% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
42%
Top 10 holdings
56%
Top 20 holdings
69%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

34% mapped to company sectors

ETFs / funds
66%
Industrials
20%
Information Technology
9%
Financials
3%
Consumer Discretionary
1%

+8 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Blueprint Investment Partners LLC

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.11 / 80$4.5B
Swiss Re Ltd17 / 80$1.0B
Hoffman, Alan N Investment Management8 / 80$153.5M
Ashford Advisors, LLC9 / 80$428.8M
Vista Capital Partners, Inc.31 / 80$999.0M
Prosperity Advisers, LLC17 / 80$118.2M
Johnson Financial Group, LLC40 / 80$1.6B
Vestwell Advisors, LLC8 / 80$331.2M

Ranked by the share of each fund's own book sitting in the names it shares with Blueprint Investment Partners LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

159 positions
#SecurityValueShares% PortLast moveHistory
1Schneider National Inc
CL B
$221.9M6.08M
18.5%
−0.4%
Reduced · −25K sh
2Tidal Trust II
BLUE CH ASSE ETF
$113.3M3.60M
9.4%
+4.5%
Added · +156K sh
3SPDR Series Trust
ST STR PR SP1500
$79.8M879.3K
6.7%
+16%
Added · +121K sh
4SPDR Index SHS FDS
ST STR PO EX ETF
$45.1M895.1K
3.8%
+65%
Added · +353K sh
5Listed FDS TR
SWAN HEDGED EQTY
$44.2M1.66M
3.7%
+6.5%
Added · +102K sh
6Ishares TR
CRE U S REIT ETF
$42.9M646.1K
3.6%
+194%
Added · +427K sh
7Nvidia Corporation
COM
$37.2M185.9K
3.1%
+53%
Added · +65K sh
8Tidal Trust II
CHES TR FIXE ETF
$35.2M1.79M
2.9%
+15%
Added · +228K sh
9Apple Inc
COM
$25.0M86.5K
2.1%
+40%
Added · +25K sh
10Ishares TR
3 7 YR TREAS BD
$23.9M203.5K
2.0%
−42%
Reduced · −146K sh
11Ishares Inc
CORE MSCI EMKT
$20.8M251.0K
1.7%
+40%
Added · +72K sh
12State STR SPDR S&P 500 ETF T
TR UNIT
$18.0M24.0K
1.5%
+54%
Added · +8K sh
13Vanguard Index FDS
LARGE CAP ETF
$17.5M50.7K
1.5%
−1.3%
Reduced · −656 sh
14Lattice Strategies TR
HARTFORD MLT SML
$16.5M295.6K
1.4%
+9.1%
Added · +25K sh
15SPDR Series Trust
ST STR BLO 1 ETF
$16.3M177.4K
1.4%
−61%
Reduced · −277K sh
16ETF Ser Solutions
CLEARSHS ULTRA
$14.9M149.0K
1.2%
−49%
Reduced · −146K sh
17Ishares TR
TRUST ISHARE 0-1
$14.0M126.9K
1.2%
−47%
Reduced · −115K sh
18Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$13.6M190.3K
1.1%
−9.3%
Reduced · −19K sh
19Ishares TR
CORE S&P500 ETF
$12.7M16.9K
1.1%
−16%
Reduced · −3K sh
20Berkshire Hathaway Inc Del
CL B NEW
$12.1M24.1K
1.0%
+129%
Added · +14K sh
21Alphabet Inc
CAP STK CL A
$10.3M28.9K
0.9%
+64%
Added · +11K sh
22Alphabet Inc
CAP STK CL C
$9.4M26.5K
0.8%
+98%
Added · +13K sh
23Invesco Exchange Traded FD T
S&P500 EQL WGT
$9.3M43.8K
0.8%
+15%
Added · +6K sh
24Vanguard Index FDS
GROWTH ETF
$8.9M103.2K
0.7%
+474%
Added · +85K sh
25MPLX LP
COM UNIT REP LTD
$8.8M157.0K
0.7%
+3.3%
Added · +5K sh
26SPDR Index SHS FDS
ST PORT MARK ETF
$8.3M161.1K
0.7%
+75%
Added · +69K sh
27Ishares TR
CORE S&P TTL STK
$7.9M47.8K
0.7%
+15%
Added · +6K sh
28Schwab Strategic TR
US LRG CAP ETF
$7.8M265.7K
0.7%
+11%
Added · +27K sh
29Schwab Strategic TR
INTL EQTY ETF
$7.7M277.0K
0.6%
+14%
Added · +35K sh
30Goldman Sachs ETF TR
ACCES TREASURY
$7.4M73.9K
0.6%
−38%
Reduced · −45K sh
31Ishares Gold TR
ISHARES NEW
$7.3M96.8K
0.6%
+2.7%
Added · +3K sh
32Amazon Com Inc
COM
$7.3M30.4K
0.6%
+120%
Added · +17K sh
33Proshares TR
PSHS ULT S&P 500
$6.6M97.4K
0.5%
New
New position
34Microsoft Corp
COM
$6.5M17.5K
0.5%
+72%
Added · +7K sh
35ETF Opportunities Trust
IDX DY FI IN ETF
$6.2M272.9K
0.5%
+7.5%
Added · +19K sh
36Lam Research Corp
COM NEW
$6.0M13.9K
0.5%
New
New position
37Celestica Inc
COM
$6.0M16.4K
0.5%
New
New position
38Schwab Strategic TR
US BRD MKT ETF
$5.8M201.3K
0.5%
+9.2%
Added · +17K sh
39Ishares TR
CORE S&P MCP ETF
$5.7M74.3K
0.5%
−11%
Reduced · −9K sh
40ETF Ser Solutions
CLEARSHS OCIO
$5.7M150.6K
0.5%
+5.5%
Added · +8K sh
41Morgan Stanley ETF Trust
EATO VANC BD ETF
$5.5M108.6K
0.5%
−5.6%
Reduced · −6K sh
42Vanguard Index FDS
TOTAL STK MKT
$5.5M14.9K
0.5%
+14%
Added · +2K sh
43JPMorgan Chase & Co
COM
$5.4M16.6K
0.5%
+4.9%
Added · +770 sh
44Vanguard Malvern FDS
STRM INFPROIDX
$5.3M106.3K
0.4%
−44%
Reduced · −85K sh
45Schwab Strategic TR
FUNDAMENTAL US L
$5.2M168.2K
0.4%
+0.8%
Added · +1K sh
46Ishares TR
CORE MSCI TOTAL
$5.2M54.5K
0.4%
+55%
Added · +19K sh
47Broadcom Inc
COM
$5.2M13.7K
0.4%
+8.0%
Added · +1K sh
48Baron ETF TR
TECHNOLOGY ETF
$5.1M157.5K
0.4%
New
New position
49Vanguard Index FDS
SMALL CP ETF
$4.9M16.3K
0.4%
+2.3%
Added · +372 sh
50SPDR Series Trust
ST STR P400MID
$4.9M72.7K
0.4%
+55%
Added · +26K sh
Showing 50 of 159 positions
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Filing history

As-of date vs the date the SEC received each filing

$1.2B · Q2 2026Q3 2020 · $126.6MQ2 2026 · $1.2B

Reported 13F total per quarter, log scale (the range spans more than 20x). Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 202635d159$1.2B13F-HR
Q1 2026Mar 31, 2026May 15, 202645d131$980.4M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d124$935.0M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202543d121$711.6M13F-HR
Q2 2025Jun 30, 2025Aug 12, 202543d61$563.8M13F-HR
Q1 2025Mar 31, 2025May 12, 202542d96$547.5M13F-HR
Q4 2024Dec 31, 2024Feb 11, 202542d198$630.1M13F-HR
Q3 2024Sep 30, 2024Nov 13, 202444d164$551.5M13F-HR
Q2 2024Jun 30, 2024Aug 14, 202445d124$462.0M13F-HR
Q1 2024Mar 31, 2024May 13, 202443d137$506.1M13F-HR
Q4 2023Dec 31, 2023Feb 13, 202444d136$363.1M13F-HR
Q3 2023Sep 30, 2023Nov 15, 202346d109$311.2M13F-HR
Q2 2023Jun 30, 2023Aug 15, 202346d143$278.6M13F-HR
Q1 2023Mar 31, 2023May 12, 202342d228$437.7M13F-HR
Q4 2022Dec 31, 2022Feb 14, 202345d227$472.3M13F-HR
Q3 2022Sep 30, 2022Nov 9, 202240d159$366.7M13F-HR
Q2 2022Jun 30, 2022Aug 9, 202240d142$371.3M13F-HR
Q1 2022Mar 31, 2022May 16, 202246d205$388.5M13F-HR
Q4 2021Dec 31, 2021Feb 15, 202246d240$406.5M13F-HR
Q3 2021Sep 30, 2021Nov 4, 202135d180$200.2M13F-HR
Q2 2021Jun 30, 2021Aug 9, 202140d75$125.1M13F-HR
Q1 2021Mar 31, 2021May 14, 202144d67$128.5M13F-HR
Q4 2020Dec 31, 2020Feb 16, 202147d55$124K13F-HR
Q3 2020Sep 30, 2020Feb 24, 2021147d60$126.6M13F-HR/A

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.