Arkolith/Funds/Strategic Blueprint, LLC

Strategic Blueprint, LLC

CIK 1767821
Holdings as of Mar 31, 2026·disclosed Apr 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Strategic Blueprint, LLC holds a diversified book of 635 stocks worth $1.7B as of Q1 2026 (disclosed Apr 29, 2026, a ~45-day 13F lag). This quarter they opened Ish Intl Ctry Rot Act ETF and trimmed Avantis U.S. Equity ETF. Their largest long position is Avantis U.S. Equity ETF at 3% of the equity book. They also disclosed $60K in put options (a bearish bet) and $331K in call options (bullish), shown separately below and excluded from the equity book.

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holdings, largest changes, and filing provenance.
Opened
45
new positions
Added to
326
existing
Trimmed
229
reduced
Sold out
39
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
12%
Top 10 holdings
20%
Top 20 holdings
31%

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

Direct sector allocation

25% mapped to company sectors

ETF / fund or unclassified
75%
Information Technology
10%
Financials
4%
Consumer Discretionary
3%
Industrials
2%
Health Care
2%
Utilities
1%
Energy
1%

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, no cost basis

Bought
Trimmed / exited

Holdings: largest first

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

635 positions
#SecurityValueShares% PortLast moveHistory
1Avantis U.S. Equity ETF
ETF
$49.9M448.6K
2.9%
−3.6%
Reduced · −17K sh
2Nvidia Corporation Com
Stock
$42.4M243.1K
2.5%
−3.3%
Reduced · −8K sh
3Vanguard Value ETF
ETF
$40.7M207.5K
2.4%
−0.2%
Reduced · −437 sh
4Vanguard Growth ETF
ETF
$40.2M92.1K
2.3%
+3.1%
Added · +3K sh
5Ishares Core Total Usd Bond Market ETF
ETF
$35.5M767.5K
2.1%
+10%
Added · +70K sh
6Ishares U.S. Treasury Bond ETF
ETF
$31.4M1.37M
1.8%
+56%
Added · +495K sh
7Apple Inc Com
Stock
$30.4M119.8K
1.8%
+0.9%
Added · +1K sh
8Avantis International Equity ETF
ETF
$29.9M352.2K
1.7%
−2.1%
Reduced · −8K sh
9Ishares Msci USA Quality Factor ETF
ETF
$26.4M137.5K
1.5%
−1.7%
Reduced · −2K sh
10Ishares Msci Eafe Value ETF
ETF
$22.8M306.7K
1.3%
−5.8%
Reduced · −19K sh
11Ishares U.S. Equity Factor Rotation Active ETF
ETF
$22.7M389.6K
1.3%
−14%
Reduced · −63K sh
12State Street SPDR Portfolio S&P 500 ETF
ETF
$19.5M254.2K
1.1%
+1.4%
Added · +4K sh
13Capital Group Growth ETF
ETF
$19.3M481.0K
1.1%
+5.8%
Added · +26K sh
14Alphabet Inc Cap STK CL A
Stock
$19.1M66.5K
1.1%
−0.3%
Reduced · −231 sh
15Ishares Core Msci Emerging Markets ETF
ETF
$18.7M268.3K
1.1%
−21%
Reduced · −72K sh
16State Street SPDR S&P 500 ETF
ETF
$18.1M27.8K
1.0%
+1.0%
Added · +284 sh
17Microsoft Corp Com
Stock
$17.7M47.9K
1.0%
+3.3%
Added · +2K sh
18Amazon Com Inc Com
Stock
$17.2M82.6K
1.0%
+2.3%
Added · +2K sh
19Ishares Core S&P 500 ETF
ETF
$16.6M25.4K
1.0%
+68%
Added · +10K sh
20Vanguard Total Stock Market ETF
ETF
$15.8M49.1K
0.9%
+1.6%
Added · +768 sh
21Avantis U.S. Quality ETF SHS Avantis US Growth Equity ETF
ETF
$15.1M266.2K
0.9%
+1.9%
Added · +5K sh
22Vanguard Mortgage-Backed Securities ETF
ETF
$14.6M310.3K
0.8%
+14%
Added · +39K sh
23FT Vest Laddered Buffer ETF
ETF
$14.1M417.3K
0.8%
+1.7%
Added · +7K sh
24Vertiv Holdings Co Com CL A
Stock
$14.1M56.1K
0.8%
+3.9%
Added · +2K sh
25SPDR Gold Shares
ETF
$13.3M30.9K
0.8%
+0.4%
Added · +117 sh
26Capital Group U.S. Small And Mid Cap ETF
ETF
$13.2M449.6K
0.8%
+3.2%
Added · +14K sh
27Vanguard S&P 500 ETF
ETF
$12.8M21.4K
0.7%
−0.9%
Reduced · −207 sh
28Capital Group Core Equity ETF
ETF
$12.8M332.0K
0.7%
+5.4%
Added · +17K sh
29Innovator Defined Wealth Shield ETF
ETF
$12.1M361.0K
0.7%
+4.2%
Added · +15K sh
30Vanguard Ftse Developed Markets ETF
ETF
$11.8M184.9K
0.7%
−2.3%
Reduced · −4K sh
31Eli Lilly & Co Com
Stock
$11.3M12.3K
0.7%
+1.0%
Added · +124 sh
32Avantis U.S. Large Cap Equity ETF
ETF
$11.0M142.3K
0.6%
+1.0%
Added · +1K sh
33Ishares A.I. Innovation And Tech Active ETF
ETF
$10.9M331.3K
0.6%
+5.7%
Added · +18K sh
34Ishares Msci USA Momentum Factor ETF
ETF
$10.5M43.9K
0.6%
+6.0%
Added · +2K sh
35Ishares U.S. Thematic Rotation Active ETF
ETF
$10.5M290.0K
0.6%
+5.1%
Added · +14K sh
36Pacer US Cash Cows 100 ETF
ETF
$10.5M167.2K
0.6%
−1.0%
Reduced · −2K sh
37Ishares International Country Rotation Active ETF
ETF
$10.1M315.6K
0.6%
New
New position
383EDGE Dynamic Fixed Income ETF
ETF
$10.1M407.4K
0.6%
+51%
Added · +137K sh
39Capital Group Global Equity ETF
ETF
$9.9M323.8K
0.6%
+3.7%
Added · +12K sh
40Walmart Inc Com
Stock
$9.6M77.6K
0.6%
−15%
Reduced · −13K sh
41Ishares Core Dividend Growth ETF
ETF
$9.6M136.5K
0.6%
−0.6%
Reduced · −866 sh
42T. Rowe Price U.S. Equity Research ETF
ETF
$9.5M231.2K
0.5%
+8.1%
Added · +17K sh
43Avantis U.S. Small Cap Value ETF
ETF
$9.4M85.3K
0.5%
+0.9%
Added · +773 sh
44Calamos Autocallable Income ETF
ETF
$9.2M367.2K
0.5%
+118%
Added · +199K sh
45Ishares Msci Eafe Growth ETF
ETF
$9.2M82.5K
0.5%
+54%
Added · +29K sh
46Meta Platforms Inc CL A
Stock
$9.2M16.0K
0.5%
+2.5%
Added · +388 sh
47Ishares Esg Aware Msci USA ETF
ETF
$9.1M64.6K
0.5%
−1.1%
Reduced · −699 sh
48Ishares Flexible Income Active ETF
ETF
$9.0M173.5K
0.5%
−4.1%
Reduced · −7K sh
49Exxon Mobil Corp Com
Stock
$8.9M52.3K
0.5%
+4.5%
Added · +2K sh
50Global X Defense Tech ETF
ETF
$8.7M122.6K
0.5%
+49%
Added · +40K sh
Showing 50 of 635 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$60K
Call notional (bullish)$331K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishWALT DISNEY CO/THEDIS$222K2K
CALL · bullishNIKE INC -CL BNKE$106K2K
PUT · bearishLOCKHEED MARTIN CORPLMT$60K100
CALL · bullishHYLIION HOLDINGS CORPHYLN$4K2K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 29, 2026639$1.7B13F-HR
Q4 2025Dec 31, 2025Jan 30, 2026660$1.7B13F-HR
Q3 2025Sep 30, 2025Oct 23, 2025724$2.3B13F-HR
Q2 2025Jun 30, 2025Jul 30, 2025679$2.0B13F-HR
Q1 2025Mar 31, 2025Apr 29, 2025670$1.8B13F-HR
Q4 2024Dec 31, 2024Jan 23, 2025665$1.7B13F-HR
Q3 2024Sep 30, 2024Oct 25, 2024658$1.6B13F-HR
Q2 2024Jun 30, 2024Jul 26, 2024625$1.5B13F-HR
Q1 2024Mar 31, 2024Apr 23, 2024607$1.4B13F-HR
Q4 2023Dec 31, 2023Jan 25, 2024561$1.2B13F-HR
Q3 2023Sep 30, 2023Oct 18, 2023530$1.1B13F-HR
Q2 2023Jun 30, 2023Oct 18, 2023542$1.1B13F-HR
Q1 2023Mar 31, 2023Apr 28, 2023514$971.0M13F-HR
Q4 2022Dec 31, 2022Jan 26, 2023512$863.9M13F-HR
Q3 2022Sep 30, 2022Nov 8, 2022504$834.7M13F-HR
Q2 2022Jun 30, 2022Aug 12, 2022503$811.8M13F-HR
Q1 2022Mar 31, 2022Aug 12, 2022500$860.6M13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022489$792.5M13F-HR
Q3 2021Sep 30, 2021Nov 12, 2021409$643.9M13F-HR
Q2 2021Jun 30, 2021Aug 12, 20211,451$638.1M13F-HR
Q1 2021Mar 31, 2021May 10, 2021298$470.5M13F-HR
Q4 2020Dec 31, 2020Jan 26, 2021238$398.2M13F-HR
Q3 2020Sep 30, 2020Oct 27, 2020209$323.1M13F-HR
Q2 2020Jun 30, 2020Jul 20, 2020170$283.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.