Arkolith/Funds/Strategic Blueprint, LLC

Strategic Blueprint, LLC

CIK 1767821
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Strategic Blueprint, LLC holds a diversified book of 689 stocks worth $2.0B as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Avantis U.S. Equity ETF. Their largest long position is Vanguard Growth ETF at 3% of the equity book. They also disclosed $6K in put options (a bearish bet) and $1.1M in call options (bullish), shown separately below and excluded from the equity book.

Opened
118
bought for the first time
Added to
311
already held, bought more
Trimmed
254
sold some, still holds it
Sold out
36
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
13%
Top 10 holdings
21%
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
11%
Financials
4%
Industrials
3%
Consumer Discretionary
2%
Health Care
2%
Utilities
1%
Materials
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

Funds with the most overlap

Other tracked managers holding the same core names as Strategic Blueprint, LLC

Manager / fundShared namesTheir $ in those
COMMONWEALTH EQUITY SERVICES, LLC77 / 80$22.8B
ENVESTNET ASSET MANAGEMENT INC76 / 80$141.3B
HARBOUR INVESTMENTS, INC.76 / 80$1.9B
IFP Advisors, Inc76 / 80$1.5B
LPL Financial LLC75 / 80$117.1B
OSAIC HOLDINGS, INC.75 / 80$19.7B
Kestra Advisory Services, LLC75 / 80$9.1B
Farther Finance Advisors, LLC75 / 80$3.5B

Ranked by how many of Strategic Blueprint, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

689 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Growth ETF
ETF
$63.3M735.4K
3.2%
+698%
Added · +643K sh
2Avantis U.S. Equity ETF
ETF
$56.5M440.8K
2.8%
−1.7%
Reduced · −8K sh
3Vanguard Value ETF
ETF
$50.9M233.7K
2.5%
+13%
Added · +26K sh
4Ishares Core Total Usd Bond Market ETF
ETF
$46.2M1.00M
2.3%
+30%
Added · +234K sh
5Nvidia Corporation Com
Stock
$45.9M229.4K
2.3%
−5.6%
Reduced · −14K sh
6Ishares U.S. Treasury Bond ETF
ETF
$34.8M1.53M
1.7%
+11%
Added · +155K sh
7Apple Inc Com
Stock
$33.0M114.1K
1.7%
−4.7%
Reduced · −6K sh
8Avantis International Equity ETF
ETF
$31.7M355.9K
1.6%
+1.0%
Added · +4K sh
9Ishares U.S. Equity Factor Rotation Active ETF
ETF
$27.3M401.1K
1.4%
+3.0%
Added · +12K sh
10State Street SPDR Portfolio S&P 500 ETF
ETF
$23.7M269.3K
1.2%
+5.9%
Added · +15K sh
11Capital Group Growth ETF
ETF
$23.6M500.6K
1.2%
+4.1%
Added · +20K sh
12Alphabet Inc Cap STK CL A
Stock
$23.2M64.9K
1.2%
−2.3%
Reduced · −2K sh
13Ishares Core S&P 500 ETF
ETF
$22.0M29.3K
1.1%
+16%
Added · +4K sh
14Ishares Msci USA Quality Factor ETF
ETF
$21.7M98.9K
1.1%
−28%
Reduced · −39K sh
15State Street SPDR S&P 500 ETF
ETF
$20.8M27.8K
1.0%
+0.3%
Added · +82 sh
16Amazon Com Inc Com
Stock
$19.1M80.2K
1.0%
−2.9%
Reduced · −2K sh
17Microsoft Corp Com
Stock
$18.4M49.4K
0.9%
+3.1%
Added · +1K sh
18Ishares Core Msci Emerging Markets ETF
ETF
$18.2M219.8K
0.9%
−18%
Reduced · −49K sh
19Avantis U.S. Quality ETF SHS Avantis US Growth Equity ETF
ETF
$18.0M273.4K
0.9%
+2.7%
Added · +7K sh
20Vanguard Total Stock Market ETF
ETF
$17.9M48.5K
0.9%
−1.3%
Reduced · −639 sh
21Vertiv Holdings Co Com CL A
Stock
$16.7M49.9K
0.8%
−11%
Reduced · −6K sh
22Eli Lilly & Co Com
Stock
$16.4M13.7K
0.8%
+12%
Added · +1K sh
23Vanguard Mortgage-Backed Securities ETF
ETF
$15.4M329.2K
0.8%
+6.1%
Added · +19K sh
24Calamos Autocallable Income ETF
ETF
$15.3M563.0K
0.8%
+53%
Added · +196K sh
25Ishares Msci Eafe Value ETF
ETF
$15.3M199.4K
0.8%
−35%
Reduced · −107K sh
26FT Vest Laddered Buffer ETF
ETF
$15.2M415.9K
0.8%
−0.3%
Reduced · −1K sh
27Capital Group U.S. Small And Mid Cap ETF
ETF
$15.1M458.7K
0.8%
+2.0%
Added · +9K sh
28Capital Group Core Equity ETF
ETF
$15.1M338.5K
0.8%
+2.0%
Added · +7K sh
29Ishares A.I. Innovation And Tech Active ETF
ETF
$15.0M283.9K
0.7%
−14%
Reduced · −47K sh
30Ishares International Country Rotation Active ETF
ETF
$14.9M407.5K
0.7%
+29%
Added · +92K sh
31Vanguard S&P 500 ETF
ETF
$14.0M20.4K
0.7%
−4.5%
Reduced · −956 sh
32Ishares Msci Eafe Growth ETF
ETF
$13.6M109.3K
0.7%
+33%
Added · +27K sh
33Innovator Defined Wealth Shield ETF
ETF
$13.6M396.5K
0.7%
+9.8%
Added · +35K sh
34Advanced Micro Devices Inc Com
Stock
$13.4M23.1K
0.7%
−11%
Reduced · −3K sh
35Vanguard Ftse Developed Markets ETF
ETF
$13.1M184.2K
0.7%
−0.4%
Reduced · −722 sh
36Avantis U.S. Large Cap Equity ETF
ETF
$13.1M145.4K
0.7%
+2.2%
Added · +3K sh
37Ishares Msci USA Momentum Factor ETF
ETF
$11.8M34.5K
0.6%
−21%
Reduced · −9K sh
38Capital Group Global Equity ETF
ETF
$11.6M330.6K
0.6%
+2.1%
Added · +7K sh
39T. Rowe Price U.S. Equity Research ETF
ETF
$11.3M238.2K
0.6%
+3.1%
Added · +7K sh
40SPDR Gold Shares
ETF
$10.9M29.5K
0.5%
−4.4%
Reduced · −1K sh
41Invesco QQQ Trust Series I
ETF
$10.8M14.6K
0.5%
+4.9%
Added · +678 sh
42Ishares Semiconductor ETF
ETF
$10.6M16.6K
0.5%
−5.1%
Reduced · −896 sh
43Avantis U.S. Small Cap Value ETF
ETF
$10.6M84.9K
0.5%
−0.5%
Reduced · −440 sh
44Calamos Nasdaq Autocallable Income ETF
ETF
$10.5M390.6K
0.5%
+73%
Added · +164K sh
45Palo Alto Networks Inc Com
Stock
$10.4M30.6K
0.5%
−3.2%
Reduced · −1K sh
46Ishares Esg Aware Msci USA ETF
ETF
$10.2M62.2K
0.5%
−3.6%
Reduced · −2K sh
47Ishares Core Dividend Growth ETF
ETF
$10.2M134.2K
0.5%
−1.7%
Reduced · −2K sh
48JPMorgan Active Growth ETF
ETF
$10.0M101.9K
0.5%
+2.0%
Added · +2K sh
49Ishares U.S. Thematic Rotation Active ETF
ETF
$9.4M218.3K
0.5%
−25%
Reduced · −72K sh
50Ishares Core S&P Small Cap ETF
ETF
$9.2M62.4K
0.5%
−0.7%
Reduced · −443 sh
Showing 50 of 689 positions
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Largest options & derivatives disclosed

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

Put notional (bearish)$6K
Call notional (bullish)$1.1M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishROUNDHILL MEMORY ETF$428K6K
CALL · bullishNAVAN INC-CL ANAVN$206K9K
CALL · bullishGOLDMAN SACHS GROUP INCGS$202K200
CALL · bullishORACLE CORPORCL$176K1K
CALL · bullishLOCKHEED MARTIN CORPLMT$102K200
CALL · bullishPALANTIR TECHNOLOGIES INC-APLTR$35K300
PUT · bearishNEOS NASDAQ-100 HIGH INC ETFQQQI$6K100

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
Q2 2026Jun 30, 2026Jul 23, 2026697$2.0B13F-HR
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

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.