StockDriftsStockDriftsTop 50 Blueprint Investment Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNDR | SCHNEIDER NATIONAL INC | 18.51% | 6.08M | $221.9M | -0.41%(-25.02K) | $23.84(+52.36%) | 2026-06-30 | |
| TFPN | TIDAL TRUST II | 9.45% | 3.60M | $113.3M | +4.54%(+155.98K) | $25.41(+17.53%) | 2026-06-30 | |
| SPTM | SPDR SERIES TRUST | 6.66% | 879.3K | $79.8M | +16.03%(+121.47K) | $67.84(+38.98%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 3.76% | 895.1K | $45.1M | +65.24%(+353.39K) | $39.73(+31.38%) | 2026-06-30 | |
| HEGD | LISTED FDS TR | 3.69% | 1.66M | $44.2M | +6.54%(+101.89K) | $22.98(+19.32%) | 2026-06-30 | |
| USRT | ISHARES TR | 3.58% | 646.1K | $42.9M | +194.33%(+426.62K) | $60.22(+11.70%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.1% | 185.9K | $37.2M | +53.37%(+64.70K) | $91.75(+146.39%) | 2026-06-30 | |
| TFFI | TIDAL TRUST II | 2.93% | 1.79M | $35.2M | +14.64%(+227.97K) | $19.60(+2.48%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.09% | 86.5K | $25.0M | +40.19%(+24.80K) | $233.28(+30.91%) | 2026-06-30 | |
| IEI | ISHARES TR | 1.99% | 203.5K | $23.9M | -41.70%(-145.54K) | $118.83(-1.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.68% | +46.89% | +6.42% | +36.48% |
| Top 20 Holdings Unweighted | +11.13% | +37.24% | +4.65% | +25.51% |
Blueprint Investment Partners LLC reports $1.20B in US-listed equity holdings across 159 positions in its most recent 13F filing. Its largest disclosed positions are SNDR (18.5%), TFPN (9.4%) and SPTM (6.7%). The top 20 holdings account for 68.8% of reported assets. Its disclosed equity book has returned +46.89% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Blueprint Investment Partners LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Blueprint Investment Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1794467). View Blueprint Investment Partners LLC’s 13F filings on SEC