StockDriftsStockDriftsTop 50 Strategic Blueprint, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | 3.17% | 735.4K | $63.3M | +33.03%(+182.60K) | $54.67(+63.11%) | 2026-06-30 | |
| AVUS | AVANTIS U.S. EQUITY ETF | 2.82% | 440.8K | $56.5M | -1.74%(-7.82K) | $76.92(+72.11%) | 2026-06-30 | |
| VTV | VANGUARD VALUE ETF | 2.54% | 233.7K | $50.9M | +12.59%(+26.12K) | $151.55(+50.12%) | 2026-06-30 | |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 2.31% | 1.00M | $46.2M | +30.49%(+234.01K) | $46.29(-1.81%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 2.29% | 229.4K | $45.9M | -5.64%(-13.71K) | $55.72(+305.73%) | 2026-06-30 | |
| GOVT | ISHARES U.S. TREASURY BOND ETF | 1.74% | 1.53M | $34.8M | +11.29%(+154.89K) | $23.38(-3.94%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 1.65% | 114.1K | $33.0M | -4.73%(-5.67K) | $113.65(+168.70%) | 2026-06-30 | |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | 1.59% | 355.9K | $31.7M | +1.05%(+3.69K) | $63.42(+48.72%) | 2026-06-30 | |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 1.36% | 401.1K | $27.3M | +2.96%(+11.54K) | $45.81(+53.16%) | 2026-06-30 | |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 1.18% | 269.3K | $23.7M | +5.93%(+15.09K) | $48.30(+88.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.23% | +61.12% | +8.90% | +53.16% |
| Top 20 Holdings Unweighted | +17.38% | +61.73% | +8.80% | +52.46% |
Strategic Blueprint, LLC reports $2.00B in US-listed equity holdings across 689 positions in its most recent 13F filing. Its largest disclosed positions are VUG (3.2%), AVUS (2.8%) and VTV (2.5%). The top 20 holdings account for 30.79% of reported assets. Its disclosed equity book has returned +61.12% 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.
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Holdings on this page are parsed from Strategic Blueprint, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767821). View Strategic Blueprint, LLC’s 13F filings on SEC