Blueprint Financial Advisors LLC
Annual return '25
+18.1%
SPY '25
+17.7%
Alpha
+0.3ptsvs SPY
Invested
$674.9M
Holdings
105
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SNDR
SCHNEIDER NATIONAL INC
Held since at least Q1 2024
23.8%
02
$TFPN
TIDAL TRUST II
Held since at least Q1 2024
12.4%
03
$SPTM
SPDR SERIES TRUST
Held since at least Q1 2024
4.9%
04
$IEI
ISHARES TR
Held since at least Q1 2024
3.5%
05
$HEGD
LISTED FDS TR
Held since at least Q1 2024
2.8%
06
$BIL
SPDR SERIES TRUST
Held since at least Q1 2024
2.8%
07
$TFFI
TIDAL TRUST II
Held since at least Q1 2024
2.4%
08
$VV
VANGUARD INDEX FDS
Held since at least Q1 2024
2.3%
09
$OPER
ETF SER SOLUTIONS
Held since at least Q1 2024
2.2%
10
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:48 UTC.