CIK 2054129
Blueprint Financial Advisors LLC
Institutional 13F holdings & portfolio
Holdings
98
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–98 of 98
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EZU | ISHARES INC | 39K | $1M+ | SH |
| EMB | ISHARES TR | 26K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 61K | $1M+ | SH |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | 77K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 60K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 43K | $1M+ | SH |
| EEM | ISHARES TR | 36K | $1M+ | SH |
| MINT | PIMCO ETF TR | 18K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 30K | $1M+ | SH |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 47K | $1M+ | SH |
| PIZ | INVESCO EXCH TRADED FD TR II | 34K | $1M+ | SH |
| TLT | ISHARES TR | 19K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 28K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 11K | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 44K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 25K | $1M+ | SH |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 40K | $1M+ | SH |
| PULS | PGIM ETF TR | 23K | $1M+ | SH |
| SHM | SPDR SERIES TRUST | 24K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 25K | $1M+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 22K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 32K | $1M+ | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 33K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 32K | $500K+ | SH |
| DBMF | LITMAN GREGORY FDS TR | 27K | $500K+ | SH |
| QDPL | PACER FDS TR | 17K | $500K+ | SH |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | 22K | $500K+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 24K | $500K+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 13K | $500K+ | SH |
| VTEB | VANGUARD MUN BD FDS | 13K | $500K+ | SH |
| SCMB | SCHWAB STRATEGIC TR | 24K | $500K+ | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 28K | $500K+ | SH |
| TLTW | ISHARES TR | 26K | $500K+ | SH |
| ET | ENERGY TRANSFER L P | 35K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 10K | $500K+ | SH |
| BKDV | BNY MELLON ETF TRUST II | 16K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 11K | $100K–$500K | SH |
| KMLM | KRANESHARES TRUST | 16K | $100K–$500K | SH |
| T | AT&T INC | 16K | $100K–$500K | SH |
| QID | PROSHARES TR | 19K | $100K–$500K | SH |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 12K | $100K–$500K | SH |
| TSLG | THEMES ETF TR | 30K | $100K–$500K | SH |
| DLY | DOUBLELINE YIELD OPPORTUNITI | 18K | $100K–$500K | SH |
| BSVO | EA SERIES TRUST | 10K | $100K–$500K | SH |
| DSL | DOUBLELINE INCOME SOLUTIONS | 20K | $100K–$500K | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 10K | $100K–$500K | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 10K | $100K–$500K | SH |