Blueprint Investment Partners LLC

CIK 0001794467 · Q1 2026

13F Equity AUM

$980.4M

+4.8% QoQ

Positions

131

+7 QoQ

AUM Rank

#2,830

Top 23%

Skill Alpha (FF)

-3.7%/yr^ns

No Clear Edge

Rank #6,844 · Top 83%

vs S&P -9.8%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 40.7%Top 10: 56.0%Top 20: 70.4%

SNDR16.4%

TFPN9.8%

SPTM6.1%

BIL4.3%

IEI4.2%

HEGD3.9%

TIDAL TRUST II3.1%

OPER3.0%

SHV2.7%

SPDW2.5%

Others (121)44.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services67.8%

Industrials16.4%

Technology4.8%

Unclassified3.1%

Financials3.1%

Other4.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 131Median: 0.28%Avg: 0.76%

0–0.5%

94(17.2%)

0.5–1%

15(10.3%)

1–3%

14(21.7%)

3–5%

5(18.5%)

5%+

3(32.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 116Unique: 15vs 20 funds

1.6%Low

131

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

2.3%

2.2%

2.6%

1.8%

1.2%

VANGUARD CAPITAL MANAGEMENT LLC

0.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

GEODE CAPITAL MANAGEMENT, LLC

0.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New26Increased59Decreased43Exited19

New Positions

TIDAL TRUST II3.1%

+1.6M

SHV2.7%

+242K

ROSC1.3%

+271K

VTIP1.0%

+191K

TBLL0.8%

+76K

EVTR0.6%

+115K

CHV0.3%

+13K

PG0.1%

+10K

JSCP0.1%

+32K

DUK0.1%

+10K

Increased

BIL4.3%

+428K(+1583%)

OPER3.0%

+280K(+1934%)

TFPN9.8%

+80K(+2%)

GBIL1.2%

+74K(+168%)

USRT1.3%

+41K(+23%)

FNDX0.5%

+36K(+27%)

PHYS/U1.2%

+31K(+10%)

T0.1%

+30K(+164%)

SNDR16.4%

+22K(+0%)

EEM0.3%

+20K(+57%)

Decreased

SPTM6.1%

-288,689(-28%)

PSLV/U1.1%

-215,831(-34%)

SPDW2.5%

-213,183(-28%)

SCHX0.6%

-110,097(-32%)

IEI4.2%

-81,810(-19%)

IEMG1.3%

-74,866(-29%)

SCHF0.6%

-31,326(-11%)

AMZN0.3%

-25,324(-65%)

NVDA2.2%

-24,995(-17%)

AGG0.3%

-22,891(-41%)

Exited

-230,423

-62,563

-63,867

-289,700

-13,312

-17,009

-11,884

-13,260

-11,255

-16,258

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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