Strategic Blueprint, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.72B
Q ending 2026-03-31
Prior quarter
$1.70B
Q ending 2025-12-31
Change
+1.4% QoQ · -6.2% YoY
Positions
639
reported holdings

Largest positions

Top 100 of 639 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Avantis U.S. Equity EtfAVUSShares$49.9M449K
Nvidia Corporation ComNVDAShares$42.4M243K
Vanguard Value EtfVTVShares$40.7M208K
Vanguard Growth EtfVUGShares$40.2M92K
Ishares Core Total Usd Bond MarketIUSBShares$35.5M767K
Ishares U.S. Treasury Bond EtfGOVTShares$31.4M1.4M
Apple Inc ComAAPLShares$30.4M120K
Avantis International Equity EtfAVDEShares$29.9M352K
Ishares Msci Usa Quality Factor EtQUALShares$26.4M137K
Ishares Msci Eafe Value EtfEFVShares$22.8M307K
Ishares U.S. Equity Factor RotatioDYNFShares$22.7M390K
State Street Spdr Portfolio S&P 50SPYMShares$19.5M254K
Capital Group Growth EtfCGGRShares$19.3M481K
Alphabet Inc Cap Stk Cl AGOOGLShares$19.1M66K
Ishares Core Msci Emerging MarketsIEMGShares$18.7M268K
State Street Spdr S&P 500 EtfSPYShares$18.1M28K
Microsoft Corp ComMSFTShares$17.7M48K
Amazon Com Inc ComAMZNShares$17.2M83K
Ishares Core S&P 500 EtfIVVShares$16.6M25K
Vanguard Total Stock Market EtfVTIShares$15.8M49K
Avantis U.S. Quality Etf Shs AvantAVUQShares$15.1M266K
Vanguard Mortgage-Backed SecuritieVMBSShares$14.6M310K
Ft Vest Laddered Buffer EtfBUFRShares$14.1M417K
Vertiv Holdings Co Com Cl AVRTShares$14.1M56K
Spdr Gold SharesGLDShares$13.3M31K
Capital Group U.S. Small And Mid CCGMMShares$13.2M450K
Vanguard S&P 500 EtfVOOShares$12.8M21K
Capital Group Core Equity EtfCGUSShares$12.8M332K
Innovator Defined Wealth Shield EtBALTShares$12.1M361K
Vanguard Ftse Developed Markets EtVEAShares$11.8M185K
Eli Lilly & Co ComLLYShares$11.3M12K
Avantis U.S. Large Cap Equity EtfAVLCShares$11.0M142K
Ishares A.I. Innovation And Tech ABAIShares$10.9M331K
Ishares Msci Usa Momentum Factor EMTUMShares$10.5M44K
Ishares U.S. Thematic Rotation ActTHROShares$10.5M290K
Pacer Us Cash Cows 100 EtfCOWZShares$10.5M167K
Ishares International Country RotaCOROShares$10.1M316K
3Edge Dynamic Fixed Income EtfEDGFShares$10.1M407K
Capital Group Global Equity EtfCGGEShares$9.9M324K
Walmart Inc ComWMTShares$9.6M78K
Ishares Core Dividend Growth EtfDGROShares$9.6M137K
T. Rowe Price U.S. Equity ResearchTSPAShares$9.5M231K
Avantis U.S. Small Cap Value EtfAVUVShares$9.4M85K
Calamos Autocallable Income EtfCAIEShares$9.2M367K
Ishares Msci Eafe Growth EtfEFGShares$9.2M82K
Meta Platforms Inc Cl AMETAShares$9.2M16K
Ishares Esg Aware Msci Usa EtfESGUShares$9.1M65K
Ishares Flexible Income Active EtfBINCShares$9.0M174K
Exxon Mobil Corp ComXOMShares$8.9M52K
Global X Defense Tech EtfSHLDShares$8.7M123K
Avantis U.S. Large Cap Value EtfAVLVShares$8.6M106K
Jpmorgan Active Growth EtfJGROShares$8.4M100K
Ishares 10-20 Year Treasury Bond ETLHShares$8.4M84K
Cheniere Energy Inc Com NewLNGShares$8.1M29K
Vanguard Total International Bond BNDXShares$8.1M168K
Invesco Qqq Trust Series IQQQShares$8.0M14K
Ishares Core S&P Small Cap EtfIJRShares$7.8M63K
Netflix Inc. ComNFLXShares$7.7M80K
Avantis Emerging Markets Equity EtAVEMShares$7.7M96K
Avantis Short-Term Fixed Income EtAVSFShares$7.7M164K
Vanguard Tax-Exempt Bond EtfVTEBShares$7.5M151K
Fidelity High Dividend EtfFDVVShares$7.5M136K
Jpmorgan Chase & Co ComJPMShares$7.4M25K
Schwab Us Dividend Equity EtfSCHDShares$7.3M237K
Ishares Gold TrustIAUShares$7.2M82K
Avantis International Small Cap VaAVDVShares$7.2M72K
Ishares U.S. Technology EtfIYWShares$7.1M39K
Vanguard Ftse Emerging Markets EtfVWOShares$6.7M124K
Visa Inc Com Cl AVShares$6.6M22K
Delta Air Lines Inc Com NewDALShares$6.5M97K
Citigroup Inc Com NewCShares$6.4M56K
Ishares Core Msci Total InternatioIXUSShares$6.3M73K
Ishares 1-3 Year Treasury Bond EtfSHYShares$6.2M75K
Zacks Earnings Consistent PortfoliZECPShares$5.9M174K
Ishares 3-7 Year Treasury Bond EtfIEIShares$5.9M50K
Ishares S&P 500 Growth EtfIVWShares$5.9M52K
Vanguard Information Technology EtVGTShares$5.8M8K
Avantis Real Estate EtfAVREShares$5.8M132K
Ishares Semiconductor EtfSOXXShares$5.8M18K
State Street Spdr Portfolio S&P 50SPYGShares$5.6M57K
Vanguard Dividend Appreciation EtfVIGShares$5.5M25K
Calamos Nasdaq Autocallable IncomeCAIQShares$5.4M226K
Advanced Micro Devices Inc ComAMDShares$5.3M26K
Ishares Trust Ishares 0-1 Year TreSHVShares$5.3M48K
Capital Group Global Growth EquityCGGOShares$5.2M157K
Ft Vest U.S. Equity Buffer Etf - SFSEPShares$5.2M104K
Allianzim U.S. Equity Buffer10 AugAUGTShares$5.1M145K
Palo Alto Networks Inc ComPANWShares$5.1M32K
General Dynamics Corp ComGDShares$4.9M14K
Berkshire Hathaway Inc Del Cl B NeBRK/BShares$4.9M10K
Ishares S&P 500 Value EtfIVEShares$4.9M23K
Innovator U.S. Equity Ultra BufferUFEBShares$4.9M134K
Avantis U.S Small Cap Equity EtfAVSCShares$4.9M78K
Broadcom Inc ComAVGOShares$4.8M16K
Innovator U.S. Equity Buffer Etf -BJUNShares$4.8M103K
Pacer Aristotle Pacific Floating RFLRTShares$4.7M102K
Innovator U.S. Equity Ultra BufferUJANShares$4.7M110K
Ishares Msci Eafe Min Vol Factor EEFAVShares$4.6M51K
Ishares Russell 1000 EtfIWBShares$4.6M13K
Bank Of Amer Corp ComBACShares$4.5M93K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.