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Portfolio (Quarterly) Guide ↗

Strategic Blueprint, LLC

· CIK 0001767821
13F Portfolio $1.7B AUM 660 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 75 New 212 Added 309 Reduced 147 Exited
Page 1 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION COM Technology 251,420.0 $46.9M 2.76% -11K -4.1% $186.50 +17.7%
2 VUG VANGUARD GROWTH ETF 89,331.0 $43.6M 2.57% -1K -1.2% $487.86 -82.1%
3 VTV VANGUARD VALUE ETF 207,983.0 $39.7M 2.34% -141K -40.4% $190.99 +9.4%
4 AAPL APPLE INC COM Technology 118,700.0 $32.3M 1.90% -18K -13.5% $271.86 +12.2%
5 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 139,931.0 $27.8M 1.64% -46K -24.8% $198.62 +7.1%
6 EFV ISHARES MSCI EAFE VALUE ETF 325,741.0 $23.3M 1.37% -69K -17.4% $71.41 +10.6%
7 MSFT MICROSOFT CORP COM Technology 46,368.0 $22.4M 1.32% -13K -22.3% $483.62 -13.3%
8 GOOGL ALPHABET INC CAP STK CL A Communication Services 66,695.0 $20.9M 1.23% -10K -12.8% $313.00 +23.9%
9 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 250,618.0 $20.1M 1.19% -7K -2.7% $80.22 +9.0%
10 SPY STATE STR SPDR S&P 500 ETF TR TR UNIT Financial Services 27,476.0 $18.7M 1.10% -3K -8.8% $681.93 +8.9%
11 AMZN AMAZON COM INC COM Consumer Cyclical 80,681.0 $18.6M 1.10% -20K -20.1% $230.82 +16.3%
12 VTI VANGUARD TOTAL STOCK MARKET ETF 48,373.0 $16.2M 0.96% -4K -7.0% $335.27 +8.9%
13 VOO VANGUARD S&P 500 ETF 21,564.0 $13.5M 0.80% -91K -80.9% $627.14 +8.9%
14 LLY ELI LILLY & CO COM Healthcare 12,142.0 $13.0M 0.77% -2K -14.6% $1074.71 -3.1%
15 CGUS CAPITAL GROUP CORE EQUITY ETF 315,040.0 $12.7M 0.75% -549K -63.6% $40.23 +8.4%
16 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 189,308.0 $11.8M 0.70% -1K -0.6% $62.47 +13.2%
17 IAU ISHARES GOLD TRUST Financial Services 134,802.0 $10.9M 0.65% -2K -1.6% $81.17 +5.2%
18 IVV ISHARES CORE S&P 500 ETF 15,096.0 $10.3M 0.61% -10K -40.7% $684.94 +8.9%
19 WMT WALMART INC COM Consumer Defensive 91,058.0 $10.1M 0.60% -9K -8.8% $111.41 +17.4%
20 ESGU ISHARES ESG AWARE MSCI USA ETF 65,255.0 $9.7M 0.57% -473.0 -0.7% $148.98 +8.7%
Page 1 of 16  ·  309 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.2%
Financial Services 24.6%
Communication Services 9.7%
Industrials 9.3%
Consumer Cyclical 7.2%
Healthcare 5.9%
Consumer Defensive 5.5%
Energy 3.4%
Utilities 3.1%
Real Estate 0.5%