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Melissa C. Anderson

Blueprint Financial Advisors Llc

Assets Managed
$674.914M
Holdings
100
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
2.98%(2Q avg: 22.32%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Blueprint Financial Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 100 positions.

Assets under management

The assets under management (AUM) of Blueprint Financial Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 674.914M in assets, with a quarterly growth rate of 2.98% and a 2-quarter average growth rate of 22.32%. The portfolio is managed by Melissa C. Anderson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SNDR
Schneider National Inc-cl B
Recent Activity
Increased 0.37%
23.83%
$160.807M
6.1M shares@ $26.37 avg price
TFPN
Blueprint Chspk Ma Trend Etf
Recent Activity
Increased 2.21%
12.44%
$83.94M
3.018M shares@ $27.82 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Decreased -21.04%
4.86%
$32.775M
414,554 shares@ $79.07 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Increased 6.73%
3.46%
$23.33M
196,711 shares@ $118.6 avg price
HEGD
Swan Hedged Equity Us Lg Cap
Recent Activity
Increased 4.23%
2.8%
$18.893M
764,899 shares@ $24.7 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
New Position
2.76%
$18.616M
203,146 shares@ $91.64 avg price
TFFI
Chesap Trend Follo Fi In Etf
Recent Activity
New Position
2.36%
$15.875M
810,313 shares@ $19.6 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Decreased -12.11%
2.28%
$15.346M
51,349 shares@ $298.86 avg price
OPER
Clearshares Ultra-short Matu
Recent Activity
New Position
2.25%
$15.126M
151,141 shares@ $100.08 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.16%
2.18%
$14.657M
84,041 shares@ $174.4 avg price

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