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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Blueprint Partners LLC
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|---|---|
| CRD # | 312902 |
| SEC # | 801-120502 |
| CIK # | 0001794467 |
| AUM | $257.8 M (2025-04-21) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 231-668-4147 |
| Address | 10238 E Cherry Bend Rd Traverse City, MI 49684 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 29.2 | ||
| Microsoft Corp | 16.4 | ||
| Sprott Physical Silver Trust | 12.3 | ||
| Sprott Physical Gold Trust | 11.5 | ||
| Schneider National Inc | 9.4 | ||
| Apple Inc | 9.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 232 | 40.6 |
| (b) Individuals (high net worth individuals) | 87 | 210.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 6.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 875 | 257.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 875 | 257.8 |
| Total | 875 | 257.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 257.8 | |
| Total | 875 | 257.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001794467] |
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