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| Blueprint Partners LLC
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| |
|---|---|
| CRD # | 312902 |
| SEC # | 801-120502 |
| CIK # | 0001794467 |
| AUM | $195.1 MM (2024-01-31) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 231-668-4147 |
| Address | 10238 E Cherry Bend Rd Traverse City, MI 49684 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 22.3 | |
| MSFT | 1,918,222.4 | 16.8 | |
| AAPL | 2,382,844.0 | 13.1 | |
| SPEM | 9.3 | ||
| AMZN | 1,092,997.8 | 8.1 | |
| GOOGL | 1,475,138.5 | 6.3 | |
| META | 434,852.0 | 4.5 | |
| LLY | 301,789.7 | 4.2 | |
| JPM | 340,169.2 | 4.0 | |
| IAU | 3.5 | ||
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 221 | 35.6 |
| (b) Individuals (high net worth individuals) | 87 | 152.1 |
| (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 | 7.5 |
| (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 | 308 | 195.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 308 | 195.1 |
| Total | 308 | 195.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.1 | |
| Total | 308 | 195.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001794467] |
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|---|---|---|
|
Norris Financial Group LLC
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|
SC | 0.2 |
|
Kempner Capital Management Inc
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|
TX | 0.2 |
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McNaughton Wealth Management LLC
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CA | 0.2 |
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Pilgrims Capital Advisors Inc
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MI | 0.2 |
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MD | 0.2 |
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Evergreen Private Wealth LLC
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CO | 0.2 |
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WA | 0.2 |
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Ryan & Hoppe Investment Management LLC
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MN | 0.2 |
|
Tieton Capital Management LLC
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|
WA | 0.2 |
|
Advisory Investor Services LLC
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FL | 0.2 |