Blueprint Financial Advisors LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing the firm’s equity holdings as of September 30, 2026. The filing reports that the firm holds positions in 152 distinct equity securities.
The report lists a diverse portfolio of holdings, including major technology companies such as Apple Inc., Microsoft Corporation, and NVIDIA Corporation. The filing also includes positions in consumer staples like Walmart Inc. and Procter & Gamble, as well as energy companies such as ExxonMobil Holdings Corp. and energy infrastructure entities like MPLX LP.
In addition to individual stocks, the portfolio includes a significant number of exchange-traded funds (ETFs). Major holdings in this category include the iShares Core S&P 500 ETF, the Vanguard Total Bond Market ETF, and various sector-specific funds such as the Vanguard Real Estate ETF and the iShares Core MSCI Emerging Markets ETF.
The report identifies N. Reece Dinauer as the Compliance Officer for the firm, with a contact number listed as 414-209-4118. The filing was submitted on October 28, 2026.
