Strategic Blueprint LLC Activity Analysis: Q2 Investments and Redemptions

As part of its investment strategy for the period ending June 30th, 2026, Strategic Blueprint, Llc has documented several notable changes in its portfolio composition. This analysis focuses on observable purchases and sales during this quarter.

Prominent Purchases During Q2

Strategic Blueprint demonstrated a clear preference for expanding certain segments of its portfolio with substantial additions:

• VUG, the Vanguard Growth ETF, saw an enormous increase in holdings by 698.2% during this period.
• The investment in IUSB, iShares Core Total USD Bond Market ETF, also experienced significant growth with a 30.49% share increase.
• There was a notable addition to the GOVT position (iShares U.S. Treasury Bond ETF), which increased by 11.29% in shares.
• The investor made an exceptionally large purchase of FMAY, the FT Vest U.S. Equity Buffer Fund - May, acquiring a position that grew from zero to 0.29% allocation in this quarter.
• Similarly, another buffer fund, BJUN, showed significant buying activity with its share count increasing by 38.96%, boosting its portfolio weight from a negligible level to 0.35%.
• Other investments like VGT (Vanguard Information Technology ETF) and RTX also saw substantial share increases, contributing to the overall expansion.
• The investor continued its position in large-cap technology stocks like NVDA, increasing holdings by 2.96% and boosting allocation from 2.29% previously, while also adding to the already strong AAPL position with a slight increase.
• Strategic Blueprint also increased its exposure to emerging markets via IEMG, the iShares Core MSCI Emerging Markets ETF, by 43.82% in shares during this quarter.

Significant Sales and Reductions During Q2

In contrast to its buying activities, Strategic Blueprint also divested substantial portions of certain holdings:

• The most drastic reduction occurred with the exit from AUGT, where shares decreased by 91.96%, effectively removing this position.
• Another ETF showing a significant decrease was EFV, iShares MSCI EAFE Value ETF, with an approximate 35% reduction in shares during the quarter.
• The investor sold off its entire position in IYC, the iShares U.S. Consumer Discretionary ETF, as indicated by a -71.07% change percentage and zero allocation weight.
• Similarly, there was an exit from another buffer fund FOCT, with shares decreasing by 40.39%, reducing its portfolio presence significantly.
• The position in APP, the Appvion Inc common stock, was reduced by approximately 48.26% during this period.

The investor's actions resulted in a net portfolio value of $1,795,466,148 as of June 30th, 2026. The overall allocation strategy saw shifts across various sectors and an increase in the top holdings count to 604.

For further details on Strategic Blueprint's portfolio movements during this quarter or to explore their investment activities more thoroughly, you can refer to their institutional profile. Detailed information about specific holdings like the Vanguard Growth ETF (VUG) or Apple Inc (AAPL) is available on their respective pages.