Strategic Blueprint, LLC

RIA/Wealth

Strategic Blueprint, LLC is a RIA/Wealth based in Atlanta, GA led by Joseph Killingsworth Copeland, reporting $2.7B in AUM as of Q3 2025 with 71% ETF concentration.

PresidentJoseph Killingsworth Copeland

Portfolio Value: $2.2B
Positions: 684
Top Holding: VOO at 3.12%
Last Reported: Q3 2025

Address2200 Century Parkway, Suite 500, Atlanta, GA, 30345, United States

Top Holdings

Largest long holdings in Strategic Blueprint, LLC's portfolio (21.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$69.1M	3.12%	+$5.5M Bought	— 112.8K shares	Q3 2019 Held for 6y 2m
2 Vanguard Value VTV	ETF ETF	$65.1M	2.94%	-$10.3M Sold	— 349.0K shares	Q4 2020 Held for 4y 11m
3 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$58.4M	2.64%	+$5.3M Bought	— 1.8M shares	Q1 2021 Held for 4y 8m
4 Avantis U.S. Equity AVUS	ETF ETF	$50.6M	2.29%	+$293.6K Bought	— 465.8K shares	Q4 2021 Held for 3y 11m
5 Nvidia NVDA	Semiconductors Technology	$48.9M	2.21%	+$8.3M Bought	0.00% 262.2K shares	Q1 2020 Held for 5y 8m
6 Vanguard Growth VUG	ETF ETF	$43.4M	1.96%	-$981.8K Sold	— 90.4K shares	Q2 2021 Held for 4y 5m
7 iShares MSCI USA Quality Factor QUAL	ETF ETF	$36.2M	1.63%	-$1.0M Sold	— 186.0K shares	Q1 2020 Held for 5y 8m
8 Apple AAPL	Consumer Electronics Technology	$34.9M	1.58%	+$1.3M Bought	0.00% 137.2K shares	Q4 2018 Held for 6y 11m
9 CGUS Capital Group Core Equity CGUS	ETF ETF	$34.2M	1.54%	+$8.6M Bought	— 864.5K shares	Q1 2022 Held for 3y 8m
10 iShares Core Total USD Bond Market IUSB	ETF ETF	$31.1M	1.41%	-$1.4M Sold	— 666.2K shares	Q1 2021 Held for 4y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Strategic Blueprint, LLC's latest filing

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Market Value

$2.2B

Prior: $2.0B

Q/Q Change

+12.62%

+$247.9M

Net Flows % of MV

+4.21%

Turnover Ratio

9.68%

New Purchases

24 stocks

$13.3M

Added To

336 stocks

+$230.9M

Sold Out Of

35 stocks

$16.8M

Reduced Holdings

243 stocks

-$134.4M

Increased Positions

Position	Shares Δ	Change
1 VanEck Uranium and Nuclear NLR	New	0 → 23.1K +$3.1M
2 CPER United States Copper Index Fund CPER	New	0 → 62.0K +$1.9M
3 ETHA iShares Ethereum Trust ETHA	New	0 → 39.6K +$1.2M
4 Invesco S&P MidCap 400 Pure Value RFV	New	0 → 6.0K +$767.7K
5 JULM FT Vest U.S. Equity Max Buffer ETF JULM	New	0 → 18.3K +$606.9K

Decreased Positions

Position	Shares Δ	Change
1 Freeport-McMoRan Inc. FCX	Sold	93.2K → 0 −$4.0M
2 First Trust Health Care AlphaDEX FXH	Sold	13.2K → 0 −$1.4M
3 Invesco BulletShares 2026 High Yield Corporate Bond BSJQ	Sold	47.3K → 0 −$1.1M
4 JUNM FT Vest U.S. Equity Max Buffer ETF JUNM	Sold	25.1K → 0 −$835.3K
5 Rubrik RBRK	Sold	6.8K → 0 −$611.9K

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Analytics

Portfolio insights and performance metrics for Strategic Blueprint, LLC

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Sector Allocation

ETF

70.80%

Technology

7.60%

Financial Services

3.40%

Industrials

2.30%

Communication Services

1.90%

Consumer Cyclical

1.90%

Consumer Defensive

1.50%

Healthcare

1.40%

Energy

1.00%

Utilities

0.90%

Basic Materials

0.20%

Real Estate

0.10%

Market Cap Distribution

Mega Cap (> $200B)

14.48%

Large Cap ($10B - $200B)

7.11%

Mid Cap ($2B - $10B)

0.45%

Small Cap ($300M - $2B)

0.11%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.04%

N/A (ETF or Unknown)

77.80%

Portfolio Concentration

Top 10 Holdings %

21.33%

Top 20 Holdings %

32.98%

Top 50 Holdings %

52.55%

Top 100 Holdings %

70.0%