Blue Investment Partners LLC

Est. AUM

$285.1M

13F long equity, this entity only

Positions

Period

Jun 2025 (Q2)

SEC EDGAR

View filings ↗

Jun 2025 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$39.7M	193343	13.91%	SOLE
2	AMAZON COM INC	COM	$24.2M	110401	8.50%	SOLE
3	WISDOMTREE TR	FLOATNG RAT TREA	$18.8M	373482	6.59%	SOLE
4	SPDR S&P 500 ETF TR	TR UNIT	$18.5M	29890	6.48%	SOLE
5	PIMCO ETF TR	MULTISECTOR BD	$16.8M	631855	5.88%	SOLE
6	ISHARES TR	CORE MSCI INTL	$15.1M	198466	5.29%	SOLE
7	NVIDIA CORPORATION	COM	$13.9M	88121	4.88%	SOLE
8	SCHWAB STRATEGIC TR	US BRD MKT ETF	$13.9M	583483	4.88%	SOLE
9	META PLATFORMS INC	CL A	$13.4M	18168	4.70%	SOLE
10	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$11.4M	189710	4.00%	SOLE
11	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$10.8M	59691	3.81%	SOLE
12	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$10.3M	222272	3.61%	SOLE
13	JANUS DETROIT STR TR	HENDRSON AAA CL	$10.3M	202784	3.61%	SOLE
14	BANK AMERICA CORP	COM	$9.5M	200479	3.33%	SOLE
15	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$9.0M	157884	3.16%	SOLE
16	MICROSOFT CORP	COM	$6.9M	13800	2.41%	SOLE
17	AMERICAN CENTY ETF TR	INTL SMCP VLU	$5.5M	69973	1.95%	SOLE
18	ISHARES GOLD TR	ISHARES NEW	$5.4M	86111	1.88%	SOLE
19	ISHARES TR	20 YR TR BD ETF	$3.9M	44507	1.38%	SOLE
20	INVESCO QQQ TR	UNIT SER 1	$3.6M	6464	1.25%	SOLE
21	JANUS DETROIT STR TR	HENDERSON SECURI	$3.4M	63924	1.18%	SOLE
22	VANGUARD INDEX FDS	SML CP GRW ETF	$3.3M	11781	1.14%	SOLE
23	VANGUARD INDEX FDS	TOTAL STK MKT	$2.2M	7128	0.76%	SOLE
24	GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$2.0M	23583	0.70%	SOLE
25	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.9M	31485	0.68%	SOLE
26	SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.4M	65523	0.51%	SOLE
27	ALPHABET INC	CAP STK CL C	$1.4M	7693	0.48%	SOLE
28	ALPHABET INC	CAP STK CL A	$937K	5317	0.33%	SOLE
29	BROADCOM INC	COM	$857K	3110	0.30%	SOLE
30	VISA INC	COM CL A	$687K	1935	0.24%	SOLE
31	JPMORGAN CHASE & CO.	COM	$598K	2062	0.21%	SOLE
32	COSTCO WHSL CORP NEW	COM	$582K	588	0.20%	SOLE
33	ORACLE CORP	COM	$427K	1952	0.15%	SOLE
34	ABBVIE INC	COM	$383K	2061	0.13%	SOLE
35	ISHARES TR	CORE MSCI EAFE	$326K	3903	0.11%	SOLE
36	GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$298K	6247	0.10%	SOLE
37	ISHARES TR	USD INV GRDE ETF	$279K	5421	0.10%	SOLE
38	STRYKER CORPORATION	COM	$277K	700	0.10%	SOLE
39	BLACKSTONE INC	COM	$261K	1747	0.09%	SOLE
40	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$246K	4950	0.09%	SOLE
41	ISHARES TR	S&P 500 GRWT ETF	$245K	2229	0.09%	SOLE
42	VANGUARD INDEX FDS	S&P 500 ETF SHS	$222K	390	0.08%	SOLE
43	ABBOTT LABS	COM	$217K	1599	0.08%	SOLE
44	PEPSICO INC	COM	$217K	1647	0.08%	SOLE
45	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$217K	446	0.08%	SOLE
46	ISHARES TR	RUS 1000 VAL ETF	$212K	1092	0.07%	SOLE
47	BLACKROCK INC	COM	$212K	202	0.07%	SOLE
48	S&P GLOBAL INC	COM	$209K	396	0.07%	SOLE
49	TJX COS INC NEW	COM	$205K	1660	0.07%	SOLE
50	T-MOBILE US INC	COM	$203K	850	0.07%	SOLE

1–50 of 52

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.