Blue Investment Partners LLC — 13F holdings

Blue Investment Partners LLC reported 52 holdings worth $285M in its 13F filing for Q2 2025, filed August 6, 2025.

Largest positions

  1. AAPL APPLE INC — $39.7M (13.9%)
  2. AMZN AMAZON COM INC — $24.2M (8.5%)
  3. USFR WISDOMTREE TR — $18.8M (6.6%)
  4. SPY SPDR S&P 500 ETF TR — $18.5M (6.5%)
  5. PYLD PIMCO ETF TR — $16.8M (5.9%)
  6. IDEV ISHARES TR — $15.1M (5.3%)
  7. NVDA NVIDIA CORPORATION — $13.9M (4.9%)
  8. SCHB SCHWAB STRATEGIC TR — $13.9M (4.9%)
  9. META META PLATFORMS INC — $13.4M (4.7%)
  10. JQUA J P MORGAN EXCHANGE TRADED F — $11.4M (4.0%)