Strategic Blueprint, LLC DMAX — ISHARES LARGE CAP MAX BUFFER DEC ETF

Ownership history in Strategic Blueprint, LLC  ·  5 quarters on record

AI Ownership Summary

Strategic Blueprint, LLC reported ISHARES LARGE CAP MAX BUFFER DEC ETF (DMAX) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.97% in 2025 Q1. The latest visible filing shows DMAX at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DMAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategic Blueprint, LLC's position in ISHARES LARGE CAP MAX BUFFER DEC ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DMAX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DMAX stock page Strategic Blueprint, LLC fund profile Strategic Blueprint, LLC full holdings
How Strategic Blueprint, LLC held DMAX — position size vs. price
% of Fund (quarterly)    DMAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 17,165 -743 -4.1% 0.02% $469K 2026-07-23 $27.38
2026 Q1 REDUCED 97.7% +2.8% ❌ 17,908 -749,406 -97.7% 0.03% $476K 2026-04-29 $27.02
2025 Q3 ADDED — — — 767,314 +79,851 +11.6% 0.88% $20.3M 2025-10-23 $26.25
2025 Q2 REDUCED — — — 687,463 -22,789 -3.2% 0.87% $17.7M 2025-07-30 $25.72
2025 Q1 INITIATED — — — 710,252 — — 0.97% $17.7M 2025-04-29 $24.70

🏢 Other funds also holding DMAX

As of 2026 Q2 — sorted by position size

Crown Wealth Group, LLC 3Y 3.57% J. L. Bainbridge & Co., Inc. 3Y 7Y 1.25% FC Advisory LLC 3Y 7Y 1.11% Crewe Advisors LLC 3Y 7Y 0.11% Encompass More Asset Management 0.11% Ashton Thomas Private Wealth, LLC 0.07% Amplius Wealth Advisors, LLC 3Y 0.06% Kovack Advisors, Inc. 3Y 7Y 0.01% ARS Investment Partners, LLC 3Y 7Y 0.01% Kestra Advisory Services, LLC 3Y 0.0%

FAQ About Strategic Blueprint, LLC and DMAX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Strategic Blueprint, LLC reported owning DMAX?

Strategic Blueprint, LLC reported DMAX across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported DMAX position in Strategic Blueprint, LLC's portfolio?

The largest reported portfolio weight for DMAX was 0.97% in 2025 Q1.

What is the latest reported DMAX position on this page?

The most recent filing on this page is 2026 Q2, when Strategic Blueprint, LLC reported 17,165 shares, equal to 0.02% of portfolio, with an estimated market value of $469K.

What does the chart on this DMAX ownership page compare?

The chart compares Strategic Blueprint, LLC's quarterly DMAX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Strategic Blueprint, LLC time their DMAX position?

Based on 13F filing dates vs. subsequent DMAX price moves, Strategic Blueprint, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on DMAX relative to SPY over the holding period was -14.8%.

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