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BlueChip Wealth Advisors

Latest statistics and disclosures from BlueChip Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, VUSB, SCHD, IJH, FVD, and represent 22.99% of BlueChip Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AFL (+$6.5M), HD, SEIE, SEIS, SEEM, VUG, VUSB, C, CSCO, FETH.
Started 24 new stock positions in VUG, GS, TJX, SLV, ISRG, SEIS, SEEM, CSCO, ORLY, LOW. GE, VYX, FETH, C, ABBV, T, SPLG, CTAS, AFL, O, ABT, WMT, CTMX, LLY.
Reduced shares in these 10 stocks: FTSM, SPMO, GJUN, FTCS, SDVY, COWZ, QQQ, TBIL, VOO, LMBS.
Sold out of its positions in QINT, TAIL, CLM, QQEW, FTC, AIRR, FTXO, FTSM, QMFE, GJUN.
BlueChip Wealth Advisors was a net seller of stock by $-2.5M.
BlueChip Wealth Advisors has $234M in assets under management (AUM), dropping by 4.26%.
Central Index Key (CIK): 0002015578

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Portfolio Holdings for BlueChip Wealth Advisors

BlueChip Wealth Advisors holds 155 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	6.0	$14M	+3%	21k	666.19	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	5.0	$12M	+11%	232k	49.99	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.6	$11M	+3%	393k	27.30	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.8	$9.0M		138k	65.26	View chart
First Tr Exchange-traded SHS (FVD)	3.7	$8.6M	-7%	186k	46.24	View chart
First Tr Exchange-traded SHS (FDL)	3.2	$7.6M	-6%	175k	43.41	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.0	$7.1M		11k	669.28	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	3.0	$6.9M	+7%	165k	42.03	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.8	$6.5M	+2%	149k	43.92	View chart
AFLAC Incorporated (AFL)	2.8	$6.5M	NEW	58k	111.70	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.6	$6.0M	-16%	10k	600.38	View chart
Home Depot (HD)	2.5	$5.9M	+215%	15k	405.20	View chart
Spdr Gold Tr Gold Shs (GLD)	2.4	$5.6M	-2%	16k	355.47	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	2.3	$5.4M	-7%	80k	67.26	View chart
Apple (AAPL)	2.2	$5.1M	+7%	20k	254.63	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	2.1	$5.0M	+8%	144k	34.65	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	2.1	$4.9M	+3%	110k	44.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.0	$4.8M	-7%	25k	189.70	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	2.0	$4.8M		49k	98.59	View chart
NVIDIA Corporation (NVDA)	1.8	$4.1M	+7%	22k	186.58	View chart
Sei Exchange Traded Funds Select Intl Equi (SEIE)	1.6	$3.7M	+904%	120k	30.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$3.2M	-25%	5.2k	612.35	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	1.2	$2.9M	+4%	62k	46.53	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	1.2	$2.7M	-6%	26k	101.93	View chart
Microsoft Corporation (MSFT)	1.1	$2.6M	+2%	5.1k	517.94	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	1.0	$2.4M	-6%	49k	49.31	View chart
Truist Financial Corp equities (TFC)	1.0	$2.3M	-3%	50k	45.72	View chart
Ishares Tr Core Msci Total (IXUS)	0.9	$2.2M		27k	82.58	View chart
First Tr Exchange Traded S&p Intl Divid (FID)	0.9	$2.2M	+12%	112k	19.70	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.9	$2.0M		53k	38.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$1.8M		3.8k	468.38	View chart
Sei Exchange Traded Funds Select Small Cap (SEIS)	0.7	$1.6M	NEW	58k	27.95	View chart
Amazon (AMZN)	0.7	$1.5M	+29%	7.0k	219.57	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.6	$1.5M	+4%	23k	65.00	View chart
Sei Exchange Traded Funds Select Emerging (SEEM)	0.6	$1.5M	NEW	49k	30.22	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$1.4M	+8%	6.6k	215.80	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.6	$1.4M	-19%	28k	50.78	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.6	$1.4M	-46%	37k	38.02	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$1.4M	-46%	24k	57.47	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.5	$1.3M	-6%	20k	64.86	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.2M	NEW	2.5k	479.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$1.1M	-5%	9.6k	118.83	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.1M	+15%	2.2k	502.74	View chart
Southern Company (SO)	0.5	$1.1M		12k	94.77	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$1.1M	-2%	5.2k	203.60	View chart
Coca-Cola Company (KO)	0.4	$1.0M	+97%	15k	66.32	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$967k		9.4k	103.07	View chart
First Tr Exchange-traded Common Shs (FDD)	0.4	$966k	-5%	60k	16.15	View chart
Visa Com Cl A (V)	0.4	$955k	+35%	2.8k	341.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$918k	+87%	3.8k	243.10	View chart
Meta Platforms Cl A (META)	0.4	$906k	-13%	1.2k	734.38	View chart
Citigroup Com New (C)	0.4	$899k	NEW	8.9k	101.50	View chart
Cisco Systems (CSCO)	0.4	$869k	NEW	13k	68.42	View chart
Fidelity Ethereum SHS (FETH)	0.4	$828k	NEW	20k	41.55	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$824k		28k	29.64	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.3	$774k	-49%	6.8k	114.40	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.3	$757k	-2%	15k	51.28	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$754k		1.00	754200.00	View chart
McDonald's Corporation (MCD)	0.3	$741k	+45%	2.4k	303.89	View chart
Fs Kkr Capital Corp (FSK)	0.3	$706k	-5%	47k	14.93	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$686k	-22%	2.8k	243.55	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.3	$664k	-32%	15k	43.78	View chart
Arista Networks Com Shs (ANET)	0.3	$652k	+38%	4.5k	145.71	View chart
Automatic Data Processing (ADP)	0.3	$651k		2.2k	293.50	View chart
Constellation Energy (CEG)	0.3	$606k	-4%	1.8k	329.07	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.3	$602k		14k	42.05	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.3	$591k		13k	44.42	View chart
Spdr Series Trust Glb Dow Etf (DGT)	0.2	$585k		3.6k	161.75	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$583k	-68%	6.2k	93.64	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.2	$582k		16k	35.91	View chart
Palo Alto Networks (PANW)	0.2	$559k	+34%	2.7k	203.62	View chart
Abbvie (ABBV)	0.2	$535k	NEW	2.3k	231.54	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$534k		2.7k	199.47	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.2	$533k	-30%	18k	30.47	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$530k		3.7k	142.41	View chart
Costco Wholesale Corporation (COST)	0.2	$519k	+84%	560.00	925.83	View chart
First Tr High Yield Opprt 20 (FTHY)	0.2	$504k	-29%	35k	14.49	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$500k		19k	25.85	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$494k		2.0k	247.12	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.2	$470k	+16%	22k	21.31	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.2	$455k		19k	23.71	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$454k		1.5k	307.86	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.2	$453k	+4%	6.0k	75.37	View chart
Wal-Mart Stores (WMT)	0.2	$450k	NEW	4.4k	103.06	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$444k	-3%	1.9k	229.61	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$443k	-59%	7.7k	57.52	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.2	$435k	NEW	5.6k	78.34	View chart
Johnson & Johnson (JNJ)	0.2	$429k	-2%	2.3k	185.42	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$426k	-71%	8.6k	49.79	View chart
Exxon Mobil Corporation (XOM)	0.2	$423k		3.8k	112.75	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.2	$422k	-9%	5.1k	83.33	View chart
Bank of America Corporation (BAC)	0.2	$414k	-8%	8.0k	51.60	View chart
Boeing Company (BA)	0.2	$409k		1.9k	215.83	View chart
Netflix (NFLX)	0.2	$409k	+48%	341.00	1198.92	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$407k		4.2k	96.54	View chart
First Tr Exchng Traded Fd Vi Flexibl Mun High (MFLX)	0.2	$404k	-2%	24k	16.93	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.2	$397k	+27%	8.2k	48.70	View chart
Broadcom (AVGO)	0.2	$396k	-23%	1.2k	330.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$384k		5.3k	72.77	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.2	$377k		18k	21.23	View chart
ConocoPhillips (COP)	0.2	$365k	-10%	3.9k	94.59	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.2	$364k	-3%	7.2k	50.75	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.2	$363k		17k	21.75	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$362k	-56%	3.6k	100.69	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.2	$353k	-9%	12k	28.75	View chart
Tesla Motors (TSLA)	0.1	$342k	-2%	770.00	444.72	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$340k		17k	20.60	View chart
Coherent Corp (COHR)	0.1	$332k	-6%	3.1k	107.72	View chart
SYSCO Corporation (SYY)	0.1	$329k		4.0k	82.34	View chart
Pepsi (PEP)	0.1	$325k		2.3k	140.46	View chart
Chevron Corporation (CVX)	0.1	$325k	+7%	2.1k	155.28	View chart
JPMorgan Chase & Co. (JPM)	0.1	$322k	-57%	1.0k	315.45	View chart
Abbott Laboratories (ABT)	0.1	$318k	NEW	2.4k	133.94	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$315k	-62%	7.8k	40.57	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$301k		2.4k	125.93	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$298k	-30%	1.1k	279.84	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$297k	-10%	2.1k	142.10	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$297k		812.00	365.49	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$296k	-61%	6.0k	49.29	View chart
United Rentals (URI)	0.1	$284k	-6%	297.00	954.66	View chart
O'reilly Automotive (ORLY)	0.1	$283k	NEW	2.6k	107.81	View chart
Goldman Sachs (GS)	0.1	$282k	NEW	354.00	796.45	View chart
Masco Corporation (MAS)	0.1	$282k		4.0k	70.39	View chart
Realty Income (O)	0.1	$280k	NEW	4.6k	60.79	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$274k	-45%	5.2k	53.03	View chart
Atlanta Braves Hldgs Com Ser A (BATRA)	0.1	$273k		6.0k	45.47	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$273k	-35%	7.9k	34.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$260k	+6%	4.3k	59.92	View chart
Chubb (CB)	0.1	$260k		921.00	282.25	View chart
Cion Invt Corp (CION)	0.1	$259k	-48%	27k	9.48	View chart
At&t (T)	0.1	$254k	NEW	9.0k	28.24	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$252k	NEW	5.9k	42.37	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$249k	-31%	1.9k	129.72	View chart
Matson (MATX)	0.1	$248k	-4%	2.5k	98.59	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$247k	+5%	4.0k	61.12	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$246k		2.1k	116.82	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$246k	+14%	413.00	596.03	View chart
Intuitive Surgical Com New (ISRG)	0.1	$245k	NEW	548.00	447.23	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.1	$242k	+7%	3.7k	65.16	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$241k	-51%	4.5k	53.40	View chart
TJX Companies (TJX)	0.1	$238k	NEW	1.6k	144.54	View chart
Merck & Co (MRK)	0.1	$233k		2.8k	83.93	View chart
NCR Corporation (VYX)	0.1	$232k	NEW	19k	12.55	View chart
Nuveen Muni Value Fund (NUV)	0.1	$229k		25k	8.98	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.1	$226k		4.4k	51.19	View chart
First Tr Exchange-traded Lunt Us Factor (FCTR)	0.1	$225k	-47%	6.3k	35.51	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$224k		5.8k	38.57	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$222k	-52%	2.7k	82.73	View chart
Eli Lilly & Co. (LLY)	0.1	$219k	NEW	286.00	763.88	View chart
Lowe's Companies (LOW)	0.1	$214k	NEW	850.00	251.26	View chart
Ge Aerospace Com New (GE)	0.1	$210k	NEW	699.00	300.85	View chart
J.B. Hunt Transport Services (JBHT)	0.1	$207k	-20%	1.5k	134.17	View chart
Cintas Corporation (CTAS)	0.1	$205k	NEW	1.0k	205.26	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$138k	-59%	11k	12.77	View chart
Cytomx Therapeutics (CTMX)	0.0	$73k	NEW	23k	3.19	View chart

Past Filings by BlueChip Wealth Advisors

SEC 13F filings are viewable for BlueChip Wealth Advisors going back to 2023

BlueChip Wealth Advisors 2025 Q3 filed Nov. 6, 2025
BlueChip Wealth Advisors 2025 Q2 filed July 30, 2025
BlueChip Wealth Advisors 2025 Q1 filed May 6, 2025
BlueChip Wealth Advisors 2024 Q4 filed Feb. 12, 2025
BlueChip Wealth Advisors 2024 Q3 filed Nov. 14, 2024
BlueChip Wealth Advisors 2024 Q2 filed Aug. 12, 2024
BlueChip Wealth Advisors 2024 Q1 filed April 30, 2024
BlueChip Wealth Advisors 2023 Q4 filed March 15, 2024

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