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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 22.79% of BlueChip Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AKRE, COWZ, QGRO, VOO, CGCV, CGDG, TOTL, DBND, BPRE, MINT.
Started 15 new stock positions in GLTR, OVT, MU, BPRE, ISCG, SPEM, QINT, DEFT, CGCV, ICOW. SPDW, AKRE, JSML, ECOW, FTXO.
Reduced shares in these 10 stocks: VUG, AAPL, JAAA, AMZN, FSK, NFLX, GOOGL, KNG, COHR, IJH.
Sold out of its positions in CTAS, CTMX, FDN, GE, GS, ISRG, IJJ, LLY, NFLX, ORLY. TJX, URI, VUG.
BlueChip Wealth Advisors was a net buyer of stock by $888k.
BlueChip Wealth Advisors has $238M in assets under management (AUM), dropping by 1.61%.
Central Index Key (CIK): 0002015578

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Portfolio Holdings for BlueChip Wealth Advisors

BlueChip Wealth Advisors holds 157 positions in its portfolio as reported in the December 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)	5.9	$14M		21k	681.91	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	5.0	$12M	+2%	238k	49.84	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.7	$11M	+3%	407k	27.43	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.7	$8.7M	-3%	133k	66.00	View chart
First Tr Exchange-traded SHS (FVD)	3.5	$8.4M		183k	46.08	View chart
First Tr Exchange-traded SHS (FDL)	3.3	$7.7M		175k	44.34	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	3.1	$7.4M	+2%	169k	43.64	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.9	$7.0M	+5%	158k	44.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.9	$7.0M	-3%	10k	684.95	View chart
AFLAC Incorporated (AFL)	2.7	$6.4M		58k	110.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.7	$6.3M	+2%	10k	614.28	View chart
Spdr Gold Tr Gold Shs (GLD)	2.5	$6.0M	-3%	15k	396.31	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	2.4	$5.7M	+10%	159k	35.64	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	2.3	$5.5M		79k	69.47	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.1	$5.0M	+3%	26k	191.56	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	2.0	$4.8M		109k	44.50	View chart
Home Depot (HD)	2.0	$4.8M	-5%	14k	344.10	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	2.0	$4.7M		48k	96.84	View chart
Apple (AAPL)	2.0	$4.7M	-14%	17k	271.87	View chart
NVIDIA Corporation (NVDA)	1.7	$3.9M	-4%	21k	186.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$3.9M	+18%	6.2k	627.08	View chart
Sei Exchange Traded Funds Select Intl Equi (SEIE)	1.6	$3.9M		119k	32.53	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	1.4	$3.4M	+17%	72k	46.36	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	1.3	$3.1M	+15%	30k	101.58	View chart
Truist Financial Corp equities (TFC)	1.1	$2.5M		51k	49.21	View chart
First Tr Exchange Traded S&p Intl Divid (FID)	1.0	$2.3M		112k	20.55	View chart
Ishares Tr Core Msci Total (IXUS)	1.0	$2.3M		27k	84.64	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$2.2M	+54%	37k	60.17	View chart
Microsoft Corporation (MSFT)	0.9	$2.2M	-11%	4.5k	483.60	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.9	$2.1M	-14%	42k	49.15	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.8	$2.0M		52k	37.87	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$1.7M		3.7k	473.27	View chart
Sei Exchange Traded Funds Select Small Cap (SEIS)	0.7	$1.6M		58k	27.94	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.6	$1.5M	+98%	14k	114.52	View chart
Sei Exchange Traded Funds Select Emerging (SEEM)	0.6	$1.5M	-2%	48k	31.13	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.6	$1.4M		36k	38.32	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$1.3M	-7%	6.1k	219.77	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.5	$1.3M		20k	65.96	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$1.2M		9.7k	120.18	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.5	$1.1M		23k	49.65	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$1.1M		5.1k	210.35	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.1M	-3%	2.1k	502.65	View chart
Southern Company (SO)	0.5	$1.1M	+5%	12k	87.20	View chart
Citigroup Com New (C)	0.5	$1.1M	+3%	9.2k	116.69	View chart
Amazon (AMZN)	0.5	$1.1M	-33%	4.6k	230.82	View chart
Coca-Cola Company (KO)	0.4	$1.0M		15k	69.91	View chart
First Tr Exchange-traded Common Shs (FDD)	0.4	$1.0M		59k	17.50	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.4	$990k	+47%	22k	44.37	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.4	$927k	NEW	14k	65.51	View chart
Cisco Systems (CSCO)	0.4	$916k	-6%	12k	77.03	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$859k	-12%	8.3k	104.07	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.3	$826k	+164%	21k	40.25	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$824k		27k	30.07	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$806k	-31%	2.6k	313.00	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$802k	+122%	8.0k	100.34	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$755k		1.00	754800.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$744k	-15%	2.4k	313.69	View chart
Constellation Energy (CEG)	0.3	$720k	+10%	2.0k	353.28	View chart
Visa Com Cl A (V)	0.3	$714k	-27%	2.0k	350.80	View chart
McDonald's Corporation (MCD)	0.3	$700k	-6%	2.3k	305.63	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$676k	-51%	13k	50.58	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.3	$651k	+120%	13k	49.14	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.3	$638k	+6%	15k	41.86	View chart
Spdr Series Trust State Street Spd (DGT)	0.3	$602k		3.6k	166.70	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$589k		13k	44.32	View chart
Capital Group Conservative E SHS (CGCV)	0.2	$587k	NEW	19k	30.49	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$579k	+29%	7.2k	80.22	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.2	$572k		16k	35.35	View chart
Automatic Data Processing (ADP)	0.2	$570k		2.2k	257.23	View chart
Abbvie (ABBV)	0.2	$565k	+7%	2.5k	228.49	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$548k		2.7k	204.85	View chart
First Tr High Yield Opprt 20 (FTHY)	0.2	$547k	+11%	39k	14.07	View chart
Meta Platforms Cl A (META)	0.2	$536k	-34%	811.00	660.30	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.2	$524k	+20%	6.1k	86.15	View chart
Palo Alto Networks (PANW)	0.2	$517k	+2%	2.8k	184.20	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$517k	+2%	20k	26.24	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$515k	+15%	2.2k	230.21	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$510k		3.7k	136.94	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$509k	+106%	9.3k	54.71	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$506k		2.0k	252.92	View chart
Johnson & Johnson (JNJ)	0.2	$483k		2.3k	206.95	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.2	$478k	-36%	9.4k	51.10	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.2	$478k		6.0k	79.45	View chart
Wal-Mart Stores (WMT)	0.2	$475k	-2%	4.3k	111.41	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.2	$474k		18k	27.10	View chart
Bluerock Pvt Real Estate (BPRE)	0.2	$471k	NEW	31k	15.00	View chart
Broadcom (AVGO)	0.2	$469k	+13%	1.4k	346.17	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.2	$468k		22k	21.23	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$464k		1.5k	314.80	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.2	$462k		20k	23.62	View chart
Exxon Mobil Corporation (XOM)	0.2	$452k		3.8k	120.34	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$444k	+107%	5.6k	79.84	View chart
First Tr Exchange-traded Lunt Us Factor (FCTR)	0.2	$432k	+91%	12k	35.67	View chart
Bank of America Corporation (BAC)	0.2	$431k	-2%	7.8k	55.01	View chart
Fidelity Ethereum SHS (FETH)	0.2	$430k	-27%	15k	29.61	View chart
Tesla Motors (TSLA)	0.2	$420k	+21%	933.00	449.72	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$412k	-28%	4.5k	92.51	View chart
Boeing Company (BA)	0.2	$411k		1.9k	217.12	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$406k		4.2k	96.26	View chart
First Tr Exchng Traded Fd Vi Flexibl Mun High (MFLX)	0.2	$406k		24k	17.00	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$403k	NEW	9.1k	44.41	View chart
Cion Invt Corp (CION)	0.2	$401k	+51%	41k	9.67	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$400k	-6%	4.9k	81.17	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.2	$384k		8.2k	47.05	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$383k		5.9k	64.42	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$377k	-17%	6.4k	59.28	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.2	$376k		18k	21.20	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.2	$372k		12k	30.27	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.2	$365k		17k	21.83	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$359k	-16%	7.2k	49.99	View chart
ConocoPhillips (COP)	0.1	$355k		3.8k	93.61	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$352k	+2%	17k	20.82	View chart
J.B. Hunt Transport Services (JBHT)	0.1	$337k	+11%	1.7k	194.38	View chart
Pepsi (PEP)	0.1	$335k		2.3k	143.54	View chart
Listed Fds Tr Overlay Shs Shrt (OVT)	0.1	$334k	NEW	15k	21.99	View chart
Chevron Corporation (CVX)	0.1	$331k	+4%	2.2k	152.41	View chart
Matson (MATX)	0.1	$316k		2.6k	123.56	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$309k		2.4k	129.14	View chart
Realty Income (O)	0.1	$307k	+18%	5.4k	56.37	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.1	$304k	NEW	4.1k	73.56	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$303k		812.00	373.45	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$295k		2.1k	141.14	View chart
SYSCO Corporation (SYY)	0.1	$295k		4.0k	73.69	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$293k	NEW	7.6k	38.68	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$291k	NEW	1.4k	205.60	View chart
Abbott Laboratories (ABT)	0.1	$288k	-3%	2.3k	125.29	View chart
Chubb (CB)	0.1	$288k		921.00	312.12	View chart
Pacer Fds Tr Emrg Mkt Cash (ECOW)	0.1	$285k	NEW	12k	24.40	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$282k		7.9k	35.57	View chart
Arista Networks Com Shs (ANET)	0.1	$279k	-52%	2.1k	131.03	View chart
Costco Wholesale Corporation (COST)	0.1	$278k	-42%	322.00	862.93	View chart
JPMorgan Chase & Co. (JPM)	0.1	$273k	-16%	849.00	322.06	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$273k		5.2k	52.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$271k		4.3k	62.47	View chart
American Centy Etf Tr Quality Divrsfed (QINT)	0.1	$269k	NEW	4.2k	64.21	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$267k	+7%	442.00	603.28	View chart
Merck & Co (MRK)	0.1	$263k	-9%	2.5k	105.26	View chart
Atlanta Braves Hldgs Com Ser A (BATRA)	0.1	$255k		6.0k	42.49	View chart
Masco Corporation (MAS)	0.1	$254k		4.0k	63.46	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$252k		4.1k	61.36	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$250k		2.1k	118.62	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.1	$250k		3.7k	67.18	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$242k	NEW	5.2k	46.81	View chart
Coherent Corp (COHR)	0.1	$237k	-58%	1.3k	184.57	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.1	$237k		4.4k	53.75	View chart
Nuveen Muni Value Fund (NUV)	0.1	$231k		25k	9.06	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.1	$228k	NEW	4.3k	52.88	View chart
Fs Kkr Capital Corp (FSK)	0.1	$224k	-68%	15k	14.81	View chart
At&t (T)	0.1	$222k		8.9k	24.84	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$216k	-6%	5.5k	39.59	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$213k	-41%	4.2k	50.58	View chart
First Tr Exchange Traded Nasdaq Bk Etf (FTXO)	0.1	$211k	NEW	5.6k	37.79	View chart
Lowe's Companies (LOW)	0.1	$205k		850.00	241.11	View chart
Micron Technology (MU)	0.1	$203k	NEW	712.00	285.41	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$192k	+42%	15k	12.43	View chart
NCR Corporation (VYX)	0.1	$188k		19k	10.20	View chart
Defi Technologies (DEFT)	0.0	$30k	NEW	40k	0.75	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 Q4 filed Feb. 5, 2026
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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