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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 VUSB, SPY, SCHD, IJH, FDL, and represent 25.89% of BlueChip Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VUSB, RSP, CGCV, PYLD, MFSV, CGIC, VTES, CGNG, FEGE, SNDA.
Started 14 new stock positions in DFDV, SNDA, VB, TFI, CGIC, SPSM, SMA, MFSV, PYLD, STX. CGNG, FEGE, GE, IJJ.
Reduced shares in these 10 stocks: SEIE, CGDV, DIVO, SEIS, SEEM, COWZ, GLD, VOO, TOTL, QGRO.
Sold out of its positions in QINT, ANET, FCTR, RDVI, FTHI, FTQI, FTXO, FTHY, IGM, ISCG. IGSB, NEAR, JSML, JAAA, VNLA, OVT, MU, NUV, ECOW, ICOW, TOTL, SEIS, SEEM, SEIE.
BlueChip Wealth Advisors was a net seller of stock by $-8.2M.
BlueChip Wealth Advisors has $228M in assets under management (AUM), dropping by -4.25%.
Central Index Key (CIK): 0002015578

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Positions held by BlueChip Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for BlueChip Wealth Advisors

BlueChip Wealth Advisors holds 147 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	6.5	$15M	+24%	296k	49.78	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	6.0	$14M	+2%	21k	650.34	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.5	$13M		408k	30.68	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.1	$9.4M	+4%	139k	67.53	View chart
First Tr Exchange-traded SHS (FDL)	3.8	$8.6M	-2%	170k	50.80	View chart
First Tr Exchange-traded SHS (FVD)	3.7	$8.4M	-2%	178k	47.03	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.4	$7.8M	+55%	41k	191.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.0	$6.8M		10k	653.23	View chart
AFLAC Incorporated (AFL)	2.8	$6.4M		58k	109.71	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.6	$5.8M		10k	577.20	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.5	$5.8M	-8%	144k	40.19	View chart
Spdr Gold Tr Gold Shs (GLD)	2.5	$5.6M	-14%	13k	430.29	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	2.3	$5.1M	-10%	143k	35.90	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	2.2	$5.1M	-4%	75k	68.28	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.1	$4.7M	-34%	111k	42.54	View chart
Home Depot (HD)	2.0	$4.5M		14k	328.88	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	2.0	$4.5M		48k	93.66	View chart
Apple (AAPL)	1.8	$4.2M	-2%	17k	249.20	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	1.8	$4.1M	+31%	40k	101.14	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	1.7	$3.9M	+17%	85k	45.81	View chart
NVIDIA Corporation (NVDA)	1.6	$3.6M		21k	173.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$2.6M	-24%	4.7k	556.58	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	1.1	$2.4M	-49%	55k	44.85	View chart
Capital Group Conservative E SHS (CGCV)	1.0	$2.4M	+310%	79k	29.81	View chart
First Tr Exchange Traded S&p Intl Divid (FID)	1.0	$2.3M		112k	20.95	View chart
Ishares Tr Core Msci Total (IXUS)	1.0	$2.3M		27k	86.64	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	1.0	$2.3M		52k	43.66	View chart
Truist Financial Corp equities (TFC)	1.0	$2.2M	-4%	49k	45.97	View chart
Microsoft Corporation (MSFT)	0.8	$1.7M	+4%	4.7k	365.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$1.6M	+3%	3.8k	426.37	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.7	$1.6M	-21%	33k	48.71	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.6	$1.4M		36k	39.43	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$1.3M	-43%	21k	61.67	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$1.2M	-2%	9.5k	124.31	View chart
Southern Company (SO)	0.5	$1.2M		12k	96.52	View chart
Coca-Cola Company (KO)	0.5	$1.2M		15k	76.05	View chart
Citigroup Com New (C)	0.5	$1.1M	+9%	10k	113.41	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$1.1M	+3%	5.4k	213.68	View chart
Spdr Series Trust State Street Spd (SPYM)	0.5	$1.1M	+103%	15k	76.54	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.5	$1.1M	NEW	40k	26.20	View chart
First Tr Exchange-traded Common Shs (FDD)	0.5	$1.1M		59k	17.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.0M		2.2k	479.20	View chart
Mfs Active Exchange Traded F Value Etf (MFSV)	0.4	$1.0M	NEW	38k	26.73	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.4	$1.0M	-10%	18k	57.94	View chart
Amazon (AMZN)	0.4	$985k		4.7k	208.27	View chart
Capital Group International SHS (CGIC)	0.4	$981k	NEW	30k	33.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$961k	-27%	4.5k	215.04	View chart
Capital Group New Geography SHS (CGNG)	0.4	$949k	NEW	30k	31.57	View chart
Cisco Systems (CSCO)	0.4	$922k		12k	77.59	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$917k	+8%	30k	30.96	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.4	$860k	+39%	21k	40.57	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$853k		22k	38.42	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$847k	-3%	8.0k	106.01	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.3	$744k		14k	52.85	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.3	$739k	+78%	16k	45.65	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.3	$730k	+143%	3.4k	212.36	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$729k		2.5k	287.56	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$718k		1.00	718140.00	View chart
McDonald's Corporation (MCD)	0.3	$712k		2.3k	310.79	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.3	$684k	+17%	16k	43.59	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.3	$682k	NEW	15k	47.00	View chart
Exxon Mobil Corporation (XOM)	0.3	$674k	+5%	4.0k	169.66	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.3	$669k	-28%	16k	41.99	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.3	$657k	+207%	13k	50.62	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.3	$645k	+17%	19k	34.05	View chart
Capital Sr Living Corp (SNDA)	0.3	$636k	NEW	20k	32.25	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.3	$630k	-52%	6.4k	97.98	View chart
Constellation Energy (CEG)	0.3	$622k	+9%	2.2k	279.27	View chart
Spdr Series Trust State Street Spd (DGT)	0.3	$613k		3.6k	169.55	View chart
Visa Com Cl A (V)	0.3	$603k		2.0k	302.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$598k	-12%	2.1k	286.90	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.3	$573k	+24%	27k	20.96	View chart
Fidelity Ethereum SHS (FETH)	0.2	$566k	+86%	27k	20.88	View chart
Johnson & Johnson (JNJ)	0.2	$565k		2.3k	244.44	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$545k		2.7k	203.79	View chart
Wal-Mart Stores (WMT)	0.2	$529k		4.3k	124.28	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.2	$523k		6.0k	86.93	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.2	$520k	-7%	16k	32.09	View chart
Abbvie (ABBV)	0.2	$498k	-7%	2.3k	217.49	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$488k	+2%	3.8k	128.12	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$483k		2.2k	215.98	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$475k		2.0k	237.62	View chart
ConocoPhillips (COP)	0.2	$473k		3.8k	124.62	View chart
Meta Platforms Cl A (META)	0.2	$450k		807.00	557.64	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.2	$442k	+19%	21k	20.75	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$441k		1.5k	298.85	View chart
Palo Alto Networks (PANW)	0.2	$437k	-2%	2.7k	160.32	View chart
Spdr Series Trust State Street Spd (TFI)	0.2	$437k	NEW	9.6k	45.34	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.2	$434k	+20%	20k	21.57	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$430k		4.9k	88.16	View chart
Automatic Data Processing (ADP)	0.2	$429k	-4%	2.1k	203.18	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.2	$427k	+3%	8.4k	50.62	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.2	$417k	-25%	4.5k	92.35	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$413k		4.5k	92.76	View chart
Coherent Corp (COHR)	0.2	$412k	+34%	1.7k	238.21	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$410k		4.2k	97.22	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$405k		5.9k	68.14	View chart
Matson (MATX)	0.2	$404k	-3%	2.5k	163.97	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.2	$403k	+66%	8.6k	46.91	View chart
First Tr Exchng Traded Fd Vi Flexibl Mun High (MFLX)	0.2	$401k		24k	16.77	View chart
J.B. Hunt Transport Services (JBHT)	0.2	$393k	+7%	1.9k	211.85	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.2	$392k		12k	31.93	View chart
Tesla Motors (TSLA)	0.2	$383k	+10%	1.0k	371.75	View chart
Bank of America Corporation (BAC)	0.2	$382k		7.8k	48.75	View chart
Boeing Company (BA)	0.2	$381k	+2%	1.9k	195.96	View chart
Chevron Corporation (CVX)	0.2	$380k	-15%	1.8k	206.88	View chart
Broadcom (AVGO)	0.2	$373k	-11%	1.2k	309.61	View chart
Pepsi (PEP)	0.2	$363k		2.3k	155.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$338k	NEW	1.3k	261.92	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$332k	+19%	5.2k	64.08	View chart
Costco Wholesale Corporation (COST)	0.1	$328k	+10%	357.00	919.15	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$317k		2.1k	151.41	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$312k	-40%	19k	16.61	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$303k	-15%	6.1k	49.81	View chart
Merck & Co (MRK)	0.1	$301k		2.5k	120.29	View chart
Chubb (CB)	0.1	$300k		921.00	325.93	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$297k		7.9k	37.42	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$296k	-63%	2.9k	100.57	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.1	$296k	+9%	4.1k	72.60	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$290k		812.00	356.57	View chart
SYSCO Corporation (SYY)	0.1	$285k		4.0k	71.33	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$285k	+3%	4.3k	67.00	View chart
Atlanta Braves Hldgs Com Ser A (BATRA)	0.1	$283k		6.0k	47.15	View chart
Realty Income (O)	0.1	$282k	-15%	4.6k	61.18	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.1	$278k	+15%	5.1k	54.61	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$274k	-21%	5.0k	54.55	View chart
Smartstop Self Storag Reit I Common Stock (SMA)	0.1	$274k	NEW	9.0k	30.28	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$273k		442.00	616.76	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$257k		2.1k	121.93	View chart
Masco Corporation (MAS)	0.1	$242k		4.0k	60.37	View chart
JPMorgan Chase & Co. (JPM)	0.1	$240k	-4%	815.00	294.20	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$239k	-50%	4.6k	51.62	View chart
Abbott Laboratories (ABT)	0.1	$236k		2.3k	102.67	View chart
At&t (T)	0.1	$234k	-9%	8.1k	28.99	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$224k	NEW	572.00	391.96	View chart
Ge Aerospace Com New (GE)	0.1	$217k	NEW	765.00	283.80	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$212k		5.5k	38.86	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$207k	-52%	2.6k	78.77	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$207k	NEW	4.3k	48.32	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$201k	NEW	1.5k	132.50	View chart
Lowe's Companies (LOW)	0.1	$201k		850.00	236.23	View chart
Cion Invt Corp (CION)	0.1	$169k	-40%	25k	6.84	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$120k	-29%	11k	11.06	View chart
NCR Corporation (VYX)	0.1	$117k		19k	6.33	View chart
Fs Kkr Capital Corp (FSK)	0.0	$103k	-33%	10k	10.18	View chart
Janover (DFDV)	0.0	$58k	NEW	18k	3.29	View chart
Defi Technologies (DEFT)	0.0	$6.1k	-72%	11k	0.55	View chart

Past Filings by BlueChip Wealth Advisors

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

BlueChip Wealth Advisors 2026 Q1 filed May 5, 2026
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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