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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, RSP, and represent 23.81% of BlueChip Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$5.5M), SPDW, TFI, VFLO, MFSV, SPEM, IWF, VOO, Trulieve Cannabis Corporatio, SPTL.
Started 33 new stock positions in GWX, AINP, IGM, NUV, JMUB, FTLS, FBT, Sei Exchange Traded Funds, INTC, VTEB.
Reduced shares in these 10 stocks: AFL (-$6.4M), HD, TDIV, KO, C, VUSB, EMLP, , FVD, TFC.
Sold out of its positions in AFL, T, ABT, ABBV, DFDV, LOW, VYX, PECO.
BlueChip Wealth Advisors was a net buyer of stock by $19M.
BlueChip Wealth Advisors has $264M in assets under management (AUM), dropping by 15.79%.
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 172 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	6.0	$16M		21k	746.78	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	5.4	$14M	-4%	284k	49.78	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.9	$13M		410k	31.71	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.1	$11M		139k	77.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.4	$9.0M	+3%	42k	212.77	View chart
First Tr Exchange-traded SHS (FVD)	3.1	$8.2M	-5%	169k	48.18	View chart
First Tr Exchange-traded SHS (FDL)	3.0	$7.9M	-3%	163k	48.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.9	$7.7M		10k	748.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.9	$7.6M		10k	736.43	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	2.6	$6.9M		146k	47.20	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.6	$6.8M	+425%	77k	87.88	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	2.3	$6.0M		75k	81.06	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	2.1	$5.5M		112k	49.28	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	2.0	$5.4M		144k	37.51	View chart
Spdr Gold Tr Gold Shs (GLD)	2.0	$5.3M	+10%	14k	368.38	View chart
Apple (AAPL)	1.8	$4.8M	-2%	16k	289.36	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	1.7	$4.6M	+12%	45k	101.31	View chart
NVIDIA Corporation (NVDA)	1.7	$4.5M	+7%	23k	200.09	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$4.4M	+37%	6.4k	686.75	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	1.7	$4.4M	-20%	38k	114.88	View chart
Doubleline Etf Trust Oppo Core Bd Etf (DBND)	1.5	$3.9M		86k	45.59	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.4	$3.7M	+356%	74k	50.39	View chart
Capital Group Conservative E SHS (CGCV)	1.2	$3.2M	+21%	96k	32.82	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	1.1	$2.8M	+528%	61k	45.80	View chart
Mfs Active Exchange Traded F Value Etf (MFSV)	1.0	$2.6M	+138%	92k	28.57	View chart
Ishares Tr Core Msci Total (IXUS)	1.0	$2.6M		27k	95.44	View chart
First Tr Exchange Traded S&p Intl Divid (FID)	1.0	$2.5M	+5%	118k	21.46	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.9	$2.5M		54k	45.70	View chart
Truist Financial Corp equities (TFC)	0.8	$2.1M	-15%	41k	49.82	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$1.9M	+299%	15k	124.17	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.7	$1.9M	+321%	36k	51.78	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.7	$1.8M	+8%	36k	50.50	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.7	$1.7M	-23%	40k	43.50	View chart
Microsoft Corporation (MSFT)	0.7	$1.7M		4.6k	373.02	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.6	$1.5M		36k	43.14	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.6	$1.5M	NEW	34k	45.75	View chart
Home Depot (HD)	0.6	$1.5M	-69%	4.2k	352.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$1.4M		9.5k	148.31	View chart
Cisco Systems (CSCO)	0.5	$1.4M		12k	117.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.3M	+23%	2.7k	500.39	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$1.3M		5.4k	242.44	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$1.3M	-3%	20k	62.20	View chart
Southern Company (SO)	0.4	$1.2M		12k	95.71	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$1.2M	+8%	44k	26.52	View chart
Listed Fds Tr Roun Ma Seve Etf (MAGS)	0.4	$1.1M		18k	64.30	View chart
Capital Group New Geography SHS (CGNG)	0.4	$1.1M		30k	37.46	View chart
Trulieve Cannabis Corp Sub Vtg Shs	0.4	$1.1M	NEW	115k	9.83	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$1.1M		30k	36.87	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.1M		4.5k	236.63	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.4	$1.0M	NEW	39k	26.23	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.4	$1.0M	+43%	21k	48.92	View chart
Amazon (AMZN)	0.4	$1.0M	-9%	4.3k	238.34	View chart
First Tr Exchange-traded Common Shs (FDD)	0.4	$1000k	-8%	54k	18.55	View chart
Capital Group International SHS (CGIC)	0.4	$983k	-8%	27k	36.39	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.4	$931k	+276%	16k	57.67	View chart
Palo Alto Networks (PANW)	0.3	$923k		2.7k	341.02	View chart
Capital Sr Living Corp (SNDA)	0.3	$883k	+9%	22k	40.80	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$873k	+94%	16k	56.16	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$863k	+171%	16k	53.47	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.3	$855k	NEW	13k	67.56	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$813k	-10%	2.3k	357.37	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.3	$810k		16k	50.61	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.3	$794k	-7%	20k	40.65	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.3	$782k	+19%	16k	50.58	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$749k		1.00	748850.00	View chart
First Tr Exchange-traded SHS (QTEC)	0.3	$748k		2.2k	334.69	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$741k		2.1k	353.37	View chart
Allspring Exchange Traded Fu Income Plus Etf (AINP)	0.3	$720k	NEW	29k	25.04	View chart
Citigroup Com New (C)	0.3	$717k	-49%	5.1k	139.96	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$704k	-4%	21k	33.29	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.3	$701k		19k	37.00	View chart
Coherent Corp (COHR)	0.3	$686k		1.7k	394.47	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.3	$684k	-8%	13k	53.19	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.3	$684k		16k	43.61	View chart
Visa Com Cl A (V)	0.3	$683k		2.0k	343.09	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.3	$663k	+20%	687.00	965.63	View chart
Constellation Energy (CEG)	0.3	$663k	+19%	2.7k	248.40	View chart
First Tr High Yield Opprt 20 (FTHY)	0.3	$662k	NEW	48k	13.70	View chart
Mfs Active Exchange Traded F Blend Intl Etf (BRIE)	0.2	$642k	NEW	21k	30.32	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.2	$614k	-19%	5.2k	118.05	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$606k		2.0k	302.97	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.2	$606k	NEW	14k	43.76	View chart
Johnson & Johnson (JNJ)	0.2	$587k		2.3k	253.97	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$586k		2.7k	219.21	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.2	$570k		27k	20.86	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.2	$569k		6.0k	94.68	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$558k		3.8k	146.41	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.2	$555k	-10%	3.1k	181.15	View chart
Exxon Mobil Corporation (XOM)	0.2	$529k	-2%	3.9k	136.72	View chart
Coca-Cola Company (KO)	0.2	$527k	-57%	6.5k	81.27	View chart
Fidelity Ethereum SHS (FETH)	0.2	$509k	+19%	32k	15.74	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$507k	NEW	10k	50.66	View chart
J.B. Hunt Transport Services (JBHT)	0.2	$502k	-6%	1.7k	289.38	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.2	$487k	-4%	15k	31.62	View chart
First Tr Exchng Traded Fd Vi Flexibl Mun High (MFLX)	0.2	$484k	+16%	28k	17.37	View chart
Automatic Data Processing (ADP)	0.2	$473k		2.1k	223.95	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$465k		4.2k	110.31	View chart
McDonald's Corporation (MCD)	0.2	$460k	-25%	1.7k	270.31	View chart
Victory Portfolios Ii Vict Fr Grow Etf (GFLW)	0.2	$459k	NEW	13k	34.28	View chart
Meta Platforms Cl A (META)	0.2	$456k		809.00	562.99	View chart
Broadcom (AVGO)	0.2	$445k	-2%	1.2k	377.87	View chart
First Tr Exchange-traded Inter Grade Etf (FIIG)	0.2	$441k		21k	20.71	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.2	$437k		4.5k	96.80	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.2	$431k		20k	21.40	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$429k	+9%	1.4k	303.12	View chart
Bank of America Corporation (BAC)	0.2	$427k	-4%	7.5k	56.99	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.2	$423k		8.4k	50.12	View chart
Boeing Company (BA)	0.2	$421k		1.9k	216.47	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$418k		4.5k	93.92	View chart
Spdr Index Shs Fds St Dow Globa Etf (RWO)	0.2	$418k	NEW	8.4k	49.71	View chart
Wal-Mart Stores (WMT)	0.2	$408k	-15%	3.6k	113.26	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.1	$393k		12k	31.99	View chart
Spdr Series Trust St Str Glb Dow (DGT)	0.1	$389k	-41%	2.1k	184.79	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.1	$389k	NEW	12k	33.43	View chart
Tesla Motors (TSLA)	0.1	$387k	-10%	920.00	420.60	View chart
Spdr Series Trust St Str Usd Etf (EMHC)	0.1	$376k	NEW	15k	25.44	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$370k		5.2k	71.25	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$369k	-27%	1.1k	343.91	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$369k		4.9k	75.51	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.1	$368k	NEW	9.1k	40.29	View chart
Matson (MATX)	0.1	$359k	-24%	1.9k	192.19	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$357k	+46%	27k	13.01	View chart
Sei Exchange Traded Funds High Yield Bond	0.1	$354k	NEW	14k	25.17	View chart
Micron Technology (MU)	0.1	$346k	NEW	300.00	1154.29	View chart
ConocoPhillips (COP)	0.1	$344k	-12%	3.3k	103.96	View chart
Fs Kkr Capital Corp (FSK)	0.1	$344k	+224%	33k	10.50	View chart
Atlanta Braves Hldgs Com Ser A (BATRA)	0.1	$338k		6.0k	56.31	View chart
SYSCO Corporation (SYY)	0.1	$334k		4.0k	83.58	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$333k		812.00	409.51	View chart
Pepsi (PEP)	0.1	$328k	+3%	2.4k	135.41	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$327k		2.1k	156.30	View chart
Masco Corporation (MAS)	0.1	$326k		4.0k	81.37	View chart
Merck & Co (MRK)	0.1	$321k		2.5k	128.50	View chart
Chubb (CB)	0.1	$314k		921.00	340.74	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$314k	NEW	6.2k	50.58	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.1	$311k		4.1k	76.32	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$307k		5.0k	61.23	View chart
Chevron Corporation (CVX)	0.1	$304k		1.8k	165.74	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$303k		6.1k	49.78	View chart
Mfs Active Exchange Traded F Growth Etf (MFSG)	0.1	$303k	NEW	10k	30.27	View chart
Costco Wholesale Corporation (COST)	0.1	$299k	-10%	319.00	936.39	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$295k		2.1k	139.87	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.1	$290k		5.1k	57.05	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$286k	NEW	1.7k	170.86	View chart
Realty Income (O)	0.1	$286k		4.6k	61.96	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$278k	-12%	4.1k	68.41	View chart
JPMorgan Chase & Co. (JPM)	0.1	$267k		816.00	327.18	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$263k	-11%	2.6k	100.81	View chart
Ge Aerospace Com New (GE)	0.1	$262k	-8%	702.00	373.77	View chart
Intel Corporation (INTC)	0.1	$253k	NEW	1.8k	139.63	View chart
Smartstop Self Storag Reit I Common Stock (SMA)	0.1	$249k	-15%	7.7k	32.50	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$246k	-13%	3.7k	66.60	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$245k	-5%	2.5k	98.30	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$244k	NEW	1.5k	163.54	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$242k		5.5k	44.36	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$239k	NEW	10k	23.85	View chart
Nuveen Muni Value Fund (NUV)	0.1	$235k	NEW	25k	9.22	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$224k		1.5k	147.73	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.1	$224k	NEW	2.4k	93.06	View chart
Ge Vernova (GEV)	0.1	$223k	NEW	190.00	1174.86	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$217k	-30%	308.00	703.34	View chart
First Tr Exchange-traded Lunt Us Factor (FCTR)	0.1	$213k	NEW	5.2k	40.82	View chart
Globe Life (GL)	0.1	$210k	NEW	1.2k	178.68	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$208k	NEW	2.8k	73.80	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.1	$208k	NEW	4.8k	43.42	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$206k	NEW	830.00	247.89	View chart
Arista Networks Com Shs (ANET)	0.1	$206k	NEW	1.2k	169.88	View chart
Ssga Active Tr State Street Us (XLSR)	0.1	$205k	NEW	3.2k	64.86	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$200k	NEW	6.8k	29.40	View chart
Cion Invt Corp (CION)	0.0	$128k	-16%	21k	6.23	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$118k		11k	10.87	View chart
Defi Technologies (DEFT)	0.0	$5.7k		11k	0.51	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 Q2 filed July 30, 2026
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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