BlueChip Wealth Advisors

BlueChip Wealth Advisors as of March 31, 2026

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