BlueChip Wealth Advisors

BlueChip Wealth Advisors as of June 30, 2026

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