What does BlueChip Wealth Advisors LLC hold?

BlueChip Wealth Advisors LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include SPY. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2015578.

What is BlueChip Wealth Advisors LLC's AUM?

BlueChip Wealth Advisors LLC reported approximately $263.8M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $666.4M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source BlueChip Wealth Advisors LLC's holdings?

All BlueChip Wealth Advisors LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2015578. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is BlueChip Wealth Advisors LLC's 13F data updated on 13F Pro?

BlueChip Wealth Advisors LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

BlueChip Wealth Advisors LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2015578

Institutional-grade research for retail investors

Sector Allocation

Other78.5%$207.1M
Financials9.5%$25.0M
Technology7.1%$18.7M
Consumer Discretionary1.4%$3.7M
Industrials0.8%$2.1M
Utilities0.7%$1.8M
Healthcare0.7%$1.8M
Consumer Staples0.6%$1.6M
Energy0.5%$1.2M
Real Estate0.2%$534,721

AUM History

13fpro.ai/research/fund/bluechip-wealth-advisors-llc-2015578

Conviction and streaks

Diversifying · top 10 = 38.3%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$SPYConviction hold6.0% weight · held 7 quarters

$Conviction hold5.4% weight · held 7 quarters

$Conviction hold4.9% weight · held 7 quarters

$Conviction hold4.1% weight · held 7 quarters

$IVZConviction hold3.4% weight · held 7 quarters

$Accumulating+9% shares · 5 quarters running

$Accumulating+46% shares · 4 quarters running

$IVZAccumulating+67% shares · 3 quarters running

$Accumulating+1286% shares · 3 quarters running

$Accumulating+71% shares · 3 quarters running

$Trimming-17% shares · 5 quarters running

$Trimming-14% shares · 5 quarters running

$Trimming-12% shares · 4 quarters running

$Trimming-23% shares · 4 quarters running

$AAPLTrimming-18% shares · 3 quarters running

Largest positions — Q2 2026

SPY
$16.0M
VANGUARD
$14.1M
SCHWAB
$13.0M
ISHARES
$10.7M
IVZ
$9.0M
FIRST
$8.2M
FIRST
$7.9M
ISHARES
$7.7M
QQQ
$7.6M
CAPITAL
$6.9M
SPDR
$6.8M
FIRST
$6.0M
CAPITAL
$5.5M
CAPITAL
$5.4M
GLD
$5.3M
AAPL
$4.8M
VANGUARD
$4.6M
NVDA
$4.5M
VANGUARD
$4.4M
FIRST
$4.4M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/bluechip-wealth-advisors-llc-2015578

BlueChip Wealth Advisors LLC 13F holdings — Q2 2026

$263.8M portfolio (+15.8% QoQ) · 172 holdings · Q2 2026 13F · top 10 are 38% of the stock portfolio

1
SPDR S&P 500 ETF TRUST
$SPY
$16.0M
6.0% of stocks
+1%This quarter+3.2%Since filed7+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
2
VANGUARD BD INDEX FDS - VANGUARD ULTRA
$14.1M
5.4% of stocks
-4%This quarter—Since filed—Held
AIQuality—Est. buy—
3
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$13.0M
4.9% of stocks
+0.5%This quarter—Since filed—Held
AIQuality—Est. buy—
4
ISHARES TR - CORE S&P MCP ETF
$10.7M
4.1% of stocks
+0.3%This quarter—Since filed—Held
AIQuality—Est. buy—
5
Invesco Ltd.
$IVZ
$9.0M
3.4% of stocks
+4%This quarter-3.0%Since filed7+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
6
FIRST TR EXCHANGE-TRADED FD - SHS
$8.2M
3.1% of stocks
-5%This quarter—Since filed—Held
AIQuality—Est. buy—
7
FIRST TR EXCHANGE-TRADED FD - SHS
$7.9M
3.0% of stocks
-4%This quarter—Since filed—Held
AIQuality—Est. buy—
8
ISHARES TR - CORE S&P500 ETF
$7.7M
2.9% of stocks
-0.5%This quarter—Since filed—Held
AIQuality—Est. buy—
9
INVESCO QQQ TRUST, SERIES 1
$QQQ
$7.6M
2.9% of stocks
+2%This quarter+4.2%Since filed7+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
10
CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT
$6.9M
2.6% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	SPDR S&P 500 ETF TRUST$SPY	$16.0M	6.0%	+1%	+3.2%	7+ qtrsAdded 2 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
2	VANGUARD BD INDEX FDS - VANGUARD ULTRA	$14.1M	5.4%	-4%	—	—	—	—
3	SCHWAB STRATEGIC TR - US DIVIDEND EQ	$13.0M	4.9%	+0.5%	—	—	—	—
4	ISHARES TR - CORE S&P MCP ETF	$10.7M	4.1%	+0.3%	—	—	—	—
5	Invesco Ltd.$IVZ	$9.0M	3.4%	+4%	-3.0%	7+ qtrsAdded 2 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
6	FIRST TR EXCHANGE-TRADED FD - SHS	$8.2M	3.1%	-5%	—	—	—	—
7	FIRST TR EXCHANGE-TRADED FD - SHS	$7.9M	3.0%	-4%	—	—	—	—
8	ISHARES TR - CORE S&P500 ETF	$7.7M	2.9%	-0.5%	—	—	—	—
9	INVESCO QQQ TRUST, SERIES 1$QQQ	$7.6M	2.9%	+2%	+4.2%	7+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
10	CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT	$6.9M	2.6%	+1%	—	—	—	—

All holdings — BlueChip Wealth Advisors LLC (Q2 2026)

Sort

172 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	SPDR SERIES TRUST - ST STR P500ETFetf/fund	—	$6.8M	2.6%	77K	+425%	—	—	13F
12	—	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	—	$6.0M	2.3%	75K	-0.5%	—	—	13F
13	—	CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNITlp unit	—	$5.5M	2.1%	112K	+0.8%	—	—	13F
14	—	CAPITAL GROUP DIVIDEND GROWE - SHS ETFetf/fund	—	$5.4M	2.0%	144K	+0.7%	—	—	13F
15	$GLD	SPDR GOLD TRUSTetf/fund	Financials	$5.3M	2.0%	14K	+11%	7+ qtrs	—	13F
16	$AAPL	Apple Inc.	Technology	$4.8M	1.8%	16K	-2%	7+ qtrsTrimmed 3 qtrs in a row	75.7	13F
17	—	VANGUARD WELLINGTON FD - SHORT TRM TAX EXetf/fund	—	$4.6M	1.7%	45K	+13%	—	—	13F
18	$NVDA	NVIDIA CORP	Technology	$4.5M	1.7%	23K	+7%	7+ qtrs	AI quality score is Pro: unlock with a free trial	13F
19	—	VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund	—	$4.4M	1.7%	6,427	+38%	—	—	13F
20	—	FIRST TR EXCHANGE TRADED FD - NASD TECH DIV	—	$4.4M	1.7%	38K	-20%	—	—	13F
21	—	DOUBLELINE ETF TRUST - OPPO CORE BD ETFetf/fund	—	$3.9M	1.5%	86K	+1%	—	—	13F
22	—	SPDR INDEX SHS FDS - ST STR PO EX ETFetf/fund	—	$3.7M	1.4%	74K	+356%	—	—	13F
23	—	CAPITAL GROUP CONSERVATIVE E - SHS	—	$3.2M	1.2%	96K	+22%	—	—	13F
24	—	SPDR SERIES TRUST - ST STR NUVEE ETFetf/fund	—	$2.8M	1.1%	61K	+529%	—	—	13F
25	—	MFS ACTIVE EXCHANGE TRADED F - VALUE ETFetf/fund	—	$2.6M	1.0%	91K	+139%	—	—	13F
26	—	ISHARES TR - CORE MSCI TOTAL	—	$2.6M	1.0%	27K	—
27	—	FIRST TR EXCHANGE TRADED FD - S&P INTL DIVID	—	$2.5M	1.0%	118K	+5%
28	—	AMPLIFY ETF TR - CWP ENHANCED DIV	—	$2.5M	0.9%	54K	-0.3%
29	$TFC	TRUIST FINANCIAL CORP	Financials	$2.1M	0.8%	41K	-15%
30	—	ISHARES TR - RUS 1000 GRW ETF	—	$1.9M	0.7%	15K	+300%
31	—	SPDR INDEX SHS FDS - ST PORT MARK ETF	—	$1.9M	0.7%	36K	+322%
32	—	FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500	—	$1.8M	0.7%	36K	+9%
33	—	FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY	—	$1.7M	0.7%	40K	-23%
34	$MSFT	MICROSOFT CORP	Technology	$1.7M	0.7%	4,632	-1%
35	—	FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF	—	$1.5M	0.6%	36K	—
36	—	VICTORY PORTFOLIOS II - SHS FR CA FL ETF	—	$1.5M	0.6%	34K	New
37	$HD	HOME DEPOT, INC.	Consumer Discretionary	$1.5M	0.6%	4,225	-69%
38	—	ISHARES TR - CORE S&P SCP ETF	—	$1.4M	0.5%	9,536	—
39	$CSCO	CISCO SYSTEMS, INC.	Technology	$1.4M	0.5%	12K	—
40	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$1.3M	0.5%	2,688	+23%
41	—	ISHARES TR - RUS 1000 VAL ETF	—	$1.3M	0.5%	5,350	—
42	—	PACER FDS TR - US CASH COWS 100	—	$1.3M	0.5%	20K	-3%
43	$SO	SOUTHERN CO	Utilities	$1.2M	0.4%	12K	-0.6%
44	—	PIMCO ETF TR - MULTISECTOR BD	—	$1.2M	0.4%	44K	+8%
45	—	LISTED FDS TR - ROUN MA SEVE ETF	—	$1.1M	0.4%	18K	+1%
46	—	CAPITAL GROUP NEW GEOGRAPHY - SHS	—	$1.1M	0.4%	30K	+0.5%
47	—	TRULIEVE CANNABIS CORP - SUB VTG SHS	—	$1.1M	0.4%	114K	New
48	—	SCHWAB STRATEGIC TR - US MID-CAP ETF	—	$1.1M	0.4%	29K	-0.4%
49	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$1.1M	0.4%	4,469	+0.0%
50	—	SPDR SERIES TRUST - ST LON TREAS ETF	—	$1.0M	0.4%	39K	New
51	—	RBB FUND TRUST - FIRST EAGLE GBL	—	$1.0M	0.4%	21K	+44%
52	$AMZN	AMAZON COM INC	Consumer Discretionary	$1.0M	0.4%	4,271	-10%
53	—	FIRST TR EXCHANGE-TRADED FD - COMMON SHS	—	$1000K	0.4%	54K	-9%
54	—	CAPITAL GROUP INTERNATIONAL - SHS	—	$983K	0.4%	27K	-9%
55	—	SPDR SERIES TRUST - ST STR SP600 SML	—	$931K	0.3%	16K	+277%
56	$PANW	Palo Alto Networks Inc	Technology	$922K	0.3%	2,705	-0.8%
57	$SNDA	SONIDA SENIOR LIVING, INC.	Healthcare	$883K	0.3%	22K	+10%
58	—	PROSHARES TR - S&P 500 DV ARIST	—	$872K	0.3%	16K	+95%
59	$SLV	iShares Silver Trust	Financials	$863K	0.3%	16K	+172%
60	—	SPDR SERIES TRUST - ST STR P400MID	—	$854K	0.3%	13K	New
61	$GOOGL	Alphabet Inc.	Technology	$813K	0.3%	2,275	-10%
62	—	PACER FDS TR - US SM CAP CA ETF	—	$810K	0.3%	16K	+0.5%
63	—	FIRST TR EXCHANGE-TRADED FD - FIRST TR TA HIYL	—	$794K	0.3%	20K	-8%
64	—	ISHARES TR - ULTRA SHORT DUR	—	$782K	0.3%	15K	+19%
65	$BRK.A	BERKSHIRE HATHAWAY INC	Financials	$749K	0.3%	1	—
66	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$748K	0.3%	2,235	—
67	$GOOG	Alphabet Inc.	Technology	$741K	0.3%	2,098	+0.6%
68	—	ALLSPRING EXCHANGE TRADED FU - INCOME PLUS ETF	—	$720K	0.3%	29K	New
69	$C	CITIGROUP INC	Financials	$717K	0.3%	5,122	-49%
70	$IBIT	iShares Bitcoin Trust ETF	Financials	$704K	0.3%	21K	-5%
71	—	FIRST TR EXCHANGE-TRADED FD - GROWTH STRENGTH	—	$701K	0.3%	19K	—
72	$COHR	COHERENT CORP.	Technology	$686K	0.3%	1,740	+0.7%
73	—	PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF	—	$684K	0.3%	13K	-9%
74	—	FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD	—	$684K	0.3%	16K	—
75	$V	VISA INC.	Financials	$683K	0.3%	1,990	-0.3%
76	$STX	Seagate Technology Holdings plc	Technology	$663K	0.3%	687	+20%
77	$CEG	Constellation Energy Corp	Utilities	$662K	0.3%	2,667	+20%
78	—	FIRST TR HIGH YIELD OPPRT 20 - COM	—	$662K	0.3%	48K	New
79	—	MFS ACTIVE EXCHANGE TRADED F - BLEND INTL ETF	—	$642K	0.2%	21K	New
80	—	AMERICAN CENTY ETF TR - US QUALITY GROW	—	$614K	0.2%	5,199	-19%
81	$IVZ	Invesco Ltd.	Financials	$606K	0.2%	2,000	—
82	—	SPDR INDEX SHS FDS - ST INTL CAP ETF	—	$606K	0.2%	14K	New
83	$JNJ	JOHNSON & JOHNSON	Healthcare	$587K	0.2%	2,311	—
84	—	VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD	—	$586K	0.2%	2,675	—
85	—	FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT	—	$570K	0.2%	27K	—
86	—	FIRST TR EXCH TRD ALPHDX FD - DEV MRK EX US	—	$569K	0.2%	6,014	—
87	—	ISHARES TR - RUS MD CP GR ETF	—	$558K	0.2%	3,812	—
88	$GLTR	abrdn Precious Metals Basket ETF Trust	Financials	$555K	0.2%	3,063	-11%
89	$XOM.R34088	EXXON MOBIL CORP	Energy	$529K	0.2%	3,870	-3%
90	$KO	COCA COLA CO	Consumer Staples	$526K	0.2%	6,478	-57%
91	$FETH	Fidelity Ethereum Fund	Financials	$509K	0.2%	32K	+19%
92	—	J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF	—	$507K	0.2%	10K	New
93	$JBHT	HUNT J B TRANSPORT SERVICES INC	Industrials	$502K	0.2%	1,734	-7%
94	—	FIRST TR EXCHANGE TRAD FD VI - ALT ABSLT STRG	—	$487K	0.2%	15K	-5%
95	—	FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH	—	$484K	0.2%	28K	+17%
96	$ADP	AUTOMATIC DATA PROCESSING INC	Technology	$473K	0.2%	2,110	—
97	—	ISHARES TR - RUS MID CAP ETF	—	$465K	0.2%	4,218	—
98	$MCD	MCDONALDS CORP	Consumer Discretionary	$460K	0.2%	1,700	-26%
99	—	VICTORY PORTFOLIOS II - VICT FR GROW ETF	—	$459K	0.2%	13K	New
100	$META	Meta Platforms, Inc.	Technology	$455K	0.2%	809	+0.2%
101	$AVGO	Broadcom Inc.	Technology	$445K	0.2%	1,178	-2%
102	—	FIRST TR EXCHANGE-TRADED FD - INTER GRADE ETF	—	$441K	0.2%	21K	—
103	—	FIRST TR EXCHANGE-TRADED ALP - COM SHS	—	$437K	0.2%	4,518	—
104	—	FIRST TR EXCHANGE-TRADED FD - LNG DUR OPRTUN	—	$431K	0.2%	20K	—
105	—	VANGUARD INDEX FDS - SMALL CP ETF	—	$429K	0.2%	1,415	+10%
106	$BAC	BANK OF AMERICA CORP /DE/	Financials	$427K	0.2%	7,488	-4%
107	—	FIRST TR EXCHANGE-TRADED FD - MNGD FUTRS STRGY	—	$423K	0.2%	8,430	—
108	$BA	BOEING CO	Industrials	$421K	0.2%	1,945	—
109	—	FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF	—	$418K	0.2%	4,455	—
110	—	SPDR INDEX SHS FDS - ST DOW GLOBA ETF	—	$418K	0.2%	8,414	New
111	$WMT	Walmart Inc.	Consumer Staples	$408K	0.1%	3,602	-15%
112	—	FIRST TR EXCHANGE-TRADED FD - DJ GLBL DIVID	—	$393K	0.1%	12K	—
113	—	SPDR SERIES TRUST - ST STR GLB DOW	—	$389K	0.1%	2,104	-42%
114	—	SPDR SERIES TRUST - STATE STRET SPDR	—	$389K	0.1%	12K	New
115	$TSLA	Tesla, Inc.	Consumer Discretionary	$387K	0.1%	920	-11%
116	—	SPDR SERIES TRUST - ST STR USD ETF	—	$375K	0.1%	15K	New
117	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$370K	0.1%	5,187	—
118	—	VANGUARD INDEX FDS - LARGE CAP ETF	—	$369K	0.1%	1,072	-27%
119	$IAU	ISHARES GOLD TRUST	Financials	$369K	0.1%	4,882	—
120	—	SSGA ACTIVE ETF TR - ST STR BL LN ETF	—	$368K	0.1%	9,127	New
121	$MATX	Matson, Inc.	Industrials	$359K	0.1%	1,868	-24%
122	$BPRE	Bluerock Private Real Estate Fund	Other	$357K	0.1%	27K	+46%
123	—	SEI EXCHANGE TRADED FUNDS - HIGH YIELD BOND	—	$354K	0.1%	14K	New
124	$MU	MICRON TECHNOLOGY INC	Technology	$346K	0.1%	300	New
125	$COP	CONOCOPHILLIPS	Energy	$344K	0.1%	3,312	-13%
126	$FSK	FS KKR Capital Corp	Other	$344K	0.1%	33K	+225%
127	$BATRA	Atlanta Braves Holdings, Inc.	Communication Services	$338K	0.1%	6,010	—
128	$SYY	SYSCO CORP	Consumer Discretionary	$334K	0.1%	4,000	—
129	—	ISHARES TR - RUS 1000 ETF	—	$333K	0.1%	812	—
130	$PEP	PEPSICO INC	Consumer Staples	$328K	0.1%	2,421	+4%
131	—	ISHARES TR - SELECT DIVID ETF	—	$327K	0.1%	2,092	—
132	$MAS	MASCO CORP /DE/	Industrials	$325K	0.1%	4,000	—
133	$MRK	Merck & Co., Inc.	Healthcare	$321K	0.1%	2,500	—
134	$CB	Chubb Ltd	Financials	$314K	0.1%	921	—
135	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	—	$314K	0.1%	6,200	New
136	—	FIRST TR EXCH TRD ALPHDX FD - JAPAN ALPHADEX	—	$311K	0.1%	4,075	—
137	$IVZ	Invesco Ltd.	Financials	$307K	0.1%	5,021	—
138	$CVX	CHEVRON CORP	Energy	$304K	0.1%	1,832	-0.3%
139	—	FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT	—	$303K	0.1%	6,084	—
140	—	MFS ACTIVE EXCHANGE TRADED F - GROWTH ETF	—	$303K	0.1%	10K	New
141	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$299K	0.1%	319	-11%
142	—	FIRST TR EXCHANGE-TRADED ALP - COM SHS	—	$295K	0.1%	2,109	—
143	—	FIRST TR EXCH TRD ALPHDX FD - EUROPE ALPHADEX	—	$290K	0.1%	5,082	—
144	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$286K	0.1%	1,675	New
145	$O	REALTY INCOME CORP	Real Estate	$286K	0.1%	4,609	—
146	—	ISHARES TR - MSCI EMG MKT ETF	—	$278K	0.1%	4,062	-12%
147	$JPM	JPMORGAN CHASE & CO	Financials	$267K	0.1%	816	+0.1%
148	—	PIMCO ETF TR - ENHAN SHRT MA AC	—	$263K	0.1%	2,605	-12%
149	$GE	GENERAL ELECTRIC CO	Industrials	$262K	0.1%	702	-8%
150	$INTC	INTEL CORP	Technology	$253K	0.1%	1,810	New

What changed in Q2 2026

Against the previous quarter's 13F: 33 new, 46 added to, 50 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.

New positions (33)

VICTORY PORTFOLIOS II - SHS FR CA FL ETF$1.5M
first bought this quarter
TRULIEVE CANNABIS CORP - SUB VTG SHS$1.1M
first bought this quarter
SPDR SERIES TRUST - ST LON TREAS ETF$1.0M
first bought this quarter
SPDR SERIES TRUST - ST STR P400MID$854K
first bought this quarter
ALLSPRING EXCHANGE TRADED FU - INCOME PLUS ETF$720K
first bought this quarter
FIRST TR HIGH YIELD OPPRT 20 - COM$662K
first bought this quarter

+27 more in the Excel export

Added to (46)

SPDR SERIES TRUST - ST STR P500ETF+425%
now $6.8M
SPDR INDEX SHS FDS - ST STR PO EX ETF+356%
now $3.7M
SPDR SERIES TRUST - ST STR NUVEE ETF+529%
now $2.8M
MFS ACTIVE EXCHANGE TRADED F - VALUE ETF+139%
now $2.6M
SPDR INDEX SHS FDS - ST PORT MARK ETF+322%
now $1.9M
ISHARES TR - RUS 1000 GRW ETF+300%
now $1.9M

+40 more in the Excel export

Trimmed (50)

$HDHOME DEPOT, INC.-69%
now $1.5M · held 7+ qtrs
FIRST TR EXCHANGE TRADED FD - NASD TECH DIV-20%
now $4.4M
$KOCOCA COLA CO-57%
now $526K · held 7+ qtrs
$CCITIGROUP INC-49%
now $717K · held 4 qtrs
VANGUARD BD INDEX FDS - VANGUARD ULTRA-4%
now $14.1M
FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY-23%
now $1.7M

+44 more in the Excel export

Sold out (8)

$AFLAFLAC INCwas $6.4M
held 3 qtrs
$ABBVAbbVie Inc.was $498K
held 3 qtrs
$PECOPhillips Edison & Company, Inc.was $297K
held 6+ qtrs
$ABTABBOTT LABORATORIESwas $236K
held 3 qtrs
$TAT&T INC.was $234K
held 3 qtrs
$LOWLOWES COMPANIES INCwas $201K

+2 more in the Excel export

Firm AUM (Form ADV): $666.4M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F BlueChip Wealth Advisors LLC has filed, 10 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 30, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of BlueChip Wealth Advisors's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)

Top 10 since filing

+2.0%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 36% over the last 4

Top 10 weight

38%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

94%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

BlueChip Wealth Advisors LLC disclosed 172 positions worth $263.8M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 6.0% of the equity portfolio. During the quarter the fund opened 33 new positions and exited 8 and a full exit from $AFL. The portfolio is most concentrated in Other (78.5% of disclosed assets). All figures are sourced directly from BlueChip Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2015578.

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AI-Powered Hedge Fund Analysis: BlueChip Wealth Advisors LLC

13F Pro is an AI hedge fund tracker and stock research platform. For BlueChip Wealth Advisors LLC (SEC CIK: 2015578), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in BlueChip Wealth Advisors LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.