BlueChip Wealth Advisors LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2015578
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13F Reported Value
ⓘ$263.8M
Holdings
172
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Diversifying
$SPY6.0% weight
Held 7 quarters
VANGUARD BD INDEX FDS - VA
5.4% weight
Held 7 quarters
SCHWAB STRATEGIC TR - US D
4.9% weight
Held 7 quarters
ISHARES TR - CORE S&P MCP
4.1% weight
Held 7 quarters
$IVZ3.4% weight
Held 7 quarters
SCHWAB STRATEGIC TR - US D
5 quarters accumulating
DOUBLELINE ETF TRUST - OPP
4 quarters accumulating
$IVZ3 quarters accumulating
SPDR SERIES TRUST - ST STR
3 quarters accumulating
VANGUARD WELLINGTON FD - S
3 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryIndustrialsUtilities
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$16.0M21,365 sh VANGUARD BD INDEX FDS - VANGUARD ULTRA
—Quality
$14.1M284,062 shSCHWAB STRATEGIC TR - US DIVIDEND EQ
—Quality
$13.0M410,081 shISHARES TR - CORE S&P MCP ETF
—Quality
$10.7M138,971 sh- —
Quality
$9.0M42,230 sh FIRST TR EXCHANGE-TRADED FD - SHS
—Quality
$8.2M169,228 shFIRST TR EXCHANGE-TRADED FD - SHS
—Quality
$7.9M163,113 shISHARES TR - CORE S&P500 ETF
—Quality
$7.7M10,285 sh- —
Quality
$7.6M10,265 sh CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT
—Quality
$6.9M145,575 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $16.0M | 21,365 |
| VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $14.1M | 284,062 |
| SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $13.0M | 410,081 |
| ISHARES TR - CORE S&P MCP ETF | — | $10.7M | 138,971 |
| Invesco Ltd.$IVZ | — | $9.0M | 42,230 |
| FIRST TR EXCHANGE-TRADED FD - SHS | — | $8.2M | 169,228 |
| FIRST TR EXCHANGE-TRADED FD - SHS | — | $7.9M | 163,113 |
| ISHARES TR - CORE S&P500 ETF | — | $7.7M | 10,285 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $7.6M | 10,265 |
| CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $6.9M | 145,575 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BlueChip Wealth Advisors LLC's 172 positions.
Showing top 10 of 172 holdings.
Sector Allocation
Other
$207.1M
Financials
$25.0M
Technology
$19.2M
Consumer Discretionary
$4.0M
Industrials
$2.0M
Utilities
$1.8M
Healthcare
$1.8M
Energy
$1.2M
Top Holdings — BlueChip Wealth Advisors LLC (Q2 2026)
Top 150 of 172 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $16.0M | 6.0% | +1% | — |
| 2 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $14.1M | 5.4% | -4% | — |
| 3 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $13.0M | 4.9% | +0% | — |
| 4 | — | ISHARES TR - CORE S&P MCP ETF | $10.7M | 4.1% | +0% | — |
| 5 | $IVZ | Invesco Ltd. | $9.0M | 3.4% | +4% | — |
| 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% | -1% | — |
| 9 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $7.6M | 2.9% | +2% | — |
| 10 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $6.9M | 2.6% | +1% | — |
| 11 | — | SPDR SERIES TRUST - ST STR P500ETF | $6.8M | 2.6% | +425% | — |
| 12 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $6.0M | 2.3% | -1% | — |
| 13 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $5.5M | 2.1% | +1% | — |
| 14 | — | CAPITAL GROUP DIVIDEND GROWE - SHS ETF | $5.4M | 2.0% | +1% | — |
| 15 |  $GLD | SPDR GOLD TRUST | $5.3M | 2.0% | +11% | — |
| 16 |  $AAPL | Apple Inc. | $4.8M | 1.8% | -2% | 76.4 |
| 17 | — | VANGUARD WELLINGTON FD - SHORT TRM TAX EX | $4.6M | 1.7% | +13% | — |
| 18 |  $NVDA | NVIDIA CORP | $4.5M | 1.7% | +7% | 85.9 |
| 19 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $4.4M | 1.7% | +38% | — |
| 20 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | $4.4M | 1.7% | -20% | — |
| 21 | — | DOUBLELINE ETF TRUST - OPPO CORE BD ETF | $3.9M | 1.5% | +1% | — |
| 22 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $3.7M | 1.4% | +356% | — |
| 23 | — | CAPITAL GROUP CONSERVATIVE E - SHS | $3.2M | 1.2% | +22% | — |
| 24 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | $2.8M | 1.1% | +529% | — |
| 25 | — | MFS ACTIVE EXCHANGE TRADED F - VALUE ETF | $2.6M | 1.0% | +139% | — |
| 26 | — | ISHARES TR - CORE MSCI TOTAL | $2.6M | 1.0% | +0% | — |
| 27 | — | FIRST TR EXCHANGE TRADED FD - S&P INTL DIVID | $2.5M | 1.0% | +5% | — |
| 28 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | $2.5M | 0.9% | -0% | — |
| 29 |  $TFC | TRUIST FINANCIAL CORP | $2.1M | 0.8% | -15% | 76.4 |
| 30 | — | ISHARES TR - RUS 1000 GRW ETF | $1.9M | 0.7% | +300% | — |
| 31 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $1.9M | 0.7% | +322% | — |
| 32 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | $1.8M | 0.7% | +9% | — |
| 33 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | $1.7M | 0.7% | -23% | — |
| 34 |  $MSFT | MICROSOFT CORP | $1.7M | 0.7% | -1% | 79.8 |
| 35 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $1.5M | 0.6% | +0% | — |
| 36 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETF | $1.5M | 0.6% | NEW | — |
| 37 |  $HD | HOME DEPOT, INC. | $1.5M | 0.6% | -69% | 60.3 |
| 38 | — | ISHARES TR - CORE S&P SCP ETF | $1.4M | 0.5% | +0% | — |
| 39 |  $CSCO | CISCO SYSTEMS, INC. | $1.4M | 0.5% | +0% | 70.3 |
| 40 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.3M | 0.5% | +23% | 73.8 |
| 41 | — | ISHARES TR - RUS 1000 VAL ETF | $1.3M | 0.5% | +0% | — |
| 42 | — | PACER FDS TR - US CASH COWS 100 | $1.3M | 0.5% | -3% | — |
| 43 |  $SO | SOUTHERN CO | $1.2M | 0.4% | -1% | 62 |
| 44 | — | PIMCO ETF TR - MULTISECTOR BD | $1.2M | 0.4% | +8% | — |
| 45 | — | LISTED FDS TR - ROUN MA SEVE ETF | $1.1M | 0.4% | +1% | — |
| 46 | — | CAPITAL GROUP NEW GEOGRAPHY - SHS | $1.1M | 0.4% | +1% | — |
| 47 | — | TRULIEVE CANNABIS CORP - SUB VTG SHS | $1.1M | 0.4% | NEW | — |
| 48 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $1.1M | 0.4% | -0% | — |
| 49 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.1M | 0.4% | +0% | — |
| 50 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $1.0M | 0.4% | NEW | — |
| 51 | — | RBB FUND TRUST - FIRST EAGLE GBL | $1.0M | 0.4% | +44% | — |
| 52 |  $AMZN | AMAZON COM INC | $1.0M | 0.4% | -10% | 68.7 |
| 53 | — | FIRST TR EXCHANGE-TRADED FD - COMMON SHS | $999,511 | 0.4% | -9% | — |
| 54 | — | CAPITAL GROUP INTERNATIONAL - SHS | $982,675 | 0.4% | -9% | — |
| 55 | — | SPDR SERIES TRUST - ST STR SP600 SML | $930,910 | 0.3% | +277% | — |
| 56 |  $PANW | Palo Alto Networks Inc | $922,459 | 0.3% | -1% | 65.5 |
| 57 |  $SNDA | SONIDA SENIOR LIVING, INC. | $882,953 | 0.3% | +10% | 43.5 |
| 58 | — | PROSHARES TR - S&P 500 DV ARIST | $872,498 | 0.3% | +95% | — |
| 59 |  $SLV | iShares Silver Trust | $863,380 | 0.3% | +172% | — |
| 60 | — | SPDR SERIES TRUST - ST STR P400MID | $854,499 | 0.3% | NEW | — |
| 61 |  $GOOG | Alphabet Inc. | $813,016 | 0.3% | -10% | 78.2 |
| 62 | — | PACER FDS TR - US SM CAP CA ETF | $810,067 | 0.3% | +1% | — |
| 63 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR TA HIYL | $793,854 | 0.3% | -8% | — |
| 64 | — | ISHARES TR - ULTRA SHORT DUR | $781,916 | 0.3% | +19% | — |
| 65 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.3% | +0% | 73.8 |
| 66 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $748,032 | 0.3% | +0% | — |
| 67 |  $GOOGL | Alphabet Inc. | $741,380 | 0.3% | +1% | 78.2 |
| 68 | — | ALLSPRING EXCHANGE TRADED FU - INCOME PLUS ETF | $720,071 | 0.3% | NEW | — |
| 69 |  $C | CITIGROUP INC | $716,875 | 0.3% | -49% | 65 |
| 70 |  $IBIT | iShares Bitcoin Trust ETF | $703,685 | 0.3% | -5% | — |
| 71 | — | FIRST TR EXCHANGE-TRADED FD - GROWTH STRENGTH | $701,044 | 0.3% | +0% | — |
| 72 |  $COHR | COHERENT CORP. | $686,378 | 0.3% | +1% | 58.5 |
| 73 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | $684,343 | 0.3% | -9% | — |
| 74 | — | FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD | $684,154 | 0.3% | +0% | — |
| 75 |  $V | VISA INC. | $682,745 | 0.3% | -0% | 82.9 |
| 76 |  $STX | Seagate Technology Holdings plc | $663,385 | 0.3% | +20% | — |
| 77 |  $CEG | Constellation Energy Corp | $662,476 | 0.3% | +20% | 59.4 |
| 78 | — | FIRST TR HIGH YIELD OPPRT 20 - COM | $662,395 | 0.3% | NEW | — |
| 79 | — | MFS ACTIVE EXCHANGE TRADED F - BLEND INTL ETF | $642,026 | 0.2% | NEW | — |
| 80 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | $613,746 | 0.2% | -19% | — |
| 81 | $IVZ | Invesco Ltd. | $605,940 | 0.2% | +0% | — |
| 82 | — | SPDR INDEX SHS FDS - ST INTL CAP ETF | $605,901 | 0.2% | NEW | — |
| 83 |  $JNJ | JOHNSON & JOHNSON | $586,925 | 0.2% | +0% | 69 |
| 84 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | $586,387 | 0.2% | +0% | — |
| 85 | — | FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT | $570,426 | 0.2% | +0% | — |
| 86 | — | FIRST TR EXCH TRD ALPHDX FD - DEV MRK EX US | $569,390 | 0.2% | +0% | — |
| 87 | — | ISHARES TR - RUS MD CP GR ETF | $558,115 | 0.2% | +0% | — |
| 88 |  $GLTR | abrdn Precious Metals Basket ETF Trust | $554,866 | 0.2% | -11% | — |
| 89 |  $XOM.R34088 | EXXON MOBIL CORP | $529,106 | 0.2% | -3% | 57.9 |
| 90 |  $KO | COCA COLA CO | $526,469 | 0.2% | -57% | 69.5 |
| 91 |  $FETH | Fidelity Ethereum Fund | $508,748 | 0.2% | +19% | — |
| 92 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $506,550 | 0.2% | NEW | — |
| 93 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $501,792 | 0.2% | -7% | 60.2 |
| 94 | — | FIRST TR EXCHANGE TRAD FD VI - ALT ABSLT STRG | $487,297 | 0.2% | -5% | — |
| 95 | — | FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH | $484,293 | 0.2% | +17% | — |
| 96 |  $ADP | AUTOMATIC DATA PROCESSING INC | $472,535 | 0.2% | +0% | 69.8 |
| 97 | — | ISHARES TR - RUS MID CAP ETF | $465,290 | 0.2% | +0% | — |
| 98 |  $MCD | MCDONALDS CORP | $459,528 | 0.2% | -26% | 69 |
| 99 | — | VICTORY PORTFOLIOS II - VICT FR GROW ETF | $458,541 | 0.2% | NEW | — |
| 100 |  $META | Meta Platforms, Inc. | $455,459 | 0.2% | +0% | 79.6 |
| 101 |  $AVGO | Broadcom Inc. | $445,133 | 0.2% | -2% | 84.5 |
| 102 | — | FIRST TR EXCHANGE-TRADED FD - INTER GRADE ETF | $440,895 | 0.2% | +0% | — |
| 103 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $437,336 | 0.2% | +0% | — |
| 104 | — | FIRST TR EXCHANGE-TRADED FD - LNG DUR OPRTUN | $430,589 | 0.2% | +0% | — |
| 105 | — | VANGUARD INDEX FDS - SMALL CP ETF | $428,914 | 0.2% | +10% | — |
| 106 |  $BAC | BANK OF AMERICA CORP /DE/ | $426,710 | 0.2% | -4% | 67.6 |
| 107 | — | FIRST TR EXCHANGE-TRADED FD - MNGD FUTRS STRGY | $422,512 | 0.2% | +0% | — |
| 108 |  $BA | BOEING CO | $421,035 | 0.2% | +0% | 61.6 |
| 109 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $418,414 | 0.2% | +0% | — |
| 110 | — | SPDR INDEX SHS FDS - ST DOW GLOBA ETF | $418,260 | 0.2% | NEW | — |
| 111 |  $WMT | Walmart Inc. | $407,953 | 0.1% | -15% | 60.2 |
| 112 | — | FIRST TR EXCHANGE-TRADED FD - DJ GLBL DIVID | $392,933 | 0.1% | +0% | — |
| 113 | — | SPDR SERIES TRUST - ST STR GLB DOW | $388,800 | 0.1% | -42% | — |
| 114 | — | SPDR SERIES TRUST - STATE STRET SPDR | $388,524 | 0.1% | NEW | — |
| 115 |  $TSLA | Tesla, Inc. | $386,952 | 0.1% | -11% | 53.9 |
| 116 | — | SPDR SERIES TRUST - ST STR USD ETF | $375,469 | 0.1% | NEW | — |
| 117 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $369,575 | 0.1% | +0% | — |
| 118 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $368,672 | 0.1% | -27% | — |
| 119 |  $IAU | ISHARES GOLD TRUST | $368,640 | 0.1% | +0% | — |
| 120 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | $367,727 | 0.1% | NEW | — |
| 121 |  $MATX | Matson, Inc. | $359,020 | 0.1% | -24% | 58.1 |
| 122 |  $BPRE | Bluerock Private Real Estate Fund | $356,895 | 0.1% | +46% | — |
| 123 | — | SEI EXCHANGE TRADED FUNDS - HIGH YIELD BOND | $353,631 | 0.1% | NEW | — |
| 124 |  $MU | MICRON TECHNOLOGY INC | $346,287 | 0.1% | NEW | 86.2 |
| 125 |  $COP | CONOCOPHILLIPS | $344,315 | 0.1% | -13% | 70.2 |
| 126 |  $FSK | FS KKR Capital Corp | $344,150 | 0.1% | +225% | — |
| 127 |  $BATRA | Atlanta Braves Holdings, Inc. | $338,423 | 0.1% | +0% | 20.5 |
| 128 |  $SYY | SYSCO CORP | $334,320 | 0.1% | +0% | 54.7 |
| 129 | — | ISHARES TR - RUS 1000 ETF | $332,524 | 0.1% | +0% | — |
| 130 |  $PEP | PEPSICO INC | $327,827 | 0.1% | +4% | 63.4 |
| 131 | — | ISHARES TR - SELECT DIVID ETF | $326,979 | 0.1% | +0% | — |
| 132 |  $MAS | MASCO CORP /DE/ | $325,480 | 0.1% | +0% | 58.2 |
| 133 |  $MRK | Merck & Co., Inc. | $321,250 | 0.1% | +0% | 59.9 |
| 134 |  $CB | Chubb Ltd | $313,821 | 0.1% | +0% | — |
| 135 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $313,596 | 0.1% | NEW | — |
| 136 | — | FIRST TR EXCH TRD ALPHDX FD - JAPAN ALPHADEX | $311,024 | 0.1% | +0% | — |
| 137 | $IVZ | Invesco Ltd. | $307,436 | 0.1% | +0% | — |
| 138 |  $CVX | CHEVRON CORP | $303,637 | 0.1% | -0% | 62.8 |
| 139 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | $302,862 | 0.1% | +0% | — |
| 140 | — | MFS ACTIVE EXCHANGE TRADED F - GROWTH ETF | $302,677 | 0.1% | NEW | — |
| 141 |  $COST | COSTCO WHOLESALE CORP /NEW | $298,707 | 0.1% | -11% | 66.2 |
| 142 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $294,993 | 0.1% | +0% | — |
| 143 | — | FIRST TR EXCH TRD ALPHDX FD - EUROPE ALPHADEX | $289,928 | 0.1% | +0% | — |
| 144 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $286,190 | 0.1% | NEW | — |
| 145 |  $O | REALTY INCOME CORP | $285,573 | 0.1% | +0% | 73.7 |
| 146 | — | ISHARES TR - MSCI EMG MKT ETF | $277,883 | 0.1% | -12% | — |
| 147 |  $JPM | JPMORGAN CHASE & CO | $266,977 | 0.1% | +0% | 70.7 |
| 148 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $262,612 | 0.1% | -12% | — |
| 149 |  $GE | GENERAL ELECTRIC CO | $262,387 | 0.1% | -8% | 73.8 |
| 150 |  $INTC | INTEL CORP | $252,730 | 0.1% | NEW | 45.6 |
New Positions (33)
VICTORY PORTFOLIOS II - SHS FR CA FL ETF$1.5M
TRULIEVE CANNABIS CORP - SUB VTG SHS$1.1M
SPDR SERIES TRUST - ST LON TREAS ETF$1.0M
SPDR SERIES TRUST - ST STR P400MID$854,499
ALLSPRING EXCHANGE TRADED FU - INCOME PLUS ETF$720,071
FIRST TR HIGH YIELD OPPRT 20 - COM$662,395
MFS ACTIVE EXCHANGE TRADED F - BLEND INTL ETF$642,026
SPDR INDEX SHS FDS - ST INTL CAP ETF$605,901
J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF$506,550
VICTORY PORTFOLIOS II - VICT FR GROW ETF$458,541
SPDR INDEX SHS FDS - ST DOW GLOBA ETF$418,260
SPDR SERIES TRUST - STATE STRET SPDR$388,524
SPDR SERIES TRUST - ST STR USD ETF$375,469
SSGA ACTIVE ETF TR - ST STR BL LN ETF$367,727
SEI EXCHANGE TRADED FUNDS - HIGH YIELD BOND$353,631
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