BlueChip Wealth Advisors LLC — 13F Holdings & Portfolio
CIK 2015578 · latest 13F-HR filed 2026-05-05
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$227.8M
Long-equity book
Holdings
147
Distinct positions
Period
2026-03-31
Filed 2026-05-05
Q/Q Activity
+14 / −24 / ↑51 / ↓53
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD BD INDEX FDS$2.9M +24.1%
- INVESCO EXCHANGE TRADED FD T$2.8M +55.8%
- CAPITAL GROUP CONSERVATIVE E$1.8M +300.9%
- SCHWAB STRATEGIC TR$1.4M +12.1%
- VANGUARD WELLINGTON FD$964.3K +31.2%
Top Trims
- CAPITAL GROUP DIVIDEND VALUE-$2.6M -36.0%
- AMPLIFY ETF TR-$2.4M -49.4%
- VANGUARD INDEX FDS-$1.3M -32.9%
- CAPITAL GROUP GROWTH ETF-$1.2M -17.6%
- PACER FDS TR-$923.7K -41.8%
New Positions
- PIMCO ETF TR$1.1M
- MFS ACTIVE EXCHANGE TRADED F$1.0M
- CAPITAL GROUP INTERNATIONAL$980.5K
- CAPITAL GROUP NEW GEOGRAPHY$949.1K
- RBB FUND TRUST$681.6K
Exited Positions
- SEI EXCHANGE TRADED FUNDS$3.9M
- SEI EXCHANGE TRADED FUNDS$1.6M
- SEI EXCHANGE TRADED FUNDS$1.5M
- SSGA ACTIVE ETF TR$826.1K
- JANUS DETROIT STR TR$676.4K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | VUSB | 92203C303 | $14.7M | 6.47% | 295,906 | SH |
| 2 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $13.7M | 6.03% | 21,134 | SH |
| 3 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $12.5M | 5.50% | 408,106 | SH |
| 4 | ISHARES TR | IJH | 464287507 | $9.4M | 4.11% | 138,523 | SH |
| 5 | FIRST TR EXCHANGE-TRADED FD | FDL | 336917109 | $8.6M | 3.78% | 169,708 | SH |
| 6 | FIRST TR EXCHANGE-TRADED FD | FVD | 33734H106 | $8.4M | 3.68% | 178,162 | SH |
| 7 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $7.8M | 3.42% | 40,644 | SH |
| 8 | ISHARES TR | IVV | 464287200 | $6.8M | 2.97% | 10,341 | SH |
| 9 | AFLAC INC | AFL | 001055102 | $6.4M | 2.80% | 58,158 | SH |
| 10 | INVESCO QQQ TR | QQQ | 46090E103 | $5.8M | 2.56% | 10,090 | SH |
| 11 | CAPITAL GROUP GROWTH ETF | CGGR | 14020G101 | $5.8M | 2.54% | 143,737 | SH |
| 12 | SPDR GOLD TR | GLD | 78463V107 | $5.6M | 2.46% | 13,018 | SH |
| 13 | CAPITAL GROUP DIVIDEND GROWE | CGDG | 14021L109 | $5.1M | 2.25% | 143,026 | SH |
| 14 | FIRST TR EXCHANGE TRADED FD | RDVY | 33738R506 | $5.1M | 2.25% | 74,979 | SH |
| 15 | CAPITAL GROUP DIVIDEND VALUE | CGDV | 14020W106 | $4.7M | 2.07% | 110,710 | SH |
| 16 | HOME DEPOT INC | HD | 437076102 | $4.5M | 1.97% | 13,672 | SH |
| 17 | FIRST TR EXCHANGE TRADED FD | TDIV | 33738R118 | $4.5M | 1.97% | 47,913 | SH |
| 18 | APPLE INC | AAPL | 037833100 | $4.2M | 1.83% | 16,773 | SH |
| 19 | VANGUARD WELLINGTON FD | VTES | 921935870 | $4.1M | 1.78% | 40,091 | SH |
| 20 | DOUBLELINE ETF TRUST | DBND | 25861R105 | $3.9M | 1.70% | 84,754 | SH |
| 21 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.6M | 1.60% | 21,013 | SH |
| 22 | VANGUARD INDEX FDS | VOO | 922908363 | $2.6M | 1.14% | 4,668 | SH |
| 23 | AMPLIFY ETF TR | DIVO | 032108409 | $2.4M | 1.07% | 54,477 | SH |
| 24 | CAPITAL GROUP CONSERVATIVE E | CGCV | 14020U100 | $2.4M | 1.03% | 78,955 | SH |
| 25 | FIRST TR EXCHANGE TRADED FD | FID | 33738R688 | $2.3M | 1.03% | 111,781 | SH |
| 26 | ISHARES TR | IXUS | 46432F834 | $2.3M | 1.02% | 26,922 | SH |
| 27 | FIRST TR EXCHANGE-TRADED FD | EMLP | 33738D101 | $2.3M | 0.99% | 51,883 | SH |
| 28 | TRUIST FINL CORP | TFC | 89832Q109 | $2.2M | 0.98% | 48,780 | SH |
| 29 | MICROSOFT CORP | MSFT | 594918104 | $1.7M | 0.75% | 4,684 | SH |
| 30 | ISHARES TR | IWF | 464287614 | $1.6M | 0.71% | 3,799 | SH |
| 31 | FIRST TR EXCHANGE-TRADED FD | KNG | 33739Q705 | $1.6M | 0.71% | 33,192 | SH |
| 32 | FIRST TR EXCHANGE TRADED FD | SDVY | 33741X102 | $1.4M | 0.62% | 35,859 | SH |
| 33 | PACER FDS TR | COWZ | 69374H881 | $1.3M | 0.57% | 20,883 | SH |
| 34 | ISHARES TR | IJR | 464287804 | $1.2M | 0.52% | 9,536 | SH |
| 35 | SOUTHERN CO | SO | 842587107 | $1.2M | 0.52% | 12,230 | SH |
| 36 | COCA COLA CO | KO | 191216100 | $1.2M | 0.51% | 15,219 | SH |
| 37 | CITIGROUP INC | C | 172967424 | $1.1M | 0.50% | 10,122 | SH |
| 38 | ISHARES TR | IWD | 464287598 | $1.1M | 0.50% | 5,350 | SH |
| 39 | SPDR SERIES TRUST | SPYM | 78464A854 | $1.1M | 0.49% | 14,666 | SH |
| 40 | PIMCO ETF TR | PYLD | 72201R585 | $1.1M | 0.46% | 40,223 | SH |
| 41 | FIRST TR EXCHANGE-TRADED FD | FDD | 33735T109 | $1.1M | 0.46% | 58,972 | SH |
| 42 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.0M | 0.46% | 2,185 | SH |
| 43 | MFS ACTIVE EXCHANGE TRADED F | MFSV | 55286W504 | $1.0M | 0.45% | 38,287 | SH |
| 44 | LISTED FDS TR | MAGS | 53656G498 | $1.0M | 0.44% | 17,481 | SH |
| 45 | AMAZON COM INC | AMZN | 023135106 | $985.3K | 0.43% | 4,731 | SH |
| 46 | CAPITAL GROUP INTERNATIONAL | CGIC | 14021T102 | $980.5K | 0.43% | 29,614 | SH |
| 47 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $960.8K | 0.42% | 4,468 | SH |
| 48 | CAPITAL GROUP NEW GEOGRAPHY | CGNG | 14021N105 | $949.1K | 0.42% | 30,064 | SH |
| 49 | CISCO SYS INC | CSCO | 17275R102 | $922.3K | 0.40% | 11,887 | SH |
| 50 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $916.8K | 0.40% | 29,613 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-05 | $227.8M | 147 | 0002015578-26-000004 |
| 2025-12-31 | 2026-02-05 | $237.9M | 157 | 0002015578-26-000002 |