BlueChip Wealth Advisors LLC
CIK: 0002015578Latest portfolio: $237.9M · Q4 2025
Holdings
157
Total Value
$237.9M
New Positions
156
Closed Positions
0
Top Holdings
View All 157 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 20,534 | $14.0M | 5.88% | NEW | |
| 2 | VUSBVANGUARD BD INDEX FDS | 238,265 | $11.9M | 4.99% | NEW | |
| 3 | SCHDSCHWAB STRATEGIC TR | 407,222 | $11.2M | 4.69% | NEW | |
| 4 | IJHISHARES TR | 132,551 | $8.7M | 3.68% | NEW | |
| 5 | FVDFIRST TR EXCHANGE-TRADED FD | 183,148 | $8.4M | 3.55% | NEW | |
| 6 | FDLFIRST TR EXCHANGE-TRADED FD | 174,524 | $7.7M | 3.25% | NEW | |
| 7 | CGDGCAPITAL GROUP DIVIDEND VALUE | 168,643 | $7.4M | 3.09% | NEW | |
| 8 | CGGRCAPITAL GROUP GROWTH ETF | 157,557 | $7.0M | 2.94% | NEW | |
| 9 | IVVISHARES TR | 10,202 | $7.0M | 2.94% | NEW | |
| 10 | AFLAFLAC INC | 58,158 | $6.4M | 2.70% | NEW | |
| 11 | NDQINVESCO QQQ TR | 10,287 | $6.3M | 2.66% | NEW | |
| 12 | GQ9SPDR GOLD TR | 15,165 | $6.0M | 2.53% | NEW | |
| 13 | CGDGCAPITAL GROUP DIVIDEND GROWE | 159,068 | $5.7M | 2.38% | NEW | |
| 14 | RDVYFIRST TR EXCHANGE TRADED FD | 78,618 | $5.5M | 2.30% | NEW | |
| 15 | RSPINVESCO EXCHANGE TRADED FD T | 26,141 | $5.0M | 2.10% | NEW | |
| 16 | DIVOAMPLIFY ETF TR | 108,529 | $4.8M | 2.03% | NEW | |
| 17 | HDHOME DEPOT INC | 13,806 | $4.8M | 2.00% | NEW | |
| 18 | TDIVFIRST TR EXCHANGE TRADED FD | 48,322 | $4.7M | 1.97% | NEW | |
| 19 | AAPLAPPLE INC | 17,146 | $4.7M | 1.96% | NEW | |
| 20 | NVDANVIDIA CORPORATION | 21,151 | $3.9M | 1.66% | NEW | |
| 21 | VOOVANGUARD INDEX FDS | 6,172 | $3.9M | 1.63% | NEW | |
| 22 | SEIESEI EXCHANGE TRADED FUNDS | 118,551 | $3.9M | 1.62% | NEW | |
| 23 | DBNDDOUBLELINE ETF TRUST | 72,362 | $3.4M | 1.41% | NEW | |
| 24 | VTESVANGUARD WELLINGTON FD | 30,426 | $3.1M | 1.30% | NEW | |
| 25 | TFCTRUIST FINL CORP | 51,246 | $2.5M | 1.06% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($4.661394421629156e+37T)
Unknown0.0% ($6.319601038561632e+27T)
Consumer Cyclical0.0% ($47501071.7T)
Consumer Defensive0.0% ($1046474.3T)
Communication Services0.0% ($806744.5T)
Industrials0.0% ($570411.3T)
Healthcare0.0% ($565.5T)
Energy0.0% ($451.4B)
Utilities0.0% ($1.1B)
Real Estate0.0% ($306.3M)
Filing History
Fund Information
BlueChip Wealth Advisors LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $237.9M across 157 holdings. The largest position is SPDR S&P 500 ETF TR (SPY), representing 5.9% of the portfolio. Compared to the previous quarter, the fund opened 157 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.