Institutions / BlueChip Wealth Advisors LLC
BlueChip Wealth Advisors LLC
CIK 2015578 · Institution · as of Dec 31, 2025
Portfolio value
$237.94M
Positions
157
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 157 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $14.00M | 5.9% |
| Vanguard Bd Index Fds | $11.88M | 5.0% |
| Schwab Strategic Tr | $11.17M | 4.7% |
| iShares Tr | $8.75M | 3.7% |
| First Tr Exchange-Traded Fd | $8.44M | 3.5% |
| First Tr Exchange-Traded Fd | $7.74M | 3.3% |
| Capital Group Dividend Value | $7.36M | 3.1% |
| Capital Group Growth ETF | $7.01M | 2.9% |
| iShares Tr | $6.99M | 2.9% |
| Aflac Inc | $6.41M | 2.7% |
| Invesco Qqq Tr | $6.32M | 2.7% |
| SPDR Gold Tr | $6.01M | 2.5% |
| Capital Group Dividend Growe | $5.67M | 2.4% |
| First Tr Exchange Traded Fd | $5.46M | 2.3% |
| Invesco Exchange Traded Fd T | $5.01M | 2.1% |
| Amplify ETF Tr | $4.83M | 2.0% |
| Home Depot, Inc. | $4.75M | 2.0% |
| First Tr Exchange Traded Fd | $4.68M | 2.0% |
| Apple Inc. | $4.66M | 2.0% |
| NVIDIA Corp | $3.94M | 1.7% |
| Vanguard Index Fds | $3.87M | 1.6% |
| Sei Exchange Traded Funds | $3.86M | 1.6% |
| Doubleline ETF Trust | $3.36M | 1.4% |
| Vanguard Wellington Fd | $3.09M | 1.3% |
| Truist Financial Corp | $2.52M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.