Back to funds

BlueChip Wealth Advisors LLC

Updated 2 days ago

Managed by Bluechip Wealth Advisors Llc • Latest filing Q3 2026

Portfolio value
$298.4M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$234.2M
Q4 2025$237.9M
Q1 2026$227.8M
Q2 2026$263.8M
Q3 2026$298.4M

Top holdings

188 positions as of Q3 2026

View filing
S

STATE STR SPDR S&P 500 ETF T

Value
$16.9M
Shares
22.1K
% Port
5.65%
V

VANGUARD BD INDEX FDS

Value
$14.8M
Shares
298.4K
% Port
4.95%
S

SCHWAB STRATEGIC TR

Value
$13.2M
Shares
406.3K
% Port
4.43%
E

ISHARES TR

Value
$9.9M
Shares
137.3K
% Port
3.31%
I

INVESCO EXCHANGE TRADED FD T

Value
$8.9M
Shares
42.8K
% Port
2.99%
S

SPDR SERIES TRUST

Value
$8.7M
Shares
97.2K
% Port
2.93%
Q

INVESCO QQQ TR

Value
$8.2M
Shares
11.0K
% Port
2.74%
E

ISHARES TR

Value
$8M
Shares
10.4K
% Port
2.68%
F

FIRST TR EXCHANGE-TRADED FD

Value
$7.9M
Shares
168.3K
% Port
2.65%
F

FIRST TR EXCHANGE-TRADED FD

Value
$7.9M
Shares
160.1K
% Port
2.64%
A

APPLE INC

Value
$7.1M
Shares
21.2K
% Port
2.37%
N

NVIDIA CORPORATION

Value
$6.9M
Shares
30.2K
% Port
2.31%
C

CAPITAL GROUP GROWTH ETF

Value
$6.8M
Shares
144.3K
% Port
2.29%
G

SPDR GOLD TR

Value
$6.1M
Shares
16.0K
% Port
2.04%
C

CAPITAL GROUP DIVIDEND GROWE

Value
$5.8M
Shares
155.6K
% Port
1.93%
F

FIRST TR EXCHANGE TRADED FD

Value
$5.7M
Shares
73.0K
% Port
1.91%
V

VANGUARD INDEX FDS

Value
$5.6M
Shares
8.0K
% Port
1.87%
C

CAPITAL GROUP DIVIDEND VALUE

Value
$5M
Shares
102.0K
% Port
1.67%
S

SPDR INDEX SHS FDS

Value
$4.5M
Shares
88.9K
% Port
1.50%
F

FIRST TR EXCHANGE TRADED FD

Value
$4.2M
Shares
37.4K
% Port
1.41%

Explore