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CIK: 0002015578
Total reported value
$263.8M
$263.8M
168 檔
19.1%
As reported in its official Q2 2025 Form 13F filing, BlueChip Wealth Advisors LLC's tracked investment portfolio stood at $263.8M with 168 total positions.
During Q2 2025, BlueChip Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.56% | +0.02% | +1.59% | |
| 2 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 4.64% | -1.11% | +62.59% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.48% | -0.57% | +0.64% | |
| 4 | FVD | First Trust Value Line Dvd | ETF-Other | 3.99% | -0.59% | -1.99% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.74% | -0.05% | -2.47% | |
| 6 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 3.47% | -0.77% | +1.16% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.98% | -0.05% | -4.07% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.94% | +0.31% | -2.24% | |
| 9 | CGDV | Cap Group Dividend Value | ETF-Other | 2.70% | +0.02% | +34.86% | |
| 10 | CGGR | Cap Group Growth Equity | ETF-Other | 2.64% | +0.06% | +0.84% | |
| 11 | RDVY | First Trust Rising Dividend | ETF-Other | 2.40% | +0.04% | -1.00% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.21% | -0.01% | +9.44% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 2.20% | -0.45% | -11.89% | |
| 14 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 2.01% | -0.13% | +4.35% | |
| 15 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.98% | -0.30% | +2.37% | |
| 16 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.98% | -0.20% | +9.18% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.76% | +0.53% | +96.95% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.71% | -0.03% | +7.96% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | +0.11% | +41.31% | |
| 20 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 1.27% | -0.04% | +112.49% | |
| 21 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 1.21% | -0.21% | -14.77% | |
| 22 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.14% | -0.02% | +1.33% | |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.09% | -0.09% | -60.94% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.09% | -0.09% | +2.00% | |
| 25 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.07% | -0.03% | +0.13% | |
| 26 | TFC | Truist Financial CORP | Stock-Financials | 1.00% | -0.20% | -1.58% | |
| 27 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.95% | — | -1.18% | |
| 28 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.93% | -0.05% | — | |
| 29 | EMLP | First Trust North American E | ETF-Other | 0.89% | -0.33% | -0.37% | |
| 30 | FID | First Trust S&p Internationa | ETF-Other | 0.85% | -0.07% | -3.19% | |
| 31 | FTCS | First Trust Capital Strength | ETF-Other | 0.81% | -0.02% | -6.25% | |
| 32 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.78% | — | -37.09% | |
| 33 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.77% | — | +5.87% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.76% | -1.41% | -15.32% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.72% | +0.01% | — | |
| 36 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.66% | -0.02% | -2.94% | |
| 37 | QGRO | American Century US Quality | ETF-Other | 0.66% | -0.05% | +15.53% | |
| 38 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.60% | -0.10% | +5.44% | |
| 39 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.58% | — | -4.84% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.56% | -0.02% | +15.57% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | -0.04% | +16.53% | |
| 42 | MAGS | Roundhill Magnificent Seven | ETF-Other | 0.51% | -0.01% | — | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | +0.02% | -0.66% | |
| 44 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.49% | — | — | |
| 45 | SO | Southern Co/the | Stock-Utilities | 0.48% | -0.08% | +18.87% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | -0.03% | +7.46% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.46% | -0.01% | — | |
| 48 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.46% | +0.08% | +26.10% | |
| 49 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.44% | — | -37.81% | |
| 50 | FDD | First Trust Stoxx Europe | ETF-Other | 0.44% | -0.08% | -5.08% |
According to official SEC Form 13F filings, BlueChip Wealth Advisors LLC reported a total U.S. public equity portfolio value of $263.8M across 168 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, VUSB, SCHD) accounted for 19.1% of total reported equity market value during Q2 2025.
During Q2 2025, BlueChip Wealth Advisors LLC's top holdings by market value included SPY (5.6%)、VUSB (4.6%)、SCHD (4.5%). The largest single position, SPY, represented 5.6% of total portfolio value.
In Q2 2025, BlueChip Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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