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CIK: 0002015578
Total reported value
$263.8M
$263.8M
155 檔
20.4%
The Q3 2025 SEC filing reveals that BlueChip Wealth Advisors LLC held a total portfolio value of $263.8M, covering 155 public equity positions.
BlueChip Wealth Advisors LLC executed strategic sector rebalancing during Q3 2025, establishing 35 new positions while fully exiting 32 holdings and trimming 60 positions.
| # | 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 | 5.95% | +0.02% | +3.62% | |
| 2 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 4.96% | -1.11% | +11.03% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.58% | -0.57% | +3.43% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.83% | -0.05% | +1.46% | |
| 5 | FVD | First Trust Value Line Dvd | ETF-Other | 3.67% | -0.59% | -7.25% | |
| 6 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 3.24% | -0.77% | -6.18% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.03% | -0.05% | -1.67% | |
| 8 | CGDV | Cap Group Dividend Value | ETF-Other | 2.96% | +0.02% | +7.21% | |
| 9 | CGGR | Cap Group Growth Equity | ETF-Other | 2.79% | +0.06% | +2.16% | |
| 10 | AFL | Aflac Inc | Stock-Financials | 2.77% | -2.80% | EXIT | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.58% | +0.31% | -16.03% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 2.54% | -1.41% | +215.72% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 2.39% | -0.45% | -3.00% | |
| 14 | RDVY | First Trust Rising Dividend | ETF-Other | 2.29% | +0.04% | -7.21% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.18% | -0.03% | +7.15% | |
| 16 | CGDG | Cap Group Dividend Growers | ETF-Other | 2.13% | -0.20% | +8.82% | |
| 17 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 2.08% | -0.13% | +3.28% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.05% | -0.01% | -7.42% | |
| 19 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 2.04% | -0.30% | -1.84% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.76% | +0.11% | +7.52% | |
| 21 | SEIE | Sei Select Intl Equity | ETF-Other | 1.56% | — | +904.39% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.36% | +0.53% | -25.07% | |
| 23 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 1.22% | -0.21% | +4.70% | |
| 24 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 1.15% | -0.04% | -6.55% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.09% | +2.49% | |
| 26 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.03% | -0.02% | -6.03% | |
| 27 | TFC | Truist Financial CORP | Stock-Financials | 0.98% | -0.20% | -3.60% | |
| 28 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.95% | -0.05% | — | |
| 29 | FID | First Trust S&p Internationa | ETF-Other | 0.94% | -0.07% | +12.43% | |
| 30 | EMLP | First Trust North American E | ETF-Other | 0.86% | -0.33% | -1.33% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.75% | +0.01% | -1.26% | |
| 32 | SEIS | Sei Select Small Cap ETF | ETF-Small Cap | 0.69% | — | — | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | -0.04% | +29.72% | |
| 34 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.63% | -0.10% | +4.06% | |
| 35 | SEEM | Sei Select Em Mrkt Eq | ETF-Other | 0.63% | — | — | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.61% | -0.02% | +8.40% | |
| 37 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.60% | — | -19.72% | |
| 38 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.59% | -0.03% | -46.31% | |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.58% | -0.09% | -46.60% | |
| 40 | MAGS | Roundhill Magnificent Seven | ETF-Other | 0.54% | -0.01% | -6.45% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.52% | — | — | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | +0.02% | -5.42% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | +0.05% | +15.19% | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.48% | -0.08% | +1.08% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.45% | -0.01% | -2.84% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.43% | -0.31% | +97.95% | |
| 47 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.41% | -0.04% | +0.01% | |
| 48 | FDD | First Trust Stoxx Europe | ETF-Other | 0.41% | -0.08% | -5.73% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | — | +35.12% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | -0.01% | +87.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUSB | Vanguard Ultra Short Bond Et | +1.8% | +11.03% | Add |
| 2 | HD | Home Depot Inc | +1.6% | +215.72% | Add |
| 3 | NVDA | Nvidia CORP | +1% | +7.52% | Add |
| 4 | CGDV | Cap Group Dividend Value | +1% | +7.21% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +3.62% | Add |
| 6 | VTES | Vanguard Sh Term Tax-ex Bond | +0.5% | -6.55% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.5% | -25.07% | Add |
| 8 | CGGR | Cap Group Growth Equity | +0.4% | +2.16% | Add |
| 9 | CGDG | Cap Group Dividend Growers | +0.3% | +8.82% | Add |
| 10 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.3% | -1.84% | Add |
| 11 | AAPL | Apple Inc | +0.3% | +7.15% | Add |
| 12 | MSFT | Microsoft CORP | +0.2% | +2.49% | Add |
| 13 | AMZN | Amazon.com Inc | +0.2% | +29.72% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.2% | +87.67% | Add |
| 15 | ANET | Arista Networks Inc | +0.2% | +38.84% | Add |
| 16 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +4.06% | Add |
| 17 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +8.40% | Add |
| 18 | IWF | Ishares Russell 1000 Growth | +0.1% | -1.26% | Trim |
| 19 | PANW | Palo Alto Networks Inc | +0.1% | +34.59% | Add |
| 20 | FID | First Trust S&p Internationa | +0.1% | +12.43% | Add |
| 21 | COST | Costco Wholesale CORP | +0.1% | +84.21% | Add |
| 22 | KO | Coca-cola Co/the | +0.1% | +97.95% | Add |
| 23 | V | Visa Inc-class A Shares | +0.1% | +35.12% | Add |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | -22.27% | Trim |
| 25 | MCD | Mcdonald's CORP | +0.1% | +45.90% | Add |
| 26 | AVGO | Broadcom Inc | +0.1% | -23.42% | Trim |
| 27 | DIVO | Amplify Cwp Enhan Divid ETF | +0.1% | +3.28% | Add |
| 28 | SO | Southern Co/the | 0% | +1.08% | Add |
| 29 | BA | Boeing Co/the | 0% | +0.53% | Add |
| 30 | IXUS | Ishares Core Intl Stock ETF | 0% | — | Unchanged |
| 31 | FDT | First Trust Develp Mkt Ex-us | 0% | +4.36% | Add |
| 32 | TSLA | Tesla Inc | 0% | -2.41% | Trim |
| 33 | QQQM | Invesco Nasdaq 100 ETF | 0% | — | Unchanged |
| 34 | FMF | First Trust Managed Futures | 0% | +27.34% | Add |
| 35 | QTEC | First Trust Nasdq 100 Tech I | 0% | -3.64% | Trim |
| 36 | IWP | Ishares Russell Mid-cap Grow | 0% | — | Unchanged |
| 37 | IGM | Ishares Expanded Tech Sector | 0% | — | Unchanged |
| 38 | URI | United Rentals Inc | 0% | -6.60% | Trim |
| 39 | META | Meta Platforms Inc-class A | 0% | -13.53% | Trim |
| 40 | FTGS | First Trust Grwth Strgth ETF | 0% | — | Unchanged |
| 41 | FTCB | Ft Core Investment Grade ETF | 0% | +16.87% | Add |
| 42 | IAU | Ishares Gold Trust | 0% | — | Unchanged |
| 43 | BAC | Bank Of America CORP | 0% | -8.87% | Trim |
| 44 | IWB | Ishares Russell 1000 ETF | 0% | — | Unchanged |
| 45 | IGF | Ishares Global Infrastructur | 0% | +5.65% | Add |
| 46 | VV | Vanguard Large-cap ETF | — | — | Unchanged |
| 47 | CVX | Chevron CORP | — | +7.07% | Add |
| 48 | FEX | First Trust Large Cap Core A | — | — | Unchanged |
| 49 | CSCO | Cisco Systems Inc | 0% | — | Add |
| 50 | SCHM | Schwab US Mid Cap ETF | 0% | -0.71% | Trim |
According to official SEC Form 13F filings, BlueChip Wealth Advisors LLC reported a total U.S. public equity portfolio value of $263.8M across 155 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VUSB, SCHD) accounted for 20.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
AFL
市值: $6.5M
Top Position Liquidated / Trimmed
FTSM
前期市值: $2.2M
During Q3 2025, BlueChip Wealth Advisors LLC's top holdings by market value included SPY (6.0%)、VUSB (5.0%)、SCHD (4.6%). The largest single position, SPY, represented 6.0% of total portfolio value.
In Q3 2025, BlueChip Wealth Advisors LLC made 165 total portfolio adjustments, initiating 35 new buys, adding to 38 positions, trimming 60 holdings, and fully liquidating 32 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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