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CIK: 0002015578
Total reported value
$263.8M
$263.8M
157 檔
20.6%
As reported in its official Q4 2025 Form 13F filing, BlueChip Wealth Advisors LLC's tracked investment portfolio stood at $263.8M with 157 total positions.
BlueChip Wealth Advisors LLC executed strategic sector rebalancing during Q4 2025, establishing 15 new positions while fully exiting 13 holdings and trimming 56 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 | 5.88% | +0.02% | -1.90% | |
| 2 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 4.99% | -1.11% | +2.63% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.69% | -0.57% | +3.67% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.68% | -0.05% | -3.59% | |
| 5 | FVD | First Trust Value Line Dvd | ETF-Other | 3.55% | -0.59% | -1.51% | |
| 6 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 3.25% | -0.77% | -0.11% | |
| 7 | CGDV | Cap Group Dividend Value | ETF-Other | 3.09% | +0.02% | +2.31% | |
| 8 | CGGR | Cap Group Growth Equity | ETF-Other | 2.94% | +0.06% | +5.88% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.94% | -0.05% | -3.87% | |
| 10 | AFL | Aflac Inc | Stock-Financials | 2.70% | -2.80% | EXIT | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.66% | +0.31% | +2.25% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 2.53% | -0.45% | -3.61% | |
| 13 | CGDG | Cap Group Dividend Growers | ETF-Other | 2.38% | -0.20% | +10.71% | |
| 14 | RDVY | First Trust Rising Dividend | ETF-Other | 2.30% | +0.04% | -1.56% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.10% | -0.01% | +3.54% | |
| 16 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 2.03% | -0.13% | -0.88% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 2.00% | -1.41% | -5.82% | |
| 18 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.97% | -0.30% | -0.38% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.96% | -0.03% | -14.42% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.66% | +0.11% | -4.30% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | +0.53% | +18.28% | |
| 22 | SEIE | Sei Select Intl Equity | ETF-Other | 1.62% | — | -0.95% | |
| 23 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 1.41% | -0.21% | +17.46% | |
| 24 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 1.30% | -0.04% | +15.04% | |
| 25 | TFC | Truist Financial CORP | Stock-Financials | 1.06% | -0.20% | +1.84% | |
| 26 | FID | First Trust S&p Internationa | ETF-Other | 0.97% | -0.07% | -0.35% | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.96% | -0.05% | — | |
| 28 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.93% | -0.09% | +54.23% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | -0.09% | -11.62% | |
| 30 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.87% | -0.02% | -14.06% | |
| 31 | EMLP | First Trust North American E | ETF-Other | 0.82% | -0.33% | -1.93% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.73% | +0.01% | -2.00% | |
| 33 | SEIS | Sei Select Small Cap ETF | ETF-Small Cap | 0.69% | — | +0.55% | |
| 34 | QGRO | American Century US Quality | ETF-Other | 0.65% | -0.05% | +98.73% | |
| 35 | SEEM | Sei Select Em Mrkt Eq | ETF-Other | 0.62% | — | -2.37% | |
| 36 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.58% | -0.03% | -1.82% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.57% | -0.02% | -7.67% | |
| 38 | MAGS | Roundhill Magnificent Seven | ETF-Other | 0.54% | -0.01% | — | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | +0.02% | +1.85% | |
| 40 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.47% | -0.10% | -1.03% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.46% | -0.01% | -1.10% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | +0.05% | -3.98% | |
| 43 | SO | Southern Co/the | Stock-Utilities | 0.45% | -0.08% | +5.19% | |
| 44 | C | Citigroup Inc | Stock-Financials | 0.45% | -0.23% | +3.89% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | -0.04% | -33.92% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.44% | -0.31% | -1.87% | |
| 47 | FDD | First Trust Stoxx Europe | ETF-Other | 0.43% | -0.08% | -1.89% | |
| 48 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.42% | +0.02% | +47.21% | |
| 49 | AKRE | Akre Focus ETF | ETF-Other | 0.39% | -0.07% | — | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.38% | +0.13% | -6.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COWZ | Pacer US Cash Cows 100 ETF | +0.4% | +54.23% | Add |
| 2 | QGRO | American Century US Quality | +0.3% | +98.73% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.3% | +18.28% | Add |
| 4 | CGDG | Cap Group Dividend Growers | +0.3% | +10.71% | Add |
| 5 | TOTL | Ss Doubleline Tr Tact ETF | +0.2% | +164.11% | Add |
| 6 | DBND | Doubleline Oppor Cor Bnd-usd | +0.2% | +17.46% | Add |
| 7 | MINT | Pimco Enhanced Short Maturit | +0.2% | +122.16% | Add |
| 8 | CGGR | Cap Group Growth Equity | +0.2% | +5.88% | Add |
| 9 | VTES | Vanguard Sh Term Tax-ex Bond | +0.2% | +15.04% | Add |
| 10 | GLD | Spdr Gold Shares | +0.1% | -3.61% | Trim |
| 11 | VNLA | Janus Henderson Short Durati | +0.1% | +120.43% | Add |
| 12 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | +0.1% | +47.21% | Add |
| 13 | CGDV | Cap Group Dividend Value | +0.1% | +2.31% | Add |
| 14 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +3.67% | Add |
| 15 | EEM | Ishares Msci Emerging Market | +0.1% | +106.23% | Add |
| 16 | IMCG | Ishares Morningstar Mid-cap | +0.1% | +107.42% | Add |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.25% | Add |
| 18 | TFC | Truist Financial CORP | +0.1% | +1.84% | Add |
| 19 | FCTR | First Trust Lunt US Factor | +0.1% | +91.18% | Add |
| 20 | C | Citigroup Inc | +0.1% | +3.89% | Add |
| 21 | SEIE | Sei Select Intl Equity | +0.1% | -0.95% | Trim |
| 22 | CION | Cion Investment CORP | +0.1% | +51.46% | Add |
| 23 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +3.54% | Add |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +29.95% | Add |
| 25 | SLV | Ishares Silver Trust | +0.1% | — | Unchanged |
| 26 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.1% | +11.97% | Add |
| 27 | CEG | Constellation Energy | 0% | +10.76% | Add |
| 28 | FTA | First Trust L C Val Alp | 0% | +20.07% | Add |
| 29 | VUSB | Vanguard Ultra Short Bond Et | 0% | +2.63% | Add |
| 30 | FID | First Trust S&p Internationa | 0% | -0.35% | Trim |
| 31 | TSLA | Tesla Inc | 0% | +21.17% | Add |
| 32 | AVGO | Broadcom Inc | 0% | +13.00% | Add |
| 33 | QTEC | First Trust Nasdq 100 Tech I | 0% | +15.56% | Add |
| 34 | MATX | Matson Inc | 0% | +1.59% | Add |
| 35 | FDD | First Trust Stoxx Europe | 0% | -1.89% | Trim |
| 36 | GOOG | Alphabet Inc-cl C | 0% | -15.77% | Trim |
| 37 | JNJ | Johnson & Johnson | 0% | +0.91% | Add |
| 38 | OBDC | Blue Owl Capital CORP | 0% | +42.45% | Add |
| 39 | FDL | First Trust Morn Dvd Lead In | 0% | -0.11% | Trim |
| 40 | RDVY | First Trust Rising Dividend | 0% | -1.56% | Trim |
| 41 | IXUS | Ishares Core Intl Stock ETF | 0% | — | Unchanged |
| 42 | CSCO | Cisco Systems Inc | 0% | -6.45% | Trim |
| 43 | FTHY | First Trust Hi Yld Opp 2027 | 0% | +11.62% | Add |
| 44 | HYLS | Ft Tactical High Yield ETF | 0% | +6.41% | Add |
| 45 | KO | Coca-cola Co/the | 0% | -1.87% | Trim |
| 46 | MRK | Merck & Co. Inc. | 0% | -9.91% | Trim |
| 47 | ABBV | Abbvie Inc | 0% | +7.01% | Add |
| 48 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 49 | CB | Chubb Limited | 0% | — | Unchanged |
| 50 | O | Realty Income CORP | 0% | +18.12% | Add |
According to official SEC Form 13F filings, BlueChip Wealth Advisors LLC reported a total U.S. public equity portfolio value of $263.8M across 157 disclosed positions in Q4 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 20.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
AKRE
市值: $926.8K
Top Position Liquidated / Trimmed
VUG
前期市值: $1.2M
During Q4 2025, BlueChip Wealth Advisors LLC's top holdings by market value included SPY (5.9%)、VUSB (5.0%)、SCHD (4.7%). The largest single position, SPY, represented 5.9% of total portfolio value.
In Q4 2025, BlueChip Wealth Advisors LLC made 131 total portfolio adjustments, initiating 15 new buys, adding to 47 positions, trimming 56 holdings, and fully liquidating 13 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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