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CIK: 0002015578
Total reported value
$263.8M
$263.8M
147 檔
22.4%
According to the latest 13F quarterly dataset, BlueChip Wealth Advisors LLC managed an equity portfolio of $263.8M at the end of Q1 2026, spanning 147 distinct U.S. exchange-listed positions.
In Q1 2026, BlueChip Wealth Advisors LLC adopted a defensive or profit-taking posture, trimming 53 positions and completely liquidating 24 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 6.47% | -1.11% | +24.19% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.03% | +0.02% | +2.92% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.50% | -0.57% | +0.22% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.11% | -0.05% | +4.51% | |
| 5 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 3.78% | -0.77% | -2.76% | |
| 6 | FVD | First Trust Value Line Dvd | ETF-Other | 3.68% | -0.59% | -2.72% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.42% | -0.01% | +55.48% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.97% | -0.05% | +1.36% | |
| 9 | AFL | Aflac Inc | Stock-Financials | 2.80% | -2.80% | EXIT | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.56% | +0.31% | -1.92% | |
| 11 | CGGR | Cap Group Growth Equity | ETF-Other | 2.54% | +0.06% | -8.77% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 2.46% | -0.45% | -14.16% | |
| 13 | CGDG | Cap Group Dividend Growers | ETF-Other | 2.25% | -0.20% | -10.09% | |
| 14 | RDVY | First Trust Rising Dividend | ETF-Other | 2.25% | +0.04% | -4.63% | |
| 15 | CGDV | Cap Group Dividend Value | ETF-Other | 2.07% | +0.02% | -34.35% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.97% | -1.41% | -0.97% | |
| 17 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.97% | -0.30% | -0.85% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.83% | -0.03% | -2.18% | |
| 19 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 1.78% | -0.04% | +31.77% | |
| 20 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 1.70% | -0.21% | +17.13% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | +0.11% | -0.65% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | +0.53% | -24.37% | |
| 23 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.07% | -0.13% | -49.80% | |
| 24 | CGCV | Cap Group Conservative Eq | ETF-Other | 1.03% | +0.17% | +310.07% | |
| 25 | FID | First Trust S&p Internationa | ETF-Other | 1.03% | -0.07% | +0.03% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.02% | -0.05% | — | |
| 27 | EMLP | First Trust North American E | ETF-Other | 0.99% | -0.33% | +0.64% | |
| 28 | TFC | Truist Financial CORP | Stock-Financials | 0.98% | -0.20% | -4.81% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | -0.09% | +4.74% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.71% | +0.01% | +3.32% | |
| 31 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.71% | -0.02% | -21.12% | |
| 32 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.62% | -0.03% | — | |
| 33 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.57% | -0.09% | -43.18% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.52% | +0.02% | -2.10% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.52% | -0.08% | -1.05% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.51% | -0.31% | +1.68% | |
| 37 | C | Citigroup Inc | Stock-Financials | 0.50% | -0.23% | +9.95% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.50% | -0.01% | +3.92% | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +2.08% | +103.16% | |
| 40 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.46% | -0.02% | — | |
| 41 | FDD | First Trust Stoxx Europe | ETF-Other | 0.46% | -0.08% | +0.51% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | +0.05% | +1.72% | |
| 43 | MFSV | Mfs Active Value | ETF-Other | 0.45% | +0.54% | — | |
| 44 | MAGS | Roundhill Magnificent Seven | ETF-Other | 0.44% | -0.01% | -10.30% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | -0.04% | +1.94% | |
| 46 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.43% | -0.06% | — | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.42% | -0.02% | -27.08% | |
| 48 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.42% | +0.01% | — | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.40% | +0.13% | — | |
| 50 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.40% | +0.01% | +8.03% |
According to official SEC Form 13F filings, BlueChip Wealth Advisors LLC reported a total U.S. public equity portfolio value of $263.8M across 147 disclosed positions in Q1 2026.
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 VUSB, SPY, SCHD) accounted for 22.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
PYLD
市值: $1.1M
Top Position Liquidated / Trimmed
SEIE
前期市值: $3.9M
During Q1 2026, BlueChip Wealth Advisors LLC's top holdings by market value included VUSB (6.5%)、SPY (6.0%)、SCHD (5.5%). The largest single position, VUSB, represented 6.5% of total portfolio value.
In Q1 2026, BlueChip Wealth Advisors LLC made 136 total portfolio adjustments, initiating 14 new buys, adding to 45 positions, trimming 53 holdings, and fully liquidating 24 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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