BlueChip Wealth Advisors LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$227.8M

Reporting period: 2026-03-31 · Number of holdings: 147

BlueChip Wealth Advisors LLC disclosed 147 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $227.8M and a quarterly turnover rate of 25.1%.

Personality snowflake

Concentration: 10.08
Portfolio Stability: 25.07
Momentum/Contrarian: 100
Sector conviction: 60.5
Diversification: 100
Sizing Uniformity: 83.5

Recent moves

Add VUSB
+24.2%　$2.9M
Add RSP
+55.5%　$2.8M
Trim CGDV
-34.4%　-$2.6M
Trim DIVO
-49.8%　-$2.4M
Add SCHD
+0.2%　$1.4M
Add CGCV
+310.1%　$1.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VUSB	Vanguard Ultra Short Bond Et	ETF-Other	6.47%	+1.48%	+24.19%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	6.03%	—	+2.92%
3	SCHD	Schwab US Dvd Equity ETF	ETF-Other	5.50%	+0.81%	+0.22%
4	IJH	Ishares Core S&p Midcap ETF	ETF-Other	4.11%	+0.43%	+4.51%
5	FDL	First Trust Morn Dvd Lead In	ETF-Other	3.78%	+0.53%	-2.76%
6	FVD	First Trust Value Line Dvd	ETF-Other	3.68%	—	-2.72%
7	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	3.42%	+1.32%	+55.48%
8	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	2.97%	—	+1.36%
9	AFL	Aflac INC	Stock-Financials	2.80%	—	—
10	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	2.56%	-0.10%	-1.92%
11	CGGR	Cap Group Growth Equity	ETF-Other	2.54%	-0.40%	-8.77%
12	GLD	Spdr Gold Shares	ETF-Commodities	2.46%	-0.07%	-14.16%
13	CGDG	Cap Group Dividend Growers	ETF-Other	2.25%	-0.13%	-10.09%
14	RDVY	First Trust Rising Dividend	ETF-Other	2.25%	-0.05%	-4.63%
15	CGDV	Cap Group Dividend Value	ETF-Other	2.07%	-1.02%	-34.35%
16	HD	Home Depot INC	Stock-Consumer Disc	1.97%	—	-0.97%
17	TDIV	Ft Nasdaq Tech Dvd Index Fd	ETF-Tech	1.97%	—	-0.85%
18	AAPL	Apple INC	Stock-Tech	1.83%	-0.13%	-2.18%
19	VTES	Vanguard Sh Term Tax-ex Bond	ETF-Other	1.78%	+0.48%	+31.77%
20	DBND	Doubleline Oppor Cor Bnd-usd	ETF-Other	1.70%	+0.29%	+17.13%
21	NVDA	Nvidia CORP	Stock-Tech	1.60%	—	-0.65%
22	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.14%	-0.49%	-24.37%
23	DIVO	Amplify Cwp Enhan Divid ETF	ETF-Other	1.07%	-0.96%	-49.80%
24	CGCV	Cap Group Conservative Eq	ETF-Other	1.03%	+0.78%	+310.07%
25	FID	First Trust S&p Internationa	ETF-Other	1.03%	—	+0.03%
26	IXUS	Ishares Core Intl Stock ETF	ETF-Other	1.02%	—	—
27	EMLP	First Trust North American E	ETF-Other	0.99%	+0.17%	+0.64%
28	TFC	Truist Financial CORP	Stock-Financials	0.98%	—	-4.81%
29	MSFT	Microsoft CORP	Stock-Tech	0.75%	-0.16%	+4.74%
30	IWF	Ishares Russell 1000 Growth	ETF-Other	0.71%	—	+3.32%
31	KNG	Ft Vest S&p 500 Dvd Arst Trg	ETF-Large Cap & Growth	0.71%	-0.16%	-21.12%
32	SDVY	First Trust Smid Cap Rising	ETF-Other	0.62%	—	—
33	COWZ	Pacer US Cash Cows 100 ETF	ETF-Other	0.57%	-0.36%	-43.18%
34	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.52%	—	-2.10%
35	SO	Southern Co/the	Stock-Utilities	0.52%	—	-1.05%
36	KO	Coca-cola Co/the	Stock-Consumer Staples	0.51%	—	+1.68%
37	C	Citigroup INC	Stock-Financials	0.50%	—	+9.95%
38	IWD	Ishares Russell 1000 Value E	ETF-Other	0.50%	—	+3.92%
39	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	0.49%	+0.25%	+103.16%
40	PYLD	Pimco Multisector Bond Actv	ETF-Other	0.46%	+0.46%	NEW
41	FDD	First Trust Stoxx Europe	ETF-Other	0.46%	—	+0.51%
42	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.46%	—	+1.72%
43	MFSV	Mfs Active Value	ETF-Other	0.45%	+0.45%	NEW
44	MAGS	Roundhill Magnificent Seven	ETF-Other	0.44%	—	-10.30%
45	AMZN	Amazon.com INC	Stock-Consumer Disc	0.43%	—	+1.94%
46	CGIC	Cap Group Intl Core Eq	ETF-Other	0.43%	+0.43%	NEW
47	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.42%	-0.15%	-27.08%
48	CGNG	Cap Group New Geography Eq	ETF-Other	0.42%	+0.42%	NEW
49	CSCO	Cisco Systems INC	Stock-Tech	0.40%	—	—
50	SCHM	Schwab US Mid Cap ETF	ETF-Other	0.40%	—	+8.03%

1–50 of 147

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	147	$227.8M	25	1VUSB 2SPY 3SCHD Top holdings2026-03-31 1.VUSB 2.SPY 3.SCHD 4.IJH 5.FDL 6.FVD 7.RSP 8.IVV 9.AFL 10.QQQ
2025-12-31	157	$237.9M	13	1SPY 2VUSB 3SCHD Top holdings2025-12-31 1.SPY 2.VUSB 3.SCHD 4.IJH 5.FVD 6.FDL 7.CGDV 8.CGGR 9.IVV 10.AFL
2025-09-30	155	$234.2M	43	1SPY 2VUSB 3SCHD Top holdings2025-09-30 1.SPY 2.VUSB 3.SCHD 4.IJH 5.FVD 6.FDL 7.IVV 8.CGDV 9.CGGR 10.AFL
2025-06-30	168	$224.6M	0	1SPY 2VUSB 3SCHD Top holdings2025-06-30 1.SPY 2.VUSB 3.SCHD 4.FVD 5.IJH 6.FDL 7.IVV 8.QQQ 9.CGDV 10.CGGR
2025-03-31	152	$203.7M	0	1SPY 2SCHD 3FVD Top holdings2025-03-31 1.SPY 2.SCHD 3.FVD 4.IJH 5.FDL 6.VUSB 7.IVV 8.COWZ 9.QQQ 10.GLD
2024-12-31	136	$180.3M	0	1SPY 2SCHD 3IJH Top holdings2024-12-31 1.SPY 2.SCHD 3.IJH 4.FVD 5.COWZ 6.FDL 7.IVV 8.QQQ 9.RSP 10.CGGR
2024-09-30	152	$191.0M	0	1SPY 2SCHD 3IJH Top holdings2024-09-30 1.SPY 2.SCHD 3.IJH 4.FVD 5.COWZ 6.FDL 7.IVV 8.RSP 9.QQQ 10.AAPL
2024-06-30	137	$169.8M	0	1SPY 2SCHD 3IJH Top holdings2024-06-30 1.SPY 2.SCHD 3.IJH 4.FVD 5.COWZ 6.FDL 7.IVV 8.QQQ 9.RSP 10.RDVY
2024-03-31	122	$155.1M	0	1SCHD 2SPY 3IJH Top holdings2024-03-31 1.SCHD 2.SPY 3.IJH 4.FVD 5.RSP 6.COWZ 7.IVV 8.QQQ 9.FDL 10.RDVY
2023-12-31	115	$142.6M	0	1IJH 2RSP 3SPY Top holdings2023-12-31 1.IJH 2.RSP 3.SPY 4.SCHD 5.FVD 6.IVV 7.AAPL 8.QQQ 9.FDL 10.TFC

Holding changes this quarter

BlueChip Wealth Advisors LLC's most significant position changes for 2026-03-31: Sold out: Sei Select Intl Equity (SEIE); Sold out: Sei Select Small Cap ETF (SEIS); Sold out: Sei Select Em Mrkt Eq (SEEM); New buy: Pimco Multisector Bond Actv (PYLD); New buy: Mfs Active Value (MFSV).

Position changes disclosed by BlueChip Wealth Advisors LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VUSB	Vanguard Ultra Short Bond Et	+1.5%	+24.19%	Add
2	RSP	Invesco S&p 500 Equal Weight	+1.3%	+55.48%	Add
3	SCHD	Schwab US Dvd Equity ETF	+0.8%	+0.22%	Add
4	CGCV	Cap Group Conservative Eq	+0.8%	+310.07%	Add
5	FDL	First Trust Morn Dvd Lead In	+0.5%	-2.76%	Trim
6	VTES	Vanguard Sh Term Tax-ex Bond	+0.5%	+31.77%	Add
7	IJH	Ishares Core S&p Midcap ETF	+0.4%	+4.51%	Add
8	DBND	Doubleline Oppor Cor Bnd-usd	+0.3%	+17.13%	Add
9	SPYM	Ste Str Spdr Pt S&p 500 ETF	+0.3%	+103.16%	Add
10	ICSH	Ishares Ultra Short Duration	+0.2%	+207.46%	Add
11	GLTR	Abrdn Precious Metals Basket	+0.2%	+143.31%	Add
12	EMLP	First Trust North American E	+0.2%	+0.64%	Add
13	SPDW	Ste Str Spdr Pt Dw EU ETF	+0.2%	+78.54%	Add
14	RDVY	First Trust Rising Dividend	-0.1%	-4.63%	Trim
15	GLD	Spdr Gold Shares	-0.1%	-14.16%	Trim
16	QQQ	Invesco Qqq Trust Series 1	-0.1%	-1.92%	Trim
17	CGDG	Cap Group Dividend Growers	-0.1%	-10.09%	Trim
18	AAPL	Apple INC	-0.1%	-2.18%	Trim
19	CALF	Pcr US Sm Cp Csh Cws Etf-usd	-0.1%	-28.67%	Trim
20	VIG	Vanguard Dividend Apprec ETF	-0.2%	-27.08%	Trim
21	KNG	Ft Vest S&p 500 Dvd Arst Trg	-0.2%	-21.12%	Trim
22	MSFT	Microsoft CORP	-0.2%	+4.74%	Add
23	MINT	Pimco Enhanced Short Maturit	-0.2%	-63.12%	Trim
24	COWZ	Pacer US Cash Cows 100 ETF	-0.4%	-43.18%	Trim
25	QGRO	American Century US Quality	-0.4%	-52.18%	Trim
26	CGGR	Cap Group Growth Equity	-0.4%	-8.77%	Trim
27	VOO	Vanguard S&p 500 ETF	-0.5%	-24.37%	Trim
28	DIVO	Amplify Cwp Enhan Divid ETF	-1%	-49.80%	Trim
29	CGDV	Cap Group Dividend Value	-1%	-34.35%	Trim
30	SEIE	Sei Select Intl Equity	—	EXIT	Sold out
31	SEIS	Sei Select Small Cap ETF	—	EXIT	Sold out
32	SEEM	Sei Select Em Mrkt Eq	—	EXIT	Sold out
33	PYLD	Pimco Multisector Bond Actv	—	NEW	New buy
34	MFSV	Mfs Active Value	—	NEW	New buy
35	CGIC	Cap Group Intl Core Eq	—	NEW	New buy
36	CGNG	Cap Group New Geography Eq	—	NEW	New buy
37	TOTL	Ss Doubleline Tr Tact ETF	—	EXIT	Sold out
38	FEGE	First Eagle Gl Equity ETF	—	NEW	New buy
39	JAAA	Janus Henderson Aaa Clo ETF	—	EXIT	Sold out
40	VNLA	Janus Henderson Short Durati	—	EXIT	Sold out
41	SNDA	Sonida Senior Living INC	—	NEW	New buy
42	FTHY	First Trust Hi Yld Opp 2027	—	EXIT	Sold out
43	RDVI	Ft Vest Rising Dividend Achi	—	EXIT	Sold out
44	NEAR	Ishares Sh Dba ETF Usd INC	—	EXIT	Sold out
45	FTHI	Fthi/first Trust Exchange-tr	—	EXIT	Sold out
46	TFI	Ss Spdr N Ice Muni Bond ETF	—	NEW	New buy
47	FCTR	First Trust Lunt US Factor	—	EXIT	Sold out
48	FTQI	First Trust Nasdaq Buywrite	—	EXIT	Sold out
49	VB	Vanguard Small-cap ETF	—	NEW	New buy
50	OVT	Overlay Shares Shrt Term Bon	—	EXIT	Sold out

FAQ

What is BlueChip Wealth Advisors LLC and what type of investor is it?

BlueChip Wealth Advisors LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $227.8M, spread across 147 disclosed positions.

What are BlueChip Wealth Advisors LLC's largest equity positions?

Based on the latest 13F filing, BlueChip Wealth Advisors LLC's top holdings by market value are: 1. Vanguard Ultra Short Bond Et (VUSB) — $14.7M (6.5%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $13.7M (6.0%) 3. Schwab US Dvd Equity ETF (SCHD) — $12.5M (5.5%) 4. Ishares Core S&p Midcap ETF (IJH) — $9.4M (4.1%) 5. First Trust Morn Dvd Lead In (FDL) — $8.6M (3.8%)

What changes did BlueChip Wealth Advisors LLC make in its most recent portfolio filing?

In the latest reported quarter, BlueChip Wealth Advisors LLC made 50 notable position adjustments: 8 new positions were initiated, 13 existing holdings were added to, 16 positions were partially reduced, and 13 were completely exited. The largest of these moves: Sold out: Sei Select Intl Equity (SEIE); Sold out: Sei Select Small Cap ETF (SEIS); Sold out: Sei Select Em Mrkt Eq (SEEM); New buy: Pimco Multisector Bond Actv (PYLD); New buy: Mfs Active Value (MFSV)

What sectors does BlueChip Wealth Advisors LLC focus on?

BlueChip Wealth Advisors LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 29.3% • Information Technology: 28.4% • Consumer Discretionary: 15.4% • Consumer Staples: 6.1% • Communication Services: 4.6% • Utilities: 4.1%