Q2 2026 13F · SEC CIK 2015578

BlueChip Wealth Advisors LLC

Wealth managerFiled 2026-07-30 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $263.8M
Reported positions: 172
Top holdings a year, 3 yrs: +14.0%
Assets under management: $666.4M

BlueChip Wealth Advisors LLC is a wealth manager that reported 172 positions worth $263.8M in its Q2 2026 13F, filed 2026-07-30. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 6.0%), Vanguard Bd Index Fds (VUSB, 5.4%), Schwab Strategic Tr (SCHD, 4.9%). A portfolio copying its top holdings returned 14.0% a year over the last 3 years, against 18.4% for the S&P 500.

BlueChip Wealth Advisors LLC holdings largest 50 of 172 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

BlueChip Wealth Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	6.0%	6.0%	21,365	+1.1%	$16.0M
VUSBVanguard Bd Index Fds	5.4%	6.5%	284,062	-4.0%	$14.1M
SCHDSchwab Strategic Tr	4.9%	5.5%	410,081	+0.5%	$13.0M
IJHIshares Tr	4.1%	4.1%	138,971	+0.3%	$10.7M
RSPInvesco Exchange Traded Fd T	3.4%	3.4%	42,230	+3.9%	$9.0M
FVDFirst Tr Exchange-Traded Fd	3.1%	3.7%	169,228	-5.0%	$8.2M
FDLFirst Tr Exchange-Traded Fd	3.0%	3.8%	163,113	-3.9%	$7.9M
IVVIshares Tr	2.9%	3.0%	10,285	-0.5%	$7.7M
QQQInvesco Qqq Tr	2.9%	2.6%	10,265	+1.7%	$7.6M
CGGRCapital Group Growth ETF	2.6%	2.5%	145,575	+1.3%	$6.9M
SPLGSpdr Series Trust	2.6%	0.5%	77,003	+425.0%	$6.8M
RDVYFirst Tr Exchange Traded Fd	2.3%	2.2%	74,587	-0.5%	$6.0M
CGDVCapital Group Dividend Value	2.1%	2.1%	111,650	+0.8%	$5.5M
CGDGCapital Group Divid Growers ETF	2.0%	2.3%	143,983	+0.7%	$5.4M
GLDSpdr Gold Tr	2.0%	2.5%	14,393	+10.6%	$5.3M
AAPLApple Inc	1.8%	1.8%	16,435	-2.0%	$4.8M
VTESVanguard Wellington Fd	1.7%	1.8%	45,299	+13.0%	$4.6M
NVDANvidia Corporation	1.7%	1.6%	22,563	+7.4%	$4.5M
VOOVanguard Index Fds	1.7%	1.1%	6,427	+37.7%	$4.4M
TDIVFirst Tr Exchange Traded Fd	1.7%	2.0%	38,234	-20.2%	$4.4M
DBNDDoubleline ETF Trust	1.5%	1.7%	85,933	+1.4%	$3.9M
SPDWSpdr Index Shs Fds	1.4%	—	73,830	—	$3.7M
CGCVCapital Group Conservative E	1.2%	1.0%	96,166	+21.8%	$3.2M
TFISpdr Series Trust	1.1%	—	60,552	—	$2.8M
MFSVMfs Active Exchange Traded F	1.0%	0.4%	91,486	+138.9%	$2.6M
IXUSIshares Tr	1.0%	1.0%	26,922	+0.0%	$2.6M
FIDFirst Tr Exchange Traded Fd	1.0%	1.0%	117,760	+5.3%	$2.5M
DIVOAmplify ETF Tr	0.9%	1.1%	54,329	-0.3%	$2.5M
TFCTruist Finl Corp	0.8%	1.0%	41,280	-15.4%	$2.1M
IWFIshares Tr	0.7%	0.7%	15,195	+300.0%	$1.9M
SPEMSpdr Index Shs Fds	0.7%	—	36,254	—	$1.9M
KNGFirst Tr Exchange-Traded Fd	0.7%	0.7%	36,027	+8.5%	$1.8M
EMLPFirst Tr Exchange-Traded Fd	0.7%	1.0%	39,828	-23.2%	$1.7M
MSFTMicrosoft Corp	0.7%	0.8%	4,632	-1.1%	$1.7M
SDVYFirst Tr Exchange Traded Fd	0.6%	0.6%	35,859	+0.0%	$1.5M
VFLOVictory Portfolios II Victoryshares Free	0.6%	—	33,648	—	$1.5M
HDHome Depot Inc	0.6%	2.0%	4,225	-69.1%	$1.5M
IJRIshares Tr	0.5%	0.5%	9,536	+0.0%	$1.4M
CSCOCisco Sys Inc	0.5%	0.4%	11,887	+0.0%	$1.4M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	2,688	+23.0%	$1.3M
IWDIshares Tr	0.5%	0.5%	5,350	+0.0%	$1.3M
COWZPacer Fds Tr	0.5%	0.6%	20,189	-3.3%	$1.3M
SOSouthern Co	0.4%	0.5%	12,157	-0.6%	$1.2M
PYLDPimco ETF Tr	0.4%	0.5%	43,606	+8.4%	$1.2M
MAGSListed Fds Tr	0.4%	0.4%	17,681	+1.1%	$1.1M
CGNGCapital Group New Geography	0.4%	0.4%	30,229	+0.5%	$1.1M
TCNNFTrulieve Cannabis Corp	0.4%	—	114,464	—	$1.1M
SCHMSchwab Strategic Tr	0.4%	0.4%	29,490	-0.4%	$1.1M
VIGVanguard Specialized Funds	0.4%	0.4%	4,469	+0.0%	$1.1M
SPTLSpdr Series Trust	0.4%	—	39,195	—	$1.0M

What BlueChip Wealth Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.0% /yr; S&P 500 +20.1%
3 years: +14.0% /yr; S&P 500 +18.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$263.8M	172
Q1 2026	$227.8M	147
Q4 2025	$237.9M	157
Q3 2025	$234.2M	155
Q2 2025	$224.6M	168
Q1 2025	$203.7M	152
Q4 2024	$180.3M	136
Q3 2024	$191.0M	152
Q2 2024	$169.8M	137
Q1 2024	$155.1M	122
Q4 2023	$142.6M	115

Questions about BlueChip Wealth Advisors LLC's portfolio

What stocks does BlueChip Wealth Advisors LLC own?

BlueChip Wealth Advisors LLC's latest 13F, for Q2 2026 and filed Jul 30, 2026, lists 172 positions worth $263.8M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 6.0%, Vanguard Bd Index Fds (VUSB) at 5.4%, Schwab Strategic Tr (SCHD) at 4.9%, Ishares Tr (IJH) at 4.1% and Invesco Exchange Traded Fd T (RSP) at 3.4%.

What did BlueChip Wealth Advisors LLC buy last quarter?

In Q2 2026, BlueChip Wealth Advisors LLC added Spdr Series Trust (SPLG) (+425.0% shares), Ishares Tr (IWF) (+300.0% shares) and Mfs Active Exchange Traded F (MFSV) (+138.9% shares), compared with its Q1 2026 filing.

What did BlueChip Wealth Advisors LLC sell last quarter?

In Q2 2026, BlueChip Wealth Advisors LLC cut from its top 50 Aflac Inc (AFL), cut from its top 50 Coca Cola Co (KO), cut from its top 50 Citigroup Inc (C), cut from its top 50 First Tr Exchange-Traded Fd (FDD), cut from its top 50 Amazon Com Inc (AMZN), Home Depot Inc (HD) (-69.1% shares), First Tr Exchange-Traded Fd (EMLP) (-23.2% shares) and First Tr Exchange Traded Fd (TDIV) (-20.2% shares), compared with its Q1 2026 filing.

How has BlueChip Wealth Advisors LLC's portfolio performed?

A portfolio copying BlueChip Wealth Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.0% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +18.0% against +20.1%.

When is BlueChip Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. BlueChip Wealth Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does BlueChip Wealth Advisors LLC manage?

BlueChip Wealth Advisors LLC reported $666.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $263.8M.