BlueChip Wealth Advisors LLC

CIK 0002015578 · MILTON, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source

BlueChip Wealth Advisors LLC reported 172 positions worth $263.8M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: SPY (6.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$263.8M
2026 Q2
Positions
172
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
38.3%
Est. Net Flow (Q)
2026 Q2
10 / 172 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYSTATE STR SPDR S&P 500 ETF TSH$16.0M6.05%21,365
2VUSBVANGUARD BD INDEX FDSSH$14.1M5.36%284,062
3SCHDSCHWAB STRATEGIC TRSH$13.0M4.93%410,081
4IJHISHARES TRSH$10.7M4.06%138,971
5RSPINVESCO EXCHANGE TRADED FD TSH$9.0M3.41%42,230
6FVDFIRST TR EXCHANGE-TRADED FDSH$8.2M3.09%169,228
7FDLFIRST TR EXCHANGE-TRADED FDSH$7.9M3.01%163,113
8IVVISHARES TRSH$7.7M2.92%10,285
9QQQINVESCO QQQ TRSH$7.6M2.87%10,265
10CGGRCAPITAL GROUP GROWTH ETFSH$6.9M2.60%145,575

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BlueChip Wealth Advisors LLC hold as of Q2 2026?

BlueChip Wealth Advisors LLC reported 172 positions worth $263.8M in its Q2 2026 13F filing. Largest positions: SPY (6.0%), VUSB (5.4%), SCHD (4.9%), IJH (4.1%) and RSP (3.4%).

What did BlueChip Wealth Advisors LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BlueChip Wealth Advisors LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.