BlueChip Wealth Advisors LLC

Est. AUM

$227.8M

13F long equity, this entity only

Positions

147

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$14.7M	295906	6.47%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$13.7M	21134	6.03%	SOLE
3	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$12.5M	408106	5.50%	SOLE
4	ISHARES TR	CORE S&P MCP ETF	$9.4M	138523	4.11%	SOLE
5	FIRST TR EXCHANGE-TRADED FD	SHS	$8.6M	169708	3.78%	SOLE
6	FIRST TR EXCHANGE-TRADED FD	SHS	$8.4M	178162	3.68%	SOLE
7	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$7.8M	40644	3.42%	SOLE
8	ISHARES TR	CORE S&P500 ETF	$6.8M	10341	2.97%	SOLE
9	AFLAC INC	COM	$6.4M	58158	2.80%	SOLE
10	INVESCO QQQ TR	UNIT SER 1	$5.8M	10090	2.56%	SOLE
11	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$5.8M	143737	2.54%	SOLE
12	SPDR GOLD TR	GOLD SHS	$5.6M	13018	2.46%	SOLE
13	CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$5.1M	143026	2.25%	SOLE
14	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$5.1M	74979	2.25%	SOLE
15	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$4.7M	110710	2.07%	SOLE
16	HOME DEPOT INC	COM	$4.5M	13672	1.97%	SOLE
17	FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$4.5M	47913	1.97%	SOLE
18	APPLE INC	COM	$4.2M	16773	1.83%	SOLE
19	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$4.1M	40091	1.78%	SOLE
20	DOUBLELINE ETF TRUST	OPPORTUNISTIC CO	$3.9M	84754	1.70%	SOLE
21	NVIDIA CORPORATION	COM	$3.6M	21013	1.60%	SOLE
22	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.6M	4668	1.14%	SOLE
23	AMPLIFY ETF TR	CWP ENHANCED DIV	$2.4M	54477	1.07%	SOLE
24	CAPITAL GROUP CONSERVATIVE E	SHS	$2.4M	78955	1.03%	SOLE
25	FIRST TR EXCHANGE TRADED FD	S&P INTL DIVID	$2.3M	111781	1.03%	SOLE
26	ISHARES TR	CORE MSCI TOTAL	$2.3M	26922	1.02%	SOLE
27	FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$2.3M	51883	0.99%	SOLE
28	TRUIST FINL CORP	COM	$2.2M	48780	0.98%	SOLE
29	MICROSOFT CORP	COM	$1.7M	4684	0.75%	SOLE
30	ISHARES TR	RUS 1000 GRW ETF	$1.6M	3799	0.71%	SOLE
31	FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$1.6M	33192	0.71%	SOLE
32	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$1.4M	35859	0.62%	SOLE
33	PACER FDS TR	US CASH COWS 100	$1.3M	20883	0.57%	SOLE
34	ISHARES TR	CORE S&P SCP ETF	$1.2M	9536	0.52%	SOLE
35	SOUTHERN CO	COM	$1.2M	12230	0.52%	SOLE
36	COCA COLA CO	COM	$1.2M	15219	0.51%	SOLE
37	CITIGROUP INC	COM NEW	$1.1M	10122	0.50%	SOLE
38	ISHARES TR	RUS 1000 VAL ETF	$1.1M	5350	0.50%	SOLE
39	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	14666	0.49%	SOLE
40	PIMCO ETF TR	MULTISECTOR BD	$1.1M	40223	0.46%	SOLE
41	FIRST TR EXCHANGE-TRADED FD	COMMON SHS	$1.1M	58972	0.46%	SOLE
42	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	2185	0.46%	SOLE
43	MFS ACTIVE EXCHANGE TRADED F	VALUE ETF	$1.0M	38287	0.45%	SOLE
44	LISTED FDS TR	ROUNDHILL MAGNIF	$1.0M	17481	0.44%	SOLE
45	AMAZON COM INC	COM	$985K	4731	0.43%	SOLE
46	CAPITAL GROUP INTERNATIONAL	SHS	$981K	29614	0.43%	SOLE
47	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$961K	4468	0.42%	SOLE
48	CAPITAL GROUP NEW GEOGRAPHY	SHS	$949K	30064	0.42%	SOLE
49	CISCO SYS INC	COM	$922K	11887	0.40%	SOLE
50	SCHWAB STRATEGIC TR	US MID-CAP ETF	$917K	29613	0.40%	SOLE

1–50 of 147

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.