BlueChip Wealth Advisors LLC

CIK

2015578

Location

Milton, GA

Portfolio Value

Micro $73,393,691

Diversification

Diversified

Filing Date

Global Rank

#5,928 / 8,232 ▲ 217

Top Industry

Insurance - Life 14.2%

3Y Alpha vs SPY

-3.0%

Period ended 2 months ago

Filed May 5, 2026 · 39d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+44.9%

SPY

+52.9%

Annualised alpha

-2.7%

Max drawdown

−16.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

65 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.7%

+0.3 pts

Top 5

49.1%

−0.2 pts

Top 10

66.9%

−1.3 pts

HHI

688

Diversified−2

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	38.8%	$28,448,545	9
Financial Services	17.9%	$13,110,196	14
Technology	17.1%	$12,569,420	10
Consumer Cyclical	9.2%	$6,778,040	5
Consumer Defensive	3.7%	$2,690,638	5
Healthcare	3.0%	$2,235,992	5
Utilities	2.5%	$1,802,608	2
Communication Services	2.3%	$1,708,019	4
Industrials	2.2%	$1,643,287	5
Energy	2.1%	$1,554,508	3
Real Estate	1.2%	$852,438	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
FETH	Fidelity Ethereum Fund	+12,600	27,122	$566,307
GLTR	abrdn Precious Metals Basket ETF Trust	+2,025	3,438	$751,959
C	Citigroup Inc	+916	10,122	$1,147,936
SPY	Spdr S&P 500 ETF Trust	+600	21,134	$13,744,285
COHR	Coherent Corp.	+443	1,728	$411,626
KO	Coca Cola Co	+252	15,219	$1,157,404
XOM	Exxon Mobil Corp	+215	3,970	$673,550
MSFT	Microsoft Corp	+212	4,684	$1,733,876
CEG	Constellation Energy Corp	+190	2,228	$622,169
JBHT	Hunt J B Transport Services Inc	+126	1,857	$393,498
TSLA	Tesla, Inc.	+98	1,031	$383,274
AMZN	Amazon Com Inc	+90	4,731	$985,325
BA	Boeing Co	+50	1,945	$387,113
BRK-B	Berkshire Hathaway Inc	+37	2,185	$1,047,052
COST	Costco Wholesale Corp /New	+35	357	$355,725
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DEFT	Defi Technologies, Inc.	−29,000	11,000	$6,083
CION	CION Investment Corp	−16,750	24,676	$168,783
BPRE	Bluerock Private Real Estate Fund	−12,588	18,779	$311,919
FSK	FS KKR Capital Corp	−5,000	10,095	$102,767
OBDC	Blue Owl Capital Corp	−4,600	10,837	$119,857
TFC	Truist Financial Corp	−2,466	48,780	$2,242,416
GLD	Spdr Gold Trust	−2,147	13,018	$5,601,515
T	At&T Inc.	−873	8,061	$233,688
O	Realty Income Corp	−835	4,609	$281,978
IBIT	iShares Bitcoin Trust ETF	−433	22,189	$852,501
AAPL	Apple Inc.	−373	16,773	$4,256,819
CVX	Chevron Corp	−336	1,838	$380,282
QQQ	Invesco Qqq Trust, Series 1	−197	10,090	$5,823,746
ABBV	AbbVie Inc.	−182	2,291	$498,269
AVGO	Broadcom Inc.	−150	1,206	$373,269
NVDA	Nvidia Corp	−138	21,013	$3,664,667
HD	Home Depot, Inc.	−134	13,672	$4,496,584
SO	Southern Co	−130	12,230	$1,180,439
ADP	Automatic Data Processing Inc	−107	2,110	$428,709
MATX	Matson, Inc.	−95	2,465	$404,112
PANW	Palo Alto Networks Inc	−82	2,727	$437,192
IAU	Ishares Gold Trust	−43	4,882	$430,397
V	Visa Inc.	−40	1,996	$603,271
GOOGL	Alphabet Inc.	−40	2,536	$729,252
JPM	Jpmorgan Chase & Co	−34	815	$239,740
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
SNDA	Sonida Senior Living, Inc.	19,726	$636,163
SMA	SmartStop Self Storage REIT, Inc.	9,031	$273,458
STX	Seagate Technology Holdings plc	572	$224,086
GE	General Electric Co	765	$217,084
DFDV	DeFi Development Corp.	17,500	$57,575
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
FTHY	First Trust High Yield Opportunities 2027 Term Fund	38,850	$546,619
ANET	Arista Networks, Inc.	2,127	$278,700
NUV	Nuveen Municipal Value Fund Inc	25,445	$230,531
MU	Micron Technology Inc	712	$203,211
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

65 positions · $73,393,691 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 65 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	21,134	+600	$13,744,285	−1.8%	18.73%
AFL	Aflac Inc Financial Services	Held	58,158	0	$6,380,514	−0.5%	8.69%
QQQ	Invesco Qqq Trust, Series 1	Reduced	10,090	-197	$5,823,746	−7.8%	7.93%
GLD	Spdr Gold Trust	Reduced	13,018	-2,147	$5,601,515	−6.8%	7.63%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	13,672	-134	$4,496,584	−5.3%	6.13%
AAPL	Apple Inc. Technology	Reduced	16,773	-373	$4,256,819	−8.7%	5.80%
NVDA	Nvidia Corp Technology	Reduced	21,013	-138	$3,664,667	−7.1%	4.99%
TFC	Truist Financial Corp Financial Services	Reduced	48,780	-2,466	$2,242,416	−11.1%	3.06%
MSFT	Microsoft Corp Technology	Added	4,684	+212	$1,733,876	−19.8%	2.36%
SO	Southern Co Utilities	Reduced	12,230	-130	$1,180,439	+9.5%	1.61%
KO	Coca Cola Co Consumer Defensive	Added	15,219	+252	$1,157,404	+10.6%	1.58%
C	Citigroup Inc Financial Services	Added	10,122	+916	$1,147,936	+6.9%	1.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,185	+37	$1,047,052	−3.0%	1.43%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,731	+90	$985,325	−8.0%	1.34%
CSCO	Cisco Systems, Inc. Technology	Held	11,887	0	$922,312	+0.7%	1.26%
IBIT	iShares Bitcoin Trust ETF	Reduced	22,189	-433	$852,501	−24.1%	1.16%
GLTR	abrdn Precious Metals Basket ETF Trust	Added	3,438	+2,025	$751,959	+158.8%	1.02%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,536	-40	$729,252	−9.6%	0.99%
MCD	Mcdonalds Corp Consumer Cyclical	Held	2,291	0	$712,019	+1.7%	0.97%
XOM	Exxon Mobil Corp Energy	Added	3,970	+215	$673,550	+49.1%	0.92%
SNDA	Sonida Senior Living, Inc. Healthcare	NEW	19,726	NEW	$636,163	NEW	0.87%
CEG	Constellation Energy Corp Utilities	Added	2,228	+190	$622,169	−13.6%	0.85%
V	Visa Inc. Financial Services	Reduced	1,996	-40	$603,271	−15.5%	0.82%
FETH	Fidelity Ethereum Fund	Added	27,122	+12,600	$566,307	+31.7%	0.77%
JNJ	Johnson & Johnson Healthcare	Reduced	2,311	-21	$564,900	+17.1%	0.77%
WMT	Walmart Inc. Consumer Defensive	Held	4,260	0	$529,432	+11.6%	0.72%
COP	Conocophillips Energy	Held	3,793	0	$500,676	+41.0%	0.68%
ABBV	AbbVie Inc. Healthcare	Reduced	2,291	-182	$498,269	−11.8%	0.68%
META	Meta Platforms, Inc. Communication Services	Reduced	807	-4	$461,708	−13.8%	0.63%
PANW	Palo Alto Networks Inc Technology	Reduced	2,727	-82	$437,192	−15.5%	0.60%
IAU	Ishares Gold Trust	Reduced	4,882	-43	$430,397	+7.7%	0.59%
ADP	Automatic Data Processing Inc Technology	Reduced	2,110	-107	$428,709	−24.8%	0.58%
COHR	Coherent Corp. Technology	Added	1,728	+443	$411,626	+73.6%	0.56%
SLV	iShares Silver Trust	Held	5,947	0	$405,228	+5.8%	0.55%
MATX	Matson, Inc. Industrials	Reduced	2,465	-95	$404,112	+27.8%	0.55%
JBHT	Hunt J B Transport Services Inc Industrials	Added	1,857	+126	$393,498	+17.0%	0.54%
BA	Boeing Co Industrials	Added	1,945	+50	$387,113	−5.9%	0.53%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,031	+98	$383,274	−8.7%	0.52%
BAC	Bank Of America Corp /De/ Financial Services	Held	7,838	0	$382,102	−11.4%	0.52%
CVX	Chevron Corp Energy	Reduced	1,838	-336	$380,282	+14.8%	0.52%
AVGO	Broadcom Inc. Technology	Reduced	1,206	-150	$373,269	−20.5%	0.51%
PEP	Pepsico Inc Consumer Defensive	Held	2,336	0	$362,757	+8.2%	0.49%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	357	+35	$355,725	+28.1%	0.48%
BPRE	Bluerock Private Real Estate Fund Financial Services	Reduced	18,779	-12,588	$311,919	−33.7%	0.42%
MRK	Merck & Co., Inc. Healthcare	Held	2,500	0	$300,725	+14.3%	0.41%
CB	Chubb Ltd Financial Services	Held	921	0	$300,181	+4.4%	0.41%
PECO	Phillips Edison & Company, Inc. Real Estate	Held	7,937	0	$297,002	+5.2%	0.40%
SYY	Sysco Corp Consumer Defensive	Held	4,000	0	$285,320	−3.2%	0.39%
BATRA	Atlanta Braves Holdings, Inc. Communication Services	Held	6,010	0	$283,371	+11.0%	0.39%
O	Realty Income Corp Real Estate	Reduced	4,609	-835	$281,978	−8.1%	0.38%