BlueChip Wealth Advisors LLC

CIK

2015578

Location

Milton, GA

Portfolio Value

Small $262,293,214

Diversification

Diversified

Filing Date

Global Rank

#5,615 / 8,794 ▼ 7 · as of Jun 2026

Top Industry

Semiconductors 13.2%

Period ended 3 months ago

Filed Jul 30, 2026 · 2mo

11 quarters · since Dec 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

114 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.5%

+1.4 pts

Top 5

34.7%

−1.7 pts

Top 10

53.3%

+0.8 pts

HHI

388

Diversified+8

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	84.0%	$220,250,437	56
Technology	6.2%	$16,388,221	12
Financial Services	3.5%	$9,223,355	16
Consumer Cyclical	1.3%	$3,354,502	4
Healthcare	1.1%	$2,916,307	4
Industrials	0.9%	$2,379,241	7
Communication Services	0.9%	$2,348,426	3
Consumer Defensive	0.7%	$1,894,966	5
Utilities	0.7%	$1,825,948	2
Energy	0.4%	$1,177,093	3
Real Estate	0.2%	$534,718	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+112,671	130,950	$9,038,403
CWI	State Street SPDR MSCI ACWI ex-US ETF	+107,567	132,344	$6,621,684
—		+89,159	103,075	$4,468,181
BRCE	MFS Blended Research Core Equity ETF	+84,374	122,661	$3,558,461
ABI	VictoryShares Pioneer Asset-Based Income ETF	+48,609	94,274	$11,290,643
FSK	FS KKR Capital Corp	+22,681	32,776	$344,148
CGCV	Capital Group Conservative Equity ETF	+17,211	96,166	$3,156,168
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+12,581	222,575	$27,669,534
SLV	iShares Silver Trust	+10,200	16,147	$863,380
AFGR	First Trust Active Factor Large Cap Growth ETF	+8,788	48,357	$1,376,339
BPRE	Bluerock Private Real Estate Fund	+8,653	27,432	$356,890
—		+7,551	15,536	$872,501
ACVT	Advent Convertible Bond ETF	+6,344	20,847	$1,019,835
AIRR	First Trust RBA American Industrial Renaissance ETF	+5,908	276,440	$14,750,929
VFMF	Vanguard U.S. Multifactor ETF	+5,208	45,299	$4,589,241
FETH	Fidelity Ethereum Fund	+5,200	32,322	$508,748
BILZ	PIMCO Ultra Short Government Active ETF	+3,041	46,211	$1,419,041
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	+2,484	15,459	$781,916
SNDA	Sonida Senior Living, Inc.	+1,915	21,641	$882,952
FNDA	Schwab Fundamental U.S. Small Company ETF	+1,852	439,571	$14,090,964
CGGR	Capital Group Growth ETF	+1,838	145,575	$6,871,140
NVDA	Nvidia Corp	+1,550	22,563	$4,514,630
VB	Vanguard Morningstar Small-Cap ETF	+1,482	8,914	$5,211,712
GLD	Spdr Gold Trust	+1,375	14,393	$5,302,093
CAPE	DoubleLine Shiller CAPE U.S. Equities ETF	+1,179	85,933	$3,917,771
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	−11,844	284,062	$14,140,606
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	−9,485	364,021	$18,376,576
HD	Home Depot, Inc.	−9,447	4,225	$1,490,073
KO	Coca Cola Co	−8,741	6,478	$526,467
TFC	Truist Financial Corp	−7,500	41,280	$2,056,569
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	−5,090	66,165	$1,392,444
C	Citigroup Inc	−5,000	5,122	$716,875
CION	CION Investment Corp	−4,082	20,594	$128,300
CAAA	First Trust AAA CMBS ETF	−4,063	177,044	$6,290,835
CGIC	Capital Group International Core Equity ETF	−2,610	27,004	$982,675
SMA	SmartStop Self Storage REIT, Inc.	−1,365	7,666	$249,145
ACSG	American Century Small Cap Growth Insights ETF	−1,233	5,199	$613,741
AKRE	Akre Focus ETF	−1,202	12,866	$684,342
IBIT	iShares Bitcoin Trust ETF	−1,051	21,138	$703,684
ESBG	First Trust Enhanced Stocks, Bonds & Gold ETF	−794	15,411	$487,295
WMT	Walmart Inc.	−658	3,602	$407,962
AAAP	Pacer Barings CLO Market Flex ETF	−609	36,195	$2,065,818
MATX	Matson, Inc.	−597	1,868	$359,085
MCD	Mcdonalds Corp	−591	1,700	$459,527
BKF	iShares MSCI BIC ETF	−563	4,062	$277,881
COP	Conocophillips	−481	3,312	$344,315
AMZN	Amazon Com Inc	−460	4,271	$1,017,950
GLTR	abrdn Precious Metals Basket ETF Trust	−375	3,063	$554,862
BAC	Bank Of America Corp /De/	−350	7,488	$426,666
AAPL	Apple Inc.	−338	16,435	$4,755,631
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
TRLV	Trulieve Cannabis Corp.	114,464	$1,125,181
AFIX	Allspring Broad Market Core Bond ETF	28,757	$720,075
FTHY	First Trust High Yield Opportunities 2027 Term Fund	48,350	$662,395
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	12,285	$572,553
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	10,000	$506,550
MU	Micron Technology Inc	300	$346,287
VCRM	Vanguard Core Tax-Exempt Bond ETF	6,200	$313,596
SPCX	Space Exploration Technologies Corp	1,675	$286,190
INTC	Intel Corp	1,810	$252,730
NUV	Nuveen Municipal Value Fund Inc	25,445	$234,602
JA	Janus Henderson AA-A CLO ETF	2,403	$223,611
GEV	GE Vernova Inc.	190	$223,223
GL	Globe Life Inc.	1,175	$209,949
FCAL	First Trust California Municipal High income ETF	2,823	$208,337
ANET	Arista Networks, Inc.	1,210	$205,554
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
AFL	Aflac Inc	58,158	$6,380,514
ABBV	AbbVie Inc.	2,291	$498,269
PECO	Phillips Edison & Company, Inc.	7,937	$297,002
ABT	Abbott Laboratories	2,298	$235,935
T	At&T Inc.	8,061	$233,688
LOW	Lowes Companies Inc	850	$200,838
VYX	NCR Voyix Corp	18,462	$116,864
DFDV	DeFi Development Corp.	17,500	$57,575
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

114 tracked positions · $262,293,214 total · filing declares 172 positions · $263,784,645 · as of Jun 30, 2026

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

Showing 1–50 of 114 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	222,575	+12,581	$27,669,534	—	10.55%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Reduced	364,021	-9,485	$18,376,576	−0.9%	7.01%
SPY	Spdr S&P 500 ETF Trust	Added	21,365	+231	$15,954,741	+16.1%	6.08%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	276,440	+5,908	$14,750,929	+10.4%	5.62%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	284,062	-11,844	$14,140,606	−4.0%	5.39%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	439,571	+1,852	$14,090,964	+4.9%	5.37%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	94,274	+48,609	$11,290,643	+39.8%	4.30%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	130,950	+112,671	$9,038,403	+420.9%	3.45%
QQQ	Invesco Qqq Trust, Series 1	Added	10,265	+175	$7,559,146	+29.8%	2.88%
CGGR	Capital Group Growth ETF	Added	145,575	+1,838	$6,871,140	+18.9%	2.62%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	132,344	+107,567	$6,621,684	+479.9%	2.52%
CAAA	First Trust AAA CMBS ETF	Reduced	177,044	-4,063	$6,290,835	−3.1%	2.40%
CGDV	Capital Group Dividend Value ETF	Added	111,650	+940	$5,502,112	+16.8%	2.10%
CGDG	Capital Group Dividend Growers ETF	Added	143,983	+957	$5,400,802	+5.2%	2.06%
GLD	Spdr Gold Trust	Added	14,393	+1,375	$5,302,093	−5.3%	2.02%
VB	Vanguard Morningstar Small-Cap ETF	Added	8,914	+1,482	$5,211,712	+46.1%	1.99%
AAPL	Apple Inc. Technology	Reduced	16,435	-338	$4,755,631	+11.7%	1.81%
VFMF	Vanguard U.S. Multifactor ETF	Added	45,299	+5,208	$4,589,241	+13.2%	1.75%
NVDA	Nvidia Corp Technology	Added	22,563	+1,550	$4,514,630	+23.2%	1.72%
		Added	103,075	+89,159	$4,468,181	+594.1%	1.70%
CAPE	DoubleLine Shiller CAPE U.S. Equities ETF	Added	85,933	+1,179	$3,917,771	+0.9%	1.49%
BRCE	MFS Blended Research Core Equity ETF	Added	122,661	+84,374	$3,558,461	+247.7%	1.36%
CGCV	Capital Group Conservative Equity ETF	Added	96,166	+17,211	$3,156,168	+34.1%	1.20%
AIEQ	Amplify AI Powered Equity ETF	Reduced	54,329	-148	$2,482,835	+1.6%	0.95%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,689	+503	$2,093,898	+18.6%	0.80%
AAAP	Pacer Barings CLO Market Flex ETF	Reduced	36,195	-609	$2,065,818	+2.2%	0.79%
TFC	Truist Financial Corp Financial Services	Reduced	41,280	-7,500	$2,056,569	−8.3%	0.78%
MSFT	Microsoft Corp Technology	Reduced	4,632	-52	$1,727,828	−0.3%	0.66%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,373	-248	$1,554,302	+17.1%	0.59%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,225	-9,447	$1,490,073	−66.9%	0.57%
BILZ	PIMCO Ultra Short Government Active ETF	Added	46,211	+3,041	$1,419,041	+5.1%	0.54%
CSCO	Cisco Systems, Inc. Technology	Held	11,887	0	$1,396,247	+51.4%	0.53%
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	Reduced	66,165	-5,090	$1,392,444	−3.5%	0.53%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	48,357	+8,788	$1,376,339	+26.9%	0.52%
FCA	First Trust China AlphaDEX Fund	Held	15,171	0	$1,170,377	+6.8%	0.45%
SO	Southern Co Utilities	Reduced	12,157	-73	$1,163,546	−1.4%	0.44%
CGNG	Capital Group New Geography Equity ETF	Added	30,229	+165	$1,132,378	+19.3%	0.43%
TRLV	Trulieve Cannabis Corp. Healthcare	NEW	114,464	NEW	$1,125,181	NEW	0.43%
VIG	Vanguard Dividend Appreciation ETF	Added	4,469	+1	$1,057,454	+10.0%	0.40%
ACVT	Advent Convertible Bond ETF	Added	20,847	+6,344	$1,019,835	+49.6%	0.39%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,271	-460	$1,017,950	+3.3%	0.39%
CGIC	Capital Group International Core Equity ETF	Reduced	27,004	-2,610	$982,675	+0.2%	0.37%
PANW	Palo Alto Networks Inc Technology	Reduced	2,705	-22	$922,459	+111.0%	0.35%
SNDA	Sonida Senior Living, Inc. Healthcare	Added	21,641	+1,915	$882,952	+38.8%	0.34%
		Added	15,536	+7,551	$872,501	+106.1%	0.33%
SLV	iShares Silver Trust	Added	16,147	+10,200	$863,380	+113.1%	0.33%
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	Added	15,459	+2,484	$781,916	+19.1%	0.30%
FAB	First Trust Multi Cap Value AlphaDEX Fund	Held	6,627	0	$732,327	+8.6%	0.28%
AFIX	Allspring Broad Market Core Bond ETF	NEW	28,757	NEW	$720,075	NEW	0.27%
C	Citigroup Inc Financial Services	Reduced	5,122	-5,000	$716,875	−37.6%	0.27%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.