BlueChip Wealth Advisors LLC

CIK

2015578

Location

Milton, GA

Portfolio Value

Micro $73,393,691

Diversification

Diversified

Filing Date

Global Rank

#6,301 / 8,623 ▲ 81 · as of Mar 2026

Top Industry

Insurance - Life 14.2%

3Y Alpha vs SPY

-2.2%

Period ended 4 months ago

Filed May 5, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+46.2%

SPY

+50.3%

Annualised alpha

-1.3%

Max drawdown

−16.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.

Portfolio Concentration

65 tracked 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	ExxonMobil Holdings 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 tracked positions · $73,393,691 total · filing declares 147 positions · $227,817,992 · 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	ExxonMobil Holdings 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%

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.