§ 13F · FUND PROFILE
BlueChip Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $224.6T (13F)Positions · 168Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 21K | $14.0T | 5.9% | −2% |
| 2 | VUSB | VANGUARD BD INDEX FDS | 238K | $11.9T | 5.0% | +3% |
| 3 | SCHD | SCHWAB STRATEGIC TR | 407K | $11.2T | 4.7% | +4% |
| 4 | IJH | ISHARES TR | 133K | $8.7T | 3.7% | −4% |
| 5 | FVD | FIRST TR EXCHANGE-TRADED FD | 183K | $8.4T | 3.5% | −2% |
| 6 | FDL | FIRST TR EXCHANGE-TRADED FD | 175K | $7.7T | 3.3% | ±0% |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 169K | $7.4T | 3.1% | +2% |
| 8 | CGGR | CAPITAL GROUP GROWTH ETF | 158K | $7.0T | 2.9% | +6% |
| 9 | IVV | ISHARES TR | 10K | $7.0T | 2.9% | −4% |
| 10 | AFL | AFLAC INC | 58K | $6.4T | 2.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BLUECHIP SIGNAL
AC read
BlueChip Wealth Advisors LLC is a Other fund managing $224610.1 trillion in assets. The fund runs a portfolio of 168 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed