§ 13F · FUND PROFILE
BlueChip Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $234M (13F)Positions · 155Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VUSB | VANGUARD BD INDEX FDS | 296K | $15M | 6.5% | +24% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 21K | $14M | 6.0% | +3% |
| 3 | SCHD | SCHWAB STRATEGIC TR | 408K | $13M | 5.5% | ±0% |
| 4 | IJH | ISHARES TR | 139K | $9M | 4.1% | +5% |
| 5 | FDL | FIRST TR EXCHANGE-TRADED FD | 170K | $9M | 3.8% | −3% |
| 6 | FVD | FIRST TR EXCHANGE-TRADED FD | 178K | $8M | 3.7% | −3% |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | 41K | $8M | 3.4% | +55% |
| 8 | IVV | ISHARES TR | 10K | $7M | 3.0% | +1% |
| 9 | AFL | AFLAC INC | 58K | $6M | 2.8% | ±0% |
| 10 | QQQ | INVESCO QQQ TR | 10K | $6M | 2.6% | −2% |
§ 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 $234 million in assets. The fund runs a portfolio of 155 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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