§ 13F · FUND PROFILE
BlueChip Wealth Advisors LLC.
AUM · $264M (13F)Positions · 172Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 21K | $16M | 6.0% | +1% |
| 2 | VUSB | VANGUARD BD INDEX FDS | 284K | $14M | 5.4% | −4% |
| 3 | SCHD | SCHWAB STRATEGIC TR | 410K | $13M | 4.9% | ±0% |
| 4 | IJH | ISHARES TR | 139K | $11M | 4.1% | ±0% |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | 42K | $9M | 3.4% | +4% |
| 6 | FVD | FIRST TR EXCHANGE-TRADED FD | 169K | $8M | 3.1% | −5% |
| 7 | FDL | FIRST TR EXCHANGE-TRADED FD | 163K | $8M | 3.0% | −4% |
| 8 | IVV | ISHARES TR | 10K | $8M | 2.9% | −1% |
| 9 | QQQ | INVESCO QQQ TR | 10K | $8M | 2.9% | +2% |
| 10 | CGGR | CAPITAL GROUP GROWTH ETF | 146K | $7M | 2.6% | +1% |
§ 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 $264 million in assets. The fund runs a portfolio of 172 positions.
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