Bluechip Wealth Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$227.8M
Q ending 2026-03-31
Prior quarter
$237.9M
Q ending 2025-12-31
Change
-4.3% QoQ · +11.9% YoY
Positions
147
reported holdings
Largest positions
Top 100 of 147 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Bd Index Fds | VUSB | Shares | $14.7M | 296K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $13.7M | 21K |
| Schwab Strategic Tr | SCHD | Shares | $12.5M | 408K |
| Ishares Tr | IJH | Shares | $9.4M | 139K |
| First Tr Exchange-Traded Fd | FDL | Shares | $8.6M | 170K |
| First Tr Exchange-Traded Fd | FVD | Shares | $8.4M | 178K |
| Invesco Exchange Traded Fd T | RSP | Shares | $7.8M | 41K |
| Ishares Tr | IVV | Shares | $6.8M | 10K |
| Aflac Inc | AFL | Shares | $6.4M | 58K |
| Invesco Qqq Tr | QQQ | Shares | $5.8M | 10K |
| Capital Group Growth Etf | CGGR | Shares | $5.8M | 144K |
| Spdr Gold Tr | GLD | Shares | $5.6M | 13K |
| Capital Group Dividend Growe | CGDG | Shares | $5.1M | 143K |
| First Tr Exchange Traded Fd | RDVY | Shares | $5.1M | 75K |
| Capital Group Dividend Value | CGDV | Shares | $4.7M | 111K |
| Home Depot Inc | HD | Shares | $4.5M | 14K |
| First Tr Exchange Traded Fd | TDIV | Shares | $4.5M | 48K |
| Apple Inc | AAPL | Shares | $4.2M | 17K |
| Vanguard Wellington Fd | VTES | Shares | $4.1M | 40K |
| Doubleline Etf Trust | DBND | Shares | $3.9M | 85K |
| Nvidia Corporation | NVDA | Shares | $3.6M | 21K |
| Vanguard Index Fds | VOO | Shares | $2.6M | 5K |
| Amplify Etf Tr | DIVO | Shares | $2.4M | 54K |
| Capital Group Conservative E | CGCV | Shares | $2.4M | 79K |
| First Tr Exchange Traded Fd | FID | Shares | $2.3M | 112K |
| Ishares Tr | IXUS | Shares | $2.3M | 27K |
| First Tr Exchange-Traded Fd | EMLP | Shares | $2.3M | 52K |
| Truist Finl Corp | TFC | Shares | $2.2M | 49K |
| Microsoft Corp | MSFT | Shares | $1.7M | 5K |
| Ishares Tr | IWF | Shares | $1.6M | 4K |
| First Tr Exchange-Traded Fd | KNG | Shares | $1.6M | 33K |
| First Tr Exchange Traded Fd | SDVY | Shares | $1.4M | 36K |
| Pacer Fds Tr | COWZ | Shares | $1.3M | 21K |
| Ishares Tr | IJR | Shares | $1.2M | 10K |
| Southern Co | SO | Shares | $1.2M | 12K |
| Coca Cola Co | KO | Shares | $1.2M | 15K |
| Citigroup Inc | C | Shares | $1.1M | 10K |
| Ishares Tr | IWD | Shares | $1.1M | 5K |
| Spdr Series Trust | SPYM | Shares | $1.1M | 15K |
| Pimco Etf Tr | PYLD | Shares | $1.1M | 40K |
| First Tr Exchange-Traded Fd | FDD | Shares | $1.1M | 59K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.0M | 2K |
| Mfs Active Exchange Traded F | MFSV | Shares | $1.0M | 38K |
| Listed Fds Tr | MAGS | Shares | $1.0M | 17K |
| Amazon Com Inc | AMZN | Shares | $985K | 5K |
| Capital Group International | CGIC | Shares | $981K | 30K |
| Vanguard Specialized Funds | VIG | Shares | $961K | 4K |
| Capital Group New Geography | CGNG | Shares | $949K | 30K |
| Cisco Sys Inc | CSCO | Shares | $922K | 12K |
| Schwab Strategic Tr | SCHM | Shares | $917K | 30K |
| First Tr Exchange-Traded Fd | HYLS | Shares | $860K | 21K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $853K | 22K |
| Proshares Tr | NOBL | Shares | $846K | 8K |
| Profesionally Managed Portfo | AKRE | Shares | $743K | 14K |
| Spdr Index Shs Fds | SPDW | Shares | $739K | 16K |
| Abrdn Precious Metals Basket | GLTR | Shares | $730K | 3K |
| Alphabet Inc | GOOGL | Shares | $729K | 3K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| Mcdonalds Corp | MCD | Shares | $712K | 2K |
| First Tr Exchng Traded Fd Vi | FIXD | Shares | $684K | 16K |
| Rbb Fund Trust | FEGE | Shares | $682K | 15K |
| Exxon Mobil Corp | XOM | Shares | $674K | 4K |
| Pacer Fds Tr | CALF | Shares | $668K | 16K |
| Ishares Tr | ICSH | Shares | $657K | 13K |
| First Tr Exchange-Traded Fd | FTGS | Shares | $645K | 19K |
| Sonida Senior Living Inc | SNDA | Shares | $636K | 20K |
| American Centy Etf Tr | QGRO | Shares | $630K | 6K |
| Constellation Energy Corp | CEG | Shares | $622K | 2K |
| Spdr Series Trust | DGT | Shares | $613K | 4K |
| Visa Inc | V | Shares | $603K | 2K |
| Alphabet Inc | GOOG | Shares | $598K | 2K |
| First Tr Exchange-Traded Fd | FTCB | Shares | $573K | 27K |
| Fidelity Ethereum Fd | FETH | Shares | $566K | 27K |
| Johnson & Johnson | JNJ | Shares | $565K | 2K |
| Vanguard Admiral Fds Inc | VOOV | Shares | $545K | 3K |
| Walmart Inc | WMT | Shares | $529K | 4K |
| First Tr Exch Trd Alphdx Fd | FDT | Shares | $523K | 6K |
| First Tr Exchange Trad Fd Vi | FAAR | Shares | $520K | 16K |
| Abbvie Inc | ABBV | Shares | $498K | 2K |
| Ishares Tr | IWP | Shares | $488K | 4K |
| First Tr Exchange-Traded Fd | QTEC | Shares | $483K | 2K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $475K | 2K |
| Conocophillips | COP | Shares | $473K | 4K |
| Meta Platforms Inc | META | Shares | $450K | 807 |
| First Tr Exchange-Traded Fd | FIIG | Shares | $442K | 21K |
| Vanguard Index Fds | VV | Shares | $441K | 1K |
| Palo Alto Networks Inc | PANW | Shares | $437K | 3K |
| Spdr Series Trust | TFI | Shares | $437K | 10K |
| First Tr Exchange-Traded Fd | LGOV | Shares | $434K | 20K |
| Ishares Gold Tr | IAU | Shares | $430K | 5K |
| Automatic Data Processing In | ADP | Shares | $429K | 2K |
| First Tr Exchange-Traded Fd | FMF | Shares | $427K | 8K |
| First Tr Exchange-Traded Alp | FTA | Shares | $417K | 5K |
| First Tr Exchange-Traded Fd | FTCS | Shares | $413K | 4K |
| Coherent Corp | COHR | Shares | $412K | 2K |
| Ishares Tr | IWR | Shares | $410K | 4K |
| Ishares Silver Tr | SLV | Shares | $405K | 6K |
| Matson Inc | MATX | Shares | $404K | 2K |
| Spdr Index Shs Fds | SPEM | Shares | $403K | 9K |
| First Tr Exchng Traded Fd Vi | MFLX | Shares | $401K | 24K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.