Funds › BlueChip Wealth Advisors LLC
BlueChip Wealth Advisors LLC
13F for Q3 2026, filed Nov 3, 2026. 188 positions worth $298.4M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 3, 2026
Reported value
$298.4M
+$34.6M (13.1%) vs Q2 2026
Positions
188
172 in Q2 2026
Top 10 share
35.0%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 22,120 | $16.9M | 5.7% | +3.5% | 13F ↗ |
| 2 | Vanguard Bd Index Fds Vanguard Ultra | 298,361 | $14.8M | 5.0% | +5.0% | 13F ↗ |
| 3 | Schwab Strategic Tr Us Dividend Eq | 406,304 | $13.2M | 4.4% | -0.9% | 13F ↗ |
| 4 | iShares Tr Core S&P Mcp Etf | 137,282 | $9.9M | 3.3% | -1.2% | 13F ↗ |
| 5 | Invesco Exchange Traded Fd T S&P500 Eql Wgt | 42,823 | $8.9M | 3.0% | +1.4% | 13F ↗ |
| 6 | Spdr Series Trust St Str P500ETF | 97,247 | $8.7M | 2.9% | +26.3% | 13F ↗ |
| 7 | Invesco Qqq Tr | 11,041 | $8.2M | 2.7% | +7.6% | 13F ↗ |
| 8 | iShares Tr Core S&P500 Etf | 10,432 | $8.0M | 2.7% | +1.4% | 13F ↗ |
| 9 | First Tr Exchange-Traded Fd | 168,279 | $7.9M | 2.6% | -0.6% | 13F ↗ |
| 10 | First Tr Exchange-Traded Fd Etf | 160,118 | $7.9M | 2.6% | -1.8% | 13F ↗ |
| 11 | AAPL Apple Inc. | 21,199 | $7.1M | 2.4% | +29.0% | 13F ↗ |
| 12 | NVDA NVIDIA Corporation | 30,200 | $6.9M | 2.3% | +33.8% | 13F ↗ |
| 13 | Capital Group Growth ETF Units | 144,308 | $6.8M | 2.3% | -0.9% | 13F ↗ |
| 14 | GLD SPDR Gold Shares · Gold Shs | 16,014 | $6.1M | 2.0% | +11.3% | 13F ↗ |
| 15 | Capital Group Dividend Growe Shs Etf | 155,623 | $5.8M | 1.9% | +8.1% | 13F ↗ |
| 16 | First Tr Exchange Traded Fd Risng Divd Achiv | 72,972 | $5.7M | 1.9% | -2.2% | 13F ↗ |
| 17 | Vanguard Index Fds S&P 500 Etf Shs | 7,968 | $5.6M | 1.9% | +24.0% | 13F ↗ |
| 18 | Capital Group Dividend Value Units | 102,036 | $5.0M | 1.7% | -8.6% | 13F ↗ |
| 19 | Spdr Index Shs Fds St Str Po Ex Etf | 88,932 | $4.5M | 1.5% | +20.5% | 13F ↗ |
| 20 | First Tr Exchange Traded Fd Nasd Tech Div | 37,404 | $4.2M | 1.4% | -2.2% | 13F ↗ |
| 21 | Doubleline ETF Trust Oppo Core Bd Etf | 91,012 | $4.0M | 1.3% | +5.9% | 13F ↗ |
| 22 | iShares Tr Shrt Nat Mun Etf | 36,245 | $3.8M | 1.3% | New | 13F ↗ |
| 23 | Mfs Active Exchange Traded F Value Etf | 129,655 | $3.6M | 1.2% | +41.7% | 13F ↗ |
| 24 | Capital Group Conservative E | 111,691 | $3.6M | 1.2% | +16.1% | 13F ↗ |
| 25 | Spdr Series Trust St Str Nuvee Etf | 79,171 | $3.4M | 1.1% | +30.7% | 13F ↗ |
| 26 | MSFT Microsoft Corporation | 5,847 | $3.0M | 1.0% | +26.2% | 13F ↗ |
| 27 | Victory Portfolios II Etf | 57,913 | $3.0M | 1.0% | +72.1% | 13F ↗ |
| 28 | Rbb Fund Trust First Eagle Gbl | 57,649 | $2.9M | 1.0% | +177% | 13F ↗ |
| 29 | iShares Tr Core Msci Total | 26,922 | $2.6M | 0.9% | Unchanged | 13F ↗ |
| 30 | First Tr Exchange Traded Fd S&P Intl Divid | 114,040 | $2.5M | 0.9% | -3.2% | 13F ↗ |
| 31 | Spdr Index Shs Fds St Port Mark Etf | 44,378 | $2.3M | 0.8% | +22.4% | 13F ↗ |
| 32 | Pacer Fds Tr Us Cash Cows 100 | 31,618 | $2.1M | 0.7% | +56.6% | 13F ↗ |
| 33 | TFC Truist Financial Corporation | 41,984 | $1.9M | 0.7% | +1.7% | 13F ↗ |
| 34 | Vanguard Wellington Fd Short Trm Tax Ex | 19,657 | $1.9M | 0.6% | -56.6% | 13F ↗ |
| 35 | iShares Tr Rus 1000 Grw Etf | 15,195 | $1.9M | 0.6% | Unchanged | 13F ↗ |
| 36 | Amplify ETF Tr Cwp Enhanced Div | 39,368 | $1.8M | 0.6% | -27.5% | 13F ↗ |
| 37 | First Tr Exchange-Traded Fd Ft Vest S&P 500 | 35,891 | $1.7M | 0.6% | -0.4% | 13F ↗ |
| 38 | Pimco ETF Tr Multisector Bd | 67,667 | $1.7M | 0.6% | +55.2% | 13F ↗ |
| 39 | AMZN Amazon.com, Inc. | 6,797 | $1.7M | 0.6% | +59.1% | 13F ↗ |
| 40 | First Tr Exchange-Traded Fd No Amer Energy | 39,128 | $1.6M | 0.5% | -1.8% | 13F ↗ |
| 41 | Vanguard Specialized Funds Div App Etf | 6,729 | $1.6M | 0.5% | +50.6% | 13F ↗ |
| 42 | HD Home Depot, Inc. | 5,321 | $1.5M | 0.5% | +25.9% | 13F ↗ |
| 43 | First Tr Exchange Traded Fd Smid Risng Etf | 36,354 | $1.5M | 0.5% | +1.4% | 13F ↗ |
| 44 | GOOGL Alphabet Inc. Class A | 4,122 | $1.4M | 0.5% | +81.2% | 13F ↗ |
| 45 | GOOG Alphabet Inc. Class C | 4,138 | $1.4M | 0.5% | +97.2% | 13F ↗ |
| 46 | Vanguard Index Fds Mrngstr Grwt Etf | 15,155 | $1.4M | 0.5% | New | 13F ↗ |
| 47 | American Centy ETF Tr Us Quality Grow | 11,439 | $1.3M | 0.4% | +120% | 13F ↗ |
| 48 | iShares Tr Rus 1000 Val Etf | 5,350 | $1.3M | 0.4% | Unchanged | 13F ↗ |
| 49 | CSCO Cisco Systems, Inc. | 12,229 | $1.3M | 0.4% | +2.9% | 13F ↗ |
| 50 | SO Southern Company | 15,744 | $1.3M | 0.4% | +29.5% | 13F ↗ |
Showing the top 50 of 188 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
27 new, 84 added to, 41 trimmed, 11 exited, 36 unchanged. By estimated dollars.
New positions (27)
| iShares Tr Shrt Nat Mun Etf | 36,245 | New | $3.8M |
| Vanguard Index Fds Mrngstr Grwt Etf | 15,155 | New | $1.4M |
| TRLV Trulieve Cannabis Corp. · Sub Vtg Shs | 113,964 | New | $1.2M |
| Spdr Index Shs Fds Msci Acwi Exus | 16,614 | New | $671.4K |
| XOM ExxonMobil Holdings Corporation | 4,124 | New | $671.2K |
| Ssga Active ETF Tr Etf | 15,965 | New | $597.4K |
| Janus Detroit Str Tr Hendrsn Shrt Etf | 11,604 | New | $563.5K |
| GPN Global Payments Inc. | 6,237 | New | $509.4K |
| Spdr Index Shs Fds St Str Msci Em | 5,868 | New | $471.3K |
| iShares Tr National Mun Etf | 4,070 | New | $411.5K |
Added to (84)
| Rbb Fund Trust First Eagle Gbl | 57,649 | +177% | $1.8M |
| Spdr Series Trust St Str P500ETF | 97,247 | +26.3% | $1.8M |
| NVDA NVIDIA Corporation | 30,200 | +33.8% | $1.7M |
| AAPL Apple Inc. | 21,199 | +29.0% | $1.6M |
| Victory Portfolios II Etf | 57,913 | +72.1% | $1.2M |
| Vanguard Index Fds S&P 500 Etf Shs | 7,968 | +24.0% | $1.1M |
| Mfs Active Exchange Traded F Value Etf | 129,655 | +41.7% | $1.1M |
| Spdr Series Trust St Str Nuvee Etf | 79,171 | +30.7% | $796.3K |
| Ssga Active Tr State Street Us | 14,853 | +370% | $776.7K |
| Pacer Fds Tr Us Cash Cows 100 | 31,618 | +56.6% | $763.0K |
Trimmed (41)
| Vanguard Wellington Fd Short Trm Tax Ex | 19,657 | -56.6% | -$2.5M |
| Amplify ETF Tr Cwp Enhanced Div | 39,368 | -27.5% | -$695.6K |
| SNDA Sonida Senior Living, Inc. | 7,098 | -67.2% | -$546.5K |
| Capital Group Dividend Value Units | 102,036 | -8.6% | -$469.6K |
| C Citigroup, Inc. | 2,660 | -48.1% | -$318.8K |
| Capital Group International | 18,760 | -30.5% | -$296.6K |
| iShares Tr Ultra Short Dur | 12,294 | -20.5% | -$159.5K |
| First Tr Exchange-Traded Fd Etf | 160,118 | -1.8% | -$147.1K |
| First Tr Exchange Traded Fd Risng Divd Achiv | 72,972 | -2.2% | -$126.4K |
| Schwab Strategic Tr Us Dividend Eq | 406,304 | -0.9% | -$122.9K |
Exited (11)
| BRK-B Berkshire Hathaway Inc. Class B | 2,688 | Exited | -$1.3M |
| Trulieve Cannabis Corp Sub Vtg Shs *A* | 114,464 | Exited | -$1.1M |
| BRK-A Berkshire Hathaway Inc. Class A | 1 | Exited | -$748.9K |
| Exxon Mobil Corp | 3,870 | Exited | -$529.1K |
| Vanguard Mun Bd Fds Tax Exempt Bd | 6,200 | Exited | -$313.6K |
| O Realty Income Corporation | 4,609 | Exited | -$285.6K |
| SMA SmartStop Self Storage REIT, Inc. | 7,666 | Exited | -$249.1K |
| iShares Tr S&P Mc 400VL Etf | 1,516 | Exited | -$224.0K |
| GL Globe Life Inc. | 1,175 | Exited | -$209.9K |
| First Tr Exchange-Traded Fd Ft Vest Ris | 6,814 | Exited | -$200.3K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 3, 2026 | 13F-HR | 188 | $298.4M | Current | SEC ↗ |
| Q2 2026 | Jul 30, 2026 | 13F-HR | 172 | $263.8M | Current | SEC ↗ |
| Q1 2026 | May 5, 2026 | 13F-HR | 147 | $227.8M | Current | SEC ↗ |
| Q4 2025 | Feb 5, 2026 | 13F-HR | 157 | $237.9M | Current | SEC ↗ |
| Q3 2025 | Nov 6, 2025 | 13F-HR | 155 | $234.2M | Current | SEC ↗ |
| Q2 2025 | Jul 30, 2025 | 13F-HR | 168 | $224.6M | Current | SEC ↗ |
| Q1 2025 | May 6, 2025 | 13F-HR | 152 | $203.7M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer