BlueChip Wealth Advisors LLC 13F Holdings · Q2 2026
BlueChip Wealth Advisors LLC reported 172 securities worth $263.78M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (6.05%), VUSB (5.36%), SCHD (4.93%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $16.0M | 6.05% | 21,365 | Added |
| 2 | VUSB | VANGUARD BD INDEX FDS | $14.1M | 5.36% | 284,062 | Trimmed |
| 3 | SCHD | SCHWAB STRATEGIC TR | $13.0M | 4.93% | 410,081 | Added |
| 4 | IJH | ISHARES TR | $10.7M | 4.06% | 138,971 | Added |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | $9.0M | 3.41% | 42,230 | Added |
| 6 | FVD | FIRST TR EXCHANGE-TRADED FD | $8.2M | 3.09% | 169,228 | Trimmed |
| 7 | FDL | FIRST TR EXCHANGE-TRADED FD | $7.9M | 3.01% | 163,113 | Trimmed |
| 8 | IVV | ISHARES TR | $7.7M | 2.92% | 10,285 | Trimmed |
| 9 | QQQ | INVESCO QQQ TR | $7.6M | 2.87% | 10,265 | Added |
| 10 | CGGR | CAPITAL GROUP GROWTH ETF | $6.9M | 2.60% | 145,575 | Added |
| 11 | SPYM | SPDR SERIES TRUST | $6.8M | 2.57% | 77,003 | Added |
| 12 | RDVY | FIRST TR EXCHANGE TRADED FD | $6.0M | 2.29% | 74,587 | Trimmed |
| 13 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $5.5M | 2.09% | 111,650 | Added |
| 14 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $5.4M | 2.05% | 143,983 | Added |
| 15 | GLD | SPDR GOLD TR | $5.3M | 2.01% | 14,393 | Added |
| 16 | AAPL | APPLE INC | $4.8M | 1.80% | 16,435 | Trimmed |
| 17 | VTES | VANGUARD WELLINGTON FD | $4.6M | 1.74% | 45,299 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $4.5M | 1.71% | 22,563 | Added |
| 19 | TDIV | FIRST TR EXCHANGE TRADED FD | $4.4M | 1.67% | 38,234 | Trimmed |
| 20 | VOO | VANGUARD INDEX FDS | $4.4M | 1.67% | 6,427 | Added |
| 21 | DBND | DOUBLELINE ETF TRUST | $3.9M | 1.49% | 85,933 | Added |
| 22 | SPDW | SPDR INDEX SHS FDS | $3.7M | 1.41% | 73,830 | Added |
| 23 | CGCV | CAPITAL GROUP CONSERVATIVE E | $3.2M | 1.20% | 96,166 | Added |
| 24 | TFI | SPDR SERIES TRUST | $2.8M | 1.05% | 60,552 | Added |
| 25 | MFSV | MFS ACTIVE EXCHANGE TRADED F | $2.6M | 0.99% | 91,486 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR