Bluechip Wealth Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 30, 2026, Bluechip Wealth Advisors Llc disclosed 156 stock positions valued at approximately $263.78M as of quarter-end June 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, VANGUARD BD INDEX FDS, and SCHWAB STRATEGIC TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 156
- Portfolio Value
- $263.78M
Holdings by Sector
Bluechip Wealth Advisors Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 6.05% | 21,365 | +231 | +1.09% | $15,954,960 |
| VANGUARD BD INDEX FDS | VUSB | Other | 5.36% | 284,062 | -11,844 | -4.00% | $14,140,601 |
| SCHWAB STRATEGIC TR | SCHD | Other | 4.93% | 410,081 | +1,975 | +0.48% | $13,003,654 |
| ISHARES TR | IJH | Other | 4.06% | 138,971 | +448 | +0.32% | $10,716,018 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 3.41% | 42,230 | +1,586 | +3.90% | $8,985,192 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 3.09% | 169,228 | -8,934 | -5.01% | $8,153,407 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 3.01% | 163,113 | -6,595 | -3.89% | $7,937,080 |
| ISHARES TR | IVV | Other | 2.92% | 10,285 | -56 | -0.54% | $7,702,621 |
| INVESCO QQQ TR | QQQ | Other | 2.87% | 10,265 | +175 | +1.73% | $7,559,435 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 2.60% | 145,575 | +1,838 | +1.28% | $6,871,152 |
| SPDR SERIES TRUST | SPLG | Other | 2.57% | 77,003 | +62,337 | +425.04% | $6,767,024 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 2.29% | 74,587 | -392 | -0.52% | $6,046,022 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 2.09% | 111,650 | +940 | +0.85% | $5,502,117 |
| CAPITAL GROUP DIVIDEND GROWE | CGDG | Other | 2.05% | 143,983 | +957 | +0.67% | $5,400,801 |
| SPDR GOLD TR | GLD | Other | 2.01% | 14,393 | +1,375 | +10.56% | $5,302,093 |
| APPLE INC | AAPL | Technology | 1.80% | 16,435 | -338 | -2.02% | $4,755,706 |
| VANGUARD WELLINGTON FD | VTES | Other | 1.74% | 45,299 | +5,208 | +12.99% | $4,589,231 |
| NVIDIA CORPORATION | NVDA | Technology | 1.71% | 22,563 | +1,550 | +7.38% | $4,514,724 |
| VANGUARD INDEX FDS | VOO | Other | 1.67% | 6,427 | +1,759 | +37.68% | $4,413,728 |
| FIRST TR EXCHANGE TRADED FD | TDIV | Other | 1.67% | 38,234 | -9,679 | -20.20% | $4,392,322 |
| DOUBLELINE ETF TRUST | DBND | Other | 1.49% | 85,933 | +1,179 | +1.39% | $3,917,707 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.41% | 73,830 | +57,649 | +356.28% | $3,720,294 |
| SPDR SERIES TRUST | TFI | Other | 1.05% | 60,552 | +50,918 | +528.52% | $2,773,282 |
| ISHARES TR | IXUS | Other | 0.97% | 26,922 | - | - | $2,569,436 |
| FIRST TR EXCHANGE TRADED FD | FID | Other | 0.96% | 117,760 | +5,979 | +5.35% | $2,527,082 |
| AMPLIFY ETF TR | DIVO | Other | 0.94% | 54,329 | -148 | -0.27% | $2,482,845 |
| TRUIST FINL CORP | TFC | Financial Services | 0.78% | 41,280 | -7,500 | -15.38% | $2,056,589 |
| ISHARES TR | IWF | Other | 0.72% | 15,195 | +11,396 | +299.97% | $1,886,733 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.71% | 36,254 | +27,658 | +321.75% | $1,877,232 |
| FIRST TR EXCHANGE-TRADED FD | KNG | Other | 0.69% | 36,027 | +2,835 | +8.54% | $1,819,365 |
Showing 30 of 156 holdings in the latest reporting period.