Bluechip Wealth Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on November 3, 2026, Bluechip Wealth Advisors Llc disclosed 187 stock positions valued at approximately $298.39M as of quarter-end September 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, VANGUARD BD INDEX FDS, and SCHWAB STRATEGIC TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 187
- Portfolio Value
- $298.39M
Holdings by Sector
Bluechip Wealth Advisors Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 5.65% | 22,120 | +755 | +3.53% | $16,872,980 |
| VANGUARD BD INDEX FDS | VUSB | Other | 4.95% | 298,361 | +14,299 | +5.03% | $14,783,820 |
| SCHWAB STRATEGIC TR | SCHD | Other | 4.43% | 406,304 | -3,777 | -0.92% | $13,217,005 |
| ISHARES TR | IJH | Other | 3.31% | 137,282 | -1,689 | -1.22% | $9,877,515 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 2.99% | 42,823 | +593 | +1.40% | $8,907,231 |
| SPDR SERIES TRUST | SPLG | Other | 2.93% | 97,247 | +20,244 | +26.29% | $8,728,890 |
| INVESCO QQQ TR | QQQ | Other | 2.74% | 11,041 | +776 | +7.56% | $8,170,740 |
| ISHARES TR | IVV | Other | 2.68% | 10,432 | +147 | +1.43% | $7,989,642 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 2.65% | 168,279 | -949 | -0.56% | $7,893,968 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 2.64% | 160,118 | -2,995 | -1.84% | $7,863,394 |
| APPLE INC | AAPL | Technology | 2.37% | 21,199 | +4,764 | +28.99% | $7,060,085 |
| NVIDIA CORPORATION | NVDA | Technology | 2.31% | 30,200 | +7,637 | +33.85% | $6,897,188 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 2.29% | 144,308 | -1,267 | -0.87% | $6,844,614 |
| SPDR GOLD TR | GLD | Other | 2.04% | 16,014 | +1,621 | +11.26% | $6,098,774 |
| CAPITAL GROUP DIVIDEND GROWE | CGDG | Other | 1.93% | 155,623 | +11,640 | +8.08% | $5,762,715 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 1.91% | 72,972 | -1,615 | -2.17% | $5,712,976 |
| VANGUARD INDEX FDS | VOO | Other | 1.87% | 7,968 | +1,541 | +23.98% | $5,584,652 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 1.67% | 102,036 | -9,614 | -8.61% | $4,984,495 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.50% | 88,932 | +15,102 | +20.46% | $4,465,274 |
| FIRST TR EXCHANGE TRADED FD | TDIV | Other | 1.41% | 37,404 | -830 | -2.17% | $4,219,917 |
| DOUBLELINE ETF TRUST | DBND | Other | 1.33% | 91,012 | +5,079 | +5.91% | $3,957,253 |
| ISHARES TR | SUB | Other | 1.27% | 36,245 | +36,245 | +100.00% | $3,789,053 |
| MFS ACTIVE EXCHANGE TRADED F | MFSV | Other | 1.22% | 129,655 | +38,169 | +41.72% | $3,643,311 |
| CAPITAL GROUP CONSERVATIVE E | CGCV | Other | 1.20% | 111,691 | +15,525 | +16.14% | $3,583,039 |
| SPDR SERIES TRUST | TFI | Other | 1.13% | 79,171 | +18,619 | +30.75% | $3,386,144 |
| MICROSOFT CORP | MSFT | Technology | 1.01% | 5,847 | +1,215 | +26.23% | $2,998,996 |
| VICTORY PORTFOLIOS II | VFLO | Other | 0.99% | 57,913 | +24,265 | +72.11% | $2,964,568 |
| RBB FUND TRUST | 75526L886 | Other | 0.97% | 57,649 | +36,802 | +176.53% | $2,893,408 |
| ISHARES TR | IXUS | Other | 0.86% | 26,922 | - | - | $2,557,322 |
| FIRST TR EXCHANGE TRADED FD | FID | Other | 0.85% | 114,040 | -3,720 | -3.16% | $2,543,068 |
Showing 30 of 187 holdings in the latest reporting period.