Bluechip Wealth Advisors Llc Portfolio Stock Holdings
Bluechip Wealth Advisors Llc disclosed 147 stock positions valued at approximately $227.8 million in its latest SEC 13F filing. The largest holdings include VANGUARD BD INDEX FDS, STATE STR SPDR S&P 500 ETF T, and SCHWAB STRATEGIC TR. The filing reflects positions held as of March 31, 2026 and was filed on May 5, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 147
- Portfolio Value
- $227.8M
Holdings by Sector
Bluechip Wealth Advisors Llc Portfolio Holdings in Q1 2026
136 holdings in the latest reporting period.
Page 1 of 2
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | VUSB | Other | 6.47% | 295,906 | +57,641 | +24.19% | $14,731,659 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 6.03% | 21,134 | +600 | +2.92% | $13,744,250 |
| SCHWAB STRATEGIC TR | SCHD | Other | 5.50% | 408,106 | +884 | +0.22% | $12,520,700 |
| ISHARES TR | IJH | Other | 4.11% | 138,523 | +5,972 | +4.51% | $9,354,484 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 3.78% | 169,708 | -4,816 | -2.76% | $8,621,165 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 3.68% | 178,162 | -4,986 | -2.72% | $8,378,960 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 3.42% | 40,644 | +14,503 | +55.48% | $7,800,409 |
| ISHARES TR | IVV | Other | 2.97% | 10,341 | +139 | +1.36% | $6,755,095 |
| AFLAC INC | AFL | Financial Services | 2.80% | 58,158 | - | - | $6,380,514 |
| INVESCO QQQ TR | QQQ | Other | 2.56% | 10,090 | -197 | -1.92% | $5,823,972 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 2.54% | 143,737 | -13,820 | -8.77% | $5,776,777 |
| SPDR GOLD TR | GLD | Other | 2.46% | 13,018 | -2,147 | -14.16% | $5,601,517 |
| CAPITAL GROUP DIVIDEND GROWE | CGDG | Other | 2.25% | 143,026 | -16,042 | -10.08% | $5,134,623 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 2.25% | 74,979 | -3,639 | -4.63% | $5,119,564 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 2.07% | 110,710 | -57,933 | -34.35% | $4,709,618 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.97% | 13,672 | -134 | -0.97% | $4,496,516 |
| FIRST TR EXCHANGE TRADED FD | TDIV | Other | 1.97% | 47,913 | -409 | -0.85% | $4,487,531 |
| APPLE INC | AAPL | Technology | 1.83% | 16,773 | -373 | -2.18% | $4,179,895 |
| VANGUARD WELLINGTON FD | VTES | Other | 1.78% | 40,091 | +9,665 | +31.77% | $4,054,853 |
| DOUBLELINE ETF TRUST | DBND | Other | 1.70% | 84,754 | +12,392 | +17.13% | $3,882,599 |
| NVIDIA CORPORATION | NVDA | Technology | 1.60% | 21,013 | -138 | -0.65% | $3,642,919 |
| VANGUARD INDEX FDS | VOO | Other | 1.14% | 4,668 | -1,504 | -24.37% | $2,598,105 |
| AMPLIFY ETF TR | DIVO | Other | 1.07% | 54,477 | -54,052 | -49.80% | $2,443,274 |
| FIRST TR EXCHANGE TRADED FD | FID | Other | 1.03% | 111,781 | +36 | +0.03% | $2,341,252 |
| ISHARES TR | IXUS | Other | 1.02% | 26,922 | - | - | $2,332,522 |
| FIRST TR EXCHANGE-TRADED FD | EMLP | Other | 0.99% | 51,883 | +330 | +0.64% | $2,265,214 |
| TRUIST FINL CORP | TFC | Financial Services | 0.98% | 48,780 | -2,466 | -4.81% | $2,242,436 |
| MICROSOFT CORP | MSFT | Technology | 0.75% | 4,684 | +212 | +4.74% | $1,713,813 |
| ISHARES TR | IWF | Other | 0.71% | 3,799 | +122 | +3.32% | $1,619,788 |
| FIRST TR EXCHANGE-TRADED FD | KNG | Other | 0.71% | 33,192 | -8,886 | -21.12% | $1,616,783 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 0.62% | 35,859 | - | - | $1,413,921 |
| PACER FDS TR | COWZ | Other | 0.57% | 20,883 | -15,871 | -43.18% | $1,287,797 |
| ISHARES TR | IJR | Other | 0.52% | 9,536 | -205 | -2.10% | $1,185,420 |
| SOUTHERN CO | SO | Utilities | 0.52% | 12,230 | -130 | -1.05% | $1,180,449 |
| COCA COLA CO | KO | Consumer Defensive | 0.51% | 15,219 | +252 | +1.68% | $1,157,401 |
| CITIGROUP INC | C | Financial Services | 0.50% | 10,122 | +916 | +9.95% | $1,147,936 |
| ISHARES TR | IWD | Other | 0.50% | 5,350 | +202 | +3.92% | $1,143,166 |
| SPDR SERIES TRUST | SPLG | Other | 0.49% | 14,666 | +7,447 | +103.16% | $1,122,535 |
| PIMCO ETF TR | PYLD | Other | 0.46% | 40,223 | +40,223 | +100.00% | $1,053,843 |
| FIRST TR EXCHANGE-TRADED FD | FDD | Other | 0.46% | 58,972 | +298 | +0.51% | $1,050,291 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.46% | 2,185 | +37 | +1.72% | $1,047,052 |
| LISTED FDS TR | MAGS | Other | 0.44% | 17,481 | -2,008 | -10.30% | $1,012,849 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.43% | 4,731 | +90 | +1.94% | $985,326 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.42% | 4,468 | -1,659 | -27.08% | $960,805 |
| CISCO SYS INC | CSCO | Technology | 0.40% | 11,887 | - | - | $922,346 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.40% | 29,613 | +2,202 | +8.03% | $916,812 |
| FIRST TR EXCHANGE-TRADED FD | HYLS | Other | 0.38% | 21,186 | +5,952 | +39.07% | $859,517 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.37% | 22,189 | -433 | -1.91% | $852,501 |
| PROSHARES TR | NOBL | Other | 0.37% | 7,985 | -270 | -3.27% | $846,483 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.32% | 16,181 | +7,118 | +78.54% | $738,663 |
| ABRDN PRECIOUS METALS BASKET | GLTR | Other | 0.32% | 3,438 | +2,025 | +143.31% | $730,087 |
| ALPHABET INC | GOOGL | Communication Services | 0.32% | 2,536 | -40 | -1.55% | $729,251 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.32% | 1 | - | - | $718,140 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.31% | 2,291 | - | - | $712,021 |
| FIRST TR EXCHNG TRADED FD VI | FIXD | Other | 0.30% | 15,688 | +2,392 | +17.99% | $683,840 |
| RBB FUND TRUST | 75526L886 | Other | 0.30% | 14,503 | +14,503 | +100.00% | $681,641 |
| EXXON MOBIL CORP | XOM | Energy | 0.30% | 3,970 | +215 | +5.73% | $673,550 |
| PACER FDS TR | CALF | Other | 0.29% | 15,921 | -6,398 | -28.67% | $668,475 |
| ISHARES TR | ICSH | Other | 0.29% | 12,975 | +8,755 | +207.46% | $656,795 |
| FIRST TR EXCHANGE-TRADED FD | FTGS | Other | 0.28% | 18,946 | +2,754 | +17.01% | $645,028 |
| SONIDA SENIOR LIVING INC | SNDA | Healthcare | 0.28% | 19,726 | +19,726 | +100.00% | $636,164 |
| AMERICAN CENTY ETF TR | QGRO | Other | 0.28% | 6,432 | -7,018 | -52.18% | $630,183 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.27% | 2,228 | +190 | +9.32% | $622,219 |
| SPDR SERIES TRUST | DGT | Other | 0.27% | 3,613 | - | - | $612,577 |
| VISA INC | V | Financial Services | 0.26% | 1,996 | -40 | -1.96% | $603,361 |
| ALPHABET INC | GOOG | Communication Services | 0.26% | 2,085 | -287 | -12.10% | $598,179 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.25% | 2,311 | -21 | -0.90% | $564,902 |
| VANGUARD ADMIRAL FDS INC | VOOV | Other | 0.24% | 2,675 | - | - | $545,138 |
| WALMART INC | WMT | Consumer Defensive | 0.23% | 4,260 | - | - | $529,422 |
| FIRST TR EXCH TRD ALPHDX FD | FDT | Other | 0.23% | 6,014 | - | - | $522,796 |
| FIRST TR EXCHANGE TRAD FD VI | FAAR | Other | 0.23% | 16,205 | -1,292 | -7.38% | $520,076 |
| ABBVIE INC | ABBV | Healthcare | 0.22% | 2,291 | -182 | -7.36% | $498,270 |
| ISHARES TR | IWP | Other | 0.21% | 3,812 | +88 | +2.36% | $488,394 |
| FIRST TR EXCHANGE-TRADED FD | QTEC | Other | 0.21% | 2,235 | - | - | $482,715 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.21% | 2,000 | - | - | $475,240 |
| CONOCOPHILLIPS | COP | Energy | 0.21% | 3,793 | - | - | $472,692 |
| META PLATFORMS INC | META | Communication Services | 0.20% | 807 | -4 | -0.49% | $450,019 |
| FIRST TR EXCHANGE-TRADED FD | FIIG | Other | 0.19% | 21,289 | +3,541 | +19.95% | $441,747 |
| VANGUARD INDEX FDS | VV | Other | 0.19% | 1,474 | - | - | $440,506 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.19% | 2,727 | -82 | -2.92% | $437,190 |
| SPDR SERIES TRUST | TFI | Other | 0.19% | 9,634 | +9,634 | +100.00% | $436,806 |
| FIRST TR EXCHANGE-TRADED FD | LGOV | Other | 0.19% | 20,121 | +3,421 | +20.49% | $434,010 |
| ISHARES GOLD TR | IAU | Other | 0.19% | 4,882 | -43 | -0.87% | $430,397 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.19% | 2,110 | -107 | -4.83% | $428,710 |
| FIRST TR EXCHANGE-TRADED FD | FMF | Other | 0.19% | 8,430 | +269 | +3.30% | $426,727 |
| FIRST TR EXCHANGE-TRADED ALP | FTA | Other | 0.18% | 4,518 | -1,567 | -25.75% | $417,237 |
| FIRST TR EXCHANGE-TRADED FD | FTCS | Other | 0.18% | 4,455 | - | - | $413,246 |
| COHERENT CORP | COHR | Technology | 0.18% | 1,728 | +443 | +34.47% | $411,627 |
| ISHARES TR | IWR | Other | 0.18% | 4,218 | - | - | $410,081 |
| ISHARES SILVER TR | SLV | Other | 0.18% | 5,947 | - | - | $405,228 |
| MATSON INC | MATX | Industrials | 0.18% | 2,465 | -95 | -3.71% | $404,194 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.18% | 8,596 | +3,423 | +66.17% | $403,238 |
| HUNT J B TRANS SVCS INC | JBHT | Industrials | 0.17% | 1,857 | +126 | +7.28% | $393,401 |
| FIRST TR EXCHANGE-TRADED FD | FGD | Other | 0.17% | 12,283 | - | - | $392,196 |
| TESLA INC | TSLA | Consumer Cyclical | 0.17% | 1,031 | +98 | +10.50% | $383,276 |
| BANK AMERICA CORP | BAC | Financial Services | 0.17% | 7,838 | - | - | $382,141 |
| BOEING CO | BA | Industrials | 0.17% | 1,945 | +50 | +2.64% | $381,143 |
| CHEVRON CORPORATION | CVX | Energy | 0.17% | 1,838 | -336 | -15.46% | $380,239 |
| BROADCOM INC | AVGO | Technology | 0.16% | 1,206 | -150 | -11.06% | $373,387 |
| PEPSICO INC | PEP | Consumer Defensive | 0.16% | 2,336 | - | - | $362,804 |