DOSSIER · 13F-HR · Q1 2026

BlueChip Wealth Advisors LLC

$228M in tracked AUM across 147 positions as of Q1 2026.

BW
CIK 0002015578 · last filed Mar 31, 2026
Total AUM
$228M
as of Q1 2026
Holdings
147
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

BlueChip Wealth Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VUSB
VANGUARD BD INDEX FDS
$15M296K6.5%
02
SPY
STATE STR SPDR S&P 500 ETF T
$14M21K6.0%
03
SCHD
SCHWAB STRATEGIC TR
$13M408K5.5%
04
IJH
ISHARES TR
$9M139K4.1%
05
FDL
FIRST TR EXCHANGE-TRADED FD
$9M170K3.8%
06
FVD
FIRST TR EXCHANGE-TRADED FD
$8M178K3.7%
07
RSP
INVESCO EXCHANGE TRADED FD T
$8M41K3.4%
08
IVV
ISHARES TR
$7M10K3.0%
09
AFL
AFLAC INC
$6M58K2.8%
10
QQQ
INVESCO QQQ TR
$6M10K2.6%

Filing history

2026Q1Mar 31
$228M 4.3%
147 positionsView →
2025Q4Dec 31
$238M 1.6%
157 positionsView →
2025Q3Sep 30
$234M 4.3%
155 positionsView →
2025Q2Jun 30
$225M 10.3%
168 positionsLocked
2025Q1Mar 31
$204M 13.0%
152 positionsLocked
2024Q4Dec 31
$180M 5.6%
136 positionsLocked
2024Q3Sep 30
$191M 12.5%
152 positionsLocked
2024Q2Jun 30
$170M 9.5%
137 positionsLocked
2024Q1Mar 31
$155M 8.7%
122 positionsLocked
2023Q4Dec 31
$143M
115 positionsLocked