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Filers›Holding Co.›BlueChip Wealth Advisors LLC
DOSSIER · 13F-HR · Q1 2026

BlueChip Wealth Advisors LLC

BlueChip Wealth's holding co. based in Omaha, NE — $228M in tracked AUM across 147 positions as of Q1 2026.

BW
BlueChip Wealth·Omaha, NE·Holding Co.
CIK 0002015578 · last filed Mar 31, 2026
Total AUM
$228M
▼ 6.7%
vs prior
Holdings
147
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
15% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in BlueChip
haiku-4-5 · 147 positions indexed
Sector mix
  • Tech15%
  • Financials6%
  • Cons. Disc.40%
  • Communications6%
  • Energy18%
  • Other15%
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