DOSSIER · 13F-HR · Q2 2026

BlueChip Wealth Advisors LLC

$264M in tracked AUM across 172 positions as of Q2 2026.

BW
CIK 0002015578 · last filed Jun 30, 2026
Total AUM
$264M
as of Q2 2026
Holdings
172
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

BlueChip Wealth Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$16M21K6.0%
02
VUSB
VANGUARD BD INDEX FDS
$14M284K5.4%
03
SCHD
SCHWAB STRATEGIC TR
$13M410K4.9%
04
IJH
ISHARES TR
$11M139K4.1%
05
RSP
INVESCO EXCHANGE TRADED FD T
$9M42K3.4%
06
FVD
FIRST TR EXCHANGE-TRADED FD
$8M169K3.1%
07
FDL
FIRST TR EXCHANGE-TRADED FD
$8M163K3.0%
08
IVV
ISHARES TR
$8M10K2.9%
09
QQQ
INVESCO QQQ TR
$8M10K2.9%
10
CGGR
CAPITAL GROUP GROWTH ETF
$7M146K2.6%

Filing history

2026Q2Jun 30
$264M 15.8%
172 positionsView →
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