Investor
BlueChip Wealth Advisors LLC
CIK 0002015578 · filed 2026-05-05 · SEC filing
13F book
$227.8M
Positions
147
14 new · 24 sold
Largest name
6.5%
Vanguard Bd Index Fds
Est. mark
−$1.57M
Price effect on 133 names still held. Flow −$8.55M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds | — | 295.9K | $14.7M | 6.5% | −$13.1K | Added$2.86M |
| Spdr S&P 500 Etf Tr | — | 21.1K | $13.7M | 6.0% | −$648.2K | Added−$258K |
| Schwab Strategic Tr | — | 408.1K | $12.5M | 5.5% | $1.32M | Added$1.35M |
| Ishares Tr | — | 138.5K | $9.35M | 4.1% | $202.8K | Added$606.1K |
| First Tr Exchange-Traded Fd | — | 169.7K | $8.62M | 3.8% | $1.1M | Cut$882.8K |
| First Tr Exchange-Traded Fd | — | 178.2K | $8.38M | 3.7% | $169.3K | Cut−$60.5K |
| Invesco Exchange Traded Fd T | — | 40.6K | $7.8M | 3.4% | $9.44K | Added$2.79M |
| Ishares Tr | — | 10.3K | $6.76M | 3.0% | −$323.6K | Added−$232.8K |
| Aflac Inc | AFL | 58.2K | $6.38M | 2.8% | −$32.6K | Held |
| Invesco Qqq Tr | — | 10.1K | $5.82M | 2.6% | −$374.1K | Cut−$495.1K |
| Capital Group Growth Etf | — | 143.7K | $5.78M | 2.5% | −$615.2K | Cut−$1.23M |
| Spdr Gold Tr | — | 13K | $5.6M | 2.5% | $442.4K | Cut−$408.5K |
| Capital Group Dividend Growe | — | 143K | $5.13M | 2.3% | $37.2K | Cut−$534.5K |
| First Tr Exchange Traded Fd | — | 75K | $5.12M | 2.2% | −$89.2K | Cut−$342K |
| Capital Group Dividend Value | — | 110.7K | $4.71M | 2.1% | −$121.8K | Cut−$2.65M |
| Home Depot, Inc. | HD | 13.7K | $4.5M | 2.0% | −$208K | Cut−$254.1K |
| First Tr Exchange Traded Fd | — | 47.9K | $4.49M | 2.0% | −$152.4K | Cut−$192K |
| Apple Inc. | AAPL | 16.8K | $4.18M | 1.8% | −$380.1K | Cut−$481.5K |
| Vanguard Wellington Fd | — | 40.1K | $4.05M | 1.8% | −$13.2K | Added$964.3K |
| Doubleline Etf Trust | — | 84.8K | $3.88M | 1.7% | −$40.1K | Added$527.6K |
| Nvidia Corp | NVDA | 21K | $3.64M | 1.6% | −$276K | Cut−$301.7K |
| Vanguard Index Fds | — | 4.67K | $2.6M | 1.1% | −$329.1K | Cut−$1.27M |
| Amplify Etf Tr | — | 54.5K | $2.44M | 1.1% | $19K | Cut−$2.39M |
| Capital Group Conservative E | — | 79K | $2.35M | 1.0% | −$13.1K | Added$1.77M |
| First Tr Exchange Traded Fd | — | 111.8K | $2.34M | 1.0% | $44.1K | Added$44.9K |
| Ishares Tr | — | 26.9K | $2.33M | 1.0% | $53.8K | Held |
| First Tr Exchange-Traded Fd | — | 51.9K | $2.27M | 1.0% | $298.5K | Added$312.9K |
| Truist Finl Corp | — | 48.8K | $2.24M | 1.0% | −$158K | Cut−$279.4K |
| Microsoft Corp | MSFT | 4.68K | $1.71M | 0.8% | −$526.4K | Added−$448.8K |
| Ishares Tr | — | 3.8K | $1.62M | 0.7% | −$172.4K | Added−$120.4K |
| First Tr Exchange-Traded Fd | — | 33.2K | $1.62M | 0.7% | −$14.6K | Cut−$451.4K |
| First Tr Exchange-Traded Fd | — | 35.9K | $1.41M | 0.6% | $39.8K | Held |
| Pacer Fds Tr | — | 20.9K | $1.29M | 0.6% | $31.3K | Cut−$923.7K |
| Ishares Tr | — | 9.54K | $1.19M | 0.5% | $39.4K | Cut$14.7K |
| Southern Co | — | 12.2K | $1.18M | 0.5% | $114K | Cut$102.7K |
| Coca Cola Co | KO | 15.2K | $1.16M | 0.5% | $91.9K | Added$111.1K |
| Citigroup Inc | — | 10.1K | $1.15M | 0.5% | −$30.2K | Added$73.7K |
| Ishares Tr | — | 5.35K | $1.14M | 0.5% | $17.1K | Added$60.3K |
| Spdr Series Trust | — | 14.7K | $1.12M | 0.5% | −$26.6K | Added$543.4K |
| Pimco Etf Tr | — | 40.2K | $1.05M | 0.5% | — | New |
| First Tr Exchange-Traded Fd | — | 59K | $1.05M | 0.5% | $18.2K | Added$23.5K |
| Berkshire Hathaway Inc Del | — | 2.19K | $1.05M | 0.5% | −$50.4K | Added−$32.6K |
| Mfs Active Exchange Traded F | — | 38.3K | $1.02M | 0.4% | — | New |
| Listed Fds Tr | — | 17.5K | $1.01M | 0.4% | −$140.2K | Cut−$272.6K |
| Amazon Com Inc | AMZN | 4.73K | $985.3K | 0.4% | −$104.7K | Added−$85.9K |
| Capital Group International | — | 29.6K | $980.5K | 0.4% | — | New |
| Vanguard Specialized Funds | — | 4.47K | $960.8K | 0.4% | −$21.1K | Cut−$385.7K |
| Capital Group New Geography | — | 30.1K | $949.1K | 0.4% | — | New |
| Cisco Sys Inc | — | 11.9K | $922.3K | 0.4% | $6.71K | Held |
| Schwab Strategic Tr | — | 29.6K | $916.8K | 0.4% | $24.4K | Added$92.6K |
| First Tr Exchange-Traded Fd | — | 21.2K | $859.5K | 0.4% | −$19.7K | Added$221.8K |
| Ishares Bitcoin Trust Etf | IBIT | 22.2K | $852.5K | 0.4% | −$249.2K | Cut−$270.7K |
| Proshares Tr | — | 7.99K | $846.5K | 0.4% | $15.5K | Cut−$12.6K |
| Profesionally Managed Portfo | — | 14.1K | $743.5K | 0.3% | −$178.1K | Cut−$183.3K |
| Spdr Index Shs Fds | — | 16.2K | $738.7K | 0.3% | $11.2K | Added$336.2K |
| Abrdn Precious Metals Basket | — | 3.44K | $730.1K | 0.3% | $9.55K | Added$439.6K |
| Alphabet Inc | — | 2.54K | $729.3K | 0.3% | −$64.5K | Cut−$77K |
| Berkshire Hathaway Inc Del | — | 1 | $718.1K | 0.3% | −$36.7K | Held |
| Mcdonalds Corp | MCD | 2.29K | $712K | 0.3% | $11.8K | Held |
| First Tr Exchng Traded Fd Vi | — | 15.7K | $683.8K | 0.3% | −$9.71K | Added$94.6K |
| Rbb Fund Trust | — | 14.5K | $681.6K | 0.3% | — | New |
| Exxon Mobil Corp | — | 3.97K | $673.5K | 0.3% | $185.2K | Added$221.7K |
| Pacer Fds Tr | — | 15.9K | $668.5K | 0.3% | −$37.9K | Cut−$321.8K |
| Ishares Tr | — | 13K | $656.8K | 0.3% | $169 | Added$443.3K |
| First Tr Exchange-Traded Fd | — | 18.9K | $645K | 0.3% | −$21.1K | Added$72.6K |
| Sonida Senior Living, Inc. | SNDA | 19.7K | $636.2K | 0.3% | — | New |
| American Centy Etf Tr | — | 6.43K | $630.2K | 0.3% | −$106.4K | Cut−$910.1K |
| Constellation Energy Corp | CEG | 2.23K | $622.2K | 0.3% | −$150.8K | Added−$97.8K |
| Spdr Series Trust | — | 3.61K | $612.6K | 0.3% | $10.3K | Held |
| Visa Inc. | V | 2K | $603.4K | 0.3% | −$96.8K | Cut−$110.9K |
| Alphabet Inc | — | 2.08K | $598.2K | 0.3% | −$55.9K | Cut−$145.9K |
| First Tr Exchange-Traded Fd | — | 27.4K | $573.3K | 0.3% | −$5.96K | Added$105K |
| Fidelity Ethereum Fd | — | 27.1K | $566.3K | 0.2% | −$126.8K | Added$136.3K |
| Johnson & Johnson | JNJ | 2.31K | $564.9K | 0.2% | $86.6K | Cut$82.3K |
| Vanguard Admiral Fds Inc | — | 2.67K | $545.1K | 0.2% | −$2.84K | Held |
| Walmart Inc. | WMT | 4.26K | $529.4K | 0.2% | $54.8K | Held |
| First Tr Exch Trd Alphdx Fd | — | 6.01K | $522.8K | 0.2% | $45K | Held |
| First Tr Exchange Trad Fd Vi | — | 16.2K | $520.1K | 0.2% | $80.9K | Cut$45.9K |
| AbbVie Inc. | ABBV | 2.29K | $498.3K | 0.2% | −$25.2K | Cut−$66.8K |
| Ishares Tr | — | 3.81K | $488.4K | 0.2% | −$32.8K | Added−$21.6K |
| First Tr Exchange-Traded Fd | — | 2.23K | $482.7K | 0.2% | −$31.8K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 2K | $475.2K | 0.2% | −$30.6K | Held |
| Conocophillips | COP | 3.79K | $472.7K | 0.2% | $117.6K | Held |
| Meta Platforms, Inc. | META | 807 | $450K | 0.2% | −$82.8K | Cut−$85.5K |
| First Tr Exchange-Traded Fd | — | 21.3K | $441.7K | 0.2% | −$7.99K | Added$65.5K |
| Vanguard Index Fds | — | 1.47K | $440.5K | 0.2% | −$23.5K | Held |
| Palo Alto Networks Inc | PANW | 2.73K | $437.2K | 0.2% | −$65.1K | Cut−$80.2K |
| Spdr Series Trust | — | 9.63K | $436.8K | 0.2% | — | New |
| First Tr Exchange-Traded Fd | — | 20.1K | $434K | 0.2% | −$4.34K | Added$69.4K |
| Ishares Gold Tr | — | 4.88K | $430.4K | 0.2% | $34.1K | Cut$30.6K |
| Automatic Data Processing In | — | 2.11K | $428.7K | 0.2% | −$114K | Cut−$141.6K |
| First Tr Exchange-Traded Fd | — | 8.43K | $426.7K | 0.2% | $29.1K | Added$42.8K |
| First Tr Exchange-Traded Alp | — | 4.52K | $417.2K | 0.2% | $28K | Cut−$107K |
| First Tr Exchange-Traded Fd | — | 4.46K | $413.2K | 0.2% | $1.11K | Held |
| Coherent Corp. | COHR | 1.73K | $411.6K | 0.2% | $68.9K | Added$174.5K |
| Ishares Tr | — | 4.22K | $410.1K | 0.2% | $4.05K | Held |
| Ishares Silver Tr | — | 5.95K | $405.2K | 0.2% | $22.1K | Held |
| Matson, Inc. | MATX | 2.46K | $404.2K | 0.2% | $99.6K | Cut$87.9K |
| Spdr Index Shs Fds | — | 8.6K | $403.2K | 0.2% | $517 | Added$161.1K |
| First Tr Exchng Traded Fd Vi | — | 23.9K | $400.6K | 0.2% | −$5.28K | Held |
| Hunt J B Trans Svcs Inc | — | 1.86K | $393.4K | 0.2% | $30.2K | Added$56.9K |
| First Tr Exchange Traded Fd | — | 12.3K | $392.2K | 0.2% | $20.4K | Held |
| Tesla, Inc. | TSLA | 1.03K | $383.3K | 0.2% | −$72.7K | Added−$36.3K |
| Bank America Corp | — | 7.84K | $382.1K | 0.2% | −$49K | Held |
| Boeing Co | — | 1.95K | $381.1K | 0.2% | −$40.1K | Added−$30.3K |
| Chevron Corp New | CVX | 1.84K | $380.2K | 0.2% | $100.1K | Cut$48.9K |
| Broadcom Inc. | AVGO | 1.21K | $373.4K | 0.2% | −$44.1K | Cut−$96K |
| Pepsico Inc | PEP | 2.34K | $362.8K | 0.2% | $27.5K | Held |
| Vanguard Index Fds | — | 1.29K | $337.9K | 0.1% | — | New |
| Vanguard Tax-Managed Fds | — | 5.19K | $332.4K | 0.1% | $6.99K | Added$61.2K |
| Costco Whsl Corp New | — | 357 | $328.1K | 0.1% | $18.1K | Added$50.3K |
| Ishares Tr | — | 2.09K | $316.8K | 0.1% | $21.5K | Held |
| Bluerock Pvt Real Estate Fd | — | 18.8K | $311.9K | 0.1% | $30.2K | Cut−$158.6K |
| First Tr Exchange-Traded Fd | — | 6.08K | $303K | 0.1% | −$1.1K | Cut−$56.3K |
| Merck & Co., Inc. | MRK | 2.5K | $300.7K | 0.1% | $37.6K | Held |
| Chubb Limited | — | 921 | $300.2K | 0.1% | $12.7K | Held |
| Phillips Edison & Co Inc | — | 7.94K | $297K | 0.1% | $14.7K | Held |
| Pimco Etf Tr | — | 2.95K | $296.4K | 0.1% | $679 | Cut−$505.4K |
| First Tr Exch Trd Alphdx Fd | — | 4.08K | $295.8K | 0.1% | $20.2K | Added$46.2K |
| Ishares Tr | — | 812 | $289.5K | 0.1% | −$13.7K | Held |
| Sysco Corp | SYY | 4K | $285.3K | 0.1% | −$9.44K | Held |
| Ishares Tr | — | 4.26K | $285.2K | 0.1% | $23.2K | Added$33.1K |
| Atlanta Braves Hldgs Inc | — | 6.01K | $283.4K | 0.1% | $28K | Held |
| Realty Income Corp | O | 4.61K | $282K | 0.1% | $22.2K | Cut−$24.9K |
| First Tr Exch Trd Alphdx Fd | — | 5.08K | $277.5K | 0.1% | $3.77K | Added$40.7K |
| Invesco Exchange Traded Fd T | — | 5.02K | $273.9K | 0.1% | −$23.7K | Cut−$103.3K |
| Smartstop Self Storag Reit I | — | 9.03K | $273.5K | 0.1% | — | New |
| Spdr S&P Midcap 400 Etf Tr | — | 442 | $272.6K | 0.1% | $5.96K | Held |
| First Tr Exchange-Traded Alp | — | 2.11K | $257.1K | 0.1% | $6.98K | Held |
| Masco Corp | — | 4K | $241.5K | 0.1% | −$12.4K | Held |
| Jpmorgan Chase & Co. | — | 815 | $239.8K | 0.1% | −$22.7K | Cut−$33.7K |
| Ishares Tr | — | 4.63K | $238.7K | 0.1% | −$14.3K | Cut−$270.1K |
| Abbott Labs | ABT | 2.3K | $235.9K | 0.1% | −$52K | Held |
| At&T Inc | — | 8.06K | $233.7K | 0.1% | $33.5K | Cut$11.8K |
| Seagate Technology Hldngs Pl | — | 572 | $224.2K | 0.1% | — | New |
| Ge Aerospace | — | 765 | $217.1K | 0.1% | — | New |
| Dimensional Etf Trust | — | 5.46K | $212.2K | 0.1% | −$3.99K | Held |
| Ishares Tr | — | 2.63K | $207.1K | 0.1% | −$2.81K | Cut−$237.1K |
| Spdr Series Trust | — | 4.28K | $206.9K | 0.1% | — | New |
| Ishares Tr | — | 1.52K | $200.9K | 0.1% | — | New |
| Lowes Cos Inc | — | 850 | $200.8K | 0.1% | −$4.15K | Held |
| Cion Invt Corp | — | 24.7K | $168.8K | 0.1% | −$69.8K | Cut−$231.8K |
| Blue Owl Capital Corporation | — | 10.8K | $119.9K | 0.1% | −$14.8K | Cut−$72K |
| Ncr Voyix Corporation | — | 18.5K | $116.9K | 0.1% | −$71.4K | Held |
| Fs Kkr Cap Corp | — | 10.1K | $102.8K | 0.0% | −$46.7K | Cut−$120.8K |
| Defi Development Corp | — | 17.5K | $57.6K | 0.0% | — | New |
| Defi Technologies, Inc. | DEFT | 11K | $6.08K | 0.0% | −$2.22K | Cut−$24.1K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.