BlueChip Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, BlueChip Wealth Advisors LLC held in its portfolio 153 assets valued at $237,935,025 (i.e. $237.94M).
The most valuable assets in the portfolio included: FIRST TR EXCHANGE-TRADED FD ($16.69M), SPDR S&P 500 ETF TR ($14.00M), and VANGUARD BD INDEX FDS ($11.88M).
The chart below shows the top 10 valuable assets, and the table below shows the top 153 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BlueChip Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | 359907 | 16692373 | SHS |
| SPDR S&P 500 ETF TR | 20534 | 14002253 | TR UNIT |
| VANGUARD BD INDEX FDS | 238265 | 11875126 | VANGUARD ULTRA |
| SCHWAB STRATEGIC TR | 407222 | 11170100 | US DIVIDEND EQ |
| ISHARES TR | 132551 | 8748361 | CORE S&P MCP ETF |
| CAPITAL GROUP DIVIDEND VALUE | 168643 | 7359594 | SHS CREATION UNI |
| CAPITAL GROUP GROWTH ETF | 157557 | 7006558 | SHS CREATION UNI |
| ISHARES TR | 10202 | 6987851 | CORE S&P500 ETF |
| AFLAC INC | 58158 | 6413083 | COM |
| INVESCO QQQ TR | 10287 | 6319101 | UNIT SER 1 |
| SPDR GOLD TR | 15165 | 6010040 | GOLD SHS |
| CAPITAL GROUP DIVIDEND GROWE | 159068 | 5669173 | SHS ETF |
| FIRST TR EXCHANGE TRADED FD | 78618 | 5461593 | RISNG DIVD ACHIV |
| INVESCO EXCHANGE TRADED FD T | 26141 | 5007546 | S&P500 EQL WGT |
| AMPLIFY ETF TR | 108529 | 4829552 | CWP ENHANCED DIV |
| HOME DEPOT INC | 13806 | 4750609 | COM |
| FIRST TR EXCHANGE TRADED FD | 48322 | 4679503 | NASD TECH DIV |
| APPLE INC | 17146 | 4661412 | COM |
| NVIDIA CORPORATION | 21151 | 3944648 | COM |
| VANGUARD INDEX FDS | 6172 | 3870355 | S&P 500 ETF SHS |
| SEI EXCHANGE TRADED FUNDS | 118551 | 3856689 | SELECT INTL EQUI |
| DOUBLELINE ETF TRUST | 72362 | 3355032 | OPPORTUNISTIC CO |
| VANGUARD WELLINGTON FD | 30426 | 3090534 | SHORT TRM TAX EX |
| TRUIST FINL CORP | 51246 | 2521835 | COM |
| FIRST TR EXCHANGE TRADED FD | 111745 | 2296359 | S&P INTL DIVID |
| ISHARES TR | 26922 | 2278678 | CORE MSCI TOTAL |
| PACER FDS TR | 36754 | 2211492 | US CASH COWS 100 |
| MICROSOFT CORP | 4472 | 2162644 | COM |
| FIRST TR EXCHANGE-TRADED FD | 42078 | 2068135 | FT VEST S&P 500 |
| FIRST TR EXCHANGE-TRADED FD | 51553 | 1952312 | NO AMER ENERGY |
| ISHARES TR | 3677 | 1740207 | RUS 1000 GRW ETF |
| SEI EXCHANGE TRADED FUNDS | 58416 | 1632236 | SELECT SMALL CAP |
| AMERICAN CENTY ETF TR | 13450 | 1540299 | US QUALITY GROW |
| SEI EXCHANGE TRADED FUNDS | 47749 | 1486202 | SELECT EMERGING |
| FIRST TR EXCHANGE-TRADED FD | 35859 | 1374117 | SMID RISNG ETF |
| VANGUARD SPECIALIZED FUNDS | 6127 | 1346554 | DIV APP ETF |
| LISTED FDS TR | 19489 | 1285494 | ROUNDHILL MAGNIF |
| SPDR SERIES TRUST | 10832 | 1181395 | STATE STREET SPD |
| ISHARES TR | 9741 | 1170674 | CORE S&P SCP ETF |
| ISHARES BITCOIN TRUST ETF | 22622 | 1123182 | SHS BEN INT |
| ISHARES TR | 5148 | 1082862 | RUS 1000 VAL ETF |
| BERKSHIRE HATHAWAY INC DEL | 2148 | 1079693 | CL B NEW |
| SOUTHERN CO | 12360 | 1077778 | COM |
| CITIGROUP INC | 9206 | 1074248 | COM NEW |
| AMAZON COM INC | 4641 | 1071236 | COM |
| COCA COLA CO | 14967 | 1046340 | COM |
| FIRST TR EXCHANGE-TRADED FD | 58674 | 1026795 | COMMON SHS |
| PACER FDS TR | 22319 | 990295 | US SMALL CAP CAS |
| PROFESIONALLY MANAGED PORTFO | 14147 | 926770 | AKRE FOCUS ETF |
| CISCO SYS INC | 11887 | 915635 | COM |
| PROSHARES TR | 8255 | 859091 | S&P 500 DV ARIST |
| SSGA ACTIVE ETF TR | 20524 | 826093 | STATE STREET DOU |
| SCHWAB STRATEGIC TR | 27411 | 824242 | US MID-CAP ETF |
| ALPHABET INC | 2576 | 806288 | CAP STK CL A |
| PIMCO ETF TR | 7991 | 801818 | ENHAN SHRT MA AC |
| FIRST TR EXCHANGE-TRADED ALP | 8194 | 774371 | COM SHS |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| ALPHABET INC | 2372 | 744070 | CAP STK CL C |
| CONSTELLATION ENERGY CORP | 2038 | 719991 | COM |
| VISA INC | 2036 | 714221 | COM CL A |
| MCDONALDS CORP | 2291 | 700199 | COM |
| JANUS DETROIT STR TR | 13373 | 676411 | HENDRSON AAA CL |
| JANUS DETROIT STR TR | 13248 | 651008 | HENDRSN SHRT ETF |
| FIRST TR EXCHANGE-TRADED FD | 15234 | 637695 | FIRST TR TA HIYL |
| FIRST TR EXCHNG TRADED FD VI | 13296 | 589279 | SMITH OPPORT FXD |
| CAPITAL GROUP CONSERVATIVE E | 19254 | 587055 | SHS |
| FIRST TR EXCHANGE-TRADED FD | 16192 | 572400 | GROWTH STRENGTH |
| AUTOMATIC DATA PROCESSING IN | 2217 | 570279 | COM |
| ABBVIE INC | 2473 | 565056 | COM |
| VANGUARD ADMIRAL FDS INC | 2675 | 547974 | 500 VAL IDX FD |
| FIRST TR HIGH YIELD OPPRT 20 | 38850 | 546620 | COM |
| META PLATFORMS INC | 811 | 535506 | CL A |
| PALO ALTO NETWORKS INC | 2809 | 517415 | COM |
| FIRST TR EXCHANGE-TRADED FD | 19715 | 517322 | FT VEST RIS |
| ISHARES TR | 3724 | 509965 | RUS MD CP GR ETF |
| ISHARES TR | 9301 | 508859 | MSCI EMG MKT ETF |
| INVESCO EXCH TRADED FD TR II | 2000 | 505840 | NASDAQ 100 ETF |
| JOHNSON & JOHNSON | 2332 | 482607 | COM |
| ISHARES U S ETF TR | 9363 | 478449 | SHORT DURATION B |
| FIRST TR EXCH TRD ALPHDX FD | 6014 | 477791 | DEV MRK EX US |
| WALMART INC | 4260 | 474597 | COM |
| FIRST TR EXCHANGE TRAD FD VI | 17497 | 474169 | ALT ABSLT STRG |
| BLUEROCK PVT REAL ESTATE FD | 31367 | 470495 | COM |
| BROADCOM INC | 1356 | 469407 | COM |
| FIRST TR EXCHANGE-TRADED FD | 22058 | 468291 | CORE INVESTMENT |
| VANGUARD INDEX FDS | 1474 | 464016 | LARGE CAP ETF |
| FIRST TR EXCHANGE TRADED FD | 19546 | 461677 | BUYWRIT INCM ETF |
| EXXON MOBIL CORP | 3755 | 451877 | COM |
| ISHARES TR | 5563 | 444149 | MRGSTR MD CP GRW |
| FIRST TR EXCHANGE-TRADED FD | 12096 | 431487 | LUNT US FACTOR |
| BANK AMERICA CORP | 7838 | 431134 | COM |
| FIDELITY ETHEREUM FD | 14522 | 429997 | SHS |
| TESLA INC | 933 | 419589 | COM |
| FIRST TR EXCHANGE-TRADED FD | 4455 | 412139 | CAP STRENGTH ETF |
| BOEING CO | 1895 | 411442 | COM |
| ISHARES TR | 4218 | 406032 | RUS MID CAP ETF |
| FIRST TR EXCHNG TRADED FD VI | 23881 | 405879 | FLEXIBL MUN HIGH |
| SPDR INDEX SHS FDS | 9063 | 402488 | PORTFOLIO DEVLPD |
| CION INVT CORP | 41426 | 400592 | COM |
| ISHARES GOLD TR | 4925 | 399762 | ISHARES NEW |
| FIRST TR EXCHANGE-TRADED FD | 8161 | 383975 | MNGD FUTRS STRGY |
| ISHARES SILVER TR | 5947 | 383106 | ISHARES |
| INVESCO EXCHANGE TRADED FD T | 6363 | 377199 | S&P 500 TOP 50 |
| FIRST TR EXCHANGE-TRADED FD | 17748 | 376258 | INTERMEDIATE DUR |
| FIRST TR EXCHANGE TRADED FD | 12283 | 371806 | DJ GLBL DIVID |
| FIRST TR EXCHANGE-TRADED FD | 16700 | 364561 | LNG DUR OPRTUN |
| FIRST TR EXCHANGE-TRADED FD | 7189 | 359378 | FST LOW OPPT EFT |
| CONOCOPHILLIPS | 3793 | 355063 | COM |
| FIRST TR EXCHANGE TRADED FD | 16886 | 351567 | NASDAQ BUYWRITE |
| HUNT J B TRANS SVCS INC | 1731 | 336464 | COM |
| PEPSICO INC | 2336 | 335306 | COM |
| LISTED FDS TR | 15191 | 333985 | OVERLAY SHS SHRT |
| CHEVRON CORP NEW | 2174 | 331339 | COM |
| MATSON INC | 2560 | 316326 | COM |
| ISHARES TR | 2392 | 308908 | EXPND TEC SC ETF |
| REALTY INCOME CORP | 5444 | 306865 | COM |
| JANUS DETROIT STR TR | 4125 | 303451 | HENDERSN CAP ETF |
| ISHARES TR | 812 | 303242 | RUS 1000 ETF |
| ISHARES TR | 2092 | 295265 | SELECT DIVID ETF |
| SYSCO CORP | 4000 | 294760 | COM |
| PACER FDS TR | 7570 | 292808 | DEVELOPED MRKT |
| ABRDN PRECIOUS METALS BASKET | 1413 | 290513 | PHYSCL PRECS MET |
| ABBOTT LABS | 2298 | 287916 | COM |
| CHUBB LIMITED | 921 | 287462 | COM |
| PACER FDS TR | 11685 | 285157 | EMRG MKT CASH |
| PHILLIPS EDISON & CO INC | 7937 | 282319 | COMMON STOCK |
| ARISTA NETWORKS INC | 2127 | 278700 | COM SHS |
| COSTCO WHSL CORP NEW | 322 | 277865 | COM |
| JPMORGAN CHASE & CO. | 849 | 273426 | COM |
| ISHARES TR | 5170 | 273388 | ISHS 1-5YR INVS |
| VANGUARD TAX-MANAGED FDS | 4341 | 271183 | VAN FTSE DEV MKT |
| AMERICAN CENTY ETF TR | 4191 | 269103 | QUALITY DIVRSFED |
| SPDR S&P MIDCAP 400 ETF TR | 442 | 266650 | UTSER1 S&PDCRP |
| MERCK & CO INC | 2500 | 263150 | COM |
| ATLANTA BRAVES HLDGS INC | 6010 | 255365 | COM SER A |
| MASCO CORP | 4000 | 253840 | COM |
| ISHARES TR | 4107 | 252005 | GLB INFRASTR ETF |
| FIRST TR EXCH TRD ALPHDX FD | 3717 | 249690 | JAPAN ALPHADEX |
| SPDR INDEX SHS FDS | 5173 | 242148 | PORTFOLIO EMG MK |
| COHERENT CORP | 1285 | 237172 | COM |
| FIRST TR EXCH TRD ALPHDX FD | 4405 | 236789 | EUROPE ALPHADEX |
| NUVEEN MUN VALUE FD INC | 25445 | 230532 | COM |
| ISHARES TR | 4312 | 228020 | MRGSTR SM CP GR |
| FS KKR CAP CORP | 15095 | 223557 | COM |
| AT&T INC | 8934 | 221911 | COM |
| DIMENSIONAL ETF TRUST | 5461 | 216202 | US CORE EQUITY 2 |
| ISHARES TR | 4220 | 213448 | ULTRA SHORT DUR |
| FIRST TR EXCHANGE TRADED FD | 5580 | 210862 | NASDAQ BK ETF |
| LOWES COS INC | 850 | 204943 | COM |
| MICRON TECHNOLOGY INC | 712 | 203212 | COM |
| BLUE OWL CAPITAL CORPORATION | 15437 | 191882 | COM |
| NCR VOYIX CORPORATION | 18462 | 188312 | COM |
| DEFI TECHNOLOGIES INC | 40000 | 30184 | COM |
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