BlueChip Wealth Advisors LLC
CIK: 0002015578SEC EDGAR →
Portfolio Value
$237.9B
Holdings
157
As of
Q4 2025
New Positions
157
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 20,534 | $14.0B | 5.88% |
| 2 | VANGUARD BD INDEX FDS | 238,265 | $11.9B | 4.99% |
| 3 | SCHWAB STRATEGIC TR | 407,222 | $11.2B | 4.69% |
| 4 | ISHARES TR | 132,551 | $8.7B | 3.68% |
| 5 | FIRST TR EXCHANGE-TRADED FD | 183,148 | $8.4B | 3.55% |
| 6 | FIRST TR EXCHANGE-TRADED FD | 174,524 | $7.7B | 3.25% |
| 7 | CAPITAL GROUP DIVIDEND VALUE | 168,643 | $7.4B | 3.09% |
| 8 | CAPITAL GROUP GROWTH ETF | 157,557 | $7.0B | 2.94% |
| 9 | ISHARES TR | 10,202 | $7.0B | 2.94% |
| 10 | AFLAC INC | 58,158 | $6.4B | 2.70% |
Quarterly Changes
New Positions (157)
$14.0B · 21K shares
$11.9B · 238K shares
$11.2B · 407K shares
$8.7B · 133K shares
$8.4B · 183K shares
$7.7B · 175K shares
$7.4B · 169K shares
$7.0B · 158K shares
$7.0B · 10K shares
$6.4B · 58K shares
$6.3B · 10K shares
$6.0B · 15K shares
$5.7B · 159K shares
$5.5B · 79K shares
$5.0B · 26K shares
$4.8B · 109K shares
$4.8B · 14K shares
$4.7B · 48K shares
$4.7B · 17K shares
$3.9B · 21K shares
$3.9B · 6K shares
$3.9B · 119K shares
$3.4B · 72K shares
$3.1B · 30K shares
$2.5B · 51K shares
$2.3B · 112K shares
$2.3B · 27K shares
$2.2B · 37K shares
$2.2B · 4K shares
$2.1B · 42K shares
$2.0B · 52K shares
$1.7B · 4K shares
$1.6B · 58K shares
$1.5B · 13K shares
$1.5B · 48K shares
$1.4B · 36K shares
$1.3B · 6K shares
$1.3B · 19K shares
$1.2B · 10K shares
$1.1B · 23K shares
$1.1B · 5K shares
$1.1B · 2K shares
$1.1B · 12K shares
$1.1B · 9K shares
$1.1B · 5K shares
$1.0B · 15K shares
$1.0B · 59K shares
$990.0M · 22K shares
$926.0M · 14K shares
$915.0M · 12K shares
$859.0M · 8K shares
$826.0M · 21K shares
$824.0M · 27K shares
$806.0M · 3K shares
$801.0M · 8K shares
$754.0M · 1 shares
$744.0M · 2K shares
$719.0M · 2K shares
$714.0M · 2K shares
$700.0M · 2K shares
$676.0M · 13K shares
$651.0M · 13K shares
$637.0M · 15K shares
$602.0M · 4K shares
$589.0M · 13K shares
$587.0M · 19K shares
$579.0M · 7K shares
$572.0M · 16K shares
$570.0M · 2K shares
$565.0M · 2K shares
$547.0M · 3K shares
$546.0M · 39K shares
$535.0M · 811 shares
$524.0M · 6K shares
$517.0M · 3K shares
$517.0M · 20K shares
$514.0M · 2K shares
$509.0M · 4K shares
$508.0M · 9K shares
$505.0M · 2K shares
$482.0M · 2K shares
$478.0M · 9K shares
$477.0M · 6K shares
$474.0M · 17K shares
$474.0M · 4K shares
$470.0M · 31K shares
$469.0M · 1K shares
$468.0M · 22K shares
$464.0M · 1K shares
$461.0M · 20K shares
$451.0M · 4K shares
$444.0M · 6K shares
$431.0M · 12K shares
$431.0M · 8K shares
$429.0M · 15K shares
$419.0M · 933 shares
$412.0M · 4K shares
$411.0M · 2K shares
$406.0M · 4K shares
$405.0M · 24K shares
$402.0M · 9K shares
$400.0M · 41K shares
$399.0M · 5K shares
$383.0M · 8K shares
$383.0M · 6K shares
$377.0M · 6K shares
$376.0M · 18K shares
$371.0M · 12K shares
$364.0M · 17K shares
$359.0M · 7K shares
$355.0M · 4K shares
$351.0M · 17K shares
$336.0M · 2K shares
$335.0M · 2K shares
$333.0M · 15K shares
$331.0M · 2K shares
$316.0M · 3K shares
$308.0M · 2K shares
$306.0M · 5K shares
$303.0M · 812 shares
$303.0M · 4K shares
$295.0M · 2K shares
$294.0M · 4K shares
$292.0M · 8K shares
$290.0M · 1K shares
$287.0M · 2K shares
$287.0M · 921 shares
$285.0M · 12K shares
$282.0M · 8K shares
$278.0M · 2K shares
$277.0M · 322 shares
$273.0M · 849 shares
$273.0M · 5K shares
$271.0M · 4K shares
$269.0M · 4K shares
$266.0M · 442 shares
$263.0M · 3K shares
$255.0M · 6K shares
$253.0M · 4K shares
$252.0M · 4K shares
$250.0M · 2K shares
$249.0M · 4K shares
$242.0M · 5K shares
$237.0M · 1K shares
$236.0M · 4K shares
$230.0M · 25K shares
$228.0M · 4K shares
$223.0M · 15K shares
$221.0M · 9K shares
$216.0M · 5K shares
$213.0M · 4K shares
$210.0M · 6K shares
$204.0M · 850 shares
$203.0M · 712 shares
$191.0M · 15K shares
$188.0M · 18K shares
$30.0M · 40K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 101 | $180.5B | 75.9% |
| Unknown | 10 | $22.9B | 9.6% |
| Technology | 15 | $15.3B | 6.4% |
| Consumer Cyclical | 5 | $7.1B | 3.0% |
| Communication Services | 5 | $2.6B | 1.1% |
| Consumer Defensive | 5 | $2.4B | 1.0% |
| Industrials | 5 | $1.9B | 0.8% |
| Utilities | 2 | $1.8B | 0.8% |
| Healthcare | 4 | $1.6B | 0.7% |
| Energy | 3 | $1.1B | 0.5% |
| Real Estate | 2 | $588.0M | 0.2% |