BlueChip Wealth Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), BlueChip Wealth Advisors LLC reported 172 stock positions worth $263.8 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 6.0% of the portfolio, followed by Vanguard Ultra Short Bond Et (VUSB, 5.4%) and Schwab US DVD Equity ETF (SCHD, 4.9%). Compared with Q1 2026, it opened 33 new positions, sold out of 8, added to 44 and reduced 51. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +425%) and the biggest sale an exit from Aflac (AFL).
- Most Recent 13F
- Q2 2026
- Location
- Milton, GA
- CIK
- 0002015578
- Portfolio Value
- $263.8M (Q2 2026)
- SEC Filing
- 0002015578-26-000008 ↗ filed Jul 30, 2026
Holdings Value
Holdings 172 stocks · $263.8M
| SPY SS SPDR S&P 500 ETF Trust-US | 6.05% | 21,365 | $16.0M | Add +1.1% |
| VUSB Vanguard Ultra Short Bond Et | 5.36% | 284,062 | $14.1M | Reduce -4.0% |
| SCHD Schwab US DVD Equity ETF | 4.93% | 410,081 | $13.0M | Add +0.5% |
| IJH iShares Core S&P Midcap ETF | 4.06% | 138,971 | $10.7M | Add +0.3% |
| RSP Invesco S&P 500 Equal Weight | 3.41% | 42,230 | $9.0M | Add +3.9% |
| FVD First Trust Value Line DVD | 3.09% | 169,228 | $8.2M | Reduce -5.0% |
| FDL First Trust Morn DVD Lead Inc. | 3.01% | 163,113 | $7.9M | Reduce -3.9% |
| IVV iShares Core S&P 500 ETF | 2.92% | 10,285 | $7.7M | Reduce -0.5% |
| QQQ Invesco QQQ Trust Series 1 | 2.87% | 10,265 | $7.6M | Add +1.7% |
| CGGR Cap Group Growth Equity | 2.60% | 145,575 | $6.9M | Add +1.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.57% | 77,003 | $6.8M | Add +425.0% |
| RDVY First Trust Rising Dividend | 2.29% | 74,587 | $6.0M | Reduce -0.5% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 2.09% | 111,650 | $5.5M | Add +0.8% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 2.05% | 143,983 | $5.4M | Add +0.7% |
| GLD SPDR Gold Shares | 2.01% | 14,393 | $5.3M | Add +10.6% |
| AAPL Apple Inc. | 1.80% | 16,435 | $4.8M | Reduce -2.0% |
| VTES Vanguard SH Term Tax-Ex Bond | 1.74% | 45,299 | $4.6M | Add +13.0% |
| NVDA Nvidia Corp. | 1.71% | 22,563 | $4.5M | Add +7.4% |
| VOO Vanguard S&P 500 ETF | 1.67% | 6,427 | $4.4M | Add +37.7% |
| TDIV FT Nasdaq Tech DVD Index FD | 1.67% | 38,234 | $4.4M | Reduce -20.2% |
| DBND Doubleline Oppor Cor BND-Usd | 1.49% | 85,933 | $3.9M | Add +1.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.41% | 73,830 | $3.7M | Add +356.3% |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 1.20% | 96,166 | $3.2M | Add +21.8% |
| TFI SS SPDR N Ice Muni Bond ETF | 1.05% | 60,552 | $2.8M | Add +528.5% |
| MFSV MFS Active Value | 0.99% | 91,486 | $2.6M | Add +138.9% |
| IXUS iShares Core Intl Stock ETF | 0.97% | 26,922 | $2.6M | No change |
| FID First Trust S&P Internationa | 0.96% | 117,760 | $2.5M | Add +5.3% |
| DIVO Amplify CWP Enhan Divid ETF | 0.94% | 54,329 | $2.5M | Reduce -0.3% |
| TFC Truist Financial Corp. | 0.78% | 41,280 | $2.1M | Reduce -15.4% |
| IWF iShares Russell 1000 Growth | 0.72% | 15,195 | $1.9M | No change |
| SPEM State Street SP PTF Em ETF | 0.71% | 36,254 | $1.9M | Add +321.8% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.69% | 36,027 | $1.8M | Add +8.5% |
| EMLP First Trust North American E | 0.66% | 39,828 | $1.7M | Reduce -23.2% |
| MSFT Microsoft Corp. | 0.66% | 4,632 | $1.7M | Reduce -1.1% |
| SDVY First Trust Smid Cap Rising | 0.59% | 35,859 | $1.5M | No change |
| VFLO Victoryshares Free Cash Flow | 0.58% | 33,648 | $1.5M | New |
| HD Home Depot Inc. | 0.56% | 4,225 | $1.5M | Reduce -69.1% |
| IJR iShares Core S&P Small-Cap E | 0.54% | 9,536 | $1.4M | No change |
| CSCO Cisco Systems Inc. | 0.53% | 11,887 | $1.4M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 2,688 | $1.3M | Add +23.0% |
| IWD iShares Russell 1000 Value E | 0.49% | 5,350 | $1.3M | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.48% | 20,189 | $1.3M | Reduce -3.3% |
| SO The Southern Co. | 0.44% | 12,157 | $1.2M | Reduce -0.6% |
| PYLD PIMCO Multisector Bond Actv | 0.44% | 43,606 | $1.2M | Add +8.4% |
| MAGS Roundhill Magnificent Seven | 0.43% | 17,681 | $1.1M | Add +1.1% |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 0.43% | 30,229 | $1.1M | Add +0.6% |
| TRLV Trulieve Cannabis Corp. | 0.43% | 114,464 | $1.1M | New |
| SCHM Schwab US Mid Cap ETF | 0.41% | 29,490 | $1.1M | Reduce -0.4% |
| VIG Vanguard Dividend Apprec ETF | 0.40% | 4,469 | $1.1M | Add +0.0% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.39% | 39,195 | $1.0M | New |
| FEGE First Eagle GL Equity ETF | 0.39% | 20,847 | $1.0M | Add +43.7% |
| AMZN Amazon.com Inc. | 0.39% | 4,271 | $1.0M | Reduce -9.7% |
| FDD First Trust Stoxx Europe | 0.38% | 53,882 | $1000K | Reduce -8.6% |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 0.37% | 27,004 | $983K | Reduce -8.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.35% | 16,142 | $931K | Add +277.0% |
| PANW Palo Alto Networks Inc. | 0.35% | 2,705 | $922K | Reduce -0.8% |
| SNDA Sonida Senior Living Inc. | 0.33% | 21,641 | $883K | Add +9.7% |
| NOBL Proshares S&P 500 Dividend A | 0.33% | 15,536 | $872K | Reduce -2.7% |
| SLV iShares Silver Trust | 0.33% | 16,147 | $863K | Add +171.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.32% | 12,648 | $854K | New |
| GOOGL Alphabet Inc. Class A | 0.31% | 2,275 | $813K | Reduce -10.3% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.31% | 16,006 | $810K | Add +0.5% |
| HYLS FT Tactical High Yield ETF | 0.30% | 19,529 | $794K | Reduce -7.8% |
| ICSH iShares Ultra Short Duration | 0.30% | 15,459 | $782K | Add +19.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.28% | 1 | $749K | No change |
| QTEC First Trust Nasdq 100 Tech I | 0.28% | 2,235 | $748K | No change |
| GOOG Alphabet Inc. Class C | 0.28% | 2,098 | $741K | Add +0.6% |
| AINP Allspring Income Plus ETF | 0.27% | 28,757 | $720K | New |
| C Citigroup Inc. | 0.27% | 5,122 | $717K | Reduce -49.4% |
| IBIT iShares Bitcoin Trust ETF | 0.27% | 21,138 | $704K | Reduce -4.7% |
| FTGS First Trust Grwth Strgth ETF | 0.27% | 18,946 | $701K | No change |
| COHR Coherent Corp. | 0.26% | 1,740 | $686K | Add +0.7% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.26% | 12,866 | $684K | Reduce -8.5% |
| FIXD First Trust Smith Opportunis | 0.26% | 15,688 | $684K | No change |
| V Visa Inc. Class A | 0.26% | 1,990 | $683K | Reduce -0.3% |
| STX Seagate Technology Holdings | 0.25% | 687 | $663K | Add +20.1% |
| CEG Constellation Energy | 0.25% | 2,667 | $662K | Add +19.7% |
| FTHY First Trust Hi YLD Opp 2027 | 0.25% | 48,350 | $662K | New |
| BRIE MFS BR Intl Equity ETF filed as MFS ACTIVE EXCHANGE TRADED F | 0.24% | 21,175 | $642K | New |
| QGRO American Century US Quality | 0.23% | 5,199 | $614K | Reduce -19.2% |
| QQQM Invesco Nasdaq 100 ETF | 0.23% | 2,000 | $606K | No change |
| GWX State Street SPDR S&P Intern | 0.23% | 13,846 | $606K | New |
| JNJ Johnson & Johnson | 0.22% | 2,311 | $587K | No change |
| VOOV Vanguard S&P 500 Value ETF | 0.22% | 2,675 | $586K | No change |
| FTCB FT Core Investment Grade ETF | 0.22% | 27,352 | $570K | No change |
| FDT First Trust Develp MKT Ex-US | 0.22% | 6,014 | $569K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.21% | 3,812 | $558K | No change |
| GLTR Abrdn Precious Metals Basket | 0.21% | 3,063 | $555K | Reduce -10.9% |
| XOM Exxon Mobil Corp. | 0.20% | 3,870 | $529K | Reduce -2.5% |
| KO The Coca-Cola Co. | 0.20% | 6,478 | $526K | Reduce -57.4% |
| FETH Fidelity Ethereum Fund | 0.19% | 32,322 | $509K | Add +19.2% |
| JMUB JPMorgan Municipal ETF | 0.19% | 10,000 | $507K | New |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.19% | 1,734 | $502K | Reduce -6.6% |
| FAAR First Trust Alt Abs Ret ETF | 0.18% | 15,411 | $487K | Reduce -4.9% |
| MFLX First Trust Exchange-Traded | 0.18% | 27,881 | $484K | Add +16.8% |
| ADP Automatic Data Processing | 0.18% | 2,110 | $473K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.18% | 4,218 | $465K | No change |
| MCD McDonald's Corp. | 0.17% | 1,700 | $460K | Reduce -25.8% |
| GFLW VS Free Cash Flow Growth ETF filed as VICTORY PORTFOLIOS II | 0.17% | 13,375 | $459K | New |
| META Meta Platforms Inc. Class A | 0.17% | 809 | $455K | Add +0.3% |
Portfolio Sells Q1 2026 → Q2 2026
| AFL Aflac Inc. | Sold out | 0.00% | −2.80 |
| HD Home Depot Inc. | Reduce -69.1% | 0.56% | −1.41 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -4.0% | 5.36% | −1.11 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -3.9% | 3.01% | −0.78 |
| FVD First Trust Value Line DVD | Reduce -5.0% | 3.09% | −0.59 |
| EMLP First Trust North American E | Reduce -23.2% | 0.66% | −0.34 |
| KO The Coca-Cola Co. | Reduce -57.4% | 0.20% | −0.31 |
| TDIV FT Nasdaq Tech DVD Index FD | Reduce -20.2% | 1.67% | −0.30 |
| C Citigroup Inc. | Reduce -49.4% | 0.27% | −0.23 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.22 |
| TFC Truist Financial Corp. | Reduce -15.4% | 0.78% | −0.20 |
| MCD McDonald's Corp. | Reduce -25.8% | 0.17% | −0.14 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -0.3% | 0.94% | −0.13 |
| PECO Phillips Edison & Company Inc. | Sold out | 0.00% | −0.13 |
| DGT SS SPDR Global Dow ETF | Reduce -41.8% | 0.15% | −0.12 |
| GLTR Abrdn Precious Metals Basket | Reduce -10.9% | 0.21% | −0.11 |
| IBIT iShares Bitcoin Trust ETF | Reduce -4.7% | 0.27% | −0.11 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.10 |
| T AT&T Inc. | Sold out | 0.00% | −0.10 |
| MSFT Microsoft Corp. | Reduce -1.1% | 0.66% | −0.10 |
| XOM Exxon Mobil Corp. | Reduce -2.5% | 0.20% | −0.10 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -3.3% | 0.48% | −0.09 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.09 |
| FDD First Trust Stoxx Europe | Reduce -8.6% | 0.38% | −0.08 |
| WMT Walmart Inc. | Reduce -15.4% | 0.15% | −0.08 |
| SO The Southern Co. | Reduce -0.6% | 0.44% | −0.08 |
| COP Conocophillips | Reduce -12.7% | 0.13% | −0.08 |
| HYLS FT Tactical High Yield ETF | Reduce -7.8% | 0.30% | −0.08 |
| AKRE Akre Focus ETF | Reduce -8.5% | 0.26% | −0.07 |
| CGIC Cap Group Intl Core Eq | Reduce -8.8% | 0.37% | −0.06 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -27.3% | 0.14% | −0.05 |
| CVX Chevron Corp. | Reduce -0.3% | 0.12% | −0.05 |
| VYX NCR Voyix Corp. | Sold out | 0.00% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -9.7% | 0.39% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -0.5% | 2.92% | −0.05 |
| QGRO American Century US Quality | Reduce -19.2% | 0.23% | −0.04 |
| FAAR First Trust Alt Abs Ret ETF | Reduce -4.9% | 0.18% | −0.04 |
| MATX Matson Inc. | Reduce -24.2% | 0.14% | −0.04 |
| NOBL Proshares S&P 500 Dividend A | Reduce -2.7% | 0.33% | −0.04 |
| MDY State Street SPDR S&P Midcap | Reduce -30.3% | 0.08% | −0.04 |
| AAPL Apple Inc. | Reduce -2.0% | 1.80% | −0.03 |
| IGF iShares Global Infrastructur | Reduce -13.1% | 0.09% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -10.6% | 0.11% | −0.03 |
| MINT PIMCO Enhanced Short Maturit | Reduce -11.6% | 0.10% | −0.03 |
| SMA Smartstop Self Storage REIT | Reduce -15.1% | 0.09% | −0.03 |
| CION Cion Investment Corp. | Reduce -16.5% | 0.05% | −0.03 |
| DFDV Defi Development Corp. | Sold out | 0.00% | −0.03 |
| TSLA Tesla Inc. | Reduce -10.8% | 0.15% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -10.3% | 0.31% | −0.01 |
| BAC Bank of America Corp. | Reduce -4.5% | 0.16% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +425.0% | 2.57% | +2.07 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +356.3% | 1.41% | +1.09 |
| TFI SS SPDR N Ice Muni Bond ETF | Add +528.5% | 1.05% | +0.86 |
| VFLO Victoryshares Free Cash Flow | New | 0.58% | +0.58 |
| MFSV MFS Active Value | Add +138.9% | 0.99% | +0.54 |
| SPEM State Street SP PTF Em ETF | Add +321.8% | 0.71% | +0.53 |
| VOO Vanguard S&P 500 ETF | Add +37.7% | 1.67% | +0.53 |
| TRLV Trulieve Cannabis Corp. | New | 0.43% | +0.43 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | New | 0.39% | +0.39 |
| SPMD SS SPDR P S&P 400 Midcap ETF | New | 0.32% | +0.32 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.7% | 2.87% | +0.31 |
| AINP Allspring Income Plus ETF | New | 0.27% | +0.27 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +277.0% | 0.35% | +0.26 |
| FTHY First Trust Hi YLD Opp 2027 | New | 0.25% | +0.25 |
| BRIE MFS BR Intl Equity ETF | New | 0.24% | +0.24 |
| GWX State Street SPDR S&P Intern | New | 0.23% | +0.23 |
| JMUB JPMorgan Municipal ETF | New | 0.19% | +0.19 |
| GFLW VS Free Cash Flow Growth ETF | New | 0.17% | +0.17 |
| CGCV Cap Group Conservative Eq | Add +21.8% | 1.20% | +0.16 |
| RWO State Street SPDR Dow Jones | New | 0.16% | +0.16 |
| STX Seagate Technology Holdings | Add +20.1% | 0.25% | +0.15 |
| SLV iShares Silver Trust | Add +171.5% | 0.33% | +0.15 |
| CERY SS SPDR BBG En RY CM St N-Ui | New | 0.15% | +0.15 |
| EMHC SS SPDR BB Em Usd Bond ETF | New | 0.14% | +0.14 |
| SRLN SS Blackstone Sr Loan ETF | New | 0.14% | +0.14 |
| LEND Sei HY Bnd&alt CRDT | New | 0.13% | +0.13 |
| MU Micron Technology Inc. | New | 0.13% | +0.13 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.12% | +0.12 |
| MFSG MFS Active Growth | New | 0.11% | +0.11 |
| NVDA Nvidia Corp. | Add +7.4% | 1.71% | +0.11 |
| SPCX Space Exploration Techn Class A | New | 0.11% | +0.11 |
| INTC Intel Corp. | New | 0.10% | +0.10 |
| IGM iShares Expanded Tech Sector | New | 0.09% | +0.09 |
| FTHI Fthi/First Trust Exchange-TR | New | 0.09% | +0.09 |
| NUV Nuveen Municipal Value | New | 0.09% | +0.09 |
| FEGE First Eagle GL Equity ETF | Add +43.7% | 0.39% | +0.09 |
| FSK FS KKR Capital Corp. | Add +224.7% | 0.13% | +0.09 |
| JSML Janus Hender SM Cap GRW Alph | New | 0.08% | +0.08 |
| GEV GE Vernova Inc. | New | 0.08% | +0.08 |
| FCTR First Trust Lunt US Factor | New | 0.08% | +0.08 |
| GL Globe Life Inc. | New | 0.08% | +0.08 |
| COHR Coherent Corp. | Add +0.7% | 0.26% | +0.08 |
| FTLS First Trust Long/Short Eqty | New | 0.08% | +0.08 |
| AFLG First Trust Active Factor La | New | 0.08% | +0.08 |
| FBT First Trust Nyse Arca Biotec | New | 0.08% | +0.08 |
| ANET Arista Networks Inc. | New | 0.08% | +0.08 |
| XLSR SS US Sector Rotation | New | 0.08% | +0.08 |
| RDVI FT Vest Rising Dividend Achi | New | 0.08% | +0.08 |
| CGGR Cap Group Growth Equity | Add +1.3% | 2.60% | +0.07 |
| SNDA Sonida Senior Living Inc. | Add +9.7% | 0.33% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 172 | $263.8M | SPY, VUSB, SCHD, IJH, RSP |
| Q1 2026 | 147 | $227.8M | VUSB, SPY, SCHD, IJH, FDL |
| Q4 2025 | 157 | $237.9M | SPY, VUSB, SCHD, IJH, FVD |
| Q3 2025 | 155 | $234.2M | SPY, VUSB, SCHD, IJH, FVD |
| Q2 2025 | 168 | $243.1M | MAR, SPY, VUSB, SCHD, FVD |
| Q1 2025 | 152 | $203.7M | SPY, SCHD, FVD, IJH, FDL |
| Q4 2024 | 136 | $180.3M | SPY, SCHD, IJH, FVD, COWZ |
| Q3 2024 | 152 | $191.0M | SPY, SCHD, IJH, FVD, COWZ |
| Q2 2024 | 137 | $169.8M | SPY, SCHD, IJH, FVD, COWZ |
| Q1 2024 | 122 | $155.1M | SCHD, SPY, IJH, FVD, RSP |