BlueChip Wealth Advisors LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), BlueChip Wealth Advisors LLC reported 155 stock positions worth $234.2 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, 5.0%) and Schwab US DVD Equity ETF (SCHD, 4.6%). Compared with Q2 2025, it opened 24 new positions, sold out of 37, added to 41 and reduced 67. The biggest buy was a new position in Aflac (AFL) and the biggest sale an exit from Marriott International Class A (MAR).

Most Recent 13F
Q2 2026
Location
Milton, GA
CIK
0002015578
Portfolio Value
$234.2M (Q3 2025)
SEC Filing
0002015578-25-000005 ↗ filed Nov 6, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $155.1M Q1 2024 Q2 2024: $169.8M Q2 2024 Q3 2024: $191.0M Q3 2024 Q4 2024: $180.3M Q4 2024 Q1 2025: $203.7M Q1 2025 Q2 2025: $243.1M Q2 2025 Q3 2025: $234.2M $234.2M Q3 2025 Q4 2025: $237.9M Q4 2025 Q1 2026: $227.8M Q1 2026 Q2 2026: $263.8M Q2 2026

Holdings 155 stocks · $234.2M
SPY SS SPDR S&P 500 ETF Trust-US 5.95% 20,932 $13.9M Add +3.6%
VUSB Vanguard Ultra Short Bond Et 4.96% 232,153 $11.6M Add +11.0%
SCHD Schwab US DVD Equity ETF 4.58% 392,821 $10.7M Add +3.4%
IJH iShares Core S&P Midcap ETF 3.83% 137,488 $9.0M Add +1.5%
FVD First Trust Value Line DVD 3.67% 185,961 $8.6M Reduce -7.3%
FDL First Trust Morn DVD Lead Inc. 3.24% 174,709 $7.6M Reduce -6.2%
IVV iShares Core S&P 500 ETF 3.03% 10,613 $7.1M Reduce -1.7%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 2.96% 164,839 $6.9M Add +7.2%
CGGR Cap Group Growth Equity 2.79% 148,811 $6.5M Add +2.2%
AFL Aflac Inc. 2.77% 58,158 $6.5M New
QQQ Invesco QQQ Trust Series 1 2.58% 10,061 $6.0M Reduce -16.0%
HD Home Depot Inc. 2.54% 14,659 $5.9M Add +215.7%
GLD SPDR Gold Shares 2.39% 15,733 $5.6M Reduce -3.0%
RDVY First Trust Rising Dividend 2.29% 79,863 $5.4M Reduce -7.2%
AAPL Apple Inc. 2.18% 20,034 $5.1M Add +7.2%
CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE 2.13% 143,674 $5.0M Add +8.8%
DIVO Amplify CWP Enhan Divid ETF 2.08% 109,493 $4.9M Add +3.3%
RSP Invesco S&P 500 Equal Weight 2.05% 25,248 $4.8M Reduce -7.4%
TDIV FT Nasdaq Tech DVD Index FD 2.04% 48,506 $4.8M Reduce -1.8%
NVDA Nvidia Corp. 1.76% 22,102 $4.1M Add +7.5%
SEIE Sei Select Intl Equity filed as SEI EXCHANGE TRADED FUNDS 1.56% 119,693 $3.7M Add +904.4%
VOO Vanguard S&P 500 ETF 1.36% 5,218 $3.2M Reduce -25.1%
DBND Doubleline Oppor Cor BND-Usd 1.22% 61,604 $2.9M Add +4.7%
VTES Vanguard SH Term Tax-Ex Bond 1.15% 26,448 $2.7M Reduce -6.5%
MSFT Microsoft Corp. 1.12% 5,060 $2.6M Add +2.5%
KNG FT Vest S&P 500 DVD Arst TRG 1.03% 48,961 $2.4M Reduce -6.0%
TFC Truist Financial Corp. 0.98% 50,319 $2.3M Reduce -3.6%
IXUS iShares Core Intl Stock ETF 0.95% 26,922 $2.2M No change
FID First Trust S&P Internationa 0.94% 112,141 $2.2M Add +12.4%
EMLP First Trust North American E 0.86% 52,566 $2.0M Reduce -1.3%
IWF iShares Russell 1000 Growth 0.75% 3,752 $1.8M Reduce -1.3%
SEIS Sei Select Small Cap ETF filed as SEI EXCHANGE TRADED FUNDS 0.69% 58,094 $1.6M New
AMZN Amazon.com Inc. 0.66% 7,023 $1.5M Add +29.7%
IBIT iShares Bitcoin Trust ETF 0.63% 22,857 $1.5M Add +4.1%
SEEM Sei Select Em MRKT Eq filed as SEI EXCHANGE TRADED FUNDS 0.63% 48,908 $1.5M New
VIG Vanguard Dividend Apprec ETF 0.61% 6,636 $1.4M Add +8.4%
JAAA Janus Henderson Aaa Clo ETF 0.60% 27,538 $1.4M Reduce -19.7%
SDVY First Trust Smid Cap Rising 0.59% 36,525 $1.4M Reduce -46.3%
COWZ Pacer US Cash Cows 100 ETF 0.58% 23,831 $1.4M Reduce -46.6%
MAGS Roundhill Magnificent Seven 0.54% 19,489 $1.3M Reduce -6.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.52% 2,525 $1.2M New
IJR iShares Core S&P Small-Cap E 0.49% 9,564 $1.1M Reduce -5.4%
BRK.B Berkshire Hathaway Inc. Class B 0.48% 2,237 $1.1M Add +15.2%
SO The Southern Co. 0.48% 11,750 $1.1M Add +1.1%
IWD iShares Russell 1000 Value E 0.45% 5,205 $1.1M Reduce -2.8%
KO The Coca-Cola Co. 0.43% 15,252 $1.0M Add +98.0%
NOBL Proshares S&P 500 Dividend A 0.41% 9,386 $967K Add +0.0%
FDD First Trust Stoxx Europe 0.41% 59,802 $966K Reduce -5.7%
V Visa Inc. Class A 0.41% 2,797 $955K Add +35.1%
GOOGL Alphabet Inc. Class A 0.39% 3,774 $917K Add +87.7%
META Meta Platforms Inc. Class A 0.39% 1,233 $905K Reduce -13.5%
C Citigroup Inc. 0.38% 8,861 $899K New
CSCO Cisco Systems Inc. 0.37% 12,706 $869K New
FETH Fidelity Ethereum Fund 0.35% 19,936 $828K New
SCHM Schwab US Mid Cap ETF 0.35% 27,807 $824K Reduce -0.7%
QGRO American Century US Quality 0.33% 6,768 $774K Reduce -49.9%
NEAR iShares SH Dba ETF Usd Inc. 0.32% 14,753 $757K Reduce -2.9%
BRK.A Berkshire Hathaway Inc. Class A 0.32% 1 $754K No change
MCD McDonald's Corp. 0.32% 2,438 $741K Add +45.9%
FSK FS KKR Capital Corp. 0.30% 47,309 $706K Reduce -5.4%
GOOG Alphabet Inc. Class C 0.29% 2,816 $686K Reduce -22.3%
CALF PCR US SM CP CSH CWS ETF-Usd 0.28% 15,161 $664K Reduce -32.5%
ANET Arista Networks Inc. 0.28% 4,472 $652K Add +38.8%
ADP Automatic Data Processing 0.28% 2,217 $651K No change
CEG Constellation Energy 0.26% 1,840 $605K Reduce -4.5%
HYLS FT Tactical High Yield ETF 0.26% 14,316 $602K Reduce -1.8%
FIXD First Trust Smith Opportunis 0.25% 13,296 $591K Add +1.0%
DGT SS SPDR Global Dow ETF 0.25% 3,616 $585K Reduce -0.3%
FTCS First Trust Capital Strength 0.25% 6,226 $583K Reduce -68.9%
FTGS First Trust Grwth Strgth ETF 0.25% 16,192 $581K No change
PANW Palo Alto Networks Inc. 0.24% 2,747 $559K Add +34.6%
ABBV Abbvie Inc. 0.23% 2,311 $535K New
VOOV Vanguard S&P 500 Value ETF 0.23% 2,675 $534K Reduce -0.6%
FAAR First Trust Alt Abs Ret ETF 0.23% 17,497 $533K Reduce -30.2%
IWP iShares Russell Mid-Cap Grow 0.23% 3,724 $530K No change
COST Costco Wholesale Corp. 0.22% 560 $518K Add +84.2%
FTHY First Trust Hi YLD Opp 2027 0.22% 34,806 $504K Reduce -29.3%
RDVI FT Vest Rising Dividend Achi 0.21% 19,324 $500K No change
QQQM Invesco Nasdaq 100 ETF 0.21% 2,000 $494K No change
FTCB FT Core Investment Grade ETF 0.20% 22,058 $470K Add +16.9%
FTHI Fthi/First Trust Exchange-TR 0.19% 19,180 $455K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.19% 1,474 $454K No change
FDT First Trust Develp MKT Ex-US 0.19% 6,014 $453K Add +4.4%
WMT Walmart Inc. 0.19% 4,365 $450K New
QTEC First Trust Nasdq 100 Tech I 0.19% 1,934 $444K Reduce -3.6%
XLG Invesco S&P 500 Top 50 ETF 0.19% 7,705 $443K Reduce -59.6%
SPYM Ste STR SPDR PT S&P 500 ETF 0.19% 5,555 $435K New
JNJ Johnson & Johnson 0.18% 2,311 $429K Reduce -2.6%
LMBS First Trust Low Duration Opp 0.18% 8,559 $426K Reduce -71.4%
XOM Exxon Mobil Corp. 0.18% 3,755 $423K Reduce -0.8%
FTA First Trust L C Val Alp 0.18% 5,068 $422K Reduce -9.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.18% 8,022 $414K Reduce -8.9%
BA The Boeing Co. 0.17% 1,895 $409K Add +0.5%
NFLX Netflix Inc. 0.17% 341 $409K Add +48.9%
IWR iShares Russell Mid-Cap ETF 0.17% 4,218 $407K No change
MFLX First Trust Exchange-Traded 0.17% 23,881 $404K Reduce -2.0%
FMF First Trust Managed Futures 0.17% 8,161 $397K Add +27.3%
AVGO Broadcom Inc. 0.17% 1,200 $396K Reduce -23.4%
IAU iShares Gold Trust 0.16% 5,277 $384K No change
FIIG FT Intermed Dur Ig Corp. ETF 0.16% 17,748 $377K No change
COP Conocophillips 0.16% 3,856 $365K Reduce -10.3%
ICSH iShares Ultra Short Duration 0.16% 7,175 $364K Reduce -3.0%
LGOV First TR Long Duration O-ETF 0.16% 16,700 $363K No change
MINT PIMCO Enhanced Short Maturit 0.15% 3,597 $362K Reduce -56.6%
FGD First Trust DJ GL Sel DVD 0.15% 12,283 $353K Reduce -9.9%
TSLA Tesla Inc. 0.15% 770 $342K Reduce -2.4%
FTQI First Trust Nasdaq Buywrite 0.14% 16,479 $339K No change
COHR Coherent Corp. 0.14% 3,085 $332K Reduce -6.5%
SYY Sysco Corp. 0.14% 4,000 $329K No change
PEP Pepsico Inc. 0.14% 2,311 $325K No change
CVX Chevron Corp. 0.14% 2,090 $325K Add +7.1%
JPM JPMorgan Chase & Co. 0.14% 1,020 $322K Reduce -57.8%
ABT Abbott Laboratories 0.14% 2,376 $318K New
TOTL SS Doubleline TR Tact ETF 0.13% 7,771 $315K Reduce -62.1%
IGM iShares Expanded Tech Sector 0.13% 2,392 $301K No change
FDN First Trust DJ Internet Ind 0.13% 1,064 $298K Reduce -30.4%
DVY iShares Select Dividend ETF 0.13% 2,092 $297K Reduce -10.7%
IWB iShares Russell 1000 ETF 0.13% 812 $297K No change
VNLA Janus Henderson Short Durati 0.13% 6,010 $296K Reduce -61.2%
URI United Rentals Inc. 0.12% 297 $284K Reduce -6.6%
ORLY O'reilly Automotive Inc. 0.12% 2,625 $283K New
GS Goldman Sachs Group Inc. 0.12% 354 $282K New
MAS Masco Corp. 0.12% 4,000 $282K No change
O Realty Income Corp. 0.12% 4,609 $280K New
IGSB iShares 1-5Y Inv Grade Corp. 0.12% 5,170 $274K Reduce -45.5%
BATRA Atlanta Braves Holdings in-A 0.12% 6,010 $273K Add +0.2%
PECO Phillips Edison & Company Inc. 0.12% 7,937 $272K Reduce -35.5%
VEA Vanguard Ftse Developed ETF 0.11% 4,341 $260K Add +6.3%
CB Chubb Ltd. 0.11% 921 $260K No change
CION Cion Investment Corp. 0.11% 27,351 $259K Reduce -48.4%
T AT&T Inc. 0.11% 9,008 $254K New
SLV iShares Silver Trust 0.11% 5,947 $252K New
IJJ iShares S&P Mid-Cap 400 Valu 0.11% 1,916 $249K Reduce -31.7%
MATX Matson Inc. 0.11% 2,520 $248K Reduce -4.5%
IGF iShares Global Infrastructur 0.11% 4,037 $247K Add +5.7%
FEX First Trust Large Cap Core A 0.11% 2,109 $246K No change
MDY State Street SPDR S&P Midcap 0.11% 413 $246K Add +14.4%
ISRG Intuitive Surgical Inc. 0.10% 548 $245K New
FJP First Trust Japan 0.10% 3,717 $242K Add +7.2%
EEM iShares MSCI Emerging Market 0.10% 4,510 $241K Reduce -51.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.10% 1,647 $238K New
MRK Merck & Co. Inc. 0.10% 2,775 $233K Reduce -1.5%
VYX NCR Voyix Corp. 0.10% 18,462 $232K New
NUV Nuveen Municipal Value 0.10% 25,445 $228K No change
FEP First Trust Europe 0.10% 4,405 $225K Add +1.1%
FCTR First Trust Lunt US Factor 0.10% 6,327 $225K Reduce -47.7%
DFAC Dimensional US Core Equity 2 0.10% 5,811 $224K No change
IMCG iShares Morningstar Mid-Cap 0.09% 2,682 $222K Reduce -52.9%
LLY Eli Lilly & Co. 0.09% 286 $218K New
LOW Lowe's Cos Inc. 0.09% 850 $214K New
GE General Electric filed as GE AEROSPACE 0.09% 699 $210K New
JBHT Hunt (jb) Transprt SVCS Inc. 0.09% 1,546 $207K Reduce -20.1%
CTAS Cintas Corp. 0.09% 1,000 $205K New
OBDC Blue Owl Capital Corp. 0.06% 10,837 $138K Reduce -59.5%
CTMX Cytomx Therapeutics Inc. 0.03% 23,000 $73K New

Portfolio Sells Q2 2025 → Q3 2025
MAR Marriott International Class A Sold out 0.00% −7.61
FTSM First Trust Enh Short Mat FD Sold out 0.00% −0.87
SPMO Invesco S&P 500 Momentum ETF Sold out 0.00% −0.71
GJUN FT Vest US Equity Moderate B Sold out 0.00% −0.53
FTCS First Trust Capital Strength Reduce -68.9% 0.25% −0.50
TBIL F/M US Treasury 3 Month Bill Sold out 0.00% −0.45
COWZ Pacer US Cash Cows 100 ETF Reduce -46.6% 0.58% −0.43
LMBS First Trust Low Duration Opp Reduce -71.4% 0.18% −0.42
SDVY First Trust Smid Cap Rising Reduce -46.3% 0.59% −0.39
FDEC FT Vest U.S. Equity Buffer E Sold out 0.00% −0.38
GFEB FT Vest US Equity Moderate B Sold out 0.00% −0.28
VTI VG Morningstar TS MKT ETF-US Sold out 0.00% −0.28
QGRO American Century US Quality Reduce -49.9% 0.33% −0.28
QQEW First TR Nasdaq-100 Sel Eq Sold out 0.00% −0.26
VOO Vanguard S&P 500 ETF Reduce -25.1% 1.36% −0.26
GOCT FT Vest US Equity Moderate B Sold out 0.00% −0.26
MARM Ftvestus Max Buff ETF March Sold out 0.00% −0.26
AIRR First Trust Rba American Ind Sold out 0.00% −0.23
XLG Invesco S&P 500 Top 50 ETF Reduce -59.6% 0.19% −0.22
GMAR FT Vest US Equity Moderate B Sold out 0.00% −0.21
TOTL SS Doubleline TR Tact ETF Reduce -62.1% 0.13% −0.20
MINT PIMCO Enhanced Short Maturit Reduce -56.6% 0.15% −0.19
VNLA Janus Henderson Short Durati Reduce -61.2% 0.13% −0.19
GPN Global Payments Inc. Sold out 0.00% −0.18
BUFR FT Vest Lad Buffervetf-Usd I Sold out 0.00% −0.17
IVE iShares S&P 500 Value ETF Sold out 0.00% −0.16
JPM JPMorgan Chase & Co. Reduce -57.8% 0.14% −0.15
DJUN FT Vest US Equity Deep Buffe Sold out 0.00% −0.15
QJUN FT Vest Nasdaq-100 Buffer Et Sold out 0.00% −0.14
QQQ Invesco QQQ Trust Series 1 Reduce -16.0% 2.58% −0.14
OVT Overlay Shares SHRT Term Bon Sold out 0.00% −0.14
BIL SS SPDR BB 1-3M T-Bill ETF Sold out 0.00% −0.13
IJK iShares S&P Mid-Cap 400 Grow Sold out 0.00% −0.13
FSK FS KKR Capital Corp. Reduce -5.4% 0.30% −0.13
JSML Janus Hender SM Cap GRW Alph Sold out 0.00% −0.12
JAAA Janus Henderson Aaa Clo ETF Reduce -19.7% 0.60% −0.12
UNH Unitedhealth Group Inc. Sold out 0.00% −0.11
SPLV Invesco S&P 500 Low Volatili Sold out 0.00% −0.11
ECOW Pacer Emerging Markets Cash Sold out 0.00% −0.11
XLF SS Financial Select Sector Sold out 0.00% −0.10
ICOW Pacer Developed Markets Inte Sold out 0.00% −0.10
QINT American Century QLTY Diver Sold out 0.00% −0.10
GSEP FT Vest US Equity Moderate B Sold out 0.00% −0.10
CION Cion Investment Corp. Reduce -48.4% 0.11% −0.10
GMAY FT Vest U.S. Equity Moderate Sold out 0.00% −0.09
IWY iShares Russell Top 200 Grow Sold out 0.00% −0.09
IMCG iShares Morningstar Mid-Cap Reduce -52.9% 0.09% −0.09
FTXO First Trust Nasdaq Bank ETF Sold out 0.00% −0.09
EZM Wisdomtree US Midcap Fund Sold out 0.00% −0.09
QMFE FT NDQ100 Mod Buff ETF - Feb Sold out 0.00% −0.09

Portfolio Buys Q2 2025 → Q3 2025
AFL Aflac Inc. New 2.77% +2.77
HD Home Depot Inc. Add +215.7% 2.54% +1.84
SEIE Sei Select Intl Equity Add +904.4% 1.56% +1.41
SPY SS SPDR S&P 500 ETF Trust-US Add +3.6% 5.95% +0.82
SEIS Sei Select Small Cap ETF New 0.69% +0.69
VUSB Vanguard Ultra Short Bond Et Add +11.0% 4.96% +0.67
SEEM Sei Select Em MRKT Eq New 0.63% +0.63
AAPL Apple Inc. Add +7.2% 2.18% +0.60
VUG Vanguard Mrngstar GR ETF-Sui New 0.52% +0.52
CGDV Cap Group Dividend Value Add +7.2% 2.96% +0.46
SCHD Schwab US DVD Equity ETF Add +3.4% 4.58% +0.44
NVDA Nvidia Corp. Add +7.5% 1.76% +0.43
C Citigroup Inc. New 0.38% +0.38
IJH iShares Core S&P Midcap ETF Add +1.5% 3.83% +0.37
CSCO Cisco Systems Inc. New 0.37% +0.37
CGGR Cap Group Growth Equity Add +2.2% 2.79% +0.36
FETH Fidelity Ethereum Fund New 0.35% +0.35
CGDG Cap Group Dividend Growers Add +8.8% 2.13% +0.30
GOOGL Alphabet Inc. Class A Add +87.7% 0.39% +0.25
ABBV Abbvie Inc. New 0.23% +0.23
DIVO Amplify CWP Enhan Divid ETF Add +3.3% 2.08% +0.23
KO The Coca-Cola Co. Add +98.0% 0.43% +0.21
WMT Walmart Inc. New 0.19% +0.19
SPYM Ste STR SPDR PT S&P 500 ETF New 0.19% +0.19
AMZN Amazon.com Inc. Add +29.7% 0.66% +0.17
FID First Trust S&P Internationa Add +12.4% 0.94% +0.15
ANET Arista Networks Inc. Add +38.8% 0.28% +0.14
ABT Abbott Laboratories New 0.14% +0.14
ORLY O'reilly Automotive Inc. New 0.12% +0.12
GS Goldman Sachs Group Inc. New 0.12% +0.12
O Realty Income Corp. New 0.12% +0.12
MCD McDonald's Corp. Add +45.9% 0.32% +0.12
MSFT Microsoft Corp. Add +2.5% 1.12% +0.11
T AT&T Inc. New 0.11% +0.11
SLV iShares Silver Trust New 0.11% +0.11
V Visa Inc. Class A Add +35.1% 0.41% +0.11
DBND Doubleline Oppor Cor BND-Usd Add +4.7% 1.22% +0.10
ISRG Intuitive Surgical Inc. New 0.10% +0.10
TJX TJX Companies Inc. New 0.10% +0.10
VYX NCR Voyix Corp. New 0.10% +0.10
COST Costco Wholesale Corp. Add +84.2% 0.22% +0.10
VIG Vanguard Dividend Apprec ETF Add +8.4% 0.61% +0.10
LLY Eli Lilly & Co. New 0.09% +0.09
BRK.B Berkshire Hathaway Inc. Class B Add +15.2% 0.48% +0.09
LOW Lowe's Cos Inc. New 0.09% +0.09
GE General Electric New 0.09% +0.09
CTAS Cintas Corp. New 0.09% +0.09
IBIT iShares Bitcoin Trust ETF Add +4.1% 0.63% +0.08
PANW Palo Alto Networks Inc. Add +34.6% 0.24% +0.07
FMF First Trust Managed Futures Add +27.3% 0.17% +0.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 172$263.8MSPY, VUSB, SCHD, IJH, RSP
Q1 2026 147$227.8MVUSB, SPY, SCHD, IJH, FDL
Q4 2025 157$237.9MSPY, VUSB, SCHD, IJH, FVD
Q3 2025 155$234.2MSPY, VUSB, SCHD, IJH, FVD
Q2 2025 168$243.1MMAR, SPY, VUSB, SCHD, FVD
Q1 2025 152$203.7MSPY, SCHD, FVD, IJH, FDL
Q4 2024 136$180.3MSPY, SCHD, IJH, FVD, COWZ
Q3 2024 152$191.0MSPY, SCHD, IJH, FVD, COWZ
Q2 2024 137$169.8MSPY, SCHD, IJH, FVD, COWZ
Q1 2024 122$155.1MSCHD, SPY, IJH, FVD, RSP