BlueChip Wealth Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), BlueChip Wealth Advisors LLC reported 147 stock positions worth $227.8 million. Its top holding was Vanguard Ultra Short Bond Et (VUSB) at 6.5% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 6.0%) and Schwab US DVD Equity ETF (SCHD, 5.5%). Compared with Q4 2025, it opened 14 new positions, sold out of 24, added to 45 and reduced 53. The biggest buy was Vanguard Ultra Short Bond Et (VUSB, shares +24%) and the biggest sale an exit from Sei Select Intl Equity (SEIE).
- Most Recent 13F
- Q2 2026
- Location
- Milton, GA
- CIK
- 0002015578
- Portfolio Value
- $227.8M (Q1 2026)
- SEC Filing
- 0002015578-26-000004 ↗ filed May 5, 2026
Holdings Value
Holdings 147 stocks · $227.8M
| VUSB Vanguard Ultra Short Bond Et | 6.47% | 295,906 | $14.7M | Add +24.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.03% | 21,134 | $13.7M | Add +2.9% |
| SCHD Schwab US DVD Equity ETF | 5.50% | 408,106 | $12.5M | Add +0.2% |
| IJH iShares Core S&P Midcap ETF | 4.11% | 138,523 | $9.4M | Add +4.5% |
| FDL First Trust Morn DVD Lead Inc. | 3.78% | 169,708 | $8.6M | Reduce -2.8% |
| FVD First Trust Value Line DVD | 3.68% | 178,162 | $8.4M | Reduce -2.7% |
| RSP Invesco S&P 500 Equal Weight | 3.42% | 40,644 | $7.8M | Add +55.5% |
| IVV iShares Core S&P 500 ETF | 2.97% | 10,341 | $6.8M | Add +1.4% |
| AFL Aflac Inc. | 2.80% | 58,158 | $6.4M | No change |
| QQQ Invesco QQQ Trust Series 1 | 2.56% | 10,090 | $5.8M | Reduce -1.9% |
| CGGR Cap Group Growth Equity | 2.54% | 143,737 | $5.8M | Reduce -8.8% |
| GLD SPDR Gold Shares | 2.46% | 13,018 | $5.6M | Reduce -14.2% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 2.25% | 143,026 | $5.1M | Reduce -10.1% |
| RDVY First Trust Rising Dividend | 2.25% | 74,979 | $5.1M | Reduce -4.6% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 2.07% | 110,710 | $4.7M | Reduce -34.4% |
| HD Home Depot Inc. | 1.97% | 13,672 | $4.5M | Reduce -1.0% |
| TDIV FT Nasdaq Tech DVD Index FD | 1.97% | 47,913 | $4.5M | Reduce -0.8% |
| AAPL Apple Inc. | 1.83% | 16,773 | $4.2M | Reduce -2.2% |
| VTES Vanguard SH Term Tax-Ex Bond | 1.78% | 40,091 | $4.1M | Add +31.8% |
| DBND Doubleline Oppor Cor BND-Usd | 1.70% | 84,754 | $3.9M | Add +17.1% |
| NVDA Nvidia Corp. | 1.60% | 21,013 | $3.6M | Reduce -0.7% |
| VOO Vanguard S&P 500 ETF | 1.14% | 4,668 | $2.6M | Reduce -24.4% |
| DIVO Amplify CWP Enhan Divid ETF | 1.07% | 54,477 | $2.4M | Reduce -49.8% |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 1.03% | 78,955 | $2.4M | Add +310.1% |
| FID First Trust S&P Internationa | 1.03% | 111,781 | $2.3M | Add +0.0% |
| IXUS iShares Core Intl Stock ETF | 1.02% | 26,922 | $2.3M | No change |
| EMLP First Trust North American E | 0.99% | 51,883 | $2.3M | Add +0.6% |
| TFC Truist Financial Corp. | 0.98% | 48,780 | $2.2M | Reduce -4.8% |
| MSFT Microsoft Corp. | 0.75% | 4,684 | $1.7M | Add +4.7% |
| IWF iShares Russell 1000 Growth | 0.71% | 3,799 | $1.6M | Add +3.3% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.71% | 33,192 | $1.6M | Reduce -21.1% |
| SDVY First Trust Smid Cap Rising | 0.62% | 35,859 | $1.4M | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.57% | 20,883 | $1.3M | Reduce -43.2% |
| IJR iShares Core S&P Small-Cap E | 0.52% | 9,536 | $1.2M | Reduce -2.1% |
| SO The Southern Co. | 0.52% | 12,230 | $1.2M | Reduce -1.1% |
| KO The Coca-Cola Co. | 0.51% | 15,219 | $1.2M | Add +1.7% |
| C Citigroup Inc. | 0.50% | 10,122 | $1.1M | Add +9.9% |
| IWD iShares Russell 1000 Value E | 0.50% | 5,350 | $1.1M | Add +3.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.49% | 14,666 | $1.1M | Add +103.2% |
| PYLD PIMCO Multisector Bond Actv | 0.46% | 40,223 | $1.1M | New |
| FDD First Trust Stoxx Europe | 0.46% | 58,972 | $1.1M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 2,185 | $1.0M | Add +1.7% |
| MFSV MFS Active Value | 0.45% | 38,287 | $1.0M | New |
| MAGS Roundhill Magnificent Seven | 0.44% | 17,481 | $1.0M | Reduce -10.3% |
| AMZN Amazon.com Inc. | 0.43% | 4,731 | $985K | Add +1.9% |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 0.43% | 29,614 | $981K | New |
| VIG Vanguard Dividend Apprec ETF | 0.42% | 4,468 | $961K | Reduce -27.1% |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 0.42% | 30,064 | $949K | New |
| CSCO Cisco Systems Inc. | 0.40% | 11,887 | $922K | No change |
| SCHM Schwab US Mid Cap ETF | 0.40% | 29,613 | $917K | Add +8.0% |
| HYLS FT Tactical High Yield ETF | 0.38% | 21,186 | $860K | Add +39.1% |
| IBIT iShares Bitcoin Trust ETF | 0.37% | 22,189 | $853K | Reduce -1.9% |
| NOBL Proshares S&P 500 Dividend A | 0.37% | 7,985 | $846K | Reduce -3.3% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.33% | 14,068 | $743K | Reduce -0.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.32% | 16,181 | $739K | Add +78.5% |
| GLTR Abrdn Precious Metals Basket | 0.32% | 3,438 | $730K | Add +143.3% |
| GOOGL Alphabet Inc. Class A | 0.32% | 2,536 | $729K | Reduce -1.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.32% | 1 | $718K | No change |
| MCD McDonald's Corp. | 0.31% | 2,291 | $712K | No change |
| FIXD First Trust Smith Opportunis | 0.30% | 15,688 | $684K | Add +18.0% |
| FEGE First Eagle GL Equity ETF | 0.30% | 14,503 | $682K | New |
| XOM Exxon Mobil Corp. | 0.30% | 3,970 | $674K | Add +5.7% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.29% | 15,921 | $668K | Reduce -28.7% |
| ICSH iShares Ultra Short Duration | 0.29% | 12,975 | $657K | Add +207.5% |
| FTGS First Trust Grwth Strgth ETF | 0.28% | 18,946 | $645K | Add +17.0% |
| SNDA Sonida Senior Living Inc. | 0.28% | 19,726 | $636K | New |
| QGRO American Century US Quality | 0.28% | 6,432 | $630K | Reduce -52.2% |
| CEG Constellation Energy | 0.27% | 2,228 | $622K | Add +9.3% |
| DGT SS SPDR Global Dow ETF | 0.27% | 3,613 | $613K | No change |
| V Visa Inc. Class A | 0.26% | 1,996 | $603K | Reduce -2.0% |
| GOOG Alphabet Inc. Class C | 0.26% | 2,085 | $598K | Reduce -12.1% |
| FTCB FT Core Investment Grade ETF | 0.25% | 27,352 | $573K | Add +24.0% |
| FETH Fidelity Ethereum Fund | 0.25% | 27,122 | $566K | Add +86.8% |
| JNJ Johnson & Johnson | 0.25% | 2,311 | $565K | Reduce -0.9% |
| VOOV Vanguard S&P 500 Value ETF | 0.24% | 2,675 | $545K | No change |
| WMT Walmart Inc. | 0.23% | 4,260 | $529K | No change |
| FDT First Trust Develp MKT Ex-US | 0.23% | 6,014 | $523K | No change |
| FAAR First Trust Alt Abs Ret ETF | 0.23% | 16,205 | $520K | Reduce -7.4% |
| ABBV Abbvie Inc. | 0.22% | 2,291 | $498K | Reduce -7.4% |
| IWP iShares Russell Mid-Cap Grow | 0.21% | 3,812 | $488K | Add +2.4% |
| QTEC First Trust Nasdq 100 Tech I | 0.21% | 2,235 | $483K | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.21% | 2,000 | $475K | No change |
| COP Conocophillips | 0.21% | 3,793 | $473K | No change |
| META Meta Platforms Inc. Class A | 0.20% | 807 | $450K | Reduce -0.5% |
| FIIG FT Intermed Dur Ig Corp. ETF | 0.19% | 21,289 | $442K | Add +19.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.19% | 1,474 | $441K | No change |
| PANW Palo Alto Networks Inc. | 0.19% | 2,727 | $437K | Reduce -2.9% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.19% | 9,634 | $437K | New |
| LGOV First TR Long Duration O-ETF | 0.19% | 20,121 | $434K | Add +20.5% |
| IAU iShares Gold Trust | 0.19% | 4,882 | $430K | Reduce -0.9% |
| ADP Automatic Data Processing | 0.19% | 2,110 | $429K | Reduce -4.8% |
| FMF First Trust Managed Futures | 0.19% | 8,430 | $427K | Add +3.3% |
| FTA First Trust L C Val Alp | 0.18% | 4,518 | $417K | Reduce -25.8% |
| FTCS First Trust Capital Strength | 0.18% | 4,455 | $413K | No change |
| COHR Coherent Corp. | 0.18% | 1,728 | $412K | Add +34.5% |
| IWR iShares Russell Mid-Cap ETF | 0.18% | 4,218 | $410K | No change |
| SLV iShares Silver Trust | 0.18% | 5,947 | $405K | No change |
| MATX Matson Inc. | 0.18% | 2,465 | $404K | Reduce -3.7% |
| SPEM State Street SP PTF Em ETF | 0.18% | 8,596 | $403K | Add +66.2% |
| MFLX First Trust Exchange-Traded | 0.18% | 23,881 | $401K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| SEIE Sei Select Intl Equity | Sold out | 0.00% | −1.62 |
| CGDV Cap Group Dividend Value | Reduce -34.4% | 2.07% | −1.03 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -49.8% | 1.07% | −0.96 |
| SEIS Sei Select Small Cap ETF | Sold out | 0.00% | −0.69 |
| SEEM Sei Select Em MRKT Eq | Sold out | 0.00% | −0.62 |
| VOO Vanguard S&P 500 ETF | Reduce -24.4% | 1.14% | −0.49 |
| CGGR Cap Group Growth Equity | Reduce -8.8% | 2.54% | −0.41 |
| QGRO American Century US Quality | Reduce -52.2% | 0.28% | −0.37 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -43.2% | 0.57% | −0.36 |
| TOTL SS Doubleline TR Tact ETF | Sold out | 0.00% | −0.35 |
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −0.28 |
| VNLA Janus Henderson Short Durati | Sold out | 0.00% | −0.27 |
| FTHY First Trust Hi YLD Opp 2027 | Sold out | 0.00% | −0.23 |
| RDVI FT Vest Rising Dividend Achi | Sold out | 0.00% | −0.22 |
| MINT PIMCO Enhanced Short Maturit | Reduce -63.1% | 0.13% | −0.21 |
| NEAR iShares SH Dba ETF Usd Inc. | Sold out | 0.00% | −0.20 |
| FTHI Fthi/First Trust Exchange-TR | Sold out | 0.00% | −0.19 |
| FCTR First Trust Lunt US Factor | Sold out | 0.00% | −0.18 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -21.1% | 0.71% | −0.16 |
| FTQI First Trust Nasdaq Buywrite | Sold out | 0.00% | −0.15 |
| VIG Vanguard Dividend Apprec ETF | Reduce -27.1% | 0.42% | −0.14 |
| OVT Overlay Shares SHRT Term Bon | Sold out | 0.00% | −0.14 |
| IGM iShares Expanded Tech Sector | Sold out | 0.00% | −0.13 |
| CGDG Cap Group Dividend Growers | Reduce -10.1% | 2.25% | −0.13 |
| JSML Janus Hender SM Cap GRW Alph | Sold out | 0.00% | −0.13 |
| AAPL Apple Inc. | Reduce -2.2% | 1.83% | −0.12 |
| ICOW Pacer Developed Markets Inte | Sold out | 0.00% | −0.12 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -28.7% | 0.29% | −0.12 |
| ECOW Pacer Emerging Markets Cash | Sold out | 0.00% | −0.12 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.12 |
| IGSB iShares 1-5Y Inv Grade Corp. | Sold out | 0.00% | −0.11 |
| QINT American Century QLTY Diver | Sold out | 0.00% | −0.11 |
| EEM iShares MSCI Emerging Market | Reduce -50.3% | 0.10% | −0.11 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.9% | 2.56% | −0.10 |
| IBIT iShares Bitcoin Trust ETF | Reduce -1.9% | 0.37% | −0.10 |
| NUV Nuveen Municipal Value | Sold out | 0.00% | −0.10 |
| IMCG iShares Morningstar Mid-Cap | Reduce -52.7% | 0.09% | −0.10 |
| ISCG iShares Morningstar Small-Ca | Sold out | 0.00% | −0.10 |
| MAGS Roundhill Magnificent Seven | Reduce -10.3% | 0.44% | −0.10 |
| CION Cion Investment Corp. | Reduce -40.4% | 0.07% | −0.09 |
| FTXO First Trust Nasdaq Bank ETF | Sold out | 0.00% | −0.09 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.09 |
| TFC Truist Financial Corp. | Reduce -4.8% | 0.98% | −0.08 |
| GLD SPDR Gold Shares | Reduce -14.2% | 2.46% | −0.07 |
| AKRE Akre Focus ETF | Reduce -0.6% | 0.33% | −0.06 |
| BPRE Bluerock Private Real Estate | Reduce -40.1% | 0.14% | −0.06 |
| NVDA Nvidia Corp. | Reduce -0.7% | 1.60% | −0.06 |
| ADP Automatic Data Processing | Reduce -4.8% | 0.19% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -12.1% | 0.26% | −0.05 |
| FSK FS KKR Capital Corp. | Reduce -33.1% | 0.05% | −0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| VUSB Vanguard Ultra Short Bond Et | Add +24.2% | 6.47% | +1.48 |
| RSP Invesco S&P 500 Equal Weight | Add +55.5% | 3.42% | +1.32 |
| SCHD Schwab US DVD Equity ETF | Add +0.2% | 5.50% | +0.80 |
| CGCV Cap Group Conservative Eq | Add +310.1% | 1.03% | +0.79 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +31.8% | 1.78% | +0.48 |
| PYLD PIMCO Multisector Bond Actv | New | 0.46% | +0.46 |
| MFSV MFS Active Value | New | 0.45% | +0.45 |
| CGIC Cap Group Intl Core Eq | New | 0.43% | +0.43 |
| IJH iShares Core S&P Midcap ETF | Add +4.5% | 4.11% | +0.43 |
| CGNG Cap Group New Geography Eq | New | 0.42% | +0.42 |
| FEGE First Eagle GL Equity ETF | New | 0.30% | +0.30 |
| DBND Doubleline Oppor Cor BND-Usd | Add +17.1% | 1.70% | +0.29 |
| SNDA Sonida Senior Living Inc. | New | 0.28% | +0.28 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +103.2% | 0.49% | +0.25 |
| ICSH iShares Ultra Short Duration | Add +207.5% | 0.29% | +0.20 |
| GLTR Abrdn Precious Metals Basket | Add +143.3% | 0.32% | +0.20 |
| TFI SS SPDR N Ice Muni Bond ETF | New | 0.19% | +0.19 |
| EMLP First Trust North American E | Add +0.6% | 0.99% | +0.17 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +78.5% | 0.32% | +0.16 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.15% | +0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.9% | 6.03% | +0.15 |
| SMA Smartstop Self Storage REIT | New | 0.12% | +0.12 |
| HYLS FT Tactical High Yield ETF | Add +39.1% | 0.38% | +0.11 |
| XOM Exxon Mobil Corp. | Add +5.7% | 0.30% | +0.11 |
| STX Seagate Technology Holdings | New | 0.10% | +0.10 |
| GE General Electric | New | 0.10% | +0.10 |
| SPSM SS SPDR P S&P 600 Small Cap | New | 0.09% | +0.09 |
| IJJ iShares S&P Mid-Cap 400 Valu | New | 0.09% | +0.09 |
| COHR Coherent Corp. | Add +34.5% | 0.18% | +0.08 |
| SPEM State Street SP PTF Em ETF | Add +66.2% | 0.18% | +0.08 |
| KO The Coca-Cola Co. | Add +1.7% | 0.51% | +0.07 |
| FETH Fidelity Ethereum Fund | Add +86.8% | 0.25% | +0.07 |
| FID First Trust S&P Internationa | Add +0.0% | 1.03% | +0.06 |
| SCHM Schwab US Mid Cap ETF | Add +8.0% | 0.40% | +0.06 |
| FTCB FT Core Investment Grade ETF | Add +24.0% | 0.25% | +0.05 |
| FIXD First Trust Smith Opportunis | Add +18.0% | 0.30% | +0.05 |
| C Citigroup Inc. | Add +9.9% | 0.50% | +0.05 |
| IWD iShares Russell 1000 Value E | Add +3.9% | 0.50% | +0.05 |
| FTGS First Trust Grwth Strgth ETF | Add +17.0% | 0.28% | +0.04 |
| LGOV First TR Long Duration O-ETF | Add +20.5% | 0.19% | +0.04 |
| FIIG FT Intermed Dur Ig Corp. ETF | Add +19.9% | 0.19% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +19.5% | 0.15% | +0.03 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Add +7.3% | 0.17% | +0.03 |
| FDD First Trust Stoxx Europe | Add +0.5% | 0.46% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +1.4% | 2.97% | +0.03 |
| COST Costco Wholesale Corp. | Add +10.9% | 0.14% | +0.03 |
| FMF First Trust Managed Futures | Add +3.3% | 0.19% | +0.03 |
| DFDV Defi Development Corp. | New | 0.03% | +0.03 |
| FJP First Trust Japan | Add +9.6% | 0.13% | +0.02 |
| FEP First Trust Europe | Add +15.4% | 0.12% | +0.02 |
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 |