Holders — by stockHoldings — by fund
BlueChip Wealth Advisors LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2015578
$263.8M
disclosed book value
172
positions
6%
largest position share
Positions, as of 2026-06-30
top 100 of 172 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYSTATE STR SPDR S&P 500 ETF T | 21,365 | $16.0M | 6% |
| 2 | VUSBVANGUARD BD INDEX FDS | 284,062 | $14.1M | 5.4% |
| 3 | SCHDSCHWAB STRATEGIC TR | 410,081 | $13.0M | 4.9% |
| 4 | IJHISHARES TR | 138,971 | $10.7M | 4.1% |
| 5 | RSPINVESCO EXCHANGE TRADED FD T | 42,230 | $9.0M | 3.4% |
| 6 | FVDFIRST TR EXCHANGE-TRADED FD | 169,228 | $8.2M | 3.1% |
| 7 | FDLFIRST TR EXCHANGE-TRADED FD | 163,113 | $7.9M | 3% |
| 8 | IVVISHARES TR | 10,285 | $7.7M | 2.9% |
| 9 | QQQINVESCO QQQ TR | 10,265 | $7.6M | 2.9% |
| 10 | CGGRCAPITAL GROUP GROWTH ETF | 145,575 | $6.9M | 2.6% |
| 11 | SPYMSPDR SERIES TRUST | 77,003 | $6.8M | 2.6% |
| 12 | RDVYFIRST TR EXCHANGE TRADED FD | 74,587 | $6.0M | 2.3% |
| 13 | CGDVCAPITAL GROUP DIVIDEND VALUE | 111,650 | $5.5M | 2.1% |
| 14 | CGDGCAPITAL GROUP DIVIDEND GROWE | 143,983 | $5.4M | 2% |
| 15 | GLDSPDR GOLD TR | 14,393 | $5.3M | 2% |
| 16 | AAPLAPPLE INC | 16,435 | $4.8M | 1.8% |
| 17 | VTESVANGUARD WELLINGTON FD | 45,299 | $4.6M | 1.7% |
| 18 | NVDANVIDIA CORPORATION | 22,563 | $4.5M | 1.7% |
| 19 | VOOVANGUARD INDEX FDS | 6,427 | $4.4M | 1.7% |
| 20 | TDIVFIRST TR EXCHANGE TRADED FD | 38,234 | $4.4M | 1.7% |
| 21 | DOUBLELINE ETF TRUST | 85,933 | $3.9M | 1.5% |
| 22 | SPDWSPDR INDEX SHS FDS | 73,830 | $3.7M | 1.4% |
| 23 | CGCVCAPITAL GROUP CONSERVATIVE E | 96,166 | $3.2M | 1.2% |
| 24 | TFISPDR SERIES TRUST | 60,552 | $2.8M | 1.1% |
| 25 | MFS ACTIVE EXCHANGE TRADED F | 91,486 | $2.6M | 1% |
| 26 | IXUSISHARES TR | 26,922 | $2.6M | 1% |
| 27 | FIRST TR EXCHANGE TRADED FD | 117,760 | $2.5M | 1% |
| 28 | DIVOAMPLIFY ETF TR | 54,329 | $2.5M | 0.9% |
| 29 | TFCTRUIST FINL CORP | 41,280 | $2.1M | 0.8% |
| 30 | IWFISHARES TR | 15,195 | $1.9M | 0.7% |
| 31 | SPEMSPDR INDEX SHS FDS | 36,254 | $1.9M | 0.7% |
| 32 | KNGFIRST TR EXCHANGE-TRADED FD | 36,027 | $1.8M | 0.7% |
| 33 | EMLPFIRST TR EXCHANGE-TRADED FD | 39,828 | $1.7M | 0.7% |
| 34 | MSFTMICROSOFT CORP | 4,632 | $1.7M | 0.7% |
| 35 | SDVYFIRST TR EXCHANGE TRADED FD | 35,859 | $1.5M | 0.6% |
| 36 | VFLOVICTORY PORTFOLIOS II | 33,648 | $1.5M | 0.6% |
| 37 | HDHOME DEPOT INC | 4,225 | $1.5M | 0.6% |
| 38 | IJRISHARES TR | 9,536 | $1.4M | 0.5% |
| 39 | CSCOCISCO SYS INC | 11,887 | $1.4M | 0.5% |
| 40 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,688 | $1.3M | 0.5% |
| 41 | IWDISHARES TR | 5,350 | $1.3M | 0.5% |
| 42 | COWZPACER FDS TR | 20,189 | $1.3M | 0.5% |
| 43 | SOSOUTHERN CO | 12,157 | $1.2M | 0.4% |
| 44 | PYLDPIMCO ETF TR | 43,606 | $1.2M | 0.4% |
| 45 | MAGSLISTED FDS TR | 17,681 | $1.1M | 0.4% |
| 46 | CGNGCAPITAL GROUP NEW GEOGRAPHY | 30,229 | $1.1M | 0.4% |
| 47 | TRULIEVE CANNABIS CORP | 114,464 | $1.1M | 0.4% |
| 48 | SCHMSCHWAB STRATEGIC TR | 29,490 | $1.1M | 0.4% |
| 49 | VIGVANGUARD SPECIALIZED FUNDS | 4,469 | $1.1M | 0.4% |
| 50 | SPTLSPDR SERIES TRUST | 39,195 | $1.0M | 0.4% |
| 51 | FEGERBB FUND TRUST | 20,847 | $1.0M | 0.4% |
| 52 | AMZNAMAZON COM INC | 4,271 | $1.0M | 0.4% |
| 53 | FIRST TR EXCHANGE-TRADED FD | 53,882 | $999,511 | 0.4% |
| 54 | CGICCAPITAL GROUP INTERNATIONAL | 27,004 | $982,675 | 0.4% |
| 55 | SPSMSPDR SERIES TRUST | 16,142 | $930,910 | 0.4% |
| 56 | PANWPALO ALTO NETWORKS INC | 2,705 | $922,459 | 0.3% |
| 57 | SNDASONIDA SENIOR LIVING INC | 21,641 | $882,953 | 0.3% |
| 58 | NOBLPROSHARES TR | 15,536 | $872,498 | 0.3% |
| 59 | SLVISHARES SILVER TR | 16,147 | $863,380 | 0.3% |
| 60 | SPMDSPDR SERIES TRUST | 12,648 | $854,499 | 0.3% |
| 61 | GOOGLALPHABET INC | 2,275 | $813,016 | 0.3% |
| 62 | CALFPACER FDS TR | 16,006 | $810,067 | 0.3% |
| 63 | HYLSFIRST TR EXCHANGE-TRADED FD | 19,529 | $793,854 | 0.3% |
| 64 | ICSHISHARES TR | 15,459 | $781,916 | 0.3% |
| 65 | BRK/ABERKSHIRE HATHAWAY INC DEL | 1 | $748,850 | 0.3% |
| 66 | QTECFIRST TR EXCHANGE-TRADED FD | 2,235 | $748,032 | 0.3% |
| 67 | GOOGALPHABET INC | 2,098 | $741,380 | 0.3% |
| 68 | ALLSPRING EXCHANGE TRADED FU | 28,757 | $720,071 | 0.3% |
| 69 | CCITIGROUP INC | 5,122 | $716,875 | 0.3% |
| 70 | IBITISHARES BITCOIN TRUST ETF | 21,138 | $703,685 | 0.3% |
| 71 | FTGSFIRST TR EXCHANGE-TRADED FD | 18,946 | $701,044 | 0.3% |
| 72 | COHRCOHERENT CORP | 1,740 | $686,378 | 0.3% |
| 73 | AKREPROFESIONALLY MANAGED PORTFO | 12,866 | $684,343 | 0.3% |
| 74 | FIXDFIRST TR EXCHNG TRADED FD VI | 15,688 | $684,154 | 0.3% |
| 75 | VVISA INC | 1,990 | $682,745 | 0.3% |
| 76 | SEAGATE TECHNOLOGY HLDNGS PL | 687 | $663,385 | 0.3% |
| 77 | CEGCONSTELLATION ENERGY CORP | 2,667 | $662,476 | 0.3% |
| 78 | FIRST TR HIGH YIELD OPPRT 20 | 48,350 | $662,395 | 0.3% |
| 79 | MFS ACTIVE EXCHANGE TRADED F | 21,175 | $642,026 | 0.2% |
| 80 | QGROAMERICAN CENTY ETF TR | 5,199 | $613,746 | 0.2% |
| 81 | QQQMINVESCO EXCH TRADED FD TR II | 2,000 | $605,940 | 0.2% |
| 82 | GWXSPDR INDEX SHS FDS | 13,846 | $605,901 | 0.2% |
| 83 | JNJJOHNSON & JOHNSON | 2,311 | $586,925 | 0.2% |
| 84 | VOOVVANGUARD ADMIRAL FDS INC | 2,675 | $586,387 | 0.2% |
| 85 | FTCBFIRST TR EXCHANGE-TRADED FD | 27,352 | $570,426 | 0.2% |
| 86 | FDTFIRST TR EXCH TRD ALPHDX FD | 6,014 | $569,390 | 0.2% |
| 87 | IWPISHARES TR | 3,812 | $558,115 | 0.2% |
| 88 | GLTRABRDN PRECIOUS METALS BASKET | 3,063 | $554,866 | 0.2% |
| 89 | EXMOCEXXON MOBIL CORP | 3,870 | $529,106 | 0.2% |
| 90 | KOCOCA COLA CO | 6,478 | $526,469 | 0.2% |
| 91 | FETHFIDELITY ETHEREUM FD | 32,322 | $508,748 | 0.2% |
| 92 | JMUBJ P MORGAN EXCHANGE TRADED F | 10,000 | $506,550 | 0.2% |
| 93 | JBHTHUNT J B TRANS SVCS INC | 1,734 | $501,792 | 0.2% |
| 94 | FIRST TR EXCHANGE TRAD FD VI | 15,411 | $487,297 | 0.2% |
| 95 | FIRST TR EXCHNG TRADED FD VI | 27,881 | $484,293 | 0.2% |
| 96 | ADPAUTOMATIC DATA PROCESSING IN | 2,110 | $472,535 | 0.2% |
| 97 | IWRISHARES TR | 4,218 | $465,290 | 0.2% |
| 98 | MCDMCDONALDS CORP | 1,700 | $459,528 | 0.2% |
| 99 | GFLWVICTORY PORTFOLIOS II | 13,375 | $458,541 | 0.2% |
| 100 | METAMETA PLATFORMS INC | 809 | $455,459 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.