Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $16M | 6.0% |
| Vanguard BD Index FdsVANGUARD ULTRA | VANGUARD ULTRA | $14.1M | 5.4% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $13M | 4.9% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $10.7M | 4.1% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $8.99M | 3.4% |
| First TR Exchange-traded FDSHS | SHS | $8.15M | 3.1% |
| First TR Exchange-traded FDSHS | SHS | $7.94M | 3.0% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $7.7M | 2.9% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $7.56M | 2.9% |
| Capital Group Growth ETFSHS CREAT UNIT | SHS CREAT UNIT | $6.87M | 2.6% |
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $6.77M | 2.6% |
| First TR Exchange Traded FDRISNG DIVD ACHIV | RISNG DIVD ACHIV | $6.05M | 2.3% |
| Capital Group Dividend ValueSHS CREAT UNIT | SHS CREAT UNIT | $5.5M | 2.1% |
| Capital Group Dividend GroweSHS ETF | SHS ETF | $5.4M | 2.0% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $5.3M | 2.0% |
| Apple Inc.COM | COM | $4.76M | 1.8% |
| Vanguard Wellington FDSHORT TRM TAX EX | SHORT TRM TAX EX | $4.59M | 1.7% |
| Nvidia CorporationCOM | COM | $4.51M | 1.7% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $4.41M | 1.7% |
| First TR Exchange Traded FDNASD TECH DIV | NASD TECH DIV | $4.39M | 1.7% |
| Doubleline ETF TrustOPPO CORE BD ETF | OPPO CORE BD ETF | $3.92M | 1.5% |
| SPDR Index Shs FdsST STR PO EX ETF | ST STR PO EX ETF | $3.72M | 1.4% |
| Capital Group Conservative ESHS | SHS | $3.16M | 1.2% |
| SPDR Series TrustST STR NUVEE ETF | ST STR NUVEE ETF | $2.77M | 1.1% |
| Mfs Active Exchange Traded FVALUE ETF | VALUE ETF | $2.61M | 1.0% |
| iShares TRCORE MSCI TOTAL | CORE MSCI TOTAL | $2.57M | 1.0% |
| First TR Exchange Traded FDS&P INTL DIVID | S&P INTL DIVID | $2.53M | 1.0% |
| Amplify ETF TRCWP ENHANCED DIV | CWP ENHANCED DIV | $2.48M | 0.9% |
| Truist Finl Corp.COM | COM | $2.06M | 0.8% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $1.89M | 0.7% |
| SPDR Index Shs FdsST PORT MARK ETF | ST PORT MARK ETF | $1.88M | 0.7% |
| First TR Exchange-traded FDFT VEST S&P 500 | FT VEST S&P 500 | $1.82M | 0.7% |
| First TR Exchange-traded FDNO AMER ENERGY | NO AMER ENERGY | $1.73M | 0.7% |
| Microsoft Corp.COM | COM | $1.73M | 0.7% |
| First TR Exchange Traded FDSMID RISNG ETF | SMID RISNG ETF | $1.55M | 0.6% |
| Victory Portfolios IISHS FR CA FL ETF | SHS FR CA FL ETF | $1.54M | 0.6% |
| Home Depot Inc.COM | COM | $1.49M | 0.6% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $1.41M | 0.5% |
| Cisco Sys Inc.COM | COM | $1.4M | 0.5% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $1.35M | 0.5% |
| iShares TRRUS 1000 VAL ETF | RUS 1000 VAL ETF | $1.3M | 0.5% |
| Pacer Fds TRUS CASH COWS 100 | US CASH COWS 100 | $1.26M | 0.5% |
| Southern COCOM | COM | $1.16M | 0.4% |
| Pimco ETF TRMULTISECTOR BD | MULTISECTOR BD | $1.16M | 0.4% |
| Listed Fds TRROUN MA SEVE ETF | ROUN MA SEVE ETF | $1.14M | 0.4% |
| Capital Group New GeographySHS | SHS | $1.13M | 0.4% |
| Trulieve Cannabis Corp.SUB VTG SHS | SUB VTG SHS | $1.13M | 0.4% |
| Schwab Strategic TRUS MID-CAP ETF | US MID-CAP ETF | $1.09M | 0.4% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $1.06M | 0.4% |
| SPDR Series TrustST LON TREAS ETF | ST LON TREAS ETF | $1.03M | 0.4% |
State Str SPDR S&P 500 ETF TTR UNIT$16M
- Class
- TR UNIT
- Share
- 6.0%
Vanguard BD Index FdsVANGUARD ULTRA$14.1M
- Class
- VANGUARD ULTRA
- Share
- 5.4%
Schwab Strategic TRUS DIVIDEND EQ$13M
- Class
- US DIVIDEND EQ
- Share
- 4.9%
iShares TRCORE S&P MCP ETF$10.7M
- Class
- CORE S&P MCP ETF
- Share
- 4.1%
Invesco Exchange Traded FD TS&P500 EQL WGT$8.99M
- Class
- S&P500 EQL WGT
- Share
- 3.4%
First TR Exchange-traded FDSHS$8.15M
- Class
- SHS
- Share
- 3.1%
First TR Exchange-traded FDSHS$7.94M
- Class
- SHS
- Share
- 3.0%
iShares TRCORE S&P500 ETF$7.7M
- Class
- CORE S&P500 ETF
- Share
- 2.9%
Invesco Qqq TRUNIT SER 1$7.56M
- Class
- UNIT SER 1
- Share
- 2.9%
Capital Group Growth ETFSHS CREAT UNIT$6.87M
- Class
- SHS CREAT UNIT
- Share
- 2.6%
SPDR Series TrustST STR P500ETF$6.77M
- Class
- ST STR P500ETF
- Share
- 2.6%
First TR Exchange Traded FDRISNG DIVD ACHIV$6.05M
- Class
- RISNG DIVD ACHIV
- Share
- 2.3%
Capital Group Dividend ValueSHS CREAT UNIT$5.5M
- Class
- SHS CREAT UNIT
- Share
- 2.1%
Capital Group Dividend GroweSHS ETF$5.4M
- Class
- SHS ETF
- Share
- 2.0%
SPDR Gold TRGOLD SHS$5.3M
- Class
- GOLD SHS
- Share
- 2.0%
Apple Inc.COM$4.76M
- Class
- COM
- Share
- 1.8%
Vanguard Wellington FDSHORT TRM TAX EX$4.59M
- Class
- SHORT TRM TAX EX
- Share
- 1.7%
Nvidia CorporationCOM$4.51M
- Class
- COM
- Share
- 1.7%
Vanguard Index FdsS&P 500 ETF SHS$4.41M
- Class
- S&P 500 ETF SHS
- Share
- 1.7%
First TR Exchange Traded FDNASD TECH DIV$4.39M
- Class
- NASD TECH DIV
- Share
- 1.7%
Doubleline ETF TrustOPPO CORE BD ETF$3.92M
- Class
- OPPO CORE BD ETF
- Share
- 1.5%
SPDR Index Shs FdsST STR PO EX ETF$3.72M
- Class
- ST STR PO EX ETF
- Share
- 1.4%
Capital Group Conservative ESHS$3.16M
- Class
- SHS
- Share
- 1.2%
SPDR Series TrustST STR NUVEE ETF$2.77M
- Class
- ST STR NUVEE ETF
- Share
- 1.1%
Mfs Active Exchange Traded FVALUE ETF$2.61M
- Class
- VALUE ETF
- Share
- 1.0%
iShares TRCORE MSCI TOTAL$2.57M
- Class
- CORE MSCI TOTAL
- Share
- 1.0%
First TR Exchange Traded FDS&P INTL DIVID$2.53M
- Class
- S&P INTL DIVID
- Share
- 1.0%
Amplify ETF TRCWP ENHANCED DIV$2.48M
- Class
- CWP ENHANCED DIV
- Share
- 0.9%
Truist Finl Corp.COM$2.06M
- Class
- COM
- Share
- 0.8%
iShares TRRUS 1000 GRW ETF$1.89M
- Class
- RUS 1000 GRW ETF
- Share
- 0.7%
SPDR Index Shs FdsST PORT MARK ETF$1.88M
- Class
- ST PORT MARK ETF
- Share
- 0.7%
First TR Exchange-traded FDFT VEST S&P 500$1.82M
- Class
- FT VEST S&P 500
- Share
- 0.7%
First TR Exchange-traded FDNO AMER ENERGY$1.73M
- Class
- NO AMER ENERGY
- Share
- 0.7%
Microsoft Corp.COM$1.73M
- Class
- COM
- Share
- 0.7%
First TR Exchange Traded FDSMID RISNG ETF$1.55M
- Class
- SMID RISNG ETF
- Share
- 0.6%
Victory Portfolios IISHS FR CA FL ETF$1.54M
- Class
- SHS FR CA FL ETF
- Share
- 0.6%
Home Depot Inc.COM$1.49M
- Class
- COM
- Share
- 0.6%
iShares TRCORE S&P SCP ETF$1.41M
- Class
- CORE S&P SCP ETF
- Share
- 0.5%
Cisco Sys Inc.COM$1.4M
- Class
- COM
- Share
- 0.5%
Berkshire Hathaway Inc. DelCL B NEW$1.35M
- Class
- CL B NEW
- Share
- 0.5%
iShares TRRUS 1000 VAL ETF$1.3M
- Class
- RUS 1000 VAL ETF
- Share
- 0.5%
Pacer Fds TRUS CASH COWS 100$1.26M
- Class
- US CASH COWS 100
- Share
- 0.5%
Southern COCOM$1.16M
- Class
- COM
- Share
- 0.4%
Pimco ETF TRMULTISECTOR BD$1.16M
- Class
- MULTISECTOR BD
- Share
- 0.4%
Listed Fds TRROUN MA SEVE ETF$1.14M
- Class
- ROUN MA SEVE ETF
- Share
- 0.4%
Capital Group New GeographySHS$1.13M
- Class
- SHS
- Share
- 0.4%
Trulieve Cannabis Corp.SUB VTG SHS$1.13M
- Class
- SUB VTG SHS
- Share
- 0.4%
Schwab Strategic TRUS MID-CAP ETF$1.09M
- Class
- US MID-CAP ETF
- Share
- 0.4%
Vanguard Specialized FundsDIV APP ETF$1.06M
- Class
- DIV APP ETF
- Share
- 0.4%
SPDR Series TrustST LON TREAS ETF$1.03M
- Class
- ST LON TREAS ETF
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 172 positions by value, with holdings of the same security combined. The 172 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2015578
- File number
- 028-24023
- Options
- 0 call, 0 put
- In the 25 largest
- 64.0%
- Prior quarter
- $228M at 31 March 2026
- Positions opened
- 33
- Positions closed
- 8
Common questions
What are Bluechip Wealth Advisors’ 13F holdings worth?
$264 million across 172 positions for the quarter ended 30 June 2026.
What is Bluechip Wealth Advisors’ largest 13F holding?
STATE STR SPDR S&P 500 ETF T (TR UNIT) was the largest position at $16 million, or 6.0% of reported 13F value, as of 30 June 2026.
How concentrated is Bluechip Wealth Advisors’ 13F portfolio?
The ten largest positions accounted for 38.3% of reported value and the twenty-five largest for 64.0%, across 172 positions as of 30 June 2026.
Does Form 13F show everything Bluechip Wealth Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Bluechip Wealth Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.