BlueChip Wealth Advisors LLC Portfolio Holdings - 13F Filings | 13F Fund Database
BlueChip Wealth Advisors LLC 13F Holdings
CIK 0002015578 · Milton, GA
As of Sep 30, 2025, BlueChip Wealth Advisors LLC reported
155 positions worth $234.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 20,932 |
|
3.9M5.95% |
| VANGUARD ULTRA-SHORT BOND ETF | VUSB | — | 232,153 |
1.6M | 4.96% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 392,821 |
0.7M | 4.58% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 137,488 | $9.0M | 3.83% |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | FVD | — | 185,961 | $8.6M | 3.67% |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | FDL | — | 174,709 | $7.6M | 3.24% |
| ISHARES CORE S&P 500 ETF | IVV | — | 10,613 | $7.1M | 3.03% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 164,839 | $6.9M | 2.96% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 148,811 | $6.5M | 2.79% |
| AFLAC INC | AFL | Financial Services | 58,158 | $6.5M | 2.77% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 10,061 | $6.0M | 2.58% |
| HOME DEPOT INC | HD | Consumer Cyclical | 14,659 | $5.9M | 2.54% |
| SPDR GOLD TRUST | GQ9 | — | 15,733 | $5.6M | 2.39% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | — | 79,863 | $5.4M | 2.29% |
| APPLE INC | AAPL | Technology | 20,034 | $5.1M | 2.18% |
| CAPITAL GROUP DIVIDEND GROWERS ETF | CGDG | — | 143,674 | $5.0M | 2.13% |
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | DIVO | — | 109,493 | $4.9M | 2.08% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 25,248 | $4.8M | 2.05% |
| FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | TDIV | — | 48,506 | $4.8M | 2.04% |
| NVIDIA CORP | NVDA | Technology | 22,102 | $4.1M | 1.76% |
| SEI SELECT INTERNATIONAL EQUITY ETF | SEIE | — | 119,693 | $3.7M | 1.56% |
| VANGUARD 500 INDEX FUND | VOO | — | 5,218 | $3.2M | 1.36% |
| DOUBLELINE OPPORTUNISTIC CORE BOND ETF | DBND | — | 61,604 | $2.9M | 1.22% |
| VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF | VTES | — | 26,448 | $2.7M | 1.15% |
| MICROSOFT CORP | MSFT | Technology | 5,060 | $2.6M | 1.12% |