Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BlueChip Wealth Advisors LLC (CIK 2015578) reported $227.8M across 146 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUSB ($14.7M, 6.47%), SPY ($13.7M, 6.03%), SCHD ($12.5M, 5.50%), IJH ($9.4M, 4.11%), FDL ($8.6M, 3.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUSB | VANGUARD BD INDEX FDS | $14.7M | 6.47% | 295,906 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $13.7M | 6.03% | 21,134 | Added |
| 3 | SCHD | SCHWAB STRATEGIC TR | $12.5M | 5.50% | 408,106 | Added |
| 4 | IJH | ISHARES TR | $9.4M | 4.11% | 138,523 | Added |
| 5 | FDL | FIRST TR EXCHANGE-TRADED FD | $8.6M | 3.78% | 169,708 | Trimmed |
| 6 | FVD | FIRST TR EXCHANGE-TRADED FD | $8.4M | 3.68% | 178,162 | Trimmed |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | $7.8M | 3.42% | 40,644 | Added |
| 8 | IVV | ISHARES TR | $6.8M | 2.97% | 10,341 | Added |
| 9 | AFL | AFLAC INC | $6.4M | 2.80% | 58,158 | Hold |
| 10 | QQQ | INVESCO QQQ TR | $5.8M | 2.56% | 10,090 | Trimmed |
| 11 | CGGR | CAPITAL GROUP GROWTH ETF | $5.8M | 2.54% | 143,737 | Trimmed |
| 12 | GLD | SPDR GOLD TR | $5.6M | 2.46% | 13,018 | Trimmed |
| 13 | RDVY | FIRST TR EXCHANGE TRADED FD | $5.1M | 2.25% | 74,979 | Trimmed |
| 14 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $5.1M | 2.25% | 143,026 | Trimmed |
| 15 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $4.7M | 2.07% | 110,710 | Trimmed |
| 16 | TDIV | FIRST TR EXCHANGE TRADED FD | $4.5M | 1.97% | 47,913 | Trimmed |
| 17 | HD | HOME DEPOT INC | $4.5M | 1.97% | 13,672 | Trimmed |
| 18 | AAPL | APPLE INC | $4.2M | 1.83% | 16,773 | Trimmed |
| 19 | VTES | VANGUARD WELLINGTON FD | $4.1M | 1.78% | 40,091 | Added |
| 20 | DBND | DOUBLELINE ETF TRUST | $3.9M | 1.70% | 84,754 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $3.6M | 1.60% | 21,013 | Trimmed |
| 22 | VOO | VANGUARD INDEX FDS | $2.6M | 1.14% | 4,668 | Trimmed |
| 23 | DIVO | AMPLIFY ETF TR | $2.4M | 1.07% | 54,477 | Trimmed |
| 24 | FID | FIRST TR EXCHANGE TRADED FD | $2.3M | 1.03% | 111,781 | Added |
| 25 | CGCV | CAPITAL GROUP CONSERVATIVE E | $2.4M | 1.03% | 78,955 | Added |
Source: SEC Form 13F filings · as of 2026-03-31