StockDriftsStockDriftsTop 50 BlueChip Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 6.05% | 21.4K | $16.0M | +1.09%(+231) | $486.45(+59.02%) | 2026-06-30 | |
| VUSB | VANGUARD BD INDEX FDS | 5.36% | 284.1K | $14.1M | -4.00%(-11.84K) | $49.80(-0.26%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 4.93% | 410.1K | $13.0M | +0.48%(+1.98K) | $25.03(+36.95%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.06% | 139.0K | $10.7M | +0.32%(+448) | $53.77(+44.90%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.41% | 42.2K | $9.0M | +3.90%(+1.59K) | $170.74(+29.32%) | 2026-06-30 | |
| FVD | FIRST TR EXCHANGE-TRADED FD | 3.09% | 169.2K | $8.2M | -5.01%(-8.93K) | $39.77(+27.43%) | 2026-06-30 | |
| FDL | FIRST TR EXCHANGE-TRADED FD | 3.01% | 163.1K | $7.9M | -3.89%(-6.59K) | $36.58(+41.94%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.92% | 10.3K | $7.7M | -0.54%(-56) | $466.00(+66.81%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.87% | 10.3K | $7.6M | +1.73%(+175) | $409.64(+75.97%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 2.6% | 145.6K | $6.9M | +1.28%(+1.84K) | $31.84(+47.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +37.51% |
| Top 20 Holdings Unweighted | — | — | — | — | +39.66% |
BlueChip Wealth Advisors LLC reports $263.78M in US-listed equity holdings across 172 positions in its most recent 13F filing. Its largest disclosed positions are SPY (6.0%), VUSB (5.4%) and SCHD (4.9%). The top 20 holdings account for 57.9% of reported assets. Its disclosed equity book has returned +37.51% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from BlueChip Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2015578). View BlueChip Wealth Advisors LLC’s 13F filings on SEC