BlueChip Wealth Advisors LLC holds a diversified book of 172 reported positions worth $263.8M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Victoryshares Free Cash Flow and trimmed Vanguard Ultra Short Bond Et. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 6% of the reported non-option book.
BlueChip Wealth Advisors LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
18% mapped to company sectors
+4 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as BlueChip Wealth Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.5B |
| Swiss Re Ltd | 16 / 80 | $1.0B |
| Mirae Asset Global Investments Co., Ltd. | 36 / 80 | $276.0B |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| MKP Capital Management, L.L.C. | 9 / 80 | $2.8B |
| Fortune 45 LLC | 8 / 80 | $173.9M |
| Hikari Tsushin, Inc. | 9 / 80 | $1.1B |
| Pilgrim Partners Asia Pte Ltd | 13 / 80 | $172.2M |
Ranked by the share of each fund's own book sitting in the names it shares with BlueChip Wealth Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $16.0M | 21.4K | 6.0% | ▲+1.1% Added · +231 sh | |
| 2 | Vanguard BD Index FDS VANGUARD ULTRA | $14.1M | 284.1K | 5.4% | ▼−4.0% Reduced · −12K sh | |
| 3 | Schwab Strategic TR US DIVIDEND EQ | $13.0M | 410.1K | 4.9% | ▲+0.5% Added · +2K sh | |
| 4 | Ishares TR CORE S&P MCP ETF | $10.7M | 139.0K | 4.1% | ▲+0.3% Added · +448 sh | |
| 5 | Invesco Exchange Traded FD T S&P500 EQL WGT | $9.0M | 42.2K | 3.4% | ▲+3.9% Added · +2K sh | |
| 6 | First TR Exchange-Traded FD SHS | $8.2M | 169.2K | 3.1% | ▼−5.0% Reduced · −9K sh | |
| 7 | First TR Exchange-Traded FD SHS | $7.9M | 163.1K | 3.0% | ▼−3.9% Reduced · −7K sh | |
| 8 | Ishares TR CORE S&P500 ETF | $7.7M | 10.3K | 2.9% | ▼−0.5% Reduced · −56 sh | |
| 9 | Invesco QQQ TR UNIT SER 1 | $7.6M | 10.3K | 2.9% | ▲+1.7% Added · +175 sh | |
| 10 | Capital Group Growth ETF SHS CREAT UNIT | $6.9M | 145.6K | 2.6% | ▲+1.3% Added · +2K sh | |
| 11 | SPDR Series Trust ST STR P500ETF | $6.8M | 77.0K | 2.6% | ▲+425% Added · +62K sh | |
| 12 | First TR Exchange Traded FD RISNG DIVD ACHIV | $6.0M | 74.6K | 2.3% | ▼−0.5% Reduced · −392 sh | |
| 13 | Capital Group Dividend Value SHS CREAT UNIT | $5.5M | 111.7K | 2.1% | ▲+0.8% Added · +940 sh | |
| 14 | Capital Group Dividend Growe SHS ETF | $5.4M | 144.0K | 2.0% | ▲+0.7% Added · +957 sh | |
| 15 | SPDR Gold TR GOLD SHS | $5.3M | 14.4K | 2.0% | ▲+11% Added · +1K sh | |
| 16 | Apple Inc COM | $4.8M | 16.4K | 1.8% | ▼−2.0% Reduced · −338 sh | |
| 17 | Vanguard Wellington FD SHORT TRM TAX EX | $4.6M | 45.3K | 1.7% | ▲+13% Added · +5K sh | |
| 18 | Nvidia Corporation COM | $4.5M | 22.6K | 1.7% | ▲+7.4% Added · +2K sh | |
| 19 | Vanguard Index FDS S&P 500 ETF SHS | $4.4M | 6.4K | 1.7% | ▲+38% Added · +2K sh | |
| 20 | First TR Exchange Traded FD NASD TECH DIV | $4.4M | 38.2K | 1.7% | ▼−20% Reduced · −10K sh | |
| 21 | Doubleline ETF Trust OPPO CORE BD ETF | $3.9M | 85.9K | 1.5% | ▲+1.4% Added · +1K sh | |
| 22 | SPDR Index SHS FDS ST STR PO EX ETF | $3.7M | 73.8K | 1.4% | ▲+356% Added · +58K sh | |
| 23 | Capital Group Conservative E SHS | $3.2M | 96.2K | 1.2% | ▲+22% Added · +17K sh | |
| 24 | SPDR Series Trust ST STR NUVEE ETF | $2.8M | 60.6K | 1.1% | ▲+529% Added · +51K sh | |
| 25 | MFS Active Exchange Traded F VALUE ETF | $2.6M | 91.5K | 1.0% | ▲+139% Added · +53K sh | |
| 26 | Ishares TR CORE MSCI TOTAL | $2.6M | 26.9K | 1.0% | —Held | |
| 27 | First TR Exchange Traded FD S&P INTL DIVID | $2.5M | 117.8K | 1.0% | ▲+5.3% Added · +6K sh | |
| 28 | Amplify ETF TR CWP ENHANCED DIV | $2.5M | 54.3K | 0.9% | ▼−0.3% Reduced · −148 sh | |
| 29 | Truist Finl Corp COM | $2.1M | 41.3K | 0.8% | ▼−15% Reduced · −8K sh | |
| 30 | Ishares TR RUS 1000 GRW ETF | $1.9M | 15.2K | 0.7% | ▲+300% Added · +11K sh | |
| 31 | SPDR Index SHS FDS ST PORT MARK ETF | $1.9M | 36.3K | 0.7% | ▲+322% Added · +28K sh | |
| 32 | First TR Exchange-Traded FD FT VEST S&P 500 | $1.8M | 36.0K | 0.7% | ▲+8.5% Added · +3K sh | |
| 33 | First TR Exchange-Traded FD NO AMER ENERGY | $1.7M | 39.8K | 0.7% | ▼−23% Reduced · −12K sh | |
| 34 | Microsoft Corp COM | $1.7M | 4.6K | 0.7% | ▼−1.1% Reduced · −52 sh | |
| 35 | First TR Exchange Traded FD SMID RISNG ETF | $1.5M | 35.9K | 0.6% | —Held | |
| 36 | Victory Portfolios II SHS FR CA FL ETF | $1.5M | 33.6K | 0.6% | ▲New New position | |
| 37 | Home Depot Inc COM | $1.5M | 4.2K | 0.6% | ▼−69% Reduced · −9K sh | |
| 38 | Ishares TR CORE S&P SCP ETF | $1.4M | 9.5K | 0.5% | —Held | |
| 39 | Cisco Sys Inc COM | $1.4M | 11.9K | 0.5% | —Held | |
| 40 | Berkshire Hathaway Inc Del CL B NEW | $1.3M | 2.7K | 0.5% | ▲+23% Added · +503 sh | |
| 41 | Ishares TR RUS 1000 VAL ETF | $1.3M | 5.3K | 0.5% | —Held | |
| 42 | Pacer FDS TR US CASH COWS 100 | $1.3M | 20.2K | 0.5% | ▼−3.3% Reduced · −694 sh | |
| 43 | Southern Co COM | $1.2M | 12.2K | 0.4% | ▼−0.6% Reduced · −73 sh | |
| 44 | Pimco ETF TR MULTISECTOR BD | $1.2M | 43.6K | 0.4% | ▲+8.4% Added · +3K sh | |
| 45 | Listed FDS TR ROUN MA SEVE ETF | $1.1M | 17.7K | 0.4% | ▲+1.1% Added · +200 sh | |
| 46 | Capital Group New Geography SHS | $1.1M | 30.2K | 0.4% | ▲+0.5% Added · +165 sh | |
| 47 | Trulieve Cannabis Corp SUB VTG SHS | $1.1M | 114.5K | 0.4% | ▲New New position | |
| 48 | Schwab Strategic TR US MID-CAP ETF | $1.1M | 29.5K | 0.4% | ▼−0.4% Reduced · −123 sh | |
| 49 | Vanguard Specialized Funds DIV APP ETF | $1.1M | 4.5K | 0.4% | ▲~0% Added · +1 sh | |
| 50 | SPDR Series Trust ST LON TREAS ETF | $1.0M | 39.2K | 0.4% | ▲New New position |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.