BlueChip Wealth Advisors LLC holds a diversified book of 172 stocks worth $263.8M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter 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 equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2015578/holdings"
Use Arkolith to show BlueChip Wealth Advisors LLC's latest holdings, largest changes, and filing provenance.
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
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, no cost basis
Other tracked managers holding the same core names as BlueChip Wealth Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 78 / 80 | $91.2B |
| Cetera Investment Advisers | 78 / 80 | $21.9B |
| ROYAL BANK OF CANADA | 77 / 80 | $121.9B |
| RAYMOND JAMES FINANCIAL INC | 77 / 80 | $84.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $19.5B |
| Kestra Advisory Services, LLC | 77 / 80 | $7.8B |
| Steward Partners Investment Advisory, LLC | 77 / 80 | $5.9B |
| MORGAN STANLEY | 76 / 80 | $443.2B |
Ranked by how many of BlueChip Wealth Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.