BlueChip Wealth Advisors LLC
174 holdingsFiling period: 2026-06-30Current AUM: $268.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | State Str Spdr S&P 500 ETF T | 21.4K | $16.0M | $16.4M | 6.11% | +231 | 2026-06-30 |
| 2 | VUSB | Vanguard BD Index Fds | 284.1K | $14.1M | $14.1M | 5.23% | -11,844 | 2026-06-30 |
| 3 | SCHD | Schwab Strategic TR | 410.1K | $13.0M | $14.2M | 5.29% | +2.0K | 2026-06-30 |
| 4 | IJH | iShares TR | 139.0K | $10.7M | $10.2M | 3.78% | +448 | 2026-06-30 |
| 5 | RSP | Invesco Exchange Traded FD T | 42.2K | $9.0M | $9.1M | 3.39% | +1.6K | 2026-06-30 |
| 6 | FVD | First TR Exchange-Traded FD | 169.2K | $8.2M | $8.4M | 3.12% | -8,934 | 2026-06-30 |
| 7 | FDL | First TR Exchange-Traded FD | 163.1K | $7.9M | $8.5M | 3.16% | -6,595 | 2026-06-30 |
| 8 | IVV | iShares TR | 10.3K | $7.7M | $7.9M | 2.96% | -56 | 2026-06-30 |
| 9 | QQQ | Invesco Qqq TR | 10.3K | $7.6M | $7.4M | 2.74% | +175 | 2026-06-30 |
| 10 | CGGR | Capital Group Growth ETF | 145.6K | $6.9M | $6.8M | 2.55% | +1.8K | 2026-06-30 |
| 11 | SPYM | Spdr Series Trust | 77.0K | $6.8M | $7.0M | 2.59% | +62.3K | 2026-06-30 |
| 12 | RDVY | First TR Exchange Traded FD | 74.6K | $6.0M | $5.9M | 2.21% | -392 | 2026-06-30 |
| 13 | CGDV | Capital Group Dividend Value | 111.7K | $5.5M | $5.5M | 2.04% | +940 | 2026-06-30 |
| 14 | CGDG | Capital Group Dividend Growe | 144.0K | $5.4M | $5.5M | 2.03% | +957 | 2026-06-30 |
| 15 | GLD | Spdr Gold TR | 14.4K | $5.3M | $5.4M | 2.02% | +1.4K | 2026-06-30 |
| 16 | AAPL | Apple Inc | 16.4K | $4.8M | $5.6M | 2.08% | -338 | 2026-06-30 |
| 17 | VTES | Vanguard Wellington FD | 45.3K | $4.6M | $4.5M | 1.68% | +5.2K | 2026-06-30 |
| 18 | NVDA | NVIDIA Corporation | 22.6K | $4.5M | $4.9M | 1.82% | +1.6K | 2026-06-30 |
| 19 | VOO | Vanguard Index Fds | 6.4K | $4.4M | $4.5M | 1.69% | +1.8K | 2026-06-30 |
| 20 | TDIV | First TR Exchange Traded FD | 38.2K | $4.4M | $4.3M | 1.61% | -9,679 | 2026-06-30 |
| 21 | DBND | Doubleline ETF Trust | 85.9K | $3.9M | $3.8M | 1.40% | +1.2K | 2026-06-30 |
| 22 | SPDW | Spdr Index Shs Fds | 73.8K | $3.7M | $3.7M | 1.36% | +57.6K | 2026-06-30 |
| 23 | CGCV | Capital Group Conservative E | 96.2K | $3.2M | $3.2M | 1.19% | +17.2K | 2026-06-30 |
| 24 | TFI | Spdr Series Trust | 60.6K | $2.8M | $2.6M | 0.98% | +50.9K | 2026-06-30 |
| 25 | MFSV | MFS Active Exchange Traded F | 91.5K | $2.6M | $2.7M | 1.00% | +53.2K | 2026-06-30 |
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