BLUECHIP WEALTH ADVISORS LLC

Filed: 11/6/2025ACC: 0002015578-25-000005

📋 What this filing means

BLUECHIP WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 155 equity positions with a total reported market value of $234.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

155

Positions

$234.17M

Total AUM (reported)

3.67M

Total Shares

Allocation by class

COM$45.95M19.6%

SHS$17.46M7.5%

TR UNIT$13.94M6.0%

SHS CREATION UNI$13.46M5.7%

VANGUARD ULTRA$11.61M5.0%

US DIVIDEND EQ$10.72M4.6%

CORE S&P MCP ETF$8.97M3.8%

Portfolio Concentration

Top 3$36.28M15.5%

4–10$52.22M22.3%

11–25$66.63M28.5%

Rest$79.05M33.8%

Top 3 weight

15.5%

Top 10 weight

37.8%

Voting Authority Distribution

Total shares with voting rights: 3.67M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.67M

% of voting shares100.0%

Investment Discretion (by position count)

Sole155

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings155

Rows:

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares20.93K

TypeSH

Market value$13.94M

5.95%

Sole

0.00

Shared

0.00

None

20.93K

VANGUARD BD INDEX FDS

SOLE

VANGUARD ULTRA

Shares232.15K

TypeSH

Market value$11.61M

4.96%

Sole

0.00

Shared

0.00

None

232.15K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares392.82K

TypeSH

Market value$10.72M

4.58%

Sole

0.00

Shared

0.00

None

392.82K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares137.49K

TypeSH

Market value$8.97M

3.83%

Sole

0.00

Shared

0.00

None

137.49K

FIRST TR EXCHANGE-TRADED FD

SOLE

SHS

Shares185.96K

TypeSH

Market value$8.60M

3.67%

Sole

0.00

Shared

0.00

None

185.96K

FIRST TR EXCHANGE-TRADED FD

SOLE

SHS

Shares174.71K

TypeSH

Market value$7.58M

3.24%

Sole

0.00

Shared

0.00

None

174.71K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares10.61K

TypeSH

Market value$7.10M

3.03%

Sole

0.00

Shared

0.00

None

10.61K

CAPITAL GROUP DIVIDEND VALUE

SOLE

SHS CREATION UNI

Shares164.84K

TypeSH

Market value$6.93M

2.96%

Sole

0.00

Shared

0.00

None

164.84K

CAPITAL GROUP GROWTH ETF

SOLE

SHS CREATION UNI

Shares148.81K

TypeSH

Market value$6.54M

2.79%

Sole

0.00

Shared

0.00

None

148.81K

AFLAC INC

SOLE

COM

Shares58.16K

TypeSH

Market value$6.50M

2.77%

Sole

0.00

Shared

0.00

None

58.16K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares10.06K

TypeSH

Market value$6.04M

2.58%

Sole

0.00

Shared

0.00

None

10.06K

HOME DEPOT INC

SOLE

COM

Shares14.66K

TypeSH

Market value$5.94M

2.54%

Sole

0.00

Shared

0.00

None

14.66K

SPDR GOLD TR

SOLE

GOLD SHS

Shares15.73K

TypeSH

Market value$5.59M

2.39%

Sole

0.00

Shared

0.00

None

15.73K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares79.86K

TypeSH

Market value$5.37M

2.29%

Sole

0.00

Shared

0.00

None

79.86K

APPLE INC

SOLE

COM

Shares20.03K

TypeSH

Market value$5.10M

2.18%

Sole

0.00

Shared

0.00

None

20.03K

CAPITAL GROUP DIVIDEND GROWE

SOLE

SHS ETF

Shares143.67K

TypeSH

Market value$4.98M

2.13%

Sole

0.00

Shared

0.00

None

143.67K

AMPLIFY ETF TR

SOLE

CWP ENHANCED DIV

Shares109.49K

TypeSH

Market value$4.88M

2.08%

Sole

0.00

Shared

0.00

None

109.49K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares25.25K

TypeSH

Market value$4.79M

2.05%

Sole

0.00

Shared

0.00

None

25.25K

FIRST TR EXCHANGE TRADED FD

SOLE

NASD TECH DIV

Shares48.51K

TypeSH

Market value$4.78M

2.04%

Sole

0.00

Shared

0.00

None

48.51K

NVIDIA CORPORATION

SOLE

COM

Shares22.10K

TypeSH

Market value$4.12M

1.76%

Sole

0.00

Shared

0.00

None

22.10K

SEI EXCHANGE TRADED FUNDS

SOLE

SELECT INTL EQUI

Shares119.69K

TypeSH

Market value$3.65M

1.56%

Sole

0.00

Shared

0.00

None

119.69K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares5.22K

TypeSH

Market value$3.20M

1.36%

Sole

0.00

Shared

0.00

None

5.22K

DOUBLELINE ETF TRUST

SOLE

OPPORTUNISTIC CO

Shares61.60K

TypeSH

Market value$2.87M

1.22%

Sole

0.00

Shared

0.00

None

61.60K

VANGUARD WELLINGTON FD

SOLE

SHORT TRM TAX EX

Shares26.45K

TypeSH

Market value$2.70M

1.15%

Sole

0.00

Shared

0.00

None

26.45K

MICROSOFT CORP

SOLE

COM

Shares5.06K

TypeSH

Market value$2.62M

1.12%

Sole

0.00

Shared

0.00

None

5.06K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR S&P 500 ETF TRSOLE	TR UNIT	20.93K	SH	$13.94M 5.95%	20.93K
VANGUARD BD INDEX FDSSOLE	VANGUARD ULTRA	232.15K	SH	$11.61M 4.96%	232.15K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	392.82K	SH	$10.72M 4.58%	392.82K
ISHARES TRSOLE	CORE S&P MCP ETF	137.49K	SH	$8.97M 3.83%	137.49K
FIRST TR EXCHANGE-TRADED FDSOLE	SHS	185.96K	SH	$8.60M 3.67%	185.96K
FIRST TR EXCHANGE-TRADED FDSOLE	SHS	174.71K	SH	$7.58M 3.24%	174.71K
ISHARES TRSOLE	CORE S&P500 ETF	10.61K	SH	$7.10M 3.03%	10.61K
CAPITAL GROUP DIVIDEND VALUESOLE	SHS CREATION UNI	164.84K	SH	$6.93M 2.96%	164.84K
CAPITAL GROUP GROWTH ETFSOLE	SHS CREATION UNI	148.81K	SH	$6.54M 2.79%	148.81K
AFLAC INCSOLE	COM	58.16K	SH	$6.50M 2.77%	58.16K
INVESCO QQQ TRSOLE	UNIT SER 1	10.06K	SH	$6.04M 2.58%	10.06K
HOME DEPOT INCSOLE	COM	14.66K	SH	$5.94M 2.54%	14.66K
SPDR GOLD TRSOLE	GOLD SHS	15.73K	SH	$5.59M 2.39%	15.73K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	79.86K	SH	$5.37M 2.29%	79.86K
APPLE INCSOLE	COM	20.03K	SH	$5.10M 2.18%	20.03K
CAPITAL GROUP DIVIDEND GROWESOLE	SHS ETF	143.67K	SH	$4.98M 2.13%	143.67K
AMPLIFY ETF TRSOLE	CWP ENHANCED DIV	109.49K	SH	$4.88M 2.08%	109.49K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	25.25K	SH	$4.79M 2.05%	25.25K
FIRST TR EXCHANGE TRADED FDSOLE	NASD TECH DIV	48.51K	SH	$4.78M 2.04%	48.51K
NVIDIA CORPORATIONSOLE	COM	22.10K	SH	$4.12M 1.76%	22.10K
SEI EXCHANGE TRADED FUNDSSOLE	SELECT INTL EQUI	119.69K	SH	$3.65M 1.56%	119.69K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	5.22K	SH	$3.20M 1.36%	5.22K
DOUBLELINE ETF TRUSTSOLE	OPPORTUNISTIC CO	61.60K	SH	$2.87M 1.22%	61.60K
VANGUARD WELLINGTON FDSOLE	SHORT TRM TAX EX	26.45K	SH	$2.70M 1.15%	26.45K
MICROSOFT CORPSOLE	COM	5.06K	SH	$2.62M 1.12%	5.06K

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