TraderTrends
Manager Profile

BlueChip Wealth Advisors LLC

Diversified · Financial Services 77%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

Milton, GA

Portfolio Value

$263.8M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

STATE STR SPDR S&P 500 ETF T

Latest disclosed holding

Top 4

78462F103 92203C303 808524797 464287507 46137V357

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
77.2%
Technology
8.5%
Consumer Cyclical
3%
Healthcare
1.9%
Communication Services
1.1%
Consumer Defensive
1%
Industrials
1%
Energy
0.6%
Utilities
0.3%
Real Estate
0.2%
Basic Materials
0.2%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
STATE STR SPDR S&P 500 ETF T

Shares: 21.4K

16M

Position Value
2
VANGUARD BD INDEX FDS

Shares: 284.1K

14.1M

Position Value
3
SCHWAB STRATEGIC TR

Shares: 410.1K

13M

Position Value
4
ISHARES TR

Shares: 139K

10.7M

Position Value
5
INVESCO EXCHANGE TRADED FD T

Shares: 42.2K

9M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID