BlueChip Wealth Advisors
BlueChip Wealth Advisors reported 172 stocks worth $264M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are SPY (6.0%), VUSB (5.4%) and SCHD (4.9%). Compared with Q1 2026, the fund opened new positions in VFLO, TRLV and SPTL, added to SPY, SCHD and IJH, trimmed VUSB, FVD and FDL and sold out of AFL, ABBV and PECO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $16M | 6.0% | 21K | +231 (+1%) | 8 of 8 | |
| 2 |  VUSB Van Ultra Shrt Bnd | $14.1M | 5.4% | 284K | −12K (−4%) | 8 of 8 | |
| 3 |  SCHD Schwab US Dividend Equity ETF | $13M | 4.9% | 410K | +1,975 (+0%) | 8 of 8 | |
| 4 |  IJH Ishares TR | $10.7M | 4.1% | 139K | +448 (+0%) | 8 of 8 | |
| 5 |  RSP Invesco Exchange Traded FD T | $9M | 3.4% | 42K | +1,586 (+4%) | 8 of 8 | |
| 6 |  FVD First TR Exchange-Traded FD | $8.2M | 3.1% | 169K | −8,934 (−5%) | 8 of 8 | |
| 7 |  FDL First TR Exchange-Traded FD | $7.9M | 3.0% | 163K | −6,595 (−4%) | 8 of 8 | |
| 8 |  IVV Ishares TR | $7.7M | 2.9% | 10K | −56 (−1%) | 8 of 8 | |
| 9 |  QQQ Invesco Qqq TR | $7.6M | 2.9% | 10K | +175 (+2%) | 8 of 8 | |
| 10 |  CGGR Capital Group Growth | $6.9M | 2.6% | 146K | +1,838 (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AFL Aflac Inc | $6.4M | 58K |
 ABBV Abbvie Inc | $498K | 2,291 |
 PECO PHILLIPS EDISON & CO INC | $297K | 7,937 |
 ABT Abbott Labs | $236K | 2,298 |
 T At&T Inc | $234K | 8,061 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 30, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →BlueChip Wealth Advisors 13F FAQ
What does BlueChip Wealth Advisors own?
BlueChip Wealth Advisors reported 172 stocks worth $264M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are SPY (6.0%), VUSB (5.4%) and SCHD (4.9%). The table above lists every position in the filing (the top 10 without an account).
What did BlueChip Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 33 new positions, 45 added to, 50 trimmed and 8 sold out. New positions include VFLO, TRLV and SPTL. It sold all of AFL, ABBV and PECO.
When will BlueChip Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is BlueChip Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $264M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.