1y return+14.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $134 against $157 in the S&P 500.2
BlueChip Wealth Advisors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $16.0M | 6.0% | +1.1% |
| VUSBVanguard Bd Index Fds | $14.1M | 5.4% | −4.0% |
| SCHDSchwab Strategic Tr | $13.0M | 4.9% | |
| IJHIshares Tr | $10.7M | 4.1% | |
| RSPInvesco Exchange Traded Fd T | $9.0M | 3.4% | +3.9% |
| FVDFirst Tr Exchange-traded Fd | $8.2M | 3.1% | −5.0% |
| FDLFirst Tr Exchange-traded Fd | $7.9M | 3.0% | −3.9% |
| IVVIshares Tr | $7.7M | 2.9% | |
| QQQInvesco Qqq Tr | $7.6M | 2.9% | +1.7% |
| CGGRCapital Group Growth Etf | $6.9M | 2.6% | +1.3% |
| SPYMSpdr Series Trust | $6.8M | 2.6% | +425.0% |
| RDVYFirst Tr Exchange Traded Fd | $6.0M | 2.3% | |
| CGDVCapital Group Dividend Value | $5.5M | 2.1% | |
| CGDGCapital Group Dividend Growe | $5.4M | 2.0% | |
| GLDSpdr Gold Tr | $5.3M | 2.0% | +10.6% |
| AAPLApple Inc | $4.8M | 1.8% | −2.0% |
| VTESVanguard Wellington Fd | $4.6M | 1.7% | +13.0% |
| NVDANvidia Corporation | $4.5M | 1.7% | +7.4% |
| VOOVanguard Index Fds | $4.4M | 1.7% | +37.7% |
| TDIVFirst Tr Exchange Traded Fd | $4.4M | 1.7% | −20.2% |
| DBNDDoubleline Etf Trust | $3.9M | 1.5% | +1.4% |
| SPDWSpdr Index Shs Fds | $3.7M | 1.4% | +356.3% |
| CGCVCapital Group Conservative E | $3.2M | 1.2% | +21.8% |
| TFISpdr Series Trust | $2.8M | 1.1% | +528.5% |
| MFSVMfs Active Exchange Traded F | $2.6M | 1.0% | +138.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $4.5M |
| GLDSpdr Gold Tr | December 31, 2023 | +92.7% | $5.3M |
| QQQInvesco Qqq Tr | December 31, 2023 | +79.8% | $7.6M |
| TDIVFirst Tr Exchange Traded Fd | December 31, 2023 | +79.2% | $4.4M |
| CSCOCisco Sys Inc | September 30, 2025 | +71.7% | $1.4M |
| IWFIshares Tr | December 31, 2023 | +63.8% | $1.9M |
| VOOVanguard Index Fds | December 31, 2023 | +57.2% | $4.4M |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2023 | +57.1% | $16.0M |
| EMLPFirst Tr Exchange-traded Fd | December 31, 2023 | +57.1% | $1.7M |
| RDVYFirst Tr Exchange Traded Fd | December 31, 2023 | +56.9% | $6.0M |
Sold off last quarter
- AFLAflac Inc was $6.4M
- ABBVAbbvie Inc was $498K
- PECOPhillips Edison & Co Inc was $297K
- ABTAbbott Laboratories was $236K
- TAt&t Inc was $234K
- LOWLowes Cos Inc was $201K
- VYXNcr Voyix Corporation was $117K
- DFDVDefi Development Corp was $58K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.4% | +14.8% |
| March 31, 2026 | −0.5% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +4.9% | +7.8% |
| June 30, 2025 | +6.3% | +10.5% |
| March 31, 2025 | −1.8% | −4.6% |
| December 31, 2024 | −0.5% | +2.1% |
| September 30, 2024 | +6.4% | +5.4% |
| June 30, 2024 | −0.2% | +4.0% |
| March 31, 2024 | +5.9% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: BlueChip Wealth Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2015578&type=13F-HR&dateb=&owner=include&count=40CIK 2015578
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2015578/000201557826000008/Filed July 30, 2026 · accession 0002015578-26-000008