Institutional Fund
Bluechip Wealth Advisors LLC
Milton, GACIK 20155785 filings on record
Portfolio Value
$227.82M
Q1 2026
Holdings
147
Reported positions
New Buys
14
Opened this quarter
QoQ Change
-4.3%
from $237.94M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds6.5%
- Spdr S&P 500 ETF Tr6.0%
- Schwab Strategic Tr5.5%
- Ishares Tr4.1%
- First Tr Exchange-Traded Fd3.8%
- First Tr Exchange-Traded Fd3.7%
- Other70.4%
Portfolio Holdings
147 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 295.9K | $14.73M | 6.5% | +57.6K | Added |
| 2 | Spdr S&P 500 ETF Tr | 21.1K | $13.74M | 6.0% | +600 | Added |
| 3 | Schwab Strategic Tr | 408.1K | $12.52M | 5.5% | +884 | Added |
| 4 | Ishares Tr | 138.5K | $9.35M | 4.1% | +6.0K | Added |
| 5 | First Tr Exchange-Traded Fd | 169.7K | $8.62M | 3.8% | −4.8K | Reduced |
| 6 | First Tr Exchange-Traded Fd | 178.2K | $8.38M | 3.7% | −5.0K | Reduced |
| 7 | Invesco Exchange Traded Fd T | 40.6K | $7.80M | 3.4% | +14.5K | Added |
| 8 | Ishares Tr | 10.3K | $6.76M | 3.0% | +139 | Added |
| 9 | Aflac Inc | 58.2K | $6.38M | 2.8% | 0 | Held |
| 10 | Invesco Qqq Tr | 10.1K | $5.82M | 2.6% | −197 | Reduced |
137 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio