BlueChip Wealth Advisors LLC

Q3 2025 13F-HR Holdings

Location
Milton, GA
Holdings as of
9/30/2025
Date filed
11/6/2025
Form type
13F-HR
Num holdings
155
Total value ($000)
$234,172
Net value change ($000)
+9,562 (4.3%)
New positions
24
Sold out positions
37
Turnover %
15.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2025 Next filing: 2/5/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AFL 6,496 NEW
HD 4,238 249.0%
SEIE 3,300 940.2%
SEIS 1,624 NEW
SEEM 1,478 NEW
SPY 1,463 11.7%
AAPL 1,265 33.0%
VUG 1,211 NEW
VUSB 1,179 11.3%
C 899 NEW
Top Reduces (Value $000, Stocks/ETFs)
FTSM -2,126 -100.0%
SPMO -1,731 -100.0%
GJUN -1,295 -100.0%
FTCS -1,236 -67.9%
TBIL -1,099 -100.0%
COWZ -1,089 -44.3%
LMBS -1,049 -71.1%
SDVY -1,011 -42.1%
FDEC -933 -100.0%
VOO -761 -19.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type