BlueChip Wealth Advisors LLC

Q4 2025 13F-HR Holdings

Location
Milton, GA
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
157
Total value ($000)
$237,935
Net value change ($000)
+3,763 (1.6%)
New positions
15
Sold out positions
13
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AKRE 927 NEW
COWZ 841 61.4%
QGRO 766 99.0%
CGDG 691 13.9%
VOO 675 21.1%
CGCV 587 NEW
TOTL 511 162.2%
DBND 489 17.1%
CGGR 471 7.2%
BPRE 470 NEW
Top Reduces (Value $000, Stocks/ETFs)
VUG -1,211 -100.0%
HD -1,189 -20.0%
JAAA -722 -51.6%
FSK -482 -68.3%
AMZN -471 -30.5%
MSFT -458 -17.5%
AAPL -440 -8.6%
NFLX -409 -100.0%
FETH -398 -48.1%
ANET -373 -57.2%
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