BlueChip Wealth Advisors LLC

Q1 2026 13F-HR Holdings

Location
Milton, GA
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
147
Total value ($000)
$227,818
Net value change ($000)
-10,117 (-4.3%)
New positions
14
Sold out positions
24
Turnover %
9.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VUSB 2,857 24.1%
RSP 2,792 55.8%
CGCV 1,767 301.0%
SCHD 1,351 12.1%
PYLD 1,054 NEW
MFSV 1,023 NEW
CGIC 981 NEW
VTES 964 31.2%
CGNG 949 NEW
FDL 883 11.4%
Top Reduces (Value $000, Stocks/ETFs)
SEIE -3,857 -100.0%
CGDV -2,650 -36.0%
DIVO -2,387 -49.4%
SEIS -1,632 -100.0%
SEEM -1,486 -100.0%
VOO -1,272 -32.9%
CGGR -1,230 -17.6%
COWZ -923 -41.7%
QGRO -910 -59.1%
TOTL -826 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type