BlueChip Wealth Advisors LLC

Q2 2026 13F-HR Holdings

Location
Milton, GA
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
172
Total value ($000)
$263,785
Net value change ($000)
+35,967 (15.8%)
New positions
32
Sold out positions
8
Turnover %
8.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPYM 5,644 502.6%
SPDW 2,981 403.4%
TFI 2,336 534.6%
SPY 2,211 16.1%
VOO 1,816 69.9%
QQQ 1,735 29.8%
MFSV 1,591 155.5%
VFLO 1,539 NEW
SPEM 1,474 365.8%
IJH 1,362 14.6%
Top Reduces (Value $000, Stocks/ETFs)
AFL -6,381 -100.0%
HD -3,007 -66.9%
FDL -684 -7.9%
KO -631 -54.5%
VUSB -591 -4.0%
EMLP -532 -23.5%
ABBV -498 -100.0%
C -431 -37.5%
GLD -300 -5.4%
PECO -297 -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.
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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