BlueChip Wealth Advisors LLC

Q3 2026 13F-HR Holdings

Location
Milton, GA
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
188
Total value ($000)
$298,387
Net value change ($000)
+34,602 (13.1%)
New positions
27
Sold out positions
11
Turnover %
6.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SUB 3,789 NEW
NVDA 2,382 52.8%
AAPL 2,304 48.4%
SPYM 1,962 29.0%
FEGE 1,873 183.6%
VFLO 1,426 92.7%
VUG 1,366 NEW
MSFT 1,271 73.6%
TRULIEVE CANNABIS CORP 1,242 NEW
VOO 1,171 26.5%
Top Reduces (Value $000, Stocks/ETFs)
VTES -2,651 -57.8%
BRK-B -1,345 -100.0%
TCNNF -1,125 -100.0%
IJH -838 -7.8%
BRK-B -749 -100.0%
DIVO -653 -26.3%
SNDA -616 -69.8%
XOM -529 -100.0%
CGDV -518 -9.4%
C -373 -52.0%
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