BlueChip Wealth Advisors LLC
All 13F Filings
- Location
- Milton, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 263,785
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 172 | 263,785 | 13F-HR | BlueChip Wealth Advisors LLC |
| Q1 2026 | 5/5/2026 | 147 | 227,818 | 13F-HR | BlueChip Wealth Advisors LLC |
| Q4 2025 | 2/5/2026 | 157 | 237,935 | 13F-HR | BlueChip Wealth Advisors LLC |
| Q3 2025 | 11/6/2025 | 155 | 234,172 | 13F-HR | BlueChip Wealth Advisors LLC |
| Q2 2025 | 7/30/2025 | 168 | 224,610 | 13F-HR | BlueChip Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 85.35 K | 32.4% | 0 | 4.524 K | -4.524 K |
| ETFs | 178.1 K | 67.5% | 40.14 K | 0 | 40.14 K |
| Debt | 354 | 0.1% | 354 | 0 | 354 |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
263,785
Holdings
172
QoQ value change ($000)
35,967
(15.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.