BlueChip Wealth Advisors LLC: 13F holdings
CIK 20155782026Q2
| Positions | 172 |
|---|
| Reported value | $263.8m |
|---|
| Filed | 2026-07-30 |
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Change since last quarter
| Positions | 172 (+25 vs prior quarter) |
|---|
| Reported value | $263.8m (+15.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 21,365 | $16.0m | 6.0% |
| VUSB VANGUARD BD INDEX FDS | 284,062 | $14.1m | 5.4% |
| SCHD SCHWAB STRATEGIC TR | 410,081 | $13.0m | 4.9% |
| IJH ISHARES TR | 138,971 | $10.7m | 4.1% |
| RSP INVESCO EXCHANGE TRADED FD T | 42,230 | $9.0m | 3.4% |
| FVD FIRST TR EXCHANGE-TRADED FD | 169,228 | $8.2m | 3.1% |
| FE FIRST TR EXCHANGE-TRADED FD | 163,113 | $7.9m | 3.0% |
| IVV ISHARES TR | 10,285 | $7.7m | 2.9% |
| QQQ INVESCO QQQ TR | 10,265 | $7.6m | 2.9% |
| CGGR CAPITAL GROUP GROWTH ETF | 145,575 | $6.9m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2015578")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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