Blue Chip Wealth Advisors LLC Portfolio Holdings

Blue Chip Wealth Advisors LLC

  • $234 Billion
  • Q3 2025

Blue Chip Wealth Advisors LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $234 Billion distributed in 155 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $13.9B, Vanguard Bd Index Fds with a value of $11.6B, Schwab Strategic Tr Us Dividen with a value of $10.7B, Ishares Core S&P Mid Cap ETF with a value of $8.97B, and First Tr Value Line Divid Inde with a value of $8.6B.

Examining the 13F form we can see an increase of $9.56B in the current position value, from $225B to 234B.

Blue Chip Wealth Advisors LLC is based out at Milton, GA

Below you can find more details about Blue Chip Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $234 Billion
ETFs: $148 Billion
Financial Services: $15.1 Billion
Technology: $13.9 Billion
Consumer Cyclical: $9.3 Billion
Communication Services: $3.17 Billion
Consumer Defensive: $2.63 Billion
Industrials: $2.5 Billion
Healthcare: $2.05 Billion
Other: $3.38 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.9 Billion 5.95% of portfolio
20,932
Q3 2025 Added 3.62%
-
$11.6 Billion 4.96% of portfolio
-
Q3 2025 Added 11.03%
$0
$10.7 Billion 4.58% of portfolio
392,821
Q3 2025 Added 3.43%
$0
$8.97 Billion 3.83% of portfolio
137,488
Q3 2025 Added 1.46%
$0
$8.6 Billion 3.67% of portfolio
185,961
Q3 2025 Reduced 7.25%
$0
$7.58 Billion 3.24% of portfolio
174,709
Q3 2025 Reduced 6.18%
$0
$7.1 Billion 3.03% of portfolio
10,613
Q3 2025 Reduced 1.67%
$0
$6.93 Billion 2.96% of portfolio
164,839
Q3 2025 Added 7.21%
$0
$6.54 Billion 2.79% of portfolio
148,811
Q3 2025 Added 2.16%
$72.3B
$6.5 Billion 2.77% of portfolio
58,158
Q3 2025 New
$0
$6.04 Billion 2.58% of portfolio
10,061
Q3 2025 Reduced 16.03%
$367B
$5.94 Billion 2.54% of portfolio
14,659
Q3 2025 Added 215.72%
$130B
$5.59 Billion 2.39% of portfolio
15,733
Q3 2025 Reduced 3.0%
$0
$5.37 Billion 2.29% of portfolio
79,863
Q3 2025 Reduced 7.21%
$4.3T
$5.1 Billion 2.18% of portfolio
20,034
Q3 2025 Added 7.15%
Capital Group Dividend Growe
-
$4.98 Billion 2.13% of portfolio
-
Q3 2025 Added 8.82%
$0
$4.79 Billion 2.05% of portfolio
25,248
Q3 2025 Reduced 7.42%
$0
$4.78 Billion 2.04% of portfolio
48,506
Q3 2025 Reduced 1.84%
$465B
$4.12 Billion 1.76% of portfolio
22,102
Q3 2025 Added 7.52%
Sei Exchange Traded Funds
-
$3.65 Billion 1.56% of portfolio
-
Q3 2025 Added 904.39%
$0
$3.2 Billion 1.36% of portfolio
5,218
Q3 2025 Reduced 25.07%
$0
$2.87 Billion 1.22% of portfolio
61,604
Q3 2025 Added 4.7%
Vanguard Wellington Fd
-
$2.7 Billion 1.15% of portfolio
-
Q3 2025 Reduced 6.55%
$3.78T
$2.62 Billion 1.12% of portfolio
5,060
Q3 2025 Added 2.49%
$0
$2.41 Billion 1.03% of portfolio
48,961
Q3 2025 Reduced 6.03%
$59.5B
$2.3 Billion 0.98% of portfolio
50,319
Q3 2025 Reduced 3.6%
$0
$2.22 Billion 0.95% of portfolio
26,922
Q4 2024 Reduced 3.47%
$0
$2.21 Billion 0.94% of portfolio
112,141
Q3 2025 Added 12.43%
$0
$2.01 Billion 0.86% of portfolio
52,566
Q3 2025 Reduced 1.33%
$0
$1.76 Billion 0.75% of portfolio
3,752
Q3 2025 Reduced 1.26%
Sei Exchange Traded Funds
-
$1.62 Billion 0.69% of portfolio
-
Q3 2025 New
$2.39T
$1.54 Billion 0.66% of portfolio
7,023
Q3 2025 Added 29.72%
Ishares Bitcoin Trust ETF
-
$1.49 Billion 0.63% of portfolio
-
Q3 2025 Added 4.06%
Sei Exchange Traded Funds
-
$1.48 Billion 0.63% of portfolio
-
Q3 2025 New
$0
$1.43 Billion 0.61% of portfolio
6,636
Q3 2025 Added 8.4%
$0
$1.4 Billion 0.6% of portfolio
27,538
Q3 2025 Reduced 19.72%
$0
$1.39 Billion 0.59% of portfolio
36,525
Q3 2025 Reduced 46.31%
$0
$1.37 Billion 0.58% of portfolio
23,831
Q3 2025 Reduced 46.6%
Listed Fds Tr
-
$1.26 Billion 0.54% of portfolio
-
Q3 2025 Reduced 6.45%
$0
$1.21 Billion 0.52% of portfolio
2,525
Q3 2025 New
$0
$1.14 Billion 0.49% of portfolio
9,564
Q3 2025 Reduced 5.42%
$662B
$1.12 Billion 0.48% of portfolio
2,237
Q3 2025 Added 15.19%
$98.6B
$1.11 Billion 0.48% of portfolio
11,750
Q3 2025 Added 1.08%
$0
$1.06 Billion 0.45% of portfolio
5,205
Q3 2025 Reduced 2.84%
$306B
$1.01 Billion 0.43% of portfolio
15,252
Q3 2025 Added 97.95%
$533B
$955 Million 0.41% of portfolio
2,797
Q3 2025 Added 35.12%
$0
$967 Million 0.41% of portfolio
9,386
Q3 2025 Added 0.01%
$0
$966 Million 0.41% of portfolio
59,802
Q3 2025 Reduced 5.73%
$1.37T
$905 Million 0.39% of portfolio
1,233
Q3 2025 Reduced 13.53%

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $234 Billion
  • Prior Value $225 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 24 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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