Blue Chip Partners, Inc. Portfolio Holdings

Blue Chip Partners, Inc.

$1.26 Billion
Q3 2025

Blue Chip Partners, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.26 Billion distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $126M, Apple Inc. with a value of $56.8M, Broadcom Inc. with a value of $56.8M, Microsoft Corp with a value of $51.9M, and Jpmorgan Chase & CO with a value of $47.9M.

Examining the 13F form we can see an increase of $105M in the current position value, from $1.16B to 1.26B.

Below you can find more details about Blue Chip Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.26 Billion

Technology: $231 Million

ETFs: $230 Million

Healthcare: $152 Million

Consumer Cyclical: $148 Million

Financial Services: $131 Million

Consumer Defensive: $111 Million

Industrials: $102 Million

Communication Services: $70.9 Million

Other: $79.3 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$126 Million 9.99% of portfolio	2,727,917	Q3 2025 Added 3.48%
XLE Energy Sector Spdr ETFs	$0	$33.7 Million 2.67% of portfolio	376,829	Q3 2025 Added 2.39%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$21.4 Million 1.7% of portfolio	563,009	Q3 2025 Added 4.16%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$11 Million 0.87% of portfolio	109,295	Q3 2025 Added 1.0%
JPIE J P Morgan Exchange Traded Fd	$0	$6.73 Million 0.53% of portfolio	144,954	Q3 2025 Added 0.95%
VIG Vanguard Dividend Appreciation ETFs	$0	$3.07 Million 0.24% of portfolio	16,865	Q3 2025 Added 2.87%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$2.74 Million 0.22% of portfolio	4,109	Q3 2025 Reduced 1.79%
XLK Technology Sector Spdr ETFs	$0	$2.17 Million 0.17% of portfolio	7,715	Q3 2025 Reduced 2.87%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$1.92 Million 0.15% of portfolio	13,620	Q3 2025 Added 11.8%

XLF Financial Sector Spdr ETFs	$0	$1.56 Million 0.12% of portfolio	29,002	Q3 2025 Reduced 5.34%
QYLD Global X Fdsnasdaq 100 Covered ETFs	$0	$1.48 Million 0.12% of portfolio	87,078	Q3 2025 Added 26.84%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$1.44 Million 0.11% of portfolio	7,608	Q3 2025 Reduced 7.09%
XYLD Global X Fds S&P 500 Covered C ETFs	$0	$1.44 Million 0.11% of portfolio	36,758	Q3 2025 Added 25.84%
VXF Vanguard Extended Market ETF ETFs	$0	$1.28 Million 0.1% of portfolio	6,117	Q3 2025 Added 0.16%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$1.31 Million 0.1% of portfolio	25,835	Q3 2025 Reduced 7.98%
XLI Industrial Sector Spdr ETFs	$0	$1.21 Million 0.1% of portfolio	7,857	Q3 2025 Reduced 7.73%
XLV Select Sector Spdr Fund Health ETFs	$0	$1.14 Million 0.09% of portfolio	8,169	Q3 2025 Reduced 19.53%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$1.13 Million 0.09% of portfolio	19,747	Q3 2025 Added 20.74%

DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$961,000 0.08% of portfolio	24,936	Q3 2025 Added 0.27%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$1.03 Million 0.08% of portfolio	1,679	Q3 2025 Reduced 22.52%
SOXX Ishares Semiconductor ETF ETFs	$0	$934,000 0.07% of portfolio	3,448	Q3 2025 Added 0.2%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$866,000 0.07% of portfolio	1,850	Q3 2025 Reduced 7.13%
VUG Vanguard Growth ETF ETFs	$0	$727,000 0.06% of portfolio	1,517	Q3 2025 Reduced 13.71%
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$753,000 0.06% of portfolio	17,060	Q3 2025 Reduced 0.06%
IAU Ishares Gold Trust ETFs	$65.3B	$762,000 0.06% of portfolio	10,483	Q3 2025 Added 1.04%
IEFA Ishares Tr ETFs	$0	$648,000 0.05% of portfolio	7,427	Q3 2025 Reduced 2.58%
XLC Select Sector Spdr Tr Communic ETFs	$0	$672,000 0.05% of portfolio	5,682	Q3 2025 Reduced 8.78%
MUB Ishares National Muni Bond ETF ETFs	$0	$501,000 0.04% of portfolio	4,710	Q3 2025 Added 0.81%
VTV Vanguard Value ETF ETFs	$0	$499,000 0.04% of portfolio	2,676	Q3 2025 Reduced 17.2%
XLY Select Sector Spdr Consumer Di ETFs	$0	$541,000 0.04% of portfolio	2,259	Q3 2025 Reduced 1.74%
IWV Ishares Russell 3000 ETF ETFs	$0	$523,000 0.04% of portfolio	1,381	Q3 2025 Added 0.29%
PPH Vaneck ETF Tr Vaneck Pharmaceu ETFs	$0	$449,000 0.04% of portfolio	4,977	Q3 2025 New
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$491,000 0.04% of portfolio	818	Q3 2025 Reduced 38.91%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$321,000 0.03% of portfolio	11,788	Q3 2025 Added 49.05%
XLB Select Sector Spdr Fd Material ETFs	$0	$357,000 0.03% of portfolio	3,993	Q3 2025 Reduced 0.08%
EQWL Invesco Exchange Traded Fd Tr ETFs	$0	$407,000 0.03% of portfolio	3,556	Q3 2025 Reduced 1.36%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$421,000 0.03% of portfolio	8,303	Q3 2025 New
IVE Ishares S&P 500 Value ETF ETFs	$0	$341,000 0.03% of portfolio	1,656	Q3 2025 Reduced 2.7%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$380,000 0.03% of portfolio	3,153	Q3 2025 Reduced 0.03%
IGV Ishares Expanded Tech Software ETFs	$0	$329,000 0.03% of portfolio	2,868	Q3 2025 Added 0.81%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$441,000 0.03% of portfolio	1,787	Q3 2025 Added 19.69%
OUSM Alps ETF Tr Oshares U S Small ETFs	$0	$299,000 0.02% of portfolio	6,690	Q3 2025 Reduced 3.66%
VTI Vanguard Total Stock Market Et ETFs	$0	$235,000 0.02% of portfolio	719	Q3 2025 New
XLRE Select Sector Spdr Tr Real Est ETFs	$0	$260,000 0.02% of portfolio	6,187	Q3 2025 Added 0.13%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$255,000 0.02% of portfolio	3,240	Q3 2025 Added 0.97%
IVV Ishares Core S&P 500 ETF ETFs	$0	$219,000 0.02% of portfolio	328	Q3 2025 Reduced 10.38%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$238,000 0.02% of portfolio	2,549	Q3 2025 Reduced 23.11%
ACWI Ishares Msci Acwi ETF ETFs	$0	$279,000 0.02% of portfolio	2,025	Q2 2025 Added 10.11%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$226,000 0.02% of portfolio	1,905	Q3 2025 New
GLD Spdr Gold Trust ETFs	$130B	$274,000 0.02% of portfolio	773	Q3 2025 Reduced 8.3%

Summary

Portfolio
No. of Stocks 164
Current Value $1.26 Billion
Prior Value $1.16 Billion
Filing
Period Q3 2025
Filing Date November 14, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 9 stocks
Additional Purchases 87 stocks
Sold out of 0 stocks
Reduced holdings in 62 stocks

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Blue Chip Partners, Inc. Portfolio Holdings