Blue Chip Partners, Inc. Portfolio Holdings

Blue Chip Partners, Inc.

$1.16 Billion
Q2 2025

Blue Chip Partners, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 162 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 $121M, Broadcom Inc. with a value of $58.9M, Microsoft Corp with a value of $50.2M, Apple Inc. with a value of $45.6M, and Jpmorgan Chase & CO with a value of $44.6M.

Examining the 13F form we can see an increase of $25.6M in the current position value, from $1.13B to 1.16B.

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

Portfolio value $1.16 Billion

ETFs: $218 Million

Technology: $210 Million

Healthcare: $137 Million

Financial Services: $125 Million

Industrials: $116 Million

Consumer Cyclical: $115 Million

Consumer Defensive: $112 Million

Communication Services: $44.3 Million

Other: $74.8 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$121 Million 10.42% of portfolio	2,636,194	Q2 2025 Added 2.21%
XLE Energy Sector Spdr ETFs	$0	$31.2 Million 2.7% of portfolio	368,031	Q2 2025 Added 3.38%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$19.1 Million 1.65% of portfolio	540,503	Q2 2025 Added 44.99%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$10.7 Million 0.93% of portfolio	108,209	Q2 2025 Reduced 5.11%
JPIE J P Morgan Exchange Traded Fd	$0	$6.65 Million 0.57% of portfolio	143,595	Q2 2025 Reduced 1.91%
VIG Vanguard Dividend Appreciation ETFs	$0	$2.99 Million 0.26% of portfolio	16,394	Q2 2025 Added 0.48%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$2.59 Million 0.22% of portfolio	4,184	Q2 2025 Added 15.13%
XLK Technology Sector Spdr ETFs	$0	$2.01 Million 0.17% of portfolio	7,943	Q2 2025 Reduced 0.03%
XLF Financial Sector Spdr ETFs	$0	$1.6 Million 0.14% of portfolio	30,637	Q2 2025 Reduced 8.12%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$1.62 Million 0.14% of portfolio	12,182	Q2 2025 Added 1.32%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$1.49 Million 0.13% of portfolio	8,189	Q2 2025 Reduced 26.75%
XLV Select Sector Spdr Fund Health ETFs	$0	$1.37 Million 0.12% of portfolio	10,151	Q2 2025 Reduced 16.82%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$1.42 Million 0.12% of portfolio	28,076	Q2 2025 Reduced 23.76%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$1.23 Million 0.11% of portfolio	2,167	Q2 2025 New
XLI Industrial Sector Spdr ETFs	$0	$1.26 Million 0.11% of portfolio	8,515	Q2 2025 Reduced 9.45%
QYLD Global X Fdsnasdaq 100 Covered ETFs	$0	$1.15 Million 0.1% of portfolio	68,653	Q2 2025 Added 1.49%
XYLD Global X Fds S&P 500 Covered C ETFs	$0	$1.14 Million 0.1% of portfolio	29,209	Q2 2025 Added 1.42%
VXF Vanguard Extended Market ETF ETFs	$0	$1.18 Million 0.1% of portfolio	6,107	Q2 2025 Added 1.09%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$929,000 0.08% of portfolio	16,355	Q2 2025 Added 1.19%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$891,000 0.08% of portfolio	24,868	Q2 2025 Added 0.3%
VUG Vanguard Growth ETF ETFs	$0	$770,000 0.07% of portfolio	1,758	Q2 2025 Added 5.52%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$845,000 0.07% of portfolio	1,992	Q2 2025 Added 8.44%
SOXX Ishares Semiconductor ETF ETFs	$0	$821,000 0.07% of portfolio	3,441	Q2 2025 Reduced 18.34%
XLC Select Sector Spdr Tr Communic ETFs	$0	$676,000 0.06% of portfolio	6,229	Q2 2025 Added 21.54%
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$737,000 0.06% of portfolio	17,071	Q2 2025 Added 0.84%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$738,000 0.06% of portfolio	1,339	Q2 2025 Added 75.03%
IAU Ishares Gold Trust ETFs	$53.5B	$646,000 0.06% of portfolio	10,375	Q2 2025 Added 83.14%
IEFA Ishares Tr ETFs	$0	$636,000 0.05% of portfolio	7,624	Q2 2025 Reduced 3.58%
VTV Vanguard Value ETF ETFs	$0	$571,000 0.05% of portfolio	3,232	Q2 2025 Added 21.41%
XLY Select Sector Spdr Consumer Di ETFs	$0	$499,000 0.04% of portfolio	2,299	Q2 2025 Reduced 7.04%
MUB Ishares National Muni Bond ETF ETFs	$0	$488,000 0.04% of portfolio	4,672	Q2 2025 Reduced 98.2%
IWV Ishares Russell 3000 ETF ETFs	$0	$483,000 0.04% of portfolio	1,377	Q2 2025 Added 0.22%
VV Vanguard Large Cap ETF ETFs	$0	$335,000 0.03% of portfolio	1,175	Q2 2025 New
OUSM Alps ETF Tr Oshares U S Small ETFs	$0	$300,000 0.03% of portfolio	6,944	Q2 2025 Reduced 55.25%
EQWL Invesco Exchange Traded Fd Tr ETFs	$0	$396,000 0.03% of portfolio	3,605	Q2 2025 Reduced 8.71%
XLB Select Sector Spdr Fd Material ETFs	$0	$350,000 0.03% of portfolio	3,996	Q2 2025 Reduced 1.02%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$339,000 0.03% of portfolio	1,493	Q2 2025 Added 19.44%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$296,000 0.03% of portfolio	3,315	Q2 2025 Added 7.04%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$347,000 0.03% of portfolio	3,154	Q2 2025 Added 0.06%
IGV Ishares Expanded Tech Software ETFs	$0	$311,000 0.03% of portfolio	2,845	Q1 2025 Reduced 42.76%
IVE Ishares S&P 500 Value ETF ETFs	$0	$332,000 0.03% of portfolio	1,702	Q2 2025 Added 0.18%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$252,000 0.02% of portfolio	3,209	Q2 2025 Added 0.98%
IVV Ishares Core S&P 500 ETF ETFs	$0	$227,000 0.02% of portfolio	366	Q2 2025 New
IYC Ishares U.S. Consumer Discreti ETFs	$0	$219,000 0.02% of portfolio	2,205	Q2 2025 New
ACWI Ishares Msci Acwi ETF ETFs	$0	$260,000 0.02% of portfolio	2,025	Q2 2025 Added 10.11%
XLRE Select Sector Spdr Tr Real Est ETFs	$0	$255,000 0.02% of portfolio	6,179	Q2 2025 Reduced 4.57%
XLP Consumer Staples Sector Spdr ETFs	$0	$261,000 0.02% of portfolio	3,440	Q2 2025 Reduced 92.7%
XLU Utilities Sector Spdr ETFs	$0	$250,000 0.02% of portfolio	3,062	Q2 2025 Reduced 14.92%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$209,000 0.02% of portfolio	7,909	Q2 2025 Reduced 2.07%
GLD Spdr Gold Trust ETFs	$106B	$256,000 0.02% of portfolio	843	Q2 2025 Reduced 73.04%

Summary

Portfolio
No. of Stocks 162
Current Value $1.16 Billion
Prior Value $1.13 Billion
Filing
Period Q2 2025
Filing Date August 14, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 12 stocks
Additional Purchases 97 stocks
Sold out of 0 stocks
Reduced holdings in 49 stocks

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Blue Chip Partners, Inc. Portfolio Holdings