BlueChip Wealth Advisors LLC
•CIK: 2015578•Filing: Q4 2025
**BlueChip Wealth Advisors LLC** manages $238M across a diversified portfolio of 157 positions. The strategy exhibits a clear tilt toward established, dividend-paying equities, evidenced by top holdings including SPY ($14.0M) and SCHD ($11.2M). Significant allocations are also maintained in sector-specific ETFs such as VUSB ($11.9M) and IJH ($8.7M). This concentration suggests a focus on stable, income-generating assets within the broader market landscape.
Total AUM
$237.9M
QoQ Performance
+1.6%
Positions
99
Top 10 Concentration
37.7%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
SPY5.9%
VUSB5.0%
SCHD4.7%
IJH3.7%
FVD3.5%
FDL3.3%
CGDV3.1%
CGGR2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.3%
ETF10.4%
Technology6.0%
Consumer3.3%
Financial1.5%
Healthcare0.7%
Consumer Staples0.6%
Utilities0.5%
🚪 Exited Positionssold since Q3 2025
+8 more exited positions
Changes from Q3 2025
NEW15 new positions
↑47 increased
↓56 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023