BlueChip Wealth Advisors LLC - Portfolio overview

BlueChip Wealth Advisors LLC has 175 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VUSB - VANGUARD BD INDEX FDS, 6.01%
2. SPY - STATE STR SPDR S&P 500 ETF T, 5.61%
3. SCHD - SCHWAB STRATEGIC TR, 5.11%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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