Portfolio (Quarterly) Guide ↗

BlueChip Wealth Advisors LLC

· CIK 0002015578

13F Portfolio $264M AUM 172 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 33 New 41 Added 46 Reduced 8 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
21	IGM	ISHARES TR	—	1,492.0	$244K	0.09%	NEW	—	$163.54	-1.1%
22	—	FIRST TR EXCHANGE TRADED FD	—	10,000.0	$238K	0.09%	NEW	—	$23.85	—
23	NUV	NUVEEN MUN VALUE FD INC	Financial Services	25,445.0	$235K	0.09%	NEW	—	$9.22	-3.8%
24	JSML	JANUS DETROIT STR TR	—	2,403.0	$224K	0.09%	NEW	—	$93.06	-4.6%
25	GEV	GE VERNOVA INC	Utilities	190.0	$223K	0.09%	NEW	—	$1174.86	-19.8%
26	FCTR	FIRST TR EXCHANGE-TRADED FD	—	5,214.0	$213K	0.08%	NEW	—	$40.82	-1.2%
27	GL	GLOBE LIFE INC	Financial Services	1,175.0	$210K	0.08%	NEW	—	$178.68	-2.5%
28	—	FIRST TR EXCH TRADED FD III	—	2,823.0	$208K	0.08%	NEW	—	$73.80	—
29	AFLG	FIRST TR EXCHNG TRADED FD VI	—	4,788.0	$208K	0.08%	NEW	—	$43.42	+3.7%
30	FBT	FIRST TR EXCHANGE-TRADED FD	—	830.0	$206K	0.08%	NEW	—	$247.89	+9.3%
31	ANET	ARISTA NETWORKS INC	Technology	1,210.0	$206K	0.08%	NEW	—	$169.88	+14.1%
32	XLSR	SSGA ACTIVE TR	—	3,158.0	$205K	0.08%	NEW	—	$64.86	+2.2%
33	RDVI	FIRST TR EXCHANGE-TRADED FD	—	6,814.0	$200K	0.08%	NEW	—	$29.40	-0.5%

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Financial Services 55.2%

Technology 23.5%

Consumer Cyclical 5.0%

Industrials 3.5%

Utilities 3.0%

Consumer Defensive 2.8%

Healthcare 2.6%

Communication Services 1.9%

Energy 1.7%

Real Estate 0.8%