BlueChip Wealth Advisors LLC reported 63 positions worth $58.72M for the quarter ended Sep 30, 2026, up 21.1% on the prior quarter. It opened 8 new positions, added to 39, trimmed 5 and exited 6. Its largest holding is Apple Inc. at 12% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +7,637 | +33.8% | $1.74M | 11.75% |
| AAPL Apple Inc. | +4,764 | +29.0% | $1.59M | 12.02% |
| GOOG Alphabet Inc. | +2,040 | +97.2% | $695.16K | 2.4% |
| GOOGL Alphabet Inc. | +1,847 | +81.2% | $635.52K | 2.42% |
| AMZN Amazon Com Inc | +2,526 | +59.1% | $629.35K | 2.88% |
| MSFT Microsoft Corp | +1,215 | +26.2% | $623.19K | 5.11% |
| GLD Spdr Gold Trust | +1,621 | +11.3% | $617.34K | 10.39% |
| STX Seagate Technology Holdings plc | +568 | +82.7% | $524.11K | 1.97% |
| GPN Global Payments Inc | +6,237 | – | $509.38K | 0.867% |
| ANET Arista Networks, Inc. | +2,452 | +202.6% | $499.20K | 1.27% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | -2,688 | -100.0% | $1.35M | Exited |
| TRLV Trulieve Cannabis Corp. | -114.5K | -100.0% | $1.13M | Exited |
| BRK-A Berkshire Hathaway Inc | -1 | -100.0% | $748.85K | Exited |
| SNDA Sonida Senior Living, Inc. | -14.5K | -67.2% | $546.53K | 0.454% |
| C Citigroup Inc | -2,462 | -48.1% | $318.78K | 0.587% |
| O Realty Income Corp | -4,609 | -100.0% | $285.57K | Exited |
| SMA SmartStop Self Storage REIT, Inc. | -7,666 | -100.0% | $249.15K | Exited |
| GL Globe Life Inc. | -1,175 | -100.0% | $209.95K | Exited |
| JNJ Johnson & Johnson | -129 | -5.6% | $34.15K | 0.984% |
| JBHT Hunt J B Transport Services Inc | -50 | -2.9% | $11.20K | 0.642% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| GPN Global Payments Inc | +6,237 | $509.38K | 0.867% |
| LLY ELI LILLY & Co | +310 | $359.08K | 0.611% |
| GS Goldman Sachs Group Inc | +348 | $313.39K | 0.534% |
| NFLX Netflix Inc | +3,958 | $275.40K | 0.469% |
| FBTC Fidelity Wise Origin Bitcoin Fund | +3,445 | $250.25K | 0.426% |
| ISRG Intuitive Surgical Inc | +587 | $238.69K | 0.406% |
| TJX Tjx Companies Inc | +1,587 | $209.98K | 0.358% |
| PNFP Pinnacle Financial Partners, Inc. | +2,196 | $205.57K | 0.35% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | -2,688 | $1.35M | 2.77% |
| TRLV Trulieve Cannabis Corp. | -114.5K | $1.13M | 2.32% |
| BRK-A Berkshire Hathaway Inc | -1 | $748.85K | 1.54% |
| O Realty Income Corp | -4,609 | $285.57K | 0.589% |
| SMA SmartStop Self Storage REIT, Inc. | -7,666 | $249.15K | 0.514% |
| GL Globe Life Inc. | -1,175 | $209.95K | 0.433% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 21.2K | $7.06M | 12.02% | +4,764 | +29.0% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 30.2K | $6.90M | 11.75% | +7,637 | +33.8% | Added | 0% |
| 3 | GLD Spdr Gold Trust | Financial Services | 16.0K | $6.10M | 10.39% | +1,621 | +11.3% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 5,847 | $3.00M | 5.11% | +1,215 | +26.2% | Added | 0% |
| 5 | TFC Truist Financial Corp | Financial Services | 42.0K | $1.94M | 3.31% | +704 | +1.7% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 6,797 | $1.69M | 2.88% | +2,526 | +59.1% | Added | 0% |
| 7 | HD Home Depot, Inc. | Consumer Discretionary | 5,321 | $1.51M | 2.58% | +1,096 | +25.9% | Added | 0% |
| 8 | GOOGL Alphabet Inc. | Technology | 4,122 | $1.42M | 2.42% | +1,847 | +81.2% | Added | 0% |
| 9 | GOOG Alphabet Inc. | Technology | 4,138 | $1.41M | 2.4% | +2,040 | +97.2% | Added | 0% |
| 10 | CSCO Cisco Systems, Inc. | Technology | 12.2K | $1.32M | 2.24% | +342 | +2.9% | Added | 0% |
| 11 | SO Southern Co | Utilities | 15.7K | $1.30M | 2.22% | +3,587 | +29.5% | Added | 0% |
| 12 | PANW Palo Alto Networks Inc | Technology | 2,958 | $1.18M | 2% | +253 | +9.4% | Added | 0% |
| 13 | STX Seagate Technology Holdings plc | Technology | 1,255 | $1.16M | 1.97% | +568 | +82.7% | Added | 0% |
| 14 | V Visa Inc. | Financial Services | 2,932 | $1.05M | 1.79% | +942 | +47.3% | Added | 0% |
| 15 | IBIT iShares Bitcoin Trust ETF | Others | 21.1K | $999.02K | 1.7% | -35 | -0.2% | Reduced | 0% |
Tip. Select a row to see that position’s full history at BlueChip Wealth Advisors.
As of its Q3 2026 13F filing, BlueChip Wealth Advisors LLC’s five largest positions were Apple Inc. (AAPL) at 12.0%, Nvidia Corp (NVDA) at 11.7%, Spdr Gold Trust (GLD) at 10.4%, Microsoft Corp (MSFT) at 5.1%, Truist Financial Corp (TFC) at 3.3% of the reported portfolio.
BlueChip Wealth Advisors LLC reported a 13F portfolio worth $58.72M across 63 positions for Q3 2026. That is up 21.1% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($1.74M), Apple Inc. ($1.59M), Alphabet Inc. ($695.16K). It opened 8 new positions.
Its largest sales by value were Berkshire Hathaway Inc ($1.35M), Trulieve Cannabis Corp. ($1.13M), Berkshire Hathaway Inc ($748.85K). It exited 6 positions entirely.
From the Form 13F-HR reports BlueChip Wealth Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.