BlueChip Wealth Advisors LLC
SEC Form 13F institutional filer · CIK 0002015578
13F-HR · 59 reported holdings · 2026-03-31
Reported long-US-equity value
$0.12B
Top-10 concentration
72.3%
BlueChip Wealth Advisors LLC — $115M AUM allocation strategy
BlueChip Wealth Advisors LLC files SEC Form 13F and reports $115M of long US equity value across 59 reported holdings for 2026-03-31.
Its largest sector bet is Financials 29.3%, followed by Information Technology 8.3% and Consumer Discretionary 4.8%.
The top 10 holdings account for 72% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
BlueChip Wealth Advisors LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$115M
total across 59 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
72% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +13.2K sh · +$2.69M+$SPGI +8.78K sh · +$576K+$SPYM +7.45K sh · +$543K
Biggest trims (shares)
−$TFC −2.47K sh · −$279K−$VOO −1.5K sh · −$1.28M−$T −873 sh · +$11.8K
Exited to nil (held last quarter, gone now)
$ANET ($279K last qtr)$NUE ($231K last qtr)$MU ($203K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage11.6%—
- Asset Management & Custody Banks7.0%—
- Life & Health Insurance5.6%—
- Home Improvement Retail3.9%—
- Technology Hardware, Storage & Peripherals3.6%—
- Semiconductors3.2%—
- Diversified Banks2.9%—
- Systems Software1.5%—
- Other holdings60.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 438K | $13.4M | +3.09K | 11.7% |
| $IVZ | Invesco Ltd | 45.7K | $8.07M | +13.2K | 7.0% |
| $AFL | AFLAC Incorporated | 58.2K | $6.38M | +0 | 5.5% |
| $HD | Home Depot Inc | 13.7K | $4.5M | -134 | 3.9% |
| $AAPL | Apple Inc | 16.8K | $4.18M | -373 | 3.6% |
| $NVDA | NVIDIA Corporation | 21K | $3.64M | -138 | 3.2% |
…and 53 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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