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Livermore
Livermore
ZHEN

BlueChip Wealth Advisors LLC

SEC CIK
0002015578
Latest filing
Jul 30, 2026

The latest 13F from BlueChip Wealth Advisors LLC covers Q2 2026 (filed Jul 30, 2026): 172 long positions worth $263.8M. The top 10 holdings make up 38.3% of the portfolio, and the largest is SPDR S&P 500 ETF Trust (SPY) at 6.0%. Livermore has 11 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
33
Est. +$14.4M
Added
44
Est. +$20.9M
Reduced
51
Est. −$10.5M
Sold out
8
Est. −$8.02M

Top 5 holdings

Share of this quarter's portfolio value

  1. SPYSPDR S&P 500 ETF Trust
    6.0%$16.0MHistory
  2. Vanguard BD Index FDS92203C303
    5.4%$14.1M
  3. Schwab US Dividend Equity ETF808524797
    4.9%$13.0M
  4. iShares Core S&P Mid-Cap ETF464287507
    4.1%$10.7M
  5. Invesco Exchange Traded FD T46137V357
    3.4%$8.99M

Biggest buys

New and added positions, by estimated amount bought

  1. State Street SPDR Portfolio S&P 500 ETF78464A854
    +$5.48MAdded
  2. State Street SPDR Portfolio Developed World Ex-US ETF78463X889
    +$2.90MAdded
  3. SPDR Series Trust78468R721
    +$2.33MAdded
  4. Victory Portfolios II92647X830
    +$1.54MNew
  5. MFS Active Exchange Traded F55286W504
    +$1.52MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. State Street SPDR Portfolio S&P 500 ETF78464A854
    +2.07 pp0.5% → 2.6%
  2. State Street SPDR Portfolio Developed World Ex-US ETF78463X889
    +1.09 pp0.3% → 1.4%
  3. SPDR Series Trust78468R721
    +0.86 pp0.2% → 1.1%
  4. Victory Portfolios II92647X830
    +0.58 pp0.0% → 0.6%
  5. MFS Active Exchange Traded F55286W504
    +0.54 pp0.4% → 1.0%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AFLAflac Inc
    −$6.38MSold outHistory
  2. HDHome Depot, Inc.
    −$3.33MReducedHistory
  3. First Tr Exchange Traded FD33738R118
    −$1.11MReduced
  4. KOCoca Cola Co
    −$710.4KReducedHistory
  5. CCitigroup Inc
    −$699.8KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. AFLAflac Inc
    −2.80 pp2.8% → 0.0%History
  2. HDHome Depot, Inc.
    −1.41 pp2.0% → 0.6%History
  3. Vanguard BD Index FDS92203C303
    −1.11 pp6.5% → 5.4%
  4. First Tr Exchange-Traded FD336917109
    −0.78 pp3.8% → 3.0%
  5. First Tr Exchange-Traded FD33734H106
    −0.59 pp3.7% → 3.1%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$263.8M
+$36.0M (+15.8%) vs. prior quarter
Positions
172
+25 vs. prior quarter
Top 10 concentration
38.3%
Top 10 as share of value
Turnover
7.5%
Q2 2026, one quarter
Average holding period
8.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.

13F filings by quarter

11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $263.8M (Q2 2026)

Q4 2023: $142.6MQ1 2024: $155.1MQ2 2024: $169.8MQ3 2024: $191.0MQ4 2024: $180.3MQ1 2025: $203.7MQ2 2025: $224.6MQ3 2025: $234.2MQ4 2025: $237.9MQ1 2026: $227.8MQ2 2026: $263.8M
Q4 2023Q2 2026
13F filings of BlueChip Wealth Advisors LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 30, 2026172$263.8MSPYVanguard BD Index FDSSchwab US Dividend Equity ETFvs. Q1 2026SEC
Q1 2026May 5, 2026147$227.8MVanguard BD Index FDSSPYSchwab US Dividend Equity ETFvs. Q4 2025SEC
Q4 2025Feb 5, 2026157$237.9MSPYVanguard BD Index FDSSchwab US Dividend Equity ETFvs. Q3 2025SEC
Q3 2025Nov 6, 2025155$234.2MSPYVanguard BD Index FDSSchwab US Dividend Equity ETFvs. Q2 2025SEC
Q2 2025Jul 30, 2025168$224.6MSPYVanguard BD Index FDSSchwab US Dividend Equity ETFvs. Q1 2025SEC
Q1 2025May 6, 2025152$203.7MSPYSchwab US Dividend Equity ETFFirst Tr Exchange-Traded FDvs. Q4 2024SEC
Q4 2024Feb 12, 2025136$180.3MSPYSchwab US Dividend Equity ETFiShares Core S&P Mid-Cap ETFvs. Q3 2024SEC
Q3 2024Nov 14, 2024152$191.0MSPYSchwab US Dividend Equity ETFiShares Core S&P Mid-Cap ETFvs. Q2 2024SEC
Q2 2024Aug 12, 2024137$169.8MSPYSchwab US Dividend Equity ETFiShares Core S&P Mid-Cap ETFvs. Q1 2024SEC
Q1 2024Apr 30, 2024122$155.1MSchwab US Dividend Equity ETFSPYiShares Core S&P Mid-Cap ETFvs. Q4 2023SEC
Q4 2023Mar 15, 2024115$142.6MiShares Core S&P Mid-Cap ETFInvesco Exchange Traded FD TSPY–SEC