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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002015578

BlueChip Wealth Advisors LLC

Milton, GA · File #028-24023

Latest AUM
$237.9M
Positions
157
Top-10 Concentration
46.3%
Filings
9

Sector Allocation

Financials
8.5%$20.3M
Technology
5.9%$14.0M
Utilities
0.8%$1.8M
Healthcare
0.6%$1.3M
Energy
0.5%$1.1M
Real Estate
0.2%$589,184
Industrials
0.2%$570,166

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR S&P 500 ETF TRSPY20,534$14.0M7.23%
2VANGUARD BD INDEX FDS92203C303238,265$11.9M6.13%
3SCHWAB STRATEGIC TR808524797407,222$11.2M5.77%
4ISHARES TR464287507132,551$8.7M4.52%
5FIRST TR EXCHANGE-TRADED FD33734H106183,148$8.4M4.36%
6FIRST TR EXCHANGE-TRADED FD336917109174,524$7.7M3.99%
7CAPITAL GROUP DIVIDEND VALUE14020W106168,643$7.4M3.80%
8CAPITAL GROUP GROWTH ETF14020G101157,557$7.0M3.62%
9ISHARES TR46428720010,202$7.0M3.61%
10AFLAC INCAFL58,158$6.4M3.31%
11INVESCO QQQ TRIVZ10,287$6.3M3.26%
12SPDR GOLD TRGLD15,165$6.0M3.10%
13CAPITAL GROUP DIVIDEND GROWE14021L109159,068$5.7M2.93%
14FIRST TR EXCHANGE TRADED FD33738R50678,618$5.5M2.82%
15INVESCO EXCHANGE TRADED FD TIVZ26,141$5.0M2.58%
16AMPLIFY ETF TR032108409108,529$4.8M2.49%
17HOME DEPOT INCHD13,806$4.8M2.45%
18FIRST TR EXCHANGE TRADED FD33738R11848,322$4.7M2.42%
19APPLE INCAAPL17,146$4.7M2.41%
20NVIDIA CORPORATIONNVDA21,151$3.9M2.04%