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James T. Borello RIA’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

James T. Borello RIA’s Portfolio FBCG Stock Details FBCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.27K Hold
115
– – ﹤0.01% 688
2026
Q2 		$7.14K Buy
+115
New +$6.83K ﹤0.01% 689

Other funds holding FBCG

KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return
CHIA
Copper Harbor Investment Advisors Appleton, Wisconsin $486M AUM
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $285M AUM 15.04% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $210M AUM 12% 1-Year Est. Return

James T. Borello RIA's FBCG Position: Q3 2026 in Review

James T. Borello RIA held its Fidelity Blue Chip Growth ETF (FBCG) position steady in Q3 2026 at 115 shares worth $7.27K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

James T. Borello RIA first reported a position in FBCG in Q2 2026 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold FBCG as of Q3 2026.

  • James T. Borello RIA held 115 shares of Fidelity Blue Chip Growth ETF worth $7.27K as of Q3 2026.
  • James T. Borello RIA left its Fidelity Blue Chip Growth ETF share count unchanged in Q3 2026.
  • Fidelity Blue Chip Growth ETF made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #688 holding.
  • James T. Borello RIA first reported a position in Fidelity Blue Chip Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.