Blodgett Wealth Advisors
Latest statistics and disclosures from Blodgett Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWF, NVDA, AAPL, MSFT, GOOGL, and represent 54.77% of Blodgett Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: NFLX, UBER, WFC, META, GS, IVV, COST, XLK, SNOW, PANW.
- Started 2 new stock positions in GS, WFC.
- Reduced shares in these 10 stocks: LLY, AAPL, ALL, PLTR, SYY, VWO, GOOGL, MSFT, NVDA, IWR.
- Sold out of its positions in ALL, CARM, PLTR, SYY, VWO.
- Blodgett Wealth Advisors was a net buyer of stock by $555k.
- Blodgett Wealth Advisors has $143M in assets under management (AUM), dropping by -1.30%.
- Central Index Key (CIK): 0001907826
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Portfolio Holdings for Blodgett Wealth Advisors
Blodgett Wealth Advisors holds 61 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 16.1 | $23M | 49k | 473.30 |
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| NVIDIA Corporation (NVDA) | 11.9 | $17M | 92k | 186.50 |
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| Apple (AAPL) | 11.2 | $16M | 59k | 271.86 |
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| Microsoft Corporation (MSFT) | 8.3 | $12M | 25k | 483.63 |
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| Alphabet Cap Stk Cl A (GOOGL) | 7.3 | $11M | 34k | 313.00 |
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| Amazon (AMZN) | 6.6 | $9.5M | 41k | 230.82 |
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| Eli Lilly & Co. (LLY) | 3.1 | $4.5M | -5% | 4.2k | 1074.62 |
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| Costco Wholesale Corporation (COST) | 3.0 | $4.2M | +4% | 4.9k | 862.31 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.7 | $3.9M | +5% | 5.6k | 684.92 |
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| JPMorgan Chase & Co. (JPM) | 2.4 | $3.4M | 11k | 322.22 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.7 | $2.4M | 5.1k | 468.76 |
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| Home Depot (HD) | 1.4 | $2.1M | 6.0k | 344.10 |
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| Vanguard Index Fds Value Etf (VTV) | 1.4 | $2.0M | 10k | 190.99 |
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| Uber Technologies (UBER) | 1.3 | $1.9M | +50% | 23k | 81.71 |
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| American Express Company (AXP) | 1.3 | $1.9M | 5.0k | 369.95 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $1.7M | 2.5k | 681.92 |
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| Waste Management (WM) | 1.2 | $1.7M | 7.7k | 219.71 |
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| Broadcom (AVGO) | 1.2 | $1.7M | -3% | 4.8k | 346.08 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.1 | $1.5M | 2.00 | 754800.00 |
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| Meta Platforms Cl A (META) | 0.9 | $1.3M | +24% | 1.9k | 660.09 |
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| Tesla Motors (TSLA) | 0.8 | $1.1M | 2.4k | 449.72 |
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| Ishares Tr Select Divid Etf (DVY) | 0.7 | $1.1M | -2% | 7.5k | 141.14 |
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| Palo Alto Networks (PANW) | 0.7 | $1.0M | +4% | 5.5k | 184.20 |
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| Merck & Co (MRK) | 0.7 | $982k | 9.3k | 105.26 |
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| Abbvie (ABBV) | 0.7 | $954k | 4.2k | 228.49 |
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| Netflix (NFLX) | 0.6 | $912k | +1137% | 9.7k | 93.76 |
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| McDonald's Corporation (MCD) | 0.6 | $912k | 3.0k | 305.60 |
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| Johnson & Johnson (JNJ) | 0.6 | $910k | 4.4k | 206.95 |
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| Procter & Gamble Company (PG) | 0.6 | $900k | -3% | 6.3k | 143.31 |
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| salesforce (CRM) | 0.5 | $778k | -8% | 2.9k | 264.89 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $737k | 3.0k | 246.16 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $709k | 2.3k | 313.80 |
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| Visa Com Cl A (V) | 0.4 | $644k | 1.8k | 350.71 |
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| Cisco Systems (CSCO) | 0.4 | $609k | 7.9k | 77.03 |
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| Chevron Corporation (CVX) | 0.4 | $548k | 3.6k | 152.39 |
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| International Business Machines (IBM) | 0.3 | $472k | 1.6k | 296.21 |
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| Wal-Mart Stores (WMT) | 0.3 | $455k | 4.1k | 111.40 |
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| Honeywell International (HON) | 0.3 | $434k | 2.2k | 195.09 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $419k | -20% | 4.4k | 96.27 |
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| Kimberly-Clark Corporation (KMB) | 0.3 | $415k | +5% | 4.1k | 100.89 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $389k | -7% | 633.00 | 614.15 |
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| Snowflake Com Shs (SNOW) | 0.3 | $385k | +16% | 1.8k | 219.36 |
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| Bank of America Corporation (BAC) | 0.3 | $364k | 6.6k | 55.00 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $357k | 6.2k | 58.12 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $342k | 2.1k | 160.97 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $338k | +100% | 2.4k | 143.97 |
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| Public Storage (PSA) | 0.2 | $337k | 1.3k | 259.50 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $324k | 2.7k | 120.18 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $316k | 3.2k | 99.91 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $308k | -6% | 1.0k | 303.89 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $302k | 2.1k | 143.52 |
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| Consolidated Edison (ED) | 0.2 | $298k | 3.0k | 99.32 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $293k | 2.7k | 107.11 |
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| Verizon Communications (VZ) | 0.2 | $277k | -6% | 6.8k | 40.73 |
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| Spdr Series Trust State Stret Spdr (TIPX) | 0.2 | $270k | -11% | 14k | 19.08 |
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| Danaher Corporation (DHR) | 0.2 | $268k | 1.2k | 228.92 |
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| Wells Fargo & Company (WFC) | 0.2 | $265k | NEW | 2.8k | 93.20 |
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| Arista Networks Com Shs (ANET) | 0.2 | $242k | 1.9k | 131.03 |
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| Caterpillar (CAT) | 0.2 | $238k | -2% | 415.00 | 573.54 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $220k | 1.4k | 154.14 |
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| Goldman Sachs (GS) | 0.2 | $219k | NEW | 249.00 | 878.55 |
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Past Filings by Blodgett Wealth Advisors
SEC 13F filings are viewable for Blodgett Wealth Advisors going back to 2021
- Blodgett Wealth Advisors 2025 Q4 filed Jan. 29, 2026
- Blodgett Wealth Advisors 2025 Q3 filed Oct. 28, 2025
- Blodgett Wealth Advisors 2025 Q3 restated filed Oct. 28, 2025
- Blodgett Wealth Advisors 2025 Q2 filed July 9, 2025
- Blodgett Wealth Advisors 2025 Q1 filed April 17, 2025
- Blodgett Wealth Advisors 2024 Q4 filed Jan. 24, 2025
- Blodgett Wealth Advisors 2024 Q3 filed Oct. 21, 2024
- Blodgett Wealth Advisors 2024 Q2 filed July 24, 2024
- Blodgett Wealth Advisors 2024 Q1 filed April 23, 2024
- Blodgett Wealth Advisors 2023 Q4 filed Feb. 2, 2024
- Blodgett Wealth Advisors 2023 Q3 filed Oct. 30, 2023
- Blodgett Wealth Advisors 2023 Q2 filed July 27, 2023
- Blodgett Wealth Advisors 2023 Q1 filed April 24, 2023
- Blodgett Wealth Advisors 2022 Q4 filed Feb. 2, 2023
- Blodgett Wealth Advisors 2022 Q3 filed Oct. 21, 2022
- Blodgett Wealth Advisors 2022 Q2 filed July 20, 2022