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, AMZN, and represent 53.22% of Blodgett Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: COST, ANET, ALL, PLTR, SYY, VWO, CRWD, NFLX, PANW, HD.
- Started 5 new stock positions in VWO, ANET, ALL, PLTR, SYY.
- Reduced shares in these 10 stocks: NVDA, MSFT, DVY, GOOGL, DFAU, JPM, IWF, AMZN, AAPL, AVGO.
- Sold out of its positions in Chargepoint Holdings Inc Com Cl A, DFAU.
- Blodgett Wealth Advisors was a net seller of stock by $-1.2M.
- Blodgett Wealth Advisors has $145M in assets under management (AUM), dropping by 13.75%.
- Central Index Key (CIK): 0001907826
Tip: Access up to 7 years of quarterly data
Positions held by Blodgett Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Blodgett Wealth Advisors
Blodgett Wealth Advisors holds 64 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 15.8 | $23M | 49k | 468.41 |
|
|
| NVIDIA Corporation (NVDA) | 11.9 | $17M | -3% | 93k | 186.58 |
|
| Apple (AAPL) | 10.5 | $15M | 60k | 254.63 |
|
|
| Microsoft Corporation (MSFT) | 8.9 | $13M | -3% | 25k | 517.95 |
|
| Amazon (AMZN) | 6.2 | $9.1M | -2% | 41k | 219.56 |
|
| Alphabet Cap Stk Cl C (GOOG) | 5.7 | $8.3M | 2.3k | 3662.39 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.7 | $8.3M | -2% | 34k | 243.11 |
|
| Costco Wholesale Corporation (COST) | 3.0 | $4.3M | +10% | 4.7k | 925.69 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.5 | $3.6M | +2% | 5.3k | 669.30 |
|
| Eli Lilly & Co. (LLY) | 2.3 | $3.4M | -3% | 4.5k | 763.03 |
|
| JPMorgan Chase & Co. (JPM) | 2.3 | $3.3M | -5% | 11k | 315.41 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.7 | $2.5M | +5% | 5.2k | 490.40 |
|
| Home Depot (HD) | 1.7 | $2.5M | +3% | 6.1k | 405.08 |
|
| Waste Management (WM) | 1.2 | $1.7M | 7.7k | 220.83 |
|
|
| American Express Company (AXP) | 1.2 | $1.7M | -3% | 5.0k | 332.08 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $1.7M | 2.5k | 666.13 |
|
|
| Broadcom (AVGO) | 1.1 | $1.7M | -7% | 5.0k | 329.81 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.0 | $1.5M | 2.00 | 754000.00 |
|
|
| Uber Technologies (UBER) | 1.0 | $1.5M | 15k | 97.96 |
|
|
| Meta Platforms Cl A (META) | 0.8 | $1.1M | 1.6k | 734.19 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.8 | $1.1M | -24% | 7.7k | 142.06 |
|
| Palo Alto Networks (PANW) | 0.7 | $1.1M | +9% | 5.3k | 203.62 |
|
| Tesla Motors (TSLA) | 0.7 | $1.1M | 2.4k | 444.58 |
|
|
| Procter & Gamble Company (PG) | 0.7 | $996k | 6.5k | 153.70 |
|
|
| Abbvie (ABBV) | 0.7 | $978k | 4.2k | 231.42 |
|
|
| Netflix (NFLX) | 0.6 | $942k | +12% | 786.00 | 1198.47 |
|
| McDonald's Corporation (MCD) | 0.6 | $907k | +9% | 3.0k | 303.95 |
|
| Johnson & Johnson (JNJ) | 0.6 | $815k | 4.4k | 185.44 |
|
|
| Merck & Co (MRK) | 0.5 | $783k | 9.3k | 83.92 |
|
|
| salesforce (CRM) | 0.5 | $761k | 3.2k | 236.85 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $725k | 3.0k | 242.07 |
|
|
| Visa Com Cl A (V) | 0.4 | $626k | 1.8k | 341.14 |
|
|
| Chevron Corporation (CVX) | 0.4 | $562k | 3.6k | 155.33 |
|
|
| Cisco Systems (CSCO) | 0.4 | $541k | 7.9k | 68.44 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $528k | 5.5k | 96.56 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.3 | $486k | 3.9k | 124.23 |
|
|
| Honeywell International (HON) | 0.3 | $468k | 2.2k | 210.34 |
|
|
| International Business Machines (IBM) | 0.3 | $449k | 1.6k | 281.86 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $420k | 4.1k | 102.94 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $410k | 683.00 | 600.29 |
|
|
| Public Storage (PSA) | 0.3 | $376k | 1.3k | 289.23 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $354k | +19% | 6.2k | 57.56 |
|
| Bank of America Corporation (BAC) | 0.2 | $341k | -21% | 6.6k | 51.63 |
|
| Snowflake Com Shs (SNOW) | 0.2 | $339k | +5% | 1.5k | 225.25 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $331k | 1.2k | 281.70 |
|
|
| Verizon Communications (VZ) | 0.2 | $321k | -4% | 7.3k | 43.94 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $316k | 2.1k | 148.71 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $316k | 2.7k | 118.80 |
|
|
| Spdr Series Trust Bloomberg 1 10 Y (TIPX) | 0.2 | $309k | 16k | 19.29 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $304k | 1.1k | 278.90 |
|
|
| Consolidated Edison (ED) | 0.2 | $302k | 3.0k | 100.67 |
|
|
| Charles Schwab Corporation (SCHW) | 0.2 | $302k | 3.2k | 95.36 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $297k | 2.1k | 140.96 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $292k | 2.7k | 106.61 |
|
|
| Arista Networks Com Shs (ANET) | 0.2 | $270k | NEW | 1.9k | 145.95 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $243k | 1.4k | 170.77 |
|
|
| Danaher Corporation (DHR) | 0.2 | $232k | -20% | 1.2k | 198.29 |
|
| Allstate Corporation (ALL) | 0.1 | $204k | NEW | 950.00 | 214.74 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $203k | NEW | 1.1k | 182.06 |
|
| Caterpillar (CAT) | 0.1 | $203k | -31% | 426.00 | 476.53 |
|
| SYSCO Corporation (SYY) | 0.1 | $202k | NEW | 2.5k | 82.45 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $200k | NEW | 3.7k | 54.17 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $37k | 10k | 3.64 |
|
|
| Carisma Therapeutics (CARM) | 0.0 | $7.0k | 24k | 0.29 |
|
Past Filings by Blodgett Wealth Advisors
SEC 13F filings are viewable for Blodgett Wealth Advisors going back to 2021
- 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
- Blodgett Wealth Advisors 2022 Q1 filed April 27, 2022