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, GOOGL, AMZN, and represent 51.87% of Blodgett Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: CRWD, XLE, PLTR, INTC, VWO, UBER, JPM, IVV, PANW, SNOW.
- Started 4 new stock positions in XLE, PLTR, INTC, VWO.
- Reduced shares in these 10 stocks: IWF, WM, MSFT, GOOGL, NVDA, AAPL, ABBV, LLY, HD, COST.
- Sold out of its position in BX.
- Blodgett Wealth Advisors was a net seller of stock by $-5.9M.
- Blodgett Wealth Advisors has $126M in assets under management (AUM), dropping by -11.94%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 14.2 | $18M | -13% | 42k | 426.40 |
|
| NVIDIA Corporation (NVDA) | 12.3 | $16M | -2% | 89k | 174.40 |
|
| Apple (AAPL) | 11.5 | $15M | -3% | 57k | 253.79 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 7.2 | $9.0M | -6% | 32k | 287.56 |
|
| Amazon (AMZN) | 6.7 | $8.5M | 41k | 208.27 |
|
|
| Microsoft Corporation (MSFT) | 6.7 | $8.5M | -6% | 23k | 370.16 |
|
| Costco Wholesale Corporation (COST) | 3.7 | $4.6M | -5% | 4.6k | 996.40 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.0 | $3.7M | +2% | 5.7k | 653.19 |
|
| Eli Lilly & Co. (LLY) | 2.7 | $3.5M | -10% | 3.8k | 919.72 |
|
| JPMorgan Chase & Co. (JPM) | 2.5 | $3.2M | +2% | 11k | 294.15 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.9 | $2.3M | +16% | 6.0k | 390.41 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.6 | $2.0M | 10k | 196.21 |
|
|
| Uber Technologies (UBER) | 1.4 | $1.8M | +9% | 25k | 71.93 |
|
| Home Depot (HD) | 1.3 | $1.6M | -16% | 5.0k | 328.87 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.3 | $1.6M | 2.5k | 650.34 |
|
|
| American Express Company (AXP) | 1.2 | $1.5M | 5.0k | 302.48 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.1 | $1.4M | 2.00 | 718140.00 |
|
|
| Broadcom (AVGO) | 1.0 | $1.3M | -14% | 4.1k | 309.49 |
|
| Meta Platforms Cl A (META) | 0.9 | $1.1M | +2% | 2.0k | 572.13 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.9 | $1.1M | 7.5k | 151.41 |
|
|
| Merck & Co (MRK) | 0.9 | $1.1M | 9.3k | 120.29 |
|
|
| Waste Management (WM) | 0.9 | $1.1M | -37% | 4.8k | 229.79 |
|
| Johnson & Johnson (JNJ) | 0.9 | $1.1M | 4.4k | 244.45 |
|
|
| Palo Alto Networks (PANW) | 0.7 | $946k | +7% | 5.9k | 160.32 |
|
| Netflix (NFLX) | 0.7 | $936k | 9.7k | 96.15 |
|
|
| McDonald's Corporation (MCD) | 0.7 | $927k | 3.0k | 310.77 |
|
|
| Procter & Gamble Company (PG) | 0.7 | $907k | 6.3k | 144.44 |
|
|
| Tesla Motors (TSLA) | 0.7 | $855k | -4% | 2.3k | 371.75 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $743k | 3.0k | 248.00 |
|
|
| Chevron Corporation (CVX) | 0.6 | $723k | -2% | 3.5k | 206.88 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $648k | 2.3k | 286.86 |
|
|
| Cisco Systems (CSCO) | 0.5 | $594k | -3% | 7.7k | 77.59 |
|
| Visa Com Cl A (V) | 0.4 | $555k | 1.8k | 302.24 |
|
|
| salesforce (CRM) | 0.4 | $548k | 2.9k | 186.66 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $507k | 4.1k | 124.27 |
|
|
| Honeywell International (HON) | 0.4 | $503k | 2.2k | 226.03 |
|
|
| Abbvie (ABBV) | 0.4 | $473k | -47% | 2.2k | 217.49 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $423k | 4.4k | 97.23 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.3 | $401k | 4.2k | 96.47 |
|
|
| International Business Machines (IBM) | 0.3 | $386k | 1.6k | 242.39 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $365k | 633.00 | 577.08 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $353k | +3% | 6.4k | 55.52 |
|
| Public Storage (PSA) | 0.3 | $352k | 1.3k | 270.88 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $343k | 1.0k | 337.95 |
|
|
| Verizon Communications (VZ) | 0.3 | $342k | 6.8k | 50.20 |
|
|
| Consolidated Edison (ED) | 0.3 | $340k | 3.0k | 113.18 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $335k | 2.7k | 124.31 |
|
|
| Bank of America Corporation (BAC) | 0.3 | $322k | 6.6k | 48.75 |
|
|
| Snowflake Com Shs (SNOW) | 0.3 | $321k | +21% | 2.1k | 150.82 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $312k | 2.4k | 132.90 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $312k | 2.1k | 148.10 |
|
|
| Charles Schwab Corporation (SCHW) | 0.2 | $298k | 3.2k | 93.98 |
|
|
| Caterpillar (CAT) | 0.2 | $294k | 415.00 | 709.29 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $291k | 2.7k | 106.15 |
|
|
| Spdr Series Trust State Stret Spdr (TIPX) | 0.2 | $271k | 14k | 19.19 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $260k | NEW | 4.3k | 61.26 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $252k | NEW | 1.7k | 146.28 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $252k | 2.1k | 118.62 |
|
|
| Intel Corporation (INTC) | 0.2 | $232k | NEW | 5.2k | 44.13 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $227k | 1.9k | 122.78 |
|
|
| Wells Fargo & Company (WFC) | 0.2 | $227k | 2.8k | 79.61 |
|
|
| Danaher Corporation (DHR) | 0.2 | $222k | 1.2k | 189.60 |
|
|
| Goldman Sachs (GS) | 0.2 | $211k | 250.00 | 845.36 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $200k | NEW | 3.7k | 54.06 |
|
Past Filings by Blodgett Wealth Advisors
SEC 13F filings are viewable for Blodgett Wealth Advisors going back to 2021
- Blodgett Wealth Advisors 2026 Q1 filed April 30, 2026
- 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