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 51.10% of Blodgett Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IWF (+$16M), MU, GOOG, NFLX, AMD, ETN, PLTR, LRCX, SPCX, SOXX.
- Started 11 new stock positions in LRCX, AMD, SYY, ETN, SOXX, MU, HONA, ALL, HON, GLW. SPCX.
- Reduced shares in these 10 stocks: Honeywell International, CRWD, , DHR, WM, AVGO, AAPL, SPY, INTC, IJR.
- Sold out of its positions in DHR, Honeywell International, XLE.
- Blodgett Wealth Advisors was a net buyer of stock by $20M.
- Blodgett Wealth Advisors has $149M in assets under management (AUM), dropping by 18.28%.
- Central Index Key (CIK): 0001907826
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Portfolio Holdings for Blodgett Wealth Advisors
Blodgett Wealth Advisors holds 72 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 14.1 | $21M | +303% | 169k | 124.17 |
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| NVIDIA Corporation (NVDA) | 12.0 | $18M | 90k | 200.09 |
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| Apple (AAPL) | 11.0 | $16M | 57k | 289.36 |
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| Alphabet Cap Stk Cl A (GOOGL) | 7.5 | $11M | 31k | 357.38 |
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| Amazon (AMZN) | 6.5 | $9.8M | 41k | 238.34 |
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| Microsoft Corporation (MSFT) | 5.7 | $8.6M | 23k | 373.02 |
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| Eli Lilly & Co. (LLY) | 3.0 | $4.5M | 3.8k | 1199.36 |
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| Costco Wholesale Corporation (COST) | 2.9 | $4.4M | 4.7k | 935.44 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.9 | $4.4M | 5.8k | 748.87 |
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| Crowdstrike Hldgs Cl A (CRWD) | 2.9 | $4.3M | -6% | 5.6k | 763.14 |
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| JPMorgan Chase & Co. (JPM) | 2.4 | $3.6M | 11k | 327.34 |
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| Vanguard Index Fds Value Etf (VTV) | 1.5 | $2.2M | 10k | 217.93 |
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| Uber Technologies (UBER) | 1.3 | $2.0M | +9% | 28k | 72.16 |
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| Palo Alto Networks (PANW) | 1.3 | $2.0M | 5.8k | 341.02 |
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| Home Depot (HD) | 1.3 | $1.9M | +9% | 5.5k | 352.70 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $1.8M | -6% | 2.3k | 746.77 |
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| American Express Company (AXP) | 1.1 | $1.7M | 5.0k | 338.25 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.0 | $1.5M | 2.00 | 748850.00 |
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| Broadcom (AVGO) | 0.9 | $1.4M | -11% | 3.6k | 377.72 |
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| Ishares Tr Select Divid Etf (DVY) | 0.9 | $1.3M | +12% | 8.4k | 156.30 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.3M | +60% | 3.6k | 353.33 |
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| Merck & Co (MRK) | 0.8 | $1.2M | 9.3k | 128.50 |
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| Netflix (NFLX) | 0.8 | $1.2M | +67% | 16k | 71.40 |
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| Meta Platforms Cl A (META) | 0.8 | $1.1M | 2.0k | 563.36 |
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| Johnson & Johnson (JNJ) | 0.7 | $1.1M | 4.4k | 253.94 |
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| Tesla Motors (TSLA) | 0.6 | $967k | 2.3k | 420.60 |
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| Procter & Gamble Company (PG) | 0.6 | $927k | 6.3k | 146.64 |
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| Cisco Systems (CSCO) | 0.6 | $900k | 7.7k | 117.47 |
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| Micron Technology (MU) | 0.6 | $893k | NEW | 774.00 | 1154.29 |
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| Waste Management (WM) | 0.6 | $881k | -17% | 4.0k | 222.88 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $855k | -5% | 2.8k | 300.45 |
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| McDonald's Corporation (MCD) | 0.5 | $807k | 3.0k | 270.30 |
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| Visa Com Cl A (V) | 0.4 | $630k | 1.8k | 343.09 |
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| Intel Corporation (INTC) | 0.4 | $625k | -14% | 4.5k | 139.64 |
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| Abbvie (ABBV) | 0.4 | $623k | +13% | 2.5k | 251.64 |
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| Chevron Corporation (CVX) | 0.4 | $592k | +2% | 3.6k | 165.74 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $555k | +175% | 4.8k | 116.67 |
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| Snowflake Com Shs (SNOW) | 0.4 | $535k | 2.1k | 254.50 |
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| Wal-Mart Stores (WMT) | 0.4 | $528k | +14% | 4.7k | 113.27 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $480k | 4.4k | 110.32 |
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| salesforce (CRM) | 0.3 | $475k | +3% | 3.0k | 156.67 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $466k | 633.00 | 736.27 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $461k | -4% | 965.00 | 477.57 |
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| Advanced Micro Devices (AMD) | 0.3 | $461k | NEW | 793.00 | 580.76 |
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| Eaton Corp SHS (ETN) | 0.3 | $458k | NEW | 1.1k | 426.12 |
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| Kimberly-Clark Corporation (KMB) | 0.3 | $456k | 4.2k | 109.77 |
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| International Business Machines (IBM) | 0.3 | $449k | 1.6k | 281.22 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.3 | $448k | 2.4k | 190.52 |
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| Caterpillar (CAT) | 0.3 | $442k | 415.00 | 1066.14 |
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| Public Storage (PSA) | 0.3 | $414k | 1.3k | 318.31 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $390k | 6.4k | 61.46 |
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| Bank of America Corporation (BAC) | 0.3 | $377k | 6.6k | 56.98 |
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| Arista Networks Com Shs (ANET) | 0.2 | $357k | +13% | 2.1k | 169.88 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $340k | -14% | 2.3k | 148.31 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $333k | 2.1k | 158.03 |
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| Consolidated Edison (ED) | 0.2 | $332k | 3.0k | 110.63 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $312k | NEW | 720.00 | 433.33 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.2 | $307k | NEW | 1.8k | 170.86 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $295k | 2.7k | 107.62 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $292k | 3.2k | 92.27 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $288k | NEW | 450.00 | 640.76 |
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| Verizon Communications (VZ) | 0.2 | $271k | -6% | 6.4k | 42.34 |
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| Spdr Series Trust State Stret Spdr (TIPX) | 0.2 | $268k | 14k | 18.93 |
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| Goldman Sachs (GS) | 0.2 | $253k | 251.00 | 1009.59 |
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| Honeywell International (HON) | 0.2 | $249k | NEW | 1.1k | 223.80 |
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| Honeywell Aerospace (HONA) | 0.2 | $246k | NEW | 1.1k | 221.08 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $243k | 2.1k | 114.18 |
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| Wells Fargo & Company (WFC) | 0.2 | $235k | 2.8k | 82.64 |
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| Allstate Corporation (ALL) | 0.2 | $226k | NEW | 950.00 | 237.94 |
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| Corning Incorporated (GLW) | 0.1 | $224k | NEW | 875.00 | 255.43 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $221k | 3.7k | 59.69 |
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| SYSCO Corporation (SYY) | 0.1 | $205k | NEW | 2.5k | 83.58 |
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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 2026 Q2 filed Aug. 14, 2026
- 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