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 51.76% of Blodgett Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: CRWD, XLE, INTC, DHR, IVV, SPCX, MU, GOOG, WMT, HD.
- Started 2 new stock positions in XLE, DHR.
- Reduced shares in these 10 stocks: NVDA, MSFT, BRK.A, AAPL, IWF, GOOGL, IBM, PSA, PLTR, HON.
- Sold out of its positions in ALL, BRK.A, GLW, HONA, HON, IBM, PSA, SYY.
- Blodgett Wealth Advisors was a net seller of stock by $-8.0M.
- Blodgett Wealth Advisors has $147M in assets under management (AUM), dropping by -1.67%.
- Central Index Key (CIK): 0001907826
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Portfolio Holdings for Blodgett Wealth Advisors
Blodgett Wealth Advisors holds 66 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 13.5 | $20M | -6% | 158k | 125.26 |
|
| NVIDIA Corporation (NVDA) | 12.5 | $18M | -10% | 81k | 228.38 |
|
| Apple (AAPL) | 11.8 | $17M | -7% | 52k | 333.02 |
|
| Microsoft Corporation (MSFT) | 7.0 | $10M | -13% | 20k | 512.91 |
|
| Amazon (AMZN) | 7.0 | $10M | 41k | 249.15 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 6.4 | $9.4M | -12% | 27k | 344.08 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 3.8 | $5.6M | +275% | 21k | 264.75 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.1 | $4.6M | +3% | 6.0k | 765.83 |
|
| Eli Lilly & Co. (LLY) | 3.0 | $4.4M | 3.8k | 1157.01 |
|
|
| Costco Wholesale Corporation (COST) | 2.9 | $4.2M | 4.7k | 910.31 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.5 | $3.6M | 11k | 330.82 |
|
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| Palo Alto Networks (PANW) | 1.6 | $2.3M | 5.8k | 397.31 |
|
|
| Vanguard Index Fds Mrngstr Val Etf (VTV) | 1.5 | $2.2M | 10k | 216.08 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $1.8M | 2.3k | 762.63 |
|
|
| Uber Technologies (UBER) | 1.2 | $1.8M | -5% | 26k | 68.51 |
|
| Home Depot (HD) | 1.1 | $1.6M | +2% | 5.6k | 284.51 |
|
| Meta Platforms Cl A (META) | 1.0 | $1.4M | 2.0k | 725.27 |
|
|
| American Express Company (AXP) | 0.9 | $1.4M | -9% | 4.5k | 304.10 |
|
| Merck & Co (MRK) | 0.9 | $1.4M | 9.3k | 145.32 |
|
|
| Broadcom (AVGO) | 0.9 | $1.3M | 3.7k | 351.17 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.9 | $1.3M | 8.4k | 152.07 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.3M | +3% | 3.7k | 340.74 |
|
| Netflix (NFLX) | 0.8 | $1.1M | 16k | 69.58 |
|
|
| Johnson & Johnson (JNJ) | 0.7 | $978k | -15% | 3.7k | 264.73 |
|
| Micron Technology (MU) | 0.6 | $872k | +5% | 819.00 | 1065.11 |
|
| Tesla Motors (TSLA) | 0.6 | $816k | 2.3k | 354.81 |
|
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| Waste Management (WM) | 0.5 | $806k | 4.0k | 203.92 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $777k | 2.8k | 277.89 |
|
|
| Cisco Systems (CSCO) | 0.5 | $771k | -6% | 7.2k | 107.63 |
|
| Procter & Gamble Company (PG) | 0.5 | $762k | -17% | 5.2k | 145.28 |
|
| Intel Corporation (INTC) | 0.5 | $760k | +41% | 6.3k | 120.24 |
|
| Chevron Corporation (CVX) | 0.5 | $726k | 3.6k | 204.19 |
|
|
| salesforce (CRM) | 0.5 | $696k | 3.0k | 229.60 |
|
|
| Visa Com Cl A (V) | 0.4 | $659k | 1.8k | 359.33 |
|
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| Abbvie (ABBV) | 0.4 | $648k | 2.5k | 261.59 |
|
|
| Snowflake Com Shs (SNOW) | 0.4 | $621k | -12% | 1.8k | 339.56 |
|
| McDonald's Corporation (MCD) | 0.4 | $519k | -24% | 2.2k | 230.94 |
|
| Wal-Mart Stores (WMT) | 0.4 | $518k | +7% | 5.0k | 103.93 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $505k | -43% | 2.7k | 187.05 |
|
| Advanced Micro Devices (AMD) | 0.3 | $485k | 793.00 | 611.60 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $468k | 633.00 | 739.70 |
|
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $464k | 4.4k | 106.71 |
|
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $440k | 965.00 | 456.19 |
|
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| Arista Networks Com Shs (ANET) | 0.3 | $428k | 2.1k | 203.59 |
|
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.3 | $421k | -8% | 2.2k | 195.75 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $380k | -2% | 6.2k | 61.26 |
|
| Bank of America Corporation (BAC) | 0.2 | $361k | 6.6k | 54.43 |
|
|
| Caterpillar (CAT) | 0.2 | $349k | +3% | 430.00 | 811.70 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.2 | $343k | +26% | 2.3k | 150.86 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $327k | 2.1k | 155.20 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $315k | 2.1k | 148.30 |
|
|
| Charles Schwab Corporation (SCHW) | 0.2 | $310k | 3.2k | 97.74 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $297k | -35% | 690.00 | 429.71 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $292k | -6% | 2.1k | 136.04 |
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $279k | -30% | 2.9k | 97.43 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $277k | 2.7k | 101.10 |
|
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| Verizon Communications (VZ) | 0.2 | $259k | -11% | 5.6k | 45.87 |
|
| Spdr Series Trust State Stret Spdr (TIPX) | 0.2 | $258k | 14k | 18.21 |
|
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $256k | 450.00 | 568.64 |
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| Goldman Sachs (GS) | 0.2 | $240k | +5% | 266.00 | 902.03 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $237k | 720.00 | 328.51 |
|
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.2 | $231k | NEW | 3.8k | 61.50 |
|
| Wells Fargo & Company (WFC) | 0.2 | $228k | 2.8k | 80.05 |
|
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $220k | 3.7k | 59.31 |
|
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| Danaher Corporation (DHR) | 0.1 | $219k | NEW | 990.00 | 221.55 |
|
| Consolidated Edison (ED) | 0.1 | $204k | -33% | 2.0k | 102.21 |
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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 Q3 filed Oct. 23, 2026
- 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