BLODGETT WEALTH ADVISORS, LLC
13F Reported Value
ⓘ$126.2M
Holdings
64
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
BLODGETT WEALTH ADVISORS, LLC disclosed 64 positions worth $126.2M in its Form 13F-HR for Q1 2026, followed by $NVDA and $AAPL. During the quarter the fund opened 3 new positions and exited 1 — including a new stake in $PLTR and a full exit from $BX. The portfolio is most concentrated in Technology (46.5% of disclosed assets). All figures are sourced directly from BLODGETT WEALTH ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1907826.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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ISHARES TR
—Quality
$17.9M41,985 sh- 90.2#1
Quality
$15.6M89,177 sh - 76.1#112
Quality
$14.5M57,087 sh - 80.2
Quality
$9.0M31,452 sh - 74.6
Quality
$8.5M40,667 sh - 83.7
Quality
$8.5M22,846 sh - 67.0
Quality
$4.6M4,635 sh ISHARES TR
—Quality
$3.7M5,737 sh- 89.3
Quality
$3.5M3,759 sh - 35.6
Quality
$3.2M10,790 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $17.9M | 41,985 |
 NVIDIA CORP$NVDA | 90.2#1 | $15.6M | 89,177 |
 Apple Inc.$AAPL | 76.1#112 | $14.5M | 57,087 |
 Alphabet Inc.$GOOG | 80.2 | $9.0M | 31,452 |
 AMAZON COM INC$AMZN | 74.6 | $8.5M | 40,667 |
 MICROSOFT CORP$MSFT | 83.7 | $8.5M | 22,846 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $4.6M | 4,635 |
| ISHARES TR | — | $3.7M | 5,737 |
 ELI LILLY & Co$LLY | 89.3 | $3.5M | 3,759 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $3.2M | 10,790 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BLODGETT WEALTH ADVISORS, LLC's 64 positions.
Showing top 10 of 64 holdings.
Sector Allocation
Technology
$58.7M
Other
$30.3M
Consumer Discretionary
$16.2M
Financials
$7.7M
Healthcare
$6.1M
Industrials
$2.0M
Utilities
$1.4M
Communication Services
$1.3M
Full Holdings — BLODGETT WEALTH ADVISORS, LLC (Q1 2026)
All 64 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $17.9M | 14.2% | -14% | — |
| 2 | $NVDA | NVIDIA CORP | $15.6M | 12.3% | -3% | 90.2 |
| 3 | $AAPL | Apple Inc. | $14.5M | 11.5% | -3% | 76.1 |
| 4 | $GOOG | Alphabet Inc. | $9.0M | 7.2% | -6% | 80.2 |
| 5 | $AMZN | AMAZON COM INC | $8.5M | 6.7% | -1% | 74.6 |
| 6 | $MSFT | MICROSOFT CORP | $8.5M | 6.7% | -7% | 83.7 |
| 7 | $COST | COSTCO WHOLESALE CORP /NEW | $4.6M | 3.7% | -5% | 67 |
| 8 | — | ISHARES TR | $3.7M | 3.0% | +2% | — |
| 9 | $LLY | ELI LILLY & Co | $3.5M | 2.7% | -10% | 89.3 |
| 10 | $JPM | JPMORGAN CHASE & CO | $3.2M | 2.5% | +3% | 35.6 |
| 11 |  $CRWD | CrowdStrike Holdings, Inc. | $2.3M | 1.9% | +17% | 55 |
| 12 | — | VANGUARD INDEX FDS | $2.0M | 1.6% | +0% | — |
| 13 |  $UBER | Uber Technologies, Inc | $1.8M | 1.4% | +9% | 79.3 |
| 14 |  $HD | HOME DEPOT, INC. | $1.6M | 1.3% | -17% | 69.2 |
| 15 |  $SPY | SPDR S&P 500 ETF TRUST | $1.6M | 1.3% | +0% | — |
| 16 |  $AXP | AMERICAN EXPRESS CO | $1.5M | 1.2% | +0% | 73.2 |
| 17 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 1.1% | +0% | 64.5 |
| 18 |  $AVGO | Broadcom Inc. | $1.3M | 1.0% | -15% | 86.4 |
| 19 |  $META | Meta Platforms, Inc. | $1.1M | 0.9% | +3% | 80.9 |
| 20 | — | ISHARES TR | $1.1M | 0.9% | +0% | — |
| 21 |  $MRK | Merck & Co., Inc. | $1.1M | 0.9% | +0% | 70.9 |
| 22 |  $WM | WASTE MANAGEMENT INC | $1.1M | 0.9% | -37% | 70.7 |
| 23 |  $JNJ | JOHNSON & JOHNSON | $1.1M | 0.8% | +0% | 72.8 |
| 24 |  $PANW | Palo Alto Networks Inc | $945,888 | 0.8% | +8% | 66.5 |
| 25 |  $NFLX | NETFLIX INC | $935,540 | 0.7% | +0% | 86.7 |
| 26 |  $MCD | MCDONALDS CORP | $927,328 | 0.7% | +0% | 73.9 |
| 27 |  $PG | PROCTER & GAMBLE Co | $907,084 | 0.7% | +0% | 72.9 |
| 28 |  $TSLA | Tesla, Inc. | $855,025 | 0.7% | -4% | 50.1 |
| 29 | — | ISHARES TR | $742,760 | 0.6% | +0% | — |
| 30 |  $CVX | CHEVRON CORP | $723,249 | 0.6% | -3% | 54.7 |
| 31 |  $GOOGL | Alphabet Inc. | $648,304 | 0.5% | +0% | 80.2 |
| 32 |  $CSCO | CISCO SYSTEMS, INC. | $594,235 | 0.5% | -3% | 72.3 |
| 33 |  $V | VISA INC. | $554,611 | 0.4% | +0% | 83.5 |
| 34 |  $CRM | Salesforce, Inc. | $548,404 | 0.4% | +0% | 75.2 |
| 35 |  $WMT | Walmart Inc. | $507,265 | 0.4% | +0% | 63.2 |
| 36 |  $HON | HONEYWELL INTERNATIONAL INC | $502,917 | 0.4% | +0% | 65.7 |
| 37 |  $ABBV | AbbVie Inc. | $473,259 | 0.4% | -48% | 59.3 |
| 38 | — | ISHARES TR | $422,951 | 0.3% | +0% | — |
| 39 |  $KMB | KIMBERLY CLARK CORP | $400,544 | 0.3% | +1% | 61.7 |
| 40 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $386,128 | 0.3% | +0% | 66.7 |
| 41 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $365,293 | 0.3% | +0% | — |
| 42 | — | J P MORGAN EXCHANGE TRADED F | $352,552 | 0.3% | +3% | — |
| 43 |  $PSA | Public Storage | $352,144 | 0.3% | +0% | 73.9 |
| 44 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $343,020 | 0.3% | +0% | — |
| 45 |  $VZ | VERIZON COMMUNICATIONS INC | $341,638 | 0.3% | +0% | 71.6 |
| 46 |  $ED | CONSOLIDATED EDISON INC | $339,540 | 0.3% | +0% | 71.6 |
| 47 | — | ISHARES TR | $335,016 | 0.3% | +0% | — |
| 48 |  $BAC | BANK OF AMERICA CORP /DE/ | $322,438 | 0.3% | +0% | 68.4 |
| 49 |  $SNOW | Snowflake Inc. | $321,247 | 0.3% | +21% | 49.6 |
| 50 | — | SELECT SECTOR SPDR TR | $312,315 | 0.3% | +0% | — |
| 51 | — | VANGUARD WHITEHALL FDS | $312,047 | 0.3% | +0% | — |
| 52 |  $SCHW | SCHWAB CHARLES CORP | $297,623 | 0.2% | +0% | 77.2 |
| 53 |  $CAT | CATERPILLAR INC | $294,354 | 0.2% | +0% | 67.8 |
| 54 | — | ISHARES TR | $290,745 | 0.2% | +0% | — |
| 55 | — | SPDR SERIES TRUST | $271,424 | 0.2% | +0% | — |
| 56 | — | SELECT SECTOR SPDR TR | $260,355 | 0.2% | +81% | — |
| 57 |  $PLTR | Palantir Technologies Inc. | $252,333 | 0.2% | NEW | 85.8 |
| 58 |  $SHOP | SHOPIFY INC. | $252,068 | 0.2% | +0% | — |
| 59 |  $INTC | INTEL CORP | $231,595 | 0.2% | NEW | 41.5 |
| 60 |  $ANET | Arista Networks, Inc. | $227,143 | 0.2% | +0% | 86 |
| 61 |  $WFC | WELLS FARGO & COMPANY/MN | $226,571 | 0.2% | +0% | — |
| 62 |  $DHR | DANAHER CORP /DE/ | $221,832 | 0.2% | +0% | 63.9 |
| 63 |  $GS | GOLDMAN SACHS GROUP INC | $211,339 | 0.2% | +0% | — |
| 64 | — | VANGUARD INTL EQUITY INDEX F | $200,120 | 0.2% | NEW | — |
New Positions (3)
Exited Positions (1)
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