BLODGETT WEALTH ADVISORS, LLC
13F Reported Value
ⓘ$149.2M
Holdings
72
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
BLODGETT WEALTH ADVISORS, LLC disclosed 72 positions worth $149.2M in its Form 13F-HR for Q2 2026, followed by $NVDA and $AAPL. During the quarter the fund opened 10 new positions and exited 2 — including a new stake in $MU. The portfolio is most concentrated in Technology (48.2% 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
Diversifying
$NVDA
$AAPL
$GOOG
$AMZN
$JPM
$UBER
$MRK
$METASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES TR - RUS 1000 GRW ETF
—Quality
$21.0M169,447 sh- 85.9#5
Quality
$17.9M89,547 sh - 76.4#84
Quality
$16.4M56,523 sh - 78.2
Quality
$11.2M31,305 sh - 68.7
Quality
$9.8M40,952 sh - 79.8
Quality
$8.6M22,969 sh - 87.5
Quality
$4.5M3,779 sh - 66.2
Quality
$4.4M4,693 sh ISHARES TR - CORE S&P500 ETF
—Quality
$4.4M5,827 sh- 67.7
Quality
$4.3M5,646 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - RUS 1000 GRW ETF | — | $21.0M | 169,447 |
| NVIDIA CORP$NVDA | 85.9#5 | $17.9M | 89,547 |
| Apple Inc.$AAPL | 76.4#84 | $16.4M | 56,523 |
| Alphabet Inc.$GOOG | 78.2 | $11.2M | 31,305 |
| AMAZON COM INC$AMZN | 68.7 | $9.8M | 40,952 |
 MICROSOFT CORP$MSFT | 79.8 | $8.6M | 22,969 |
 ELI LILLY & Co$LLY | 87.5 | $4.5M | 3,779 |
 COSTCO WHOLESALE CORP /NEW$COST | 66.2 | $4.4M | 4,693 |
| ISHARES TR - CORE S&P500 ETF | — | $4.4M | 5,827 |
 CrowdStrike Holdings, Inc.$CRWD | 67.7 | $4.3M | 5,646 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BLODGETT WEALTH ADVISORS, LLC's 72 positions.
Showing top 10 of 72 holdings.
Sector Allocation
Technology
$71.9M
Other
$35.1M
Consumer Discretionary
$17.6M
Financials
$8.8M
Healthcare
$7.5M
Industrials
$3.1M
Communication Services
$1.4M
Utilities
$1.2M
Full Holdings — BLODGETT WEALTH ADVISORS, LLC (Q2 2026)
All 72 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 - RUS 1000 GRW ETF | $21.0M | 14.1% | +304% | — |
| 2 | $NVDA | NVIDIA CORP | $17.9M | 12.0% | +0% | 85.9 |
| 3 | $AAPL | Apple Inc. | $16.4M | 11.0% | -1% | 76.4 |
| 4 | $GOOG | Alphabet Inc. | $11.2M | 7.5% | -0% | 78.2 |
| 5 | $AMZN | AMAZON COM INC | $9.8M | 6.5% | +1% | 68.7 |
| 6 | $MSFT | MICROSOFT CORP | $8.6M | 5.7% | +1% | 79.8 |
| 7 | $LLY | ELI LILLY & Co | $4.5M | 3.0% | +1% | 87.5 |
| 8 | $COST | COSTCO WHOLESALE CORP /NEW | $4.4M | 2.9% | +1% | 66.2 |
| 9 | — | ISHARES TR - CORE S&P500 ETF | $4.4M | 2.9% | +2% | — |
| 10 | $CRWD | CrowdStrike Holdings, Inc. | $4.3M | 2.9% | -6% | 67.7 |
| 11 | $JPM | JPMORGAN CHASE & CO | $3.6M | 2.4% | +1% | 70.7 |
| 12 | — | VANGUARD INDEX FDS - VALUE ETF | $2.2M | 1.5% | -1% | — |
| 13 | $UBER | Uber Technologies, Inc | $2.0M | 1.3% | +10% | 73.5 |
| 14 |  $PANW | Palo Alto Networks Inc | $2.0M | 1.3% | -2% | 65.5 |
| 15 |  $HD | HOME DEPOT, INC. | $1.9M | 1.3% | +9% | 60.3 |
| 16 |  $SPY | SPDR S&P 500 ETF TRUST | $1.8M | 1.2% | -6% | — |
| 17 |  $AXP | AMERICAN EXPRESS CO | $1.7M | 1.1% | +0% | 69.4 |
| 18 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 1.0% | +0% | 73.8 |
| 19 |  $AVGO | Broadcom Inc. | $1.4M | 0.9% | -12% | 84.5 |
| 20 | — | ISHARES TR - SELECT DIVID ETF | $1.3M | 0.9% | +12% | — |
| 21 |  $GOOGL | Alphabet Inc. | $1.3M | 0.9% | +60% | 78.2 |
| 22 | $MRK | Merck & Co., Inc. | $1.2M | 0.8% | +0% | 59.9 |
| 23 |  $NFLX | NETFLIX INC | $1.2M | 0.8% | +67% | 78.8 |
| 24 | $META | Meta Platforms, Inc. | $1.1M | 0.8% | +1% | 79.6 |
| 25 |  $JNJ | JOHNSON & JOHNSON | $1.1M | 0.8% | +0% | 69 |
| 26 |  $TSLA | Tesla, Inc. | $967,380 | 0.7% | +0% | 53.9 |
| 27 |  $PG | PROCTER & GAMBLE Co | $926,765 | 0.6% | +1% | 64.6 |
| 28 |  $CSCO | CISCO SYSTEMS, INC. | $899,785 | 0.6% | +0% | 70.3 |
| 29 |  $MU | MICRON TECHNOLOGY INC | $893,421 | 0.6% | NEW | 86.2 |
| 30 |  $WM | WASTE MANAGEMENT INC | $880,599 | 0.6% | -18% | 67.6 |
| 31 | — | ISHARES TR - RUSSELL 2000 ETF | $854,781 | 0.6% | -5% | — |
| 32 |  $MCD | MCDONALDS CORP | $806,575 | 0.5% | +0% | 69 |
| 33 |  $V | VISA INC. | $629,571 | 0.4% | +0% | 82.9 |
| 34 |  $INTC | INTEL CORP | $624,626 | 0.4% | -15% | 45.6 |
| 35 |  $ABBV | AbbVie Inc. | $623,061 | 0.4% | +14% | 72.6 |
| 36 |  $CVX | CHEVRON CORP | $591,870 | 0.4% | +2% | 62.8 |
| 37 |  $PLTR | Palantir Technologies Inc. | $555,350 | 0.4% | +176% | 84.6 |
| 38 |  $SNOW | Snowflake Inc. | $534,450 | 0.4% | -1% | 54.9 |
| 39 |  $WMT | Walmart Inc. | $527,821 | 0.3% | +14% | 60.2 |
| 40 | — | ISHARES TR - RUS MID CAP ETF | $479,892 | 0.3% | +0% | — |
| 41 |  $CRM | Salesforce, Inc. | $474,725 | 0.3% | +3% | 77 |
| 42 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $466,062 | 0.3% | +0% | — |
| 43 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $460,856 | 0.3% | -5% | — |
| 44 |  $AMD | ADVANCED MICRO DEVICES INC | $460,540 | 0.3% | NEW | 79.8 |
| 45 |  $ETN | Eaton Corp plc | $458,079 | 0.3% | NEW | — |
| 46 |  $KMB | KIMBERLY CLARK CORP | $455,766 | 0.3% | +0% | 58.7 |
| 47 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $448,548 | 0.3% | +0% | 70 |
| 48 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $447,722 | 0.3% | +0% | — |
| 49 |  $CAT | CATERPILLAR INC | $442,448 | 0.3% | +0% | 66.5 |
| 50 |  $PSA | Public Storage | $413,803 | 0.3% | +0% | 69.1 |
| 51 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $390,271 | 0.3% | +0% | — |
| 52 |  $BAC | BANK OF AMERICA CORP /DE/ | $377,101 | 0.3% | +0% | 67.6 |
| 53 |  $ANET | Arista Networks, Inc. | $356,748 | 0.2% | +14% | 81.9 |
| 54 | — | ISHARES TR - CORE S&P SCP ETF | $340,372 | 0.2% | -15% | — |
| 55 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $332,970 | 0.2% | +0% | — |
| 56 |  $ED | CONSOLIDATED EDISON INC | $331,890 | 0.2% | +0% | 67.3 |
| 57 |  $LRCX | LAM RESEARCH CORP | $311,998 | 0.2% | NEW | 79.4 |
| 58 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $306,694 | 0.2% | NEW | — |
| 59 | — | ISHARES TR - NATIONAL MUN ETF | $294,772 | 0.2% | +0% | — |
| 60 |  $SCHW | SCHWAB CHARLES CORP | $292,208 | 0.2% | +0% | 79.4 |
| 61 | — | ISHARES TR - ISHARES SEMICDTR | $288,342 | 0.2% | NEW | — |
| 62 |  $VZ | VERIZON COMMUNICATIONS INC | $270,576 | 0.2% | -6% | 65.8 |
| 63 | — | SPDR SERIES TRUST - STATE STRET SPDR | $267,746 | 0.2% | +0% | — |
| 64 |  $GS | GOLDMAN SACHS GROUP INC | $253,408 | 0.2% | +0% | 73.5 |
| 65 |  $HON | HONEYWELL INTERNATIONAL INC | $249,089 | 0.2% | -50% | 65 |
| 66 |  $HONA | Honeywell Aerospace Inc. | $245,841 | 0.2% | NEW | — |
| 67 |  $SHOP | SHOPIFY INC. | $242,633 | 0.2% | +0% | 64.9 |
| 68 |  $WFC | WELLS FARGO & COMPANY/MN | $235,194 | 0.2% | +0% | 61.8 |
| 69 |  $ALL | ALLSTATE CORP | $226,043 | 0.1% | NEW | 78.5 |
| 70 |  $GLW | CORNING INC /NY | $223,502 | 0.1% | NEW | 73.7 |
| 71 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $221,043 | 0.1% | +0% | — |
| 72 |  $SYY | SYSCO CORP | $204,771 | 0.1% | NEW | 54.7 |
New Positions (10)
$MU MICRON TECHNOLOGY INC$893,421$AMD ADVANCED MICRO DEVICES INC$460,540$ETN Eaton Corp plc$458,079$LRCX LAM RESEARCH CORP$311,998$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$306,694$HONA Honeywell Aerospace Inc.$245,841$ALL ALLSTATE CORP$226,043$GLW CORNING INC /NY$223,502$SYY SYSCO CORP$204,771Exited Positions (2)
$DHR DANAHER CORP /DE/Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for BLODGETT WEALTH ADVISORS, LLC including:
Track BLODGETT WEALTH ADVISORS, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for BLODGETT WEALTH ADVISORS, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: BLODGETT WEALTH ADVISORS, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For BLODGETT WEALTH ADVISORS, LLC (SEC CIK: 1907826), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in BLODGETT WEALTH ADVISORS, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.