BLODGETT WEALTH ADVISORS, LLC
Sector Allocation
- Technology51.5%$75.6M
- Other23.2%$34.1M
- Consumer Discretionary8.9%$13.1M
- Healthcare5.2%$7.6M
- Financials4.6%$6.8M
- Consumer Staples3.8%$5.5M
- Communication Services0.9%$1.4M
- Utilities0.7%$1.0M
- Energy0.5%$725,486
- Industrials0.4%$645,532
AUM History
13fpro.ai/research/fund/blodgett-wealth-advisors-llc-1907826
Conviction and streaks
Concentrating · top 10 = 71.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$19.8M
NVDA
$18.4MAAPL
$17.3MMSFT
$10.2MAMZN
$10.2MGOOGL
$9.4MCRWD
$5.6M- ISHARES$4.6M
LLY
$4.4MCOST
$4.2MJPM
$3.6MPANW
$2.3M- VANGUARD$2.2M
SPY
$1.8MUBER
$1.8MHD
$1.6MMETA
$1.4MAXP
$1.4MMRK
$1.4MAVGO
$1.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/blodgett-wealth-advisors-llc-1907826
BLODGETT WEALTH ADVISORS, LLC 13F holdings — Q3 2026
$146.8M portfolio (-1.7% QoQ) · 66 holdings · Q3 2026 13F · top 10 are 71% of the stock portfolio
- 1
ISHARES TR - RUS 1000 GRW ETF
$19.8M
13.5% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— $18.4M
12.5% of stocks
-10%This quarter+2.4%Since filed11+ qtrsHeld$17.3M
11.8% of stocks
-8%This quarter-1.1%Since filed11+ qtrsHeld$10.2M
7.0% of stocks
-13%This quarter+1.5%Since filed11+ qtrsHeld$10.2M
7.0% of stocks
+0.1%This quarter+0.4%Since filed11+ qtrsHeld$9.4M
6.4% of stocks
-13%This quarter-1.0%Since filed11+ qtrsHeld$5.6M
3.8% of stocks
+276%This quarter+1.6%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 8
ISHARES TR - CORE S&P500 ETF
$4.6M
3.1% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $4.4M
3.0% of stocks
+0.7%This quarter+0.5%Since filed11+ qtrsHeld$4.2M
2.9% of stocks
-0.5%This quarter+0.2%Since filed11+ qtrsHeld
All holdings — BLODGETT WEALTH ADVISORS, LLC (Q3 2026)
66 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JPMORGAN CHASE & CO | Financials | $3.6M | 2.5% | 11K | +0.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Palo Alto Networks Inc | Technology | $2.3M | 1.6% | 5,800 | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETFetf/fund | — | $2.2M | 1.5% | 10K | +0.0% | — | — | 13F |
| 14 | SPDR S&P 500 ETF TRUSTetf/fund | — | $1.8M | 1.2% | 2,345 | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Uber Technologies, Inc | Technology | $1.8M | 1.2% | 26K | -6% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | HOME DEPOT, INC. | Consumer Discretionary | $1.6M | 1.1% | 5,565 | +2% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Meta Platforms, Inc. | Technology | $1.4M | 1.0% | 1,998 | -0.9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | AMERICAN EXPRESS CO | Financials | $1.4M | 0.9% | 4,544 | -10% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Merck & Co., Inc. | Healthcare | $1.4M | 0.9% | 9,335 | +0.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Broadcom Inc. | Technology | $1.3M | 0.9% | 3,671 | +0.7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ISHARES TR - SELECT DIVID ETFetf/fund | — | $1.3M | 0.9% | 8,440 | — | — | — | 13F |
| 22 | Alphabet Inc. | Technology | $1.3M | 0.9% | 3,747 | +3% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | NETFLIX INC | Communication Services | $1.1M | 0.8% | 16K | -1% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | JOHNSON & JOHNSON | Healthcare | $978K | 0.7% | 3,696 | -16% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | MICRON TECHNOLOGY INC | Technology | $872K | 0.6% | 819 | +6% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $TSLA | Tesla, Inc. | Consumer Discretionary | $816K | 0.6% | 2,300 | — | |||
| 27 | $WM | WASTE MANAGEMENT INC | Utilities | $806K | 0.6% | 3,951 | — | |||
| 28 | — | ISHARES TR - RUSSELL 2000 ETF | — | $777K | 0.5% | 2,795 | -2% | |||
| 29 | $CSCO | CISCO SYSTEMS, INC. | Technology | $771K | 0.5% | 7,162 | -7% | |||
| 30 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $762K | 0.5% | 5,245 | -17% | |||
| 31 | $INTC | INTEL CORP | Technology | $760K | 0.5% | 6,318 | +41% | |||
| 32 | $CVX | CHEVRON CORP | Energy | $725K | 0.5% | 3,553 | -0.5% | |||
| 33 | $CRM | Salesforce, Inc. | Technology | $696K | 0.5% | 3,030 | — | |||
| 34 | $V | VISA INC. | Financials | $659K | 0.5% | 1,835 | — | |||
| 35 | $ABBV | AbbVie Inc. | Healthcare | $648K | 0.4% | 2,476 | — | |||
| 36 | $SNOW | Snowflake Inc. | Technology | $621K | 0.4% | 1,830 | -13% | |||
| 37 | $MCD | MCDONALDS CORP | Consumer Discretionary | $519K | 0.3% | 2,246 | -25% | |||
| 38 | $WMT | Walmart Inc. | Consumer Staples | $518K | 0.3% | 4,987 | +7% | |||
| 39 | $PLTR | Palantir Technologies Inc. | Technology | $505K | 0.3% | 2,700 | -43% | |||
| 40 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $485K | 0.3% | 793 | — | |||
| 41 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $468K | 0.3% | 633 | — | |||
| 42 | — | ISHARES TR - RUS MID CAP ETF | — | $464K | 0.3% | 4,350 | — | |||
| 43 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $440K | 0.3% | 965 | — | |||
| 44 | $ANET | Arista Networks, Inc. | Technology | $428K | 0.3% | 2,100 | — | |||
| 45 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $421K | 0.3% | 2,150 | -9% | |||
| 46 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $380K | 0.3% | 6,200 | -2% | |||
| 47 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $360K | 0.3% | 6,623 | +0.1% | |||
| 48 | $CAT | CATERPILLAR INC | Industrials | $349K | 0.2% | 430 | +4% | |||
| 49 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $343K | 0.2% | 2,272 | +27% | |||
| 50 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $327K | 0.2% | 2,107 | — | |||
| 51 | $SHOP | SHOPIFY INC. | Technology | $315K | 0.2% | 2,125 | — | |||
| 52 | $SCHW | SCHWAB CHARLES CORP | Financials | $310K | 0.2% | 3,167 | — | |||
| 53 | $ETN | Eaton Corp plc | Industrials | $297K | 0.2% | 690 | -36% | |||
| 54 | — | ISHARES TR - CORE S&P SCP ETF | — | $292K | 0.2% | 2,145 | -7% | |||
| 55 | $KMB | KIMBERLY CLARK CORP | Materials | $279K | 0.2% | 2,865 | -31% | |||
| 56 | — | ISHARES TR - NATIONAL MUN ETF | — | $277K | 0.2% | 2,739 | — | |||
| 57 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $259K | 0.2% | 5,641 | -12% | |||
| 58 | — | SPDR SERIES TRUST - STATE STRET SPDR | — | $258K | 0.2% | 14K | — | |||
| 59 | — | ISHARES TR - ISHARES SEMICDTR | — | $256K | 0.2% | 450 | — | |||
| 60 | $GS | GOLDMAN SACHS GROUP INC | Financials | $240K | 0.2% | 266 | +6% | |||
| 61 | $LRCX | LAM RESEARCH CORP | Technology | $237K | 0.2% | 720 | — | |||
| 62 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $231K | 0.2% | 3,750 | New | |||
| 63 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $228K | 0.2% | 2,846 | — | |||
| 64 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $220K | 0.1% | 3,704 | +0.0% | |||
| 65 | $DHR | DANAHER CORP /DE/ | Healthcare | $219K | 0.1% | 990 | New | |||
| 66 | $ED | CONSOLIDATED EDISON INC | Utilities | $204K | 0.1% | 2,000 | -33% |
What changed in Q3 2026
Against the previous quarter's 13F: 2 new, 18 added to, 25 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (2)
- SELECT SECTOR SPDR TR - ST STR ENERG ETF$231K
first bought this quarter
$DHRDANAHER CORP /DE/$219K
first bought this quarter
Added to (18)
now $5.6M · held 11+ qtrs
$INTCINTEL CORP+41%
now $760K · held 3 qtrs
- ISHARES TR - CORE S&P500 ETF+4%
now $4.6M
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP+27%now $343K · held 2 qtrs, 2 adds in a row
$MUMICRON TECHNOLOGY INC+6%
now $872K · held 2 qtrs, 2 adds in a row
$GOOGAlphabet Inc.+3%
now $1.3M · held 11+ qtrs, 2 adds in a row
+12 more in the Excel export
Trimmed (25)
now $18.4M · held 11+ qtrs
now $10.2M · held 11+ qtrs
now $17.3M · held 11+ qtrs
- ISHARES TR - RUS 1000 GRW ETF-7%
now $19.8M
now $9.4M · held 11+ qtrs
$PLTRPalantir Technologies Inc.-43%
now $505K · held 3 qtrs
+19 more in the Excel export
Sold out (8)
$BRK-ABERKSHIRE HATHAWAY INCwas $1.5M
held 6 qtrs
$IBMINTERNATIONAL BUSINESS MACHINES CORPwas $449K
held 10+ qtrs
$PSAPublic Storagewas $414K
held 10+ qtrs
$HONHONEYWELL INTERNATIONAL INCwas $249K
held 1 qtr
$HONAHoneywell Aerospace Inc.was $246K
held 1 qtr
$ALLALLSTATE CORPwas $226K
+2 more in the Excel export
Holdings by quarter
Every 13F BLODGETT WEALTH ADVISORS, LLC has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow BLODGETT WEALTH ADVISORS?
Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of BLODGETT WEALTH ADVISORS's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+0.7%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 4% over the last 4
Top 10 weight
71%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BLODGETT WEALTH ADVISORS, LLC disclosed 66 positions worth $146.8M in its Form 13F-HR for Q3 2026, followed by $NVDA and $AAPL. During the quarter the fund opened 2 new positions and exited 8 and a full exit from $BRK-A. The portfolio is most concentrated in Technology (51.5% of disclosed assets). All figures are sourced directly from BLODGETT WEALTH ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1907826.
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