Q4 2025 · 13F-HR
BLODGETT WEALTH ADVISORS, LLCholdings as filed
Filed 2026-01-29 · accession 0001907826-26-000001
$143.3M
Reported value
61
Positions
2025-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287614 | IWF | ISHARES TR | $23.0M | 16.1% | 48,605 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $17.1M | 11.9% | 91,807 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $16.0M | 11.2% | 58,887 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $11.9M | 8.28% | 24,545 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $10.5M | 7.31% | 33,462 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $9.5M | 6.63% | 41,187 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $4.5M | 3.15% | 4,197 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $4.2M | 2.95% | 4,904 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $3.9M | 2.69% | 5,622 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $3.4M | 2.36% | 10,493 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $2.4M | 1.68% | 5,147 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $2.1M | 1.44% | 5,999 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $2.0M | 1.37% | 10,293 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $1.9M | 1.31% | 22,975 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $1.9M | 1.30% | 5,044 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $1.7M | 1.19% | 2,504 | Common | NONE |
| 94106L109 | WM | WASTE MGMT INC DEL | $1.7M | 1.18% | 7,671 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $1.7M | 1.17% | 4,826 | Common | NONE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.5M | 1.05% | 2 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $1.3M | 0.90% | 1,945 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $1.1M | 0.75% | 2,400 | Common | NONE |
| 464287168 | DVY | ISHARES TR | $1.1M | 0.74% | 7,515 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $1.0M | 0.70% | 5,475 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $982,215 | 0.69% | 9,331 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $954,175 | 0.67% | 4,176 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $912,285 | 0.64% | 9,730 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $911,902 | 0.64% | 2,984 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $909,525 | 0.63% | 4,395 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $899,987 | 0.63% | 6,280 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $778,241 | 0.54% | 2,938 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $737,250 | 0.51% | 2,995 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $709,188 | 0.49% | 2,260 | Common | NONE |
| 92826C839 | V | VISA INC | $643,553 | 0.45% | 1,835 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $609,049 | 0.43% | 7,907 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $548,012 | 0.38% | 3,596 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $471,863 | 0.33% | 1,593 | Common | NONE |
| 931142103 | WMT | WALMART INC | $454,525 | 0.32% | 4,080 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $434,076 | 0.30% | 2,225 | Common | NONE |
| 464287499 | IWR | ISHARES TR | $418,775 | 0.29% | 4,350 | Common | NONE |
| 494368103 | KMB | KIMBERLY-CLARK CORP | $414,860 | 0.29% | 4,112 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $388,756 | 0.27% | 633 | Common | NONE |
| 833445109 | SNOW | SNOWFLAKE INC | $384,977 | 0.27% | 1,755 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $363,509 | 0.25% | 6,609 | Common | NONE |
| 46654Q203 | JEPQ | J P MORGAN EXCHANGE TRADED F | $357,438 | 0.25% | 6,150 | Common | NONE |
| 82509L107 | SHOP | SHOPIFY INC | $342,062 | 0.24% | 2,125 | Common | NONE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $338,330 | 0.24% | 2,350 | Common | NONE |
| 74460D109 | PSA | PUBLIC STORAGE OPER CO | $337,350 | 0.24% | 1,300 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $323,886 | 0.23% | 2,695 | Common | NONE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $316,402 | 0.22% | 3,167 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $308,449 | 0.22% | 1,015 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $302,397 | 0.21% | 2,107 | Common | NONE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $297,960 | 0.21% | 3,000 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $293,375 | 0.20% | 2,739 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $277,190 | 0.19% | 6,806 | Common | NONE |
| 78468R861 | TIPX | SPDR SERIES TRUST | $269,868 | 0.19% | 14,144 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $267,837 | 0.19% | 1,170 | Common | NONE |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $265,248 | 0.19% | 2,846 | Common | NONE |
| 040413205 | ANET | ARISTA NETWORKS INC | $242,406 | 0.17% | 1,850 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $238,018 | 0.17% | 415 | Common | NONE |
| 09260D107 | BX | BLACKSTONE INC | $220,115 | 0.15% | 1,428 | Common | NONE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $218,760 | 0.15% | 249 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.