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BLODGETT WEALTH ADVISORS, LLC

Q1 2026 · 13F-HR

BLODGETT WEALTH ADVISORS, LLCholdings as filed

Filed 2026-04-30 · accession 0001907826-26-000002

$126.2M
Reported value
64
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287614IWFISHARES TR$17.9M14.2%41,985CommonNONE
67066G104NVDANVIDIA CORPORATION$15.6M12.3%89,177CommonNONE
037833100AAPLAPPLE INC$14.5M11.5%57,087CommonNONE
02079K305GOOGLALPHABET INC$9.0M7.17%31,452CommonNONE
023135106AMZNAMAZON COM INC$8.5M6.71%40,667CommonNONE
594918104MSFTMICROSOFT CORP$8.5M6.70%22,846CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$4.6M3.66%4,635CommonNONE
464287200IVVISHARES TR$3.7M2.97%5,737CommonNONE
532457108LLYELI LILLY & CO$3.5M2.74%3,759CommonNONE
46625H100JPMJPMORGAN CHASE & CO$3.2M2.52%10,790CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.3M1.86%6,019CommonNONE
922908744VTVVANGUARD INDEX FDS$2.0M1.60%10,298CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.8M1.43%25,080CommonNONE
437076102HDHOME DEPOT INC$1.6M1.30%5,001CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$1.6M1.29%2,504CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.5M1.21%5,044CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.4M1.14%2CommonNONE
11135F101AVGOBROADCOM INC$1.3M1.01%4,126CommonNONE
30303M102METAMETA PLATFORMS INC$1.1M0.90%1,995CommonNONE
464287168DVYISHARES TR$1.1M0.90%7,515CommonNONE
58933Y105MRKMERCK & CO INC$1.1M0.89%9,333CommonNONE
94106L109WMWASTE MGMT INC DEL$1.1M0.87%4,796CommonNONE
478160104JNJJOHNSON & JOHNSON$1.1M0.85%4,395CommonNONE
697435105PANWPALO ALTO NETWORKS INC$945,8880.75%5,900CommonNONE
64110L106NFLXNETFLIX INC.$935,5400.74%9,730CommonNONE
580135101MCDMCDONALDS CORP$927,3280.73%2,984CommonNONE
742718109PGPROCTER & GAMBLE CO$907,0840.72%6,280CommonNONE
88160R101TSLATESLA INC$855,0250.68%2,300CommonNONE
464287655IWMISHARES TR$742,7600.59%2,995CommonNONE
166764100CVXCHEVRON CORPORATION$723,2490.57%3,496CommonNONE
02079K107GOOGALPHABET INC$648,3040.51%2,260CommonNONE
17275R102CSCOCISCO SYS INC$594,2350.47%7,659CommonNONE
92826C839VVISA INC$554,6110.44%1,835CommonNONE
79466L302CRMSALESFORCE INC$548,4040.43%2,938CommonNONE
931142103WMTWALMART INC$507,2650.40%4,082CommonNONE
438516106HONHONEYWELL INTL INC$502,9170.40%2,225CommonNONE
00287Y109ABBVABBVIE INC$473,2590.38%2,176CommonNONE
464287499IWRISHARES TR$422,9510.34%4,350CommonNONE
494368103KMBKIMBERLY-CLARK CORP$400,5440.32%4,152CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$386,1280.31%1,593CommonNONE
46090E103QQQINVESCO QQQ TR$365,2930.29%633CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$352,5520.28%6,350CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$352,1440.28%1,300CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$343,0200.27%1,015CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$341,6380.27%6,806CommonNONE
209115104EDCONSOLIDATED EDISON INC$339,5400.27%3,000CommonNONE
464287804IJRISHARES TR$335,0160.27%2,695CommonNONE
060505104BACBANK AMERICA CORP$322,4380.26%6,614CommonNONE
833445109SNOWSNOWFLAKE INC$321,2470.25%2,130CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$312,3150.25%2,350CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$312,0470.25%2,107CommonNONE
808513105SCHWSCHWAB CHARLES CORP$297,6230.24%3,167CommonNONE
149123101CATCATERPILLAR INC$294,3540.23%415CommonNONE
464288414MUBISHARES TR$290,7450.23%2,739CommonNONE
78468R861TIPXSPDR SERIES TRUST$271,4240.22%14,144CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$260,3550.21%4,250CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$252,3330.20%1,725CommonNONE
82509L107SHOPSHOPIFY INC$252,0680.20%2,125CommonNONE
458140100INTCINTEL CORP$231,5950.18%5,248CommonNONE
040413205ANETARISTA NETWORKS INC$227,1430.18%1,850CommonNONE
949746101WMT2WELLS FARGO & CO$226,5710.18%2,846CommonNONE
235851102DHRDANAHER CORP DEL$221,8320.18%1,170CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$211,3390.17%250CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$200,1200.16%3,702CommonNONE

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.