Institutional
BLODGETT WEALTH ADVISORS, LLC
CIK 0001907826
$126.2M
Reported AUM
64
Positions
Q1 2026
Period
2026-04-30
Filed
Editorial summary
Summary for BLODGETT WEALTH ADVISORS, LLC · Q1 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $117.43 | 2.96% | 6.02% | 61.53% | $17.9M | 14.19% | — | HELD |
| 2 | NVDA | NVIDIA CORPORATION | $195.05 | 2.66% | 9.52% | 751.61% | $15.6M | 12.33% | — | HELD |
| 3 | AAPL | APPLE INC | $333.60 | -1.36% | 67.77% | 128.17% | $14.5M | 11.48% | — | HELD |
| 4 | GOOGL | ALPHABET INC | $333.62 | -0.92% | 76.18% | 131.67% | $9.0M | 7.17% | — | HELD |
| 5 | AMZN | AMAZON COM INC | $235.66 | 3.98% | 5.54% | 30.60% | $8.5M | 6.71% | — | HELD |
| 6 | MSFT | MICROSOFT CORP | $451.14 | 15.52% | -24.89% | 34.54% | $8.5M | 6.70% | — | HELD |
| 7 | COST | COSTCO WHOLESALE CORPORATION | $954.15 | -2.04% | 0.49% | 120.47% | $4.6M | 3.66% | — | HELD |
| 8 | IVV | ISHARES TR | $745.23 | 1.65% | 20.00% | 75.17% | $3.7M | 2.97% | — | HELD |
| 9 | LLY | ELI LILLY & CO | $1155.56 | -4.50% | 54.61% | 373.33% | $3.5M | 2.74% | — | HELD |
| 10 | JPM | JPMORGAN CHASE & CO | $350.93 | 1.80% | 21.40% | 144.23% | $3.2M | 2.52% | — | HELD |
| 11 | CRWD | CROWDSTRIKE HLDGS INC | $185.35 | 3.33% | 60.64% | 155.35% | $2.3M | 1.86% | — | HELD |
| 12 | VTV | VANGUARD INDEX FDS | $220.54 | 0.34% | 27.43% | 74.17% | $2.0M | 1.60% | — | HELD |
| 13 | UBER | UBER TECHNOLOGIES INC | $70.37 | -1.17% | -20.38% | 76.79% | $1.8M | 1.43% | — | HELD |
| 14 | HD | HOME DEPOT INC | $333.33 | -1.46% | -7.06% | 17.45% | $1.6M | 1.30% | — | HELD |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $741.92 | 1.71% | 18.63% | 72.84% | $1.6M | 1.29% | — | HELD |
| 16 | AXP | AMERICAN EXPRESS CO | $337.52 | 1.82% | 13.86% | 112.26% | $1.5M | 1.21% | — | HELD |
| 17 | BRK/A | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $1.4M | 1.14% | — | HELD |
| 18 | AVGO | BROADCOM INC | $388.15 | 4.81% | 34.78% | 753.17% | $1.3M | 1.01% | — | HELD |
| 19 | META | META PLATFORMS INC | $539.74 | -7.83% | -21.66% | 55.72% | $1.1M | 0.90% | — | HELD |
| 20 | DVY | ISHARES TR | $161.93 | -1.09% | 26.68% | 64.84% | $1.1M | 0.90% | — | HELD |
| 21 | MRK | MERCK & CO INC | $129.80 | -0.43% | 66.99% | 96.29% | $1.1M | 0.89% | — | HELD |
| 22 | WM | WASTE MGMT INC DEL | $226.33 | -4.34% | 5.03% | 64.94% | $1.1M | 0.87% | — | HELD |
| 23 | JNJ | JOHNSON & JOHNSON | $255.84 | -3.65% | 56.99% | 69.37% | $1.1M | 0.85% | — | HELD |
| 24 | PANW | PALO ALTO NETWORKS INC | $325.77 | 3.70% | 81.72% | 308.84% | $946K | 0.75% | — | HELD |
| 25 | NFLX | NETFLIX INC. | $73.19 | -0.60% | -36.45% | 29.36% | $936K | 0.74% | — | HELD |
| 26 | MCD | MCDONALDS CORP | $268.44 | -1.13% | -9.83% | 25.28% | $927K | 0.73% | — | HELD |
| 27 | PG | PROCTER & GAMBLE CO | $143.95 | -1.47% | -0.17% | 16.67% | $907K | 0.72% | — | HELD |
| 28 | TSLA | TESLA INC | $308.80 | 3.51% | -1.42% | 21.64% | $855K | 0.68% | — | HELD |
| 29 | IWM | ISHARES TR | $292.54 | 1.38% | 35.66% | 35.93% | $743K | 0.59% | — | HELD |
| 30 | CVX | CHEVRON CORPORATION | $192.59 | 0.38% | 31.24% | 138.73% | $723K | 0.57% | — | HELD |
| 31 | GOOG | ALPHABET INC | $333.53 | -0.66% | — | — | $648K | 0.51% | — | HELD |
| 32 | CSCO | CISCO SYS INC | $113.56 | 0.96% | — | — | $594K | 0.47% | — | HELD |
| 33 | V | VISA INC | $366.40 | -0.63% | — | — | $555K | 0.44% | — | HELD |
| 34 | CRM | SALESFORCE INC | $180.71 | -4.07% | — | — | $548K | 0.43% | — | HELD |
| 35 | WMT | WALMART INC | $111.12 | -2.71% | — | — | $507K | 0.40% | — | HELD |
| 36 | HON | HONEYWELL INTL INC | $241.93 | 0.34% | — | — | $503K | 0.40% | — | HELD |
| 37 | ABBV | ABBVIE INC | $257.79 | -2.09% | — | — | $473K | 0.38% | — | HELD |
| 38 | IWR | ISHARES TR | $110.00 | 0.38% | — | — | $423K | 0.34% | — | HELD |
| 39 | KMB | KIMBERLY-CLARK CORP | $110.19 | -2.67% | — | — | $401K | 0.32% | — | HELD |
| 40 | IBM | INTERNATIONAL BUSINESS MACHS | $221.64 | -2.12% | — | — | $386K | 0.31% | — | HELD |
| 41 | QQQ | INVESCO QQQ TR | $683.36 | 3.27% | — | — | $365K | 0.29% | — | HELD |
| 42 | JEPQ | J P MORGAN EXCHANGE TRADED F | $57.92 | 3.17% | — | — | $353K | 0.28% | — | HELD |
| 43 | PSA | PUBLIC STORAGE OPER CO | $317.45 | -3.64% | — | — | $352K | 0.28% | — | HELD |
| 44 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $403.55 | 7.71% | — | — | $343K | 0.27% | — | HELD |
| 45 | VZ | VERIZON COMMUNICATIONS INC | $46.11 | -2.35% | — | — | $342K | 0.27% | — | HELD |
| 46 | ED | CONSOLIDATED EDISON INC | $109.66 | -2.31% | — | — | $340K | 0.27% | — | HELD |
| 47 | IJR | ISHARES TR | $145.50 | 0.82% | — | — | $335K | 0.27% | — | HELD |
| 48 | BAC | BANK AMERICA CORP | $61.76 | 1.13% | — | — | $322K | 0.26% | — | HELD |
| 49 | SNOW | SNOWFLAKE INC | $298.10 | 5.37% | — | — | $321K | 0.25% | — | HELD |
| 50 | XLK | SELECT SECTOR SPDR TR | $175.74 | 5.51% | — | — | $312K | 0.25% | — | HELD |
| 51 | VYM | VANGUARD WHITEHALL FDS | $161.96 | 0.18% | — | — | $312K | 0.25% | — | HELD |
| 52 | SCHW | SCHWAB CHARLES CORP | $104.33 | -0.13% | — | — | $298K | 0.24% | — | HELD |
| 53 | CAT | CATERPILLAR INC | $808.91 | 3.35% | — | — | $294K | 0.23% | — | HELD |
| 54 | MUB | ISHARES TR | $105.76 | 0.00% | — | — | $291K | 0.23% | — | HELD |
| 55 | TIPX | SPDR SERIES TRUST | $18.73 | -0.05% | — | — | $271K | 0.22% | — | HELD |
| 56 | XLE | SELECT SECTOR SPDR TR | $58.96 | 0.53% | — | — | $260K | 0.21% | — | HELD |
| 57 | PLTR | PALANTIR TECHNOLOGIES INC | $122.26 | -0.60% | — | — | $252K | 0.20% | — | HELD |
| 58 | SHOP | SHOPIFY INC | $122.40 | -5.24% | — | — | $252K | 0.20% | — | HELD |
| 59 | INTC | INTEL CORP | $91.19 | 11.37% | — | — | $232K | 0.18% | — | HELD |
| 60 | ANET | ARISTA NETWORKS INC | $171.02 | 8.26% | — | — | $227K | 0.18% | — | HELD |
| 61 | WMT2 | WELLS FARGO & CO | — | — | — | — | $227K | 0.18% | — | HELD |
| 62 | DHR | DANAHER CORP DEL | $196.28 | -0.11% | — | — | $222K | 0.18% | — | HELD |
| 63 | GS | GOLDMAN SACHS GROUP INC | $1024.86 | 4.50% | — | — | $211K | 0.17% | — | HELD |
| 64 | VWO | VANGUARD INTL EQUITY INDEX F | $58.19 | 2.24% | — | — | $200K | 0.16% | — | HELD |
Source: SEC EDGAR · accession 0001907826-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.