Q2 2026 13F · SEC CIK 1907826

Blodgett Wealth Advisors, LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $149.2M
Reported positions: 72
Top holdings a year, 3 yrs: +24.9%
Assets under management: $250.9M

Blodgett Wealth Advisors, LLC is a wealth manager that reported 72 positions worth $149.2M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Ishares Russell 1000 Growth ETF (IWF, 14.1%), Nvidia Corporation Com (NVDA, 12.0%), Apple Inc (AAPL, 11.0%). A portfolio copying its top holdings returned 24.9% a year over the last 3 years, against 20.4% for the S&P 500.

Blodgett Wealth Advisors, LLC holdings largest 50 of 72 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Blodgett Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IWFIshares Russell 1000 Growth ETF	14.1%	14.2%	169,447	+303.6%	$21.0M
NVDANvidia Corporation Com	12.0%	12.3%	89,547	+0.4%	$17.9M
AAPLApple Inc	11.0%	11.5%	56,523	-1.0%	$16.4M
GOOGLAlphabet Inc	7.5%	7.2%	31,305	-0.5%	$11.2M
AMZNAmazon Com Inc Com	6.5%	6.7%	40,952	+0.7%	$9.8M
MSFTMicrosoft Corp	5.7%	6.7%	22,969	+0.5%	$8.6M
LLYLilly Eli & Co	3.0%	2.7%	3,779	+0.5%	$4.5M
COSTCostco Whsl Corp New	2.9%	3.7%	4,693	+1.3%	$4.4M
IVVIshares Core S&p 500 ETF	2.9%	3.0%	5,827	+1.6%	$4.4M
CRWDCrowdstrike Hldgs Inc Class A	2.9%	1.9%	5,646	-6.2%	$4.3M
JPMJpmorgan Chase & Co	2.4%	2.5%	10,916	+1.2%	$3.6M
VTVVanguard Value ETF	1.5%	1.6%	10,228	-0.7%	$2.2M
UBERUber Technologies Inc	1.3%	1.4%	27,555	+9.9%	$2.0M
PANWPalo Alto Networks Inc	1.3%	0.8%	5,800	-1.7%	$2.0M
HDHome Depot Inc Com	1.3%	1.3%	5,452	+9.0%	$1.9M
SPYSpdr S&p 500 ETF Tr	1.2%	1.3%	2,345	-6.3%	$1.8M
AXPAmerican Express Co Com	1.1%	1.2%	5,044	+0.0%	$1.7M
BRK-ABerkshire Hathaway Inc Del	1.0%	1.1%	2	+0.0%	$1.5M
AVGOBroadcom Inc	0.9%	1.0%	3,647	-11.6%	$1.4M
DVYiShares Select Dividend ETF Total	0.9%	0.9%	8,440	+12.3%	$1.3M
GOOGAlphabet Inc	0.9%	0.5%	3,622	+60.3%	$1.3M
MRKMerck & Co. Inc	0.8%	0.9%	9,334	+0.0%	$1.2M
NFLXNetflix Inc Total	0.8%	0.7%	16,250	+67.0%	$1.2M
METAMeta Platforms Inc Class A	0.8%	0.9%	2,016	+1.1%	$1.1M
JNJJohnson & Johnson	0.7%	0.9%	4,396	+0.0%	$1.1M
TSLATesla Inc Com	0.6%	0.7%	2,300	+0.0%	$967K
PGProcter & Gamble Co Com	0.6%	0.7%	6,320	+0.6%	$927K
CSCOCisco Sys Inc	0.6%	0.5%	7,660	+0.0%	$900K
MUMicron Technology Inc	0.6%	—	774	—	$893K
WMWaste Mgmt Inc Del	0.6%	0.9%	3,951	-17.6%	$881K
IWMIshares	0.6%	0.6%	2,845	-5.0%	$855K
MCDMcdonalds Corp Com	0.5%	0.7%	2,984	+0.0%	$807K
VVisa Inc Com Cl A	0.4%	0.4%	1,835	+0.0%	$630K
INTCIntel Corp	0.4%	—	4,473	—	$625K
ABBVAbbvie Inc	0.4%	0.4%	2,476	+13.8%	$623K
CVXChevron Corp New	0.4%	0.6%	3,571	+2.1%	$592K
PLTRPalantir Technologies Inclass Class A	0.4%	—	4,760	—	$555K
SNOWSnowflake Inc	0.4%	0.3%	2,100	-1.4%	$534K
WMTWalmart Inc	0.4%	0.4%	4,660	+14.2%	$528K
IWRIshares Russell Midcap ETF	0.3%	0.3%	4,350	+0.0%	$480K
CRMSalesforce Inc Com	0.3%	0.4%	3,030	+3.1%	$475K
QQQInvesco Qqq Tr	0.3%	0.3%	633	+0.0%	$466K
TSMTaiwan Semiconductor Manufac	0.3%	0.3%	965	-4.9%	$461K
AMDAdvanced Micro Devices Inc	0.3%	—	793	—	$461K
ETNEaton Corp PLC	0.3%	—	1,075	—	$458K
KMBKimberly-Clark Corporation	0.3%	0.3%	4,152	+0.0%	$456K
IBMInternational Business Machs	0.3%	0.3%	1,595	+0.1%	$449K
XLKState Street Technology Select Sector Sp	0.3%	0.2%	2,350	+0.0%	$448K
CATCaterpillar Inc Com	0.3%	—	415	—	$442K
PSAPublic Storage	0.3%	0.3%	1,300	+0.0%	$414K

What Blodgett Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.1% /yr; S&P 500 +20.1%
3 years: +24.9% /yr; S&P 500 +20.4%
5 years: +16.1% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$149.2M	72
Q1 2026	$126.2M	64
Q4 2025	$143.3M	61
Q3 2025	$145.2M	64
Q2 2025	$127.6M	61
Q1 2025	$117.3M	61
Q4 2024	$127.5M	59
Q3 2024	$118.9M	59
Q2 2024	$117.8M	58
Q1 2024	$110.4M	63
Q4 2023	$97.7M	59
Q3 2023	$90.8M	58

Questions about Blodgett Wealth Advisors, LLC's portfolio

What stocks does Blodgett Wealth Advisors, LLC own?

Blodgett Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 72 positions worth $149.2M. The largest are Ishares Russell 1000 Growth ETF (IWF) at 14.1%, Nvidia Corporation Com (NVDA) at 12.0%, Apple Inc (AAPL) at 11.0%, Alphabet Inc (GOOGL) at 7.5% and Amazon Com Inc Com (AMZN) at 6.5%.

What did Blodgett Wealth Advisors, LLC buy last quarter?

In Q2 2026, Blodgett Wealth Advisors, LLC added Ishares Russell 1000 Growth ETF (IWF) (+303.6% shares), Netflix Inc Total (NFLX) (+67.0% shares) and Alphabet Inc (GOOG) (+60.3% shares), compared with its Q1 2026 filing.

What did Blodgett Wealth Advisors, LLC sell last quarter?

In Q2 2026, Blodgett Wealth Advisors, LLC cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Jpmorgan Nasdaq Equity Premium Income Et (JEPQ), cut from its top 50 Verizon Communications Inc Com (VZ), cut from its top 50 Consolidated Edison Inc (ED), cut from its top 50 Ishares Core S&p Small Cap ETF (IJR), Waste Mgmt Inc Del (WM) (-17.6% shares), Broadcom Inc (AVGO) (-11.6% shares) and Spdr S&p 500 ETF Tr (SPY) (-6.3% shares), compared with its Q1 2026 filing.

How has Blodgett Wealth Advisors, LLC's portfolio performed?

A portfolio copying Blodgett Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.1% against +20.1%. Over 5 years: +16.1% a year against +13.0%.

When is Blodgett Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Blodgett Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Blodgett Wealth Advisors, LLC manage?

Blodgett Wealth Advisors, LLC reported $250.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $149.2M.