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Blodgett Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Blodgett Wealth Advisors, LLC

Investment Activity

  • Blodgett Wealth Advisors, LLC has $149.25 million in total holdings as of June 30, 2026.
  • Blodgett Wealth Advisors, LLC owns shares of 72 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
  • Approximately 14.80% of the portfolio was purchased this quarter.
  • About 1.53% of the portfolio was sold this quarter.
  • This quarter, Blodgett Wealth Advisors, LLC has purchased 64 new stocks and bought additional shares in 28 stocks.
  • Blodgett Wealth Advisors, LLC sold shares of 14 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

NVIDIA
$17,917,468
Apple
$16,355,368
Alphabet
$11,187,625
Amazon.com
$9,760,500

Largest New Holdings this Quarter

595112103 - Micron Technology
$893,421 Holding
007903107 - Advanced Micro Devices
$460,540 Holding
G29183103 - Eaton
$458,079 Holding
512807306 - LAM RESEARCH CORP
$311,998 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP
$306,694 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF
127,462 shares (about $15.83M)
Micron Technology
774 shares (about $893.42K)
Alphabet
1,362 shares (about $481.24K)
Netflix
6,520 shares (about $465.53K)
Advanced Micro Devices
793 shares (about $460.54K)

Largest Sales this Quarter

CrowdStrike
373 shares (about $284.65K)
Waste Management
845 shares (about $188.33K)
Broadcom
479 shares (about $180.93K)
Apple
564 shares (about $163.20K)
SPDR S&P 500 ETF Trust
159 shares (about $118.74K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBlodgett Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$21,040,253$15,826,971 â–²303.6%169,44714.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$17,917,468$74,033 â–²0.4%89,54712.0%Technology
Apple Inc. stock logo
AAPL
Apple
$16,355,368$163,198 â–¼-1.0%56,52311.0%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$11,187,625$52,534 â–¼-0.5%31,3057.5%Communication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,760,500$67,927 â–²0.7%40,9526.5%Consumer Discretionary
Microsoft Corporation stock logo
MSFT
Microsoft
$8,567,928$45,882 â–²0.5%22,9695.7%Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$4,532,384$23,987 â–²0.5%3,7793.0%Healthcare
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$4,390,011$54,255 â–²1.3%4,6932.9%Consumer Staples
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,363,660$67,398 â–²1.6%5,8272.9%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$4,308,689$284,651 â–¼-6.2%5,6462.9%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,573,204$41,244 â–²1.2%10,9162.4%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,229,035$15,255 â–¼-0.7%10,2281.5%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,988,369$178,596 â–²9.9%27,5551.3%Industrials
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,977,916$34,102 â–¼-1.7%5,8001.3%Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$1,922,904$159,066 â–²9.0%5,4521.3%Consumer Discretionary
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,751,176$118,736 â–¼-6.3%2,3451.2%ETF
American Express Company stock logo
AXP
American Express
$1,706,1330.0%5,0441.1%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,497,7000.0%21.0%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$1,377,558$180,930 â–¼-11.6%3,6470.9%Technology
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,319,154$144,576 â–²12.3%8,4400.9%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,279,762$481,236 â–²60.3%3,6220.9%Communication Services
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,199,431$129 â–²0.0%9,3340.8%Healthcare
Netflix, Inc. stock logo
NFLX
Netflix
$1,160,250$465,528 â–²67.0%16,2500.8%Communication Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,135,732$11,831 â–²1.1%2,0160.8%Communication Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,116,330$254 â–²0.0%4,3960.7%Healthcare
Tesla, Inc. stock logo
TSLA
Tesla
$967,3800.0%2,3000.6%Consumer Discretionary
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$926,765$5,866 â–²0.6%6,3200.6%Consumer Staples
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$899,785$117 â–²0.0%7,6600.6%Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$893,421$893,421 â–²New Holding7740.6%Technology
Waste Management, Inc. stock logo
WM
Waste Management
$880,599$188,334 â–¼-17.6%3,9510.6%Industrials
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$854,781$45,068 â–¼-5.0%2,8450.6%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$806,5750.0%2,9840.5%Consumer Discretionary
Visa Inc. stock logo
V
Visa
$629,5710.0%1,8350.4%Finance
Intel Corporation stock logo
INTC
Intel
$624,626$108,224 â–¼-14.8%4,4730.4%Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$623,061$75,492 â–²13.8%2,4760.4%Healthcare
Chevron Corporation stock logo
CVX
Chevron
$591,870$12,431 â–²2.1%3,5710.4%Energy
PALANTIR TECHNOLOGIES INC
$555,350$354,094 â–²175.9%4,7600.4%CL A
Snowflake Inc. stock logo
SNOW
Snowflake
$534,450$7,635 â–¼-1.4%2,1000.4%Technology
WALMART INC
$527,821$65,468 â–²14.2%4,6600.4%COM
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$479,8920.0%4,3500.3%ETF
Salesforce Inc. stock logo
CRM
Salesforce
$474,725$14,414 â–²3.1%3,0300.3%Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$466,0620.0%6330.3%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$460,856$23,879 â–¼-4.9%9650.3%Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$460,540$460,540 â–²New Holding7930.3%Technology
Eaton Corporation, PLC stock logo
ETN
Eaton
$458,079$458,079 â–²New Holding1,0750.3%Industrials
KIMBERLY-CLARK CORP
$455,7660.0%4,1520.3%COM
International Business Machines Corporation stock logo
IBM
International Business Machines
$448,548$562 â–²0.1%1,5950.3%Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$447,7220.0%2,3500.3%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$442,4480.0%4150.3%Industrials
Public Storage stock logo
PSA
Public Storage
$413,8030.0%1,3000.3%Real Estate
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$390,2710.0%6,3500.3%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$377,101$228 â–²0.1%6,6180.3%Finance
ARISTA NETWORKS INC
$356,748$42,470 â–²13.5%2,1000.2%COM SHS
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$340,372$59,324 â–¼-14.8%2,2950.2%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$332,9700.0%2,1070.2%ETF
Consolidated Edison Inc stock logo
ED
Consolidated Edison
$331,8900.0%3,0000.2%Utilities
LAM RESEARCH CORP
$311,998$311,998 â–²New Holding7200.2%COM NEW
SPACE EXPLORATION TECHN CORP
$306,694$306,694 â–²New Holding1,7950.2%CLASS A COM STK
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$294,7720.0%2,7390.2%ETF
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$292,2080.0%3,1670.2%Finance
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$288,342$288,342 â–²New Holding4500.2%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$270,576$17,570 â–¼-6.1%6,3910.2%Communication Services
SPDR Bloomberg 1-10 Year TIPS ETF stock logo
TIPX
SPDR Bloomberg 1-10 Year TIPS ETF
$267,7460.0%14,1440.2%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$253,408$1,010 â–²0.4%2510.2%Finance
HONEYWELL INTL INC
$249,089$249,089 â–²New Holding1,1130.2%COM
HONEYWELL AEROSPACE INC
$245,841$245,841 â–²New Holding1,1120.2%COM
SHOPIFY INC
$242,6330.0%2,1250.2%CL A SUB VTG SHS
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$235,1940.0%2,8460.2%Finance
The Allstate Corporation stock logo
ALL
Allstate
$226,043$226,043 â–²New Holding9500.2%Finance
Corning Incorporated stock logo
GLW
Corning
$223,502$223,502 â–²New Holding8750.1%Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$221,043$60 â–²0.0%3,7030.1%ETF
Sysco Corporation stock logo
SYY
Sysco
$204,771$204,771 â–²New Holding2,4500.1%Consumer Staples
Honeywell International Inc. stock logo
HON
Honeywell International
$0$502,917 â–¼-100.0%00.0%Industrials
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$0$260,355 â–¼-100.0%00.0%ETF
Danaher Corporation stock logo
DHR
Danaher
$0$221,832 â–¼-100.0%00.0%Healthcare

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