Blodgett Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Blodgett Wealth Advisors, LLCInvestment ActivityBlodgett Wealth Advisors, LLC has $126.19 million in total holdings as of March 31, 2026.Blodgett Wealth Advisors, LLC owns shares of 64 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 1.40% of the portfolio was purchased this quarter.About 6.07% of the portfolio was sold this quarter.This quarter, Blodgett Wealth Advisors, LLC has purchased 61 new stocks and bought additional shares in 14 stocks.Blodgett Wealth Advisors, LLC sold shares of 15 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Russell 1000 Growth ETF $17,902,274NVIDIA $15,552,487Apple $14,488,151Alphabet $9,044,392Amazon.com $8,469,717 Largest New Holdings this Quarter 81369Y506 - Energy Select Sector SPDR Fund $260,355 Holding69608A108 - PALANTIR TECHNOLOGIES INC $252,333 Holding458140100 - Intel $231,595 Holding922042858 - Vanguard FTSE Emerging Markets ETF $200,120 Holding Largest Purchases this Quarter CrowdStrike 872 shares (about $340.44K)Energy Select Sector SPDR Fund 4,250 shares (about $260.36K)PALANTIR TECHNOLOGIES INC 1,725 shares (about $252.33K)Intel 5,248 shares (about $231.60K)Vanguard FTSE Emerging Markets ETF 3,702 shares (about $200.12K) Largest Sales this Quarter iShares Russell 1000 Growth ETF 6,620 shares (about $2.82M)Waste Management 2,875 shares (about $660.65K)Microsoft 1,699 shares (about $628.91K)Alphabet 2,010 shares (about $578.00K)NVIDIA 2,630 shares (about $458.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBlodgett Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWFiShares Russell 1000 Growth ETF$17,902,274$2,822,748 â–¼-13.6%41,98514.2%ETFNVDANVIDIA$15,552,487$458,673 â–¼-2.9%89,17712.3%Computer and TechnologyAAPLApple$14,488,151$456,823 â–¼-3.1%57,08711.5%Computer and TechnologyGOOGLAlphabet$9,044,392$577,999 â–¼-6.0%31,4527.2%Computer and TechnologyAMZNAmazon.com$8,469,717$108,300 â–¼-1.3%40,6676.7%Retail/WholesaleMSFTMicrosoft$8,456,744$628,907 â–¼-6.9%22,8466.7%Computer and TechnologyCOSTCostco Wholesale$4,618,294$268,030 â–¼-5.5%4,6353.7%Retail/WholesaleIVViShares Core S&P 500 ETF$3,747,359$75,117 â–²2.0%5,7373.0%ETFLLYEli Lilly and Company$3,457,214$402,836 â–¼-10.4%3,7592.7%MedicalJPMJPMorgan Chase & Co.$3,173,880$87,363 â–²2.8%10,7902.5%FinanceCRWDCrowdStrike$2,349,878$340,438 â–²16.9%6,0191.9%Computer and TechnologyVTVVanguard Value ETF$2,020,535$981 â–²0.0%10,2981.6%ETFUBERUber Technologies$1,804,005$151,413 â–²9.2%25,0801.4%Computer and TechnologyHDHome Depot$1,644,661$328,209 â–¼-16.6%5,0011.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,628,4520.0%2,5041.3%FinanceAXPAmerican Express$1,525,7100.0%5,0441.2%FinanceBRK.ABerkshire Hathaway$1,436,2800.0%21.1%FinanceAVGOBroadcom$1,276,959$216,644 â–¼-14.5%4,1261.0%Computer and TechnologyMETAMeta Platforms$1,141,400$28,607 â–²2.6%1,9950.9%Computer and TechnologyDVYiShares Select Dividend ETF$1,137,8290.0%7,5150.9%ETFMRKMerck & Co., Inc.$1,122,635$241 â–²0.0%9,3330.9%MedicalWMWaste Management$1,102,073$660,646 â–¼-37.5%4,7960.9%Business ServicesJNJJohnson & Johnson$1,074,3630.0%4,3950.9%MedicalPANWPalo Alto Networks$945,888$68,136 â–²7.8%5,9000.7%Computer and TechnologyNFLXNetflix$935,5400.0%9,7300.7%Consumer DiscretionaryMCDMcDonald's$927,3280.0%2,9840.7%Retail/WholesalePGProcter & Gamble$907,0840.0%6,2800.7%Consumer StaplesTSLATesla$855,025$37,175 â–¼-4.2%2,3000.7%Auto/Tires/TrucksIWMiShares Russell 2000 ETF$742,7600.0%2,9950.6%FinanceCVXChevron$723,249$20,688 â–¼-2.8%3,4960.6%EnergyGOOGAlphabet$648,3040.0%2,2600.5%Computer and TechnologyCSCOCisco Systems$594,235$19,241 â–¼-3.1%7,6590.5%Computer and TechnologyVVisa$554,6110.0%1,8350.4%Business ServicesCRMSalesforce$548,4040.0%2,9380.4%Computer and TechnologyWALMART INC$507,265$249 â–²0.0%4,0820.4%COMHONHoneywell International$502,9170.0%2,2250.4%Multi-Sector ConglomeratesABBVAbbVie$473,259$434,981 â–¼-47.9%2,1760.4%MedicalIWRiShares Russell Mid-Cap ETF$422,9510.0%4,3500.3%ETFKIMBERLY-CLARK CORP$400,544$3,859 â–²1.0%4,1520.3%COMIBMInternational Business Machines$386,1280.0%1,5930.3%Computer and TechnologyQQQInvesco QQQ$365,2930.0%6330.3%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$352,552$11,104 â–²3.3%6,3500.3%ETFPSAPublic Storage$352,1440.0%1,3000.3%FinanceTSMTaiwan Semiconductor Manufacturing$343,0200.0%1,0150.3%Computer and TechnologyVZVerizon Communications$341,6380.0%6,8060.3%Computer and TechnologyEDConsolidated Edison$339,5400.0%3,0000.3%UtilitiesIJRiShares Core S&P Small-Cap ETF$335,0160.0%2,6950.3%ETFBACBank of America$322,438$244 â–²0.1%6,6140.3%FinanceSNOWSnowflake$321,247$56,558 â–²21.4%2,1300.3%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$312,3150.0%2,3500.2%ETFVYMVanguard High Dividend Yield ETF$312,0470.0%2,1070.2%Financial ServicesSCHWCharles Schwab$297,6230.0%3,1670.2%FinanceCATCaterpillar$294,3540.0%4150.2%IndustrialsMUBiShares National Muni Bond ETF$290,7450.0%2,7390.2%ETFTIPXSPDR Bloomberg 1-10 Year TIPS ETF$271,4240.0%14,1440.2%ETFXLEEnergy Select Sector SPDR Fund$260,355$260,355 â–²New Holding4,2500.2%ETFPALANTIR TECHNOLOGIES INC$252,333$252,333 â–²New Holding1,7250.2%CL ASHOPIFY INC$252,0680.0%2,1250.2%CL A SUB VTG SHSINTCIntel$231,595$231,595 â–²New Holding5,2480.2%Computer and TechnologyARISTA NETWORKS INC$227,1430.0%1,8500.2%COM SHSWFCWells Fargo & Company$226,5710.0%2,8460.2%FinanceDHRDanaher$221,8320.0%1,1700.2%MedicalGSThe Goldman Sachs Group$211,339$845 â–²0.4%2500.2%FinanceVWOVanguard FTSE Emerging Markets ETF$200,120$200,120 â–²New Holding3,7020.2%ETFBXBlackstone$0$220,115 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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