# BLODGETT WEALTH ADVISORS, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1907826. Source: https://holderbook.com/funds/1907826-blodgett-wealth-advisors-llc/

- Reported value: $149.2M
- Positions: 72
- Weight of the ten largest: 68.6%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $21.0M | 169,447 | 14.1% | 19 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $17.9M | 89,547 | 12.0% | 19 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $16.4M | 56,523 | 11.0% | 19 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $11.2M | 31,305 | 7.5% | 19 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $9.8M | 40,952 | 6.5% | 19 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $8.6M | 22,969 | 5.7% | 19 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $4.5M | 3,779 | 3.0% | 19 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $4.4M | 4,693 | 2.9% | 19 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $4.4M | 5,827 | 2.9% | 19 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $4.3M | 5,646 | 2.9% | 14 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $3.6M | 10,916 | 2.4% | 19 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $2.2M | 10,228 | 1.5% | 19 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $2.0M | 27,555 | 1.3% | 6 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $2.0M | 5,800 | 1.3% | 13 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.9M | 5,452 | 1.3% | 19 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.8M | 2,345 | 1.2% | 19 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $1.7M | 5,044 | 1.1% | 10 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $1.5M | 2 | 1.0% | 6 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.4M | 3,647 | 0.9% | 12 |
| ISHARES TR | [DVY](https://holderbook.com/stocks/DVY/) | $1.3M | 8,440 | 0.9% | 19 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.3M | 3,622 | 0.9% | 13 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.2M | 9,334 | 0.8% | 19 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $1.2M | 16,250 | 0.8% | 8 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.1M | 2,016 | 0.8% | 11 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.1M | 4,396 | 0.7% | 19 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $967.4K | 2,300 | 0.6% | 19 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $926.8K | 6,320 | 0.6% | 19 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $899.8K | 7,660 | 0.6% | 19 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $893.4K | 774 | 0.6% | 1 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $880.6K | 3,951 | 0.6% | 19 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $854.8K | 2,845 | 0.6% | 19 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $806.6K | 2,984 | 0.5% | 19 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $629.6K | 1,835 | 0.4% | 19 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $624.6K | 4,473 | 0.4% | 2 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $623.1K | 2,476 | 0.4% | 19 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $591.9K | 3,571 | 0.4% | 19 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $555.4K | 4,760 | 0.4% | 2 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $534.5K | 2,100 | 0.4% | 5 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $527.8K | 4,660 | 0.4% | 9 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $479.9K | 4,350 | 0.3% | 19 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $474.7K | 3,030 | 0.3% | 19 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $466.1K | 633 | 0.3% | 19 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $460.9K | 965 | 0.3% | 9 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $460.5K | 793 | 0.3% | 1 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $458.1K | 1,075 | 0.3% | 1 |
| KIMBERLY-CLARK CORP | [KMB](https://holderbook.com/stocks/KMB/) | $455.8K | 4,152 | 0.3% | 19 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $448.5K | 1,595 | 0.3% | 19 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $447.7K | 2,350 | 0.3% | 13 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $442.4K | 415 | 0.3% | 13 |
| PUBLIC STORAGE | [PSA](https://holderbook.com/stocks/PSA/) | $413.8K | 1,300 | 0.3% | 19 |
| J P MORGAN EXCHANGE TRADED F | [JEPQ](https://holderbook.com/stocks/JEPQ/) | $390.3K | 6,350 | 0.3% | 6 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $377.1K | 6,618 | 0.3% | 19 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $356.7K | 2,100 | 0.2% | 4 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $340.4K | 2,295 | 0.2% | 15 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $333.0K | 2,107 | 0.2% | 19 |
| CONSOLIDATED EDISON INC | [ED](https://holderbook.com/stocks/ED/) | $331.9K | 3,000 | 0.2% | 19 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $312.0K | 720 | 0.2% | 1 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $306.7K | 1,795 | 0.2% | 1 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $294.8K | 2,739 | 0.2% | 5 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $292.2K | 3,167 | 0.2% | 10 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $288.3K | 450 | 0.2% | 1 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $270.6K | 6,391 | 0.2% | 19 |
| SPDR SERIES TRUST | [TIPX](https://holderbook.com/stocks/TIPX/) | $267.7K | 14,144 | 0.2% | 19 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $253.4K | 251 | 0.2% | 3 |
| HONEYWELL INTL INC | [HON](https://holderbook.com/stocks/HON/) | $249.1K | 1,113 | 0.2% | 1 |
| HONEYWELL AEROSPACE INC | [HONA](https://holderbook.com/stocks/HONA/) | $245.8K | 1,112 | 0.2% | 1 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $242.6K | 2,125 | 0.2% | 7 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $235.2K | 2,846 | 0.2% | 3 |
| ALLSTATE CORP | [ALL](https://holderbook.com/stocks/ALL/) | $226.0K | 950 | 0.2% | 1 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $223.5K | 875 | 0.1% | 1 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $221.0K | 3,703 | 0.1% | 2 |
| SYSCO CORP | [SYY](https://holderbook.com/stocks/SYY/) | $204.8K | 2,450 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +14.9% | +14.8% | +0.1% | 100% |
| Q1 2026 | -7.9% | -4.6% | -3.2% | 100% |
| Q4 2025 | +2.9% | +2.4% | +0.6% | 100% |
| Q3 2025 | +10.2% | +7.8% | +2.4% | 100% |
| Q2 2025 | +14.1% | +10.5% | +3.7% | 100% |
| Q1 2025 | -9.0% | -4.6% | -4.5% | 100% |
| Q4 2024 | +5.2% | +2.1% | +3.1% | 100% |
| Q3 2024 | +1.9% | +5.4% | -3.5% | 100% |

## Quarter by quarter

| Quarter | 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 | $118.0M | 58 |
| Q1 2024 | $110.8M | 63 |
| Q4 2023 | $98.0M | 59 |
| Q3 2023 | $91.1M | 58 |