BLODGETT WEALTH ADVISORS, LLC
Reported holdings as of Q2 2026, from 19 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IWF | $21.0M | 169,447 | -0.09pp | 19q | +303.6%+$15.8M | |
| NVIDIA CORPORATION | NVDA | $17.9M | 89,547 | -0.32pp | 19q | HELD | |
| APPLE INC | AAPL | $16.4M | 56,523 | -0.52pp | 19q | -1.0%-$163.2K | |
| ALPHABET INC | GOOGL | $11.2M | 31,305 | +0.33pp | 19q | HELD | |
| AMAZON COM INC | AMZN | $9.8M | 40,952 | -0.17pp | 19q | +0.7%+$67.9K | |
| MICROSOFT CORP | MSFT | $8.6M | 22,969 | -0.96pp | 19q | +0.5%+$45.9K | |
| ELI LILLY & CO | LLY | $4.5M | 3,779 | +0.30pp | 19q | +0.5%+$24.0K | |
| COSTCO WHOLESALE CORPORATION | COST | $4.4M | 4,693 | -0.72pp | 19q | +1.3%+$54.3K | |
| ISHARES TR | IVV | $4.4M | 5,827 | -0.05pp | 19q | +1.6%+$67.4K | |
| CROWDSTRIKE HLDGS INC | CRWD | $4.3M | 5,646 | +1.02pp | 14q | -6.2%-$284.7K | |
| JPMORGAN CHASE & CO | JPM | $3.6M | 10,916 | -0.12pp | 19q | +1.2%+$41.2K | |
| VANGUARD INDEX FDS | VTV | $2.2M | 10,228 | -0.11pp | 19q | -0.7%-$15.3K | |
| UBER TECHNOLOGIES INC | UBER | $2.0M | 27,555 | -0.10pp | 6q | +9.9%+$178.6K | |
| PALO ALTO NETWORKS INC | PANW | $2.0M | 5,800 | +0.58pp | 13q | -1.7%-$34.1K | |
| HOME DEPOT INC | HD | $1.9M | 5,452 | -0.01pp | 19q | +9.0%+$159.1K | |
| STATE STR SPDR S&P 500 ETF T | SPY | $1.8M | 2,345 | -0.12pp | 19q | -6.3%-$118.7K | |
| AMERICAN EXPRESS CO | AXP | $1.7M | 5,044 | -0.07pp | 10q | HELD | |
| BERKSHIRE HATHAWAY INC DEL | BRKA | $1.5M | 2 | -0.13pp | 6q | HELD | |
| BROADCOM INC | AVGO | $1.4M | 3,647 | -0.09pp | 12q | -11.6%-$180.9K | |
| ISHARES TR | DVY | $1.3M | 8,440 | -0.02pp | 19q | +12.3%+$144.6K | |
| ALPHABET INC | GOOG | $1.3M | 3,622 | +0.34pp | 13q | +60.3%+$481.2K | |
| MERCK & CO INC | MRK | $1.2M | 9,334 | -0.09pp | 19q | HELD | |
| NETFLIX INC | NFLX | $1.2M | 16,250 | +0.04pp | 8q | +67.0%+$465.5K | |
| META PLATFORMS INC | META | $1.1M | 2,016 | -0.14pp | 11q | +1.1%+$11.8K | |
| JOHNSON & JOHNSON | JNJ | $1.1M | 4,396 | -0.10pp | 19q | HELD | |
| TESLA INC | TSLA | $967.4K | 2,300 | -0.03pp | 19q | HELD | |
| PROCTER & GAMBLE CO | PG | $926.8K | 6,320 | -0.10pp | 19q | +0.6%+$5.9K | |
| CISCO SYS INC | CSCO | $899.8K | 7,660 | +0.13pp | 19q | HELD | |
| MICRON TECHNOLOGY INC | MU | $893.4K | 774 | - | new | NEW | |
| WASTE MGMT INC DEL | WM | $880.6K | 3,951 | -0.28pp | 19q | -17.6%-$188.3K | |
| ISHARES TR | IWM | $854.8K | 2,845 | -0.02pp | 19q | -5.0%-$45.1K | |
| MCDONALDS CORP | MCD | $806.6K | 2,984 | -0.19pp | 19q | HELD | |
| VISA INC | V | $629.6K | 1,835 | -0.02pp | 19q | HELD | |
| INTEL CORP | INTC | $624.6K | 4,473 | +0.23pp | 2q | -14.8%-$108.2K | |
| ABBVIE INC | ABBV | $623.1K | 2,476 | +0.04pp | 19q | +13.8%+$75.5K | |
| CHEVRON CORPORATION | CVX | $591.9K | 3,571 | -0.18pp | 19q | +2.1%+$12.4K | |
| PALANTIR TECHNOLOGIES INC | PLTR | $555.4K | 4,760 | +0.17pp | 2q | +175.9%+$354.1K | |
| SNOWFLAKE INC | SNOW | $534.5K | 2,100 | +0.10pp | 5q | -1.4%-$7.6K | |
| WALMART INC | WMT | $527.8K | 4,660 | -0.05pp | 9q | +14.2%+$65.5K | |
| ISHARES TR | IWR | $479.9K | 4,350 | -0.01pp | 19q | HELD | |
| SALESFORCE INC | CRM | $474.7K | 3,030 | -0.12pp | 19q | +3.1%+$14.4K | |
| INVESCO QQQ TR | QQQ | $466.1K | 633 | +0.02pp | 19q | HELD | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $460.9K | 965 | +0.04pp | 9q | -4.9%-$23.9K | |
| ADVANCED MICRO DEVICES INC | AMD | $460.5K | 793 | - | new | NEW | |
| EATON CORP PLC | ETN | $458.1K | 1,075 | - | new | NEW | |
| KIMBERLY-CLARK CORP | KMB | $455.8K | 4,152 | -0.01pp | 19q | HELD | |
| INTERNATIONAL BUSINESS MACHS | IBM | $448.5K | 1,595 | -0.01pp | 19q | HELD | |
| SELECT SECTOR SPDR TR | XLK | $447.7K | 2,350 | +0.05pp | 13q | HELD | |
| CATERPILLAR INC | CAT | $442.4K | 415 | +0.06pp | 13q | HELD | |
| PUBLIC STORAGE | PSA | $413.8K | 1,300 | flat | 19q | HELD | |
| J P MORGAN EXCHANGE TRADED F | JEPQ | $390.3K | 6,350 | -0.02pp | 6q | HELD | |
| BANK OF AMER CORP | BAC | $377.1K | 6,618 | flat | 19q | HELD | |
| ARISTA NETWORKS INC | ANET | $356.7K | 2,100 | +0.06pp | 4q | +13.5%+$42.5K | |
| ISHARES TR | IJR | $340.4K | 2,295 | -0.04pp | 15q | -14.8%-$59.3K | |
| VANGUARD WHITEHALL FDS | VYM | $333.0K | 2,107 | -0.02pp | 19q | HELD | |
| CONSOLIDATED EDISON INC | ED | $331.9K | 3,000 | -0.05pp | 19q | HELD | |
| LAM RESEARCH CORP | LRCX | $312.0K | 720 | - | new | NEW | |
| SPACE EXPLORATION TECHN CORP | SPCX | $306.7K | 1,795 | - | new | NEW | |
| ISHARES TR | MUB | $294.8K | 2,739 | -0.03pp | 5q | HELD | |
| SCHWAB CHARLES CORP | SCHW | $292.2K | 3,167 | -0.04pp | 10q | HELD | |
| ISHARES TR | SOXX | $288.3K | 450 | - | new | NEW | |
| VERIZON COMMUNICATIONS INC | VZ | $270.6K | 6,391 | -0.09pp | 19q | -6.1%-$17.6K | |
| SPDR SERIES TRUST | TIPX | $267.7K | 14,144 | -0.04pp | 19q | HELD | |
| GOLDMAN SACHS GROUP INC | GS | $253.4K | 251 | flat | 3q | HELD | |
| HONEYWELL INTL INC | HON | $249.1K | 1,113 | - | new | NEW | |
| HONEYWELL AEROSPACE INC | HONA | $245.8K | 1,112 | - | new | NEW | |
| SHOPIFY INC | SHOP | $242.6K | 2,125 | -0.04pp | 7q | HELD | |
| WELLS FARGO & CO | WFC | $235.2K | 2,846 | -0.02pp | 3q | HELD | |
| ALLSTATE CORP | ALL | $226.0K | 950 | - | new | NEW | |
| CORNING INC | GLW | $223.5K | 875 | - | new | NEW | |
| VANGUARD INTL EQUITY INDEX F | VWO | $221.0K | 3,703 | -0.01pp | 2q | HELD | |
| SYSCO CORP | SYY | $204.8K | 2,450 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Software & IT Services | $28.3M | 19.0% |
| Semiconductors & Electronics | $21.7M | 14.6% |
| Computer Hardware | $20.0M | 13.4% |
| Retail & Consumer | $17.4M | 11.7% |
| Biotech & Pharma | $7.5M | 5.0% |
| Banks & Lending | $5.9M | 3.9% |
| Business Services | $2.6M | 1.8% |
| Other sectors | $12.1M | 8.1% |
| Not classified | $33.7M | 22.6% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $149.2M | 72 | 11 | 20 | 13 | 3 | 68.6% | 45 |
| Q1 2026 | $126.2M | 64 | 4 | 9 | 15 | 1 | 70.5% | 30 |
| Q4 2025 | $143.3M | 61 | 2 | 11 | 18 | 5 | 72.5% | 29 |
| Q3 2025 | $145.2M | 64 | 5 | 9 | 16 | 2 | 72.4% | 28 |
| Q2 2025 | $127.6M | 61 | 3 | 6 | 28 | 3 | 71.3% | 9 |
| Q1 2025 | $117.3M | 61 | 4 | 13 | 14 | 2 | 70.6% | 17 |
| Q4 2024 | $127.5M | 59 | 3 | 16 | 11 | 3 | 73.7% | 24 |
| Q3 2024 | $118.9M | 59 | 2 | 11 | 22 | 1 | 72.7% | 21 |
| Q2 2024 | $118.0M | 58 | 2 | 6 | 22 | 7 | 74.5% | 24 |
| Q1 2024 | $110.8M | 63 | 6 | 21 | 16 | 2 | 69.8% | 23 |
| Q4 2023 | $98.0M | 59 | 4 | 5 | 26 | 3 | 68.9% | 33 |
| Q3 2023 | $91.1M | 58 | 2 | 10 | 20 | 7 | 65.5% | 30 |
| Q2 2023 | $96.6M | 63 | 5 | 8 | 24 | 4 | 63.9% | 27 |
| Q1 2023 | $86.5M | 62 | 5 | 2 | 26 | 5 | 60.7% | 24 |
| Q4 2022 | $82.3M | 62 | 6 | 3 | 22 | 3 | 57.4% | 33 |
| Q3 2022 | $83.4M | 59 | 2 | 17 | 27 | 5 | 59.3% | 21 |
| Q2 2022 | $91.3M | 62 | 2 | 14 | 34 | 21 | 58.6% | 20 |
| Q1 2022 | $120.1M | 81 | 6 | 27 | 21 | 8 | 56.7% | 27 |
| Q4 2021 | $128.9M | 83 | 0 | 0 | 0 | 0 | 54.8% | 33 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.