Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BLODGETT WEALTH ADVISORS, LLC (CIK 1907826) reported $126.2M across 64 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWF ($17.9M, 14.19%), NVDA ($15.6M, 12.33%), AAPL ($14.5M, 11.48%), GOOGL ($9.0M, 7.17%), AMZN ($8.5M, 6.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $17.9M | 14.19% | 41,985 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $15.6M | 12.33% | 89,177 | Trimmed |
| 3 | AAPL | APPLE INC | $14.5M | 11.48% | 57,087 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $9.0M | 7.17% | 31,452 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $8.5M | 6.71% | 40,667 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $8.5M | 6.70% | 22,846 | Trimmed |
| 7 | COST | COSTCO WHOLESALE CORPORATION | $4.6M | 3.66% | 4,635 | Trimmed |
| 8 | IVV | ISHARES TR | $3.7M | 2.97% | 5,737 | Added |
| 9 | LLY | ELI LILLY & CO | $3.5M | 2.74% | 3,759 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO | $3.2M | 2.52% | 10,790 | Added |
| 11 | CRWD | CROWDSTRIKE HLDGS INC | $2.3M | 1.86% | 6,019 | Added |
| 12 | VTV | VANGUARD INDEX FDS | $2.0M | 1.60% | 10,298 | Added |
| 13 | UBER | UBER TECHNOLOGIES INC | $1.8M | 1.43% | 25,080 | Added |
| 14 | HD | HOME DEPOT INC | $1.6M | 1.30% | 5,001 | Trimmed |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $1.6M | 1.29% | 2,504 | Hold |
| 16 | AXP | AMERICAN EXPRESS CO | $1.5M | 1.21% | 5,044 | Hold |
| 17 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.4M | 1.14% | 2 | Hold |
| 18 | AVGO | BROADCOM INC | $1.3M | 1.01% | 4,126 | Trimmed |
| 19 | DVY | ISHARES TR | $1.1M | 0.90% | 7,515 | Hold |
| 20 | META | META PLATFORMS INC | $1.1M | 0.90% | 1,995 | Added |
| 21 | MRK | MERCK & CO INC | $1.1M | 0.89% | 9,333 | Added |
| 22 | WM | WASTE MGMT INC DEL | $1.1M | 0.87% | 4,796 | Trimmed |
| 23 | JNJ | JOHNSON & JOHNSON | $1.1M | 0.85% | 4,395 | Hold |
| 24 | PANW | PALO ALTO NETWORKS INC | $945,888 | 0.75% | 5,900 | Added |
| 25 | NFLX | NETFLIX INC. | $935,540 | 0.74% | 9,730 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31