Blodgett Wealth Advisors, LLC 13F Holdings · Q2 2026
Blodgett Wealth Advisors, LLC reported 72 securities worth $149.25M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IWF (14.10%), NVDA (12.01%), AAPL (10.96%). Among its top 25 positions this quarter: 16 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $21.0M | 14.10% | 169,447 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $17.9M | 12.01% | 89,547 | Added |
| 3 | AAPL | APPLE INC | $16.4M | 10.96% | 56,523 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $11.2M | 7.50% | 31,305 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $9.8M | 6.54% | 40,952 | Added |
| 6 | MSFT | MICROSOFT CORP | $8.6M | 5.74% | 22,969 | Added |
| 7 | LLY | ELI LILLY & CO | $4.5M | 3.04% | 3,779 | Added |
| 8 | COST | COSTCO WHOLESALE CORPORATION | $4.4M | 2.94% | 4,693 | Added |
| 9 | IVV | ISHARES TR | $4.4M | 2.92% | 5,827 | Added |
| 10 | CRWD | CROWDSTRIKE HLDGS INC | $4.3M | 2.89% | 5,646 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO | $3.6M | 2.39% | 10,916 | Added |
| 12 | VTV | VANGUARD INDEX FDS | $2.2M | 1.49% | 10,228 | Trimmed |
| 13 | PANW | PALO ALTO NETWORKS INC | $2.0M | 1.33% | 5,800 | Trimmed |
| 14 | UBER | UBER TECHNOLOGIES INC | $2.0M | 1.33% | 27,555 | Added |
| 15 | HD | HOME DEPOT INC | $1.9M | 1.29% | 5,452 | Added |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $1.8M | 1.17% | 2,345 | Trimmed |
| 17 | AXP | AMERICAN EXPRESS CO | $1.7M | 1.14% | 5,044 | Hold |
| 18 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.5M | 1.00% | 2 | Hold |
| 19 | AVGO | BROADCOM INC | $1.4M | 0.92% | 3,647 | Trimmed |
| 20 | DVY | ISHARES TR | $1.3M | 0.88% | 8,440 | Added |
| 21 | GOOG | ALPHABET INC | $1.3M | 0.86% | 3,622 | Added |
| 22 | MRK | MERCK & CO INC | $1.2M | 0.80% | 9,334 | Added |
| 23 | NFLX | NETFLIX INC. | $1.2M | 0.78% | 16,250 | Added |
| 24 | META | META PLATFORMS INC | $1.1M | 0.76% | 2,016 | Added |
| 25 | JNJ | JOHNSON & JOHNSON | $1.1M | 0.75% | 4,396 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR