BLODGETT WEALTH ADVISORS, LLC
CIK 1907826 · View on SEC EDGAR ↗
- Portfolio value
- $149.2M
- Positions
- 72
- As of
- June 30, 2026
#7,403 of 9,443 by 13F value · top 78.4%
Portfolio value QoQ: +18.3% 13F does not disclose cash
- Top 10 holdings weight
- 68.63%
- Top 25 holdings weight
- 85.54%
- Positions above 1%
- 18
- Effective number of positions
- 15.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.66% Est. buys $22,083,444 · sells $2,284,543
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 88.9% still held
- New positions
- 11
- Increased
- 28
- Decreased
- 14
- Closed
- 3
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
37.2%
Retail
11.3%
Communication Services
9.9%
Healthcare
5.0%
Financials
3.0%
Industrials
2.7%
Financial Services
1.9%
Consumer Discretionary
1.2%
Consumer products
0.9%
Communications
0.8%
Energy
0.4%
Real Estate
0.3%
Utilities
0.2%
Telecommunication
0.2%
Other/Unmapped
25.1%
Full portfolio 72 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IWF | $21,040,253 | 14.10% | 169,447 | $3,137,979 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $17,917,468 | 12.01% | 89,547 | $2,364,981 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $16,355,368 | 10.96% | 56,523 | $1,867,217 | Down ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $11,187,625 | 7.50% | 31,305 | $2,143,233 | Down ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9,760,500 | 6.54% | 40,952 | $1,290,783 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $8,567,928 | 5.74% | 22,969 | $111,184 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $4,532,384 | 3.04% | 3,779 | $1,075,170 | Up ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $4,390,011 | 2.94% | 4,693 | $-228,283 | Up ×1 | ||
| IVV | $4,363,660 | 2.92% | 5,827 | $616,301 | Up ×6 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $4,308,689 | 2.89% | 5,646 | $1,958,811 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3,573,204 | 2.39% | 10,916 | $399,324 | Up ×3 | ||
| VTV | $2,229,035 | 1.49% | 10,228 | $208,500 | Down ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $1,988,369 | 1.33% | 27,555 | $184,364 | Up ×3 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $1,977,916 | 1.33% | 5,800 | $1,032,028 | Down ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $1,922,904 | 1.29% | 5,452 | $278,243 | Up ×1 | ||
| SPY SPY | $1,751,176 | 1.17% | 2,345 | $122,724 | Down ×1 | ||
| AXP American Express Company Common Stock | $1,706,133 | 1.14% | 5,044 | $180,423 | |||
| BRKA | $1,497,700 | 1.00% | 2 | $61,420 | |||
| AVGO Broadcom Inc. - Common Stock | $1,377,558 | 0.92% | 3,647 | $100,599 | Down ×5 | ||
| DVY iShares Select Dividend ETF | $1,319,154 | 0.88% | 8,440 | $181,325 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,279,762 | 0.86% | 3,622 | $631,458 | Up ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1,199,431 | 0.80% | 9,334 | $76,796 | Up ×4 | ||
| NFLX Netflix, Inc. - Common Stock | $1,160,250 | 0.78% | 16,250 | $224,710 | Up ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,135,732 | 0.76% | 2,016 | $-5,668 | Up ×3 | ||
| JNJ Johnson & Johnson Common Stock | $1,116,330 | 0.75% | 4,396 | $41,967 | Up ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $967,380 | 0.65% | 2,300 | $112,355 | |||
| PG Procter & Gamble Company (The) Common Stock | $926,765 | 0.62% | 6,320 | $19,681 | Up ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $899,785 | 0.60% | 7,660 | $305,550 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $893,421 | 0.60% | 774 | Up ×1 | |||
| WM Waste Management, Inc. Common Stock | $880,599 | 0.59% | 3,951 | $-221,474 | Down ×2 | ||
| IWM | $854,781 | 0.57% | 2,845 | $112,021 | Down ×1 | ||
| MCD McDonald's Corporation Common Stock | $806,575 | 0.54% | 2,984 | $-120,753 | |||
| V Visa Inc. | $629,571 | 0.42% | 1,835 | $74,960 | |||
| INTC Intel Corporation - Common Stock | $624,626 | 0.42% | 4,473 | $393,031 | Down ×1 | ||
| ABBV AbbVie Inc. Common Stock | $623,061 | 0.42% | 2,476 | $149,802 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $591,870 | 0.40% | 3,571 | $-131,379 | Up ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $555,350 | 0.37% | 4,760 | $303,017 | Up ×1 | ||
| SNOW Snowflake Inc. Common Stock | $534,450 | 0.36% | 2,100 | $213,203 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $527,821 | 0.35% | 4,660 | $20,556 | Up ×2 | ||
| IWR | $479,892 | 0.32% | 4,350 | $56,941 | |||
| CRM Salesforce, Inc. Common Stock | $474,725 | 0.32% | 3,030 | $-73,679 | Up ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $466,062 | 0.31% | 633 | $100,769 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $460,856 | 0.31% | 965 | $117,836 | Down ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $460,540 | 0.31% | 793 | ||||
| ETN Eaton Corporation, PLC Ordinary Shares | $458,079 | 0.31% | 1,075 | Up ×1 | |||
| KMB Kimberly-Clark Corporation - Common Stock | $455,766 | 0.31% | 4,152 | $55,222 | |||
| IBM International Business Machines Corporation Common Stock | $448,548 | 0.30% | 1,595 | $62,420 | Up ×1 | ||
| XLK XLK | $447,722 | 0.30% | 2,350 | $135,407 | |||
| CAT Caterpillar, Inc. Common Stock | $442,448 | 0.30% | 415 | $148,094 | |||
| PSA Public Storage Common Stock | $413,803 | 0.28% | 1,300 | $61,659 | |||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $390,271 | 0.26% | 6,350 | $37,719 | |||
| BAC Bank of America Corporation Common Stock | $377,101 | 0.25% | 6,618 | $54,663 | Up ×3 | ||
| ANET Arista Networks, Inc. Common Stock | $356,748 | 0.24% | 2,100 | $129,605 | Up ×1 | ||
| IJR | $340,372 | 0.23% | 2,295 | $5,356 | Down ×1 | ||
| VYM | $332,970 | 0.22% | 2,107 | $20,923 | |||
| ED Consolidated Edison, Inc. Common Stock | $331,890 | 0.22% | 3,000 | $-7,650 | |||
| LRCX Lam Research Corporation - Common Stock | $311,998 | 0.21% | 720 | Up ×1 | |||
| Unknown issuer (CUSIP: 84615Q103) | $306,694 | 0.21% | 1,795 | Up ×1 | |||
| MUB | $294,772 | 0.20% | 2,739 | $4,027 | |||
| SCHW Charles Schwab Corporation (The) Common Stock | $292,208 | 0.20% | 3,167 | $-5,415 | |||
| SOXX SOXX | $288,342 | 0.19% | 450 | Up ×1 | |||
| VZ Verizon Communications Inc. Common Stock | $270,576 | 0.18% | 6,391 | $-71,062 | Down ×1 | ||
| TIPX | $267,746 | 0.18% | 14,144 | $-3,678 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $253,408 | 0.17% | 251 | $42,069 | Up ×2 | ||
| Unknown issuer (CUSIP: 438516205) | $249,089 | 0.17% | 1,113 | Up ×1 | |||
| Unknown issuer (CUSIP: 43849R105) | $245,841 | 0.16% | 1,112 | Up ×1 | |||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $242,633 | 0.16% | 2,125 | $-9,435 | |||
| WFC Wells Fargo & Company Common Stock | $235,194 | 0.16% | 2,846 | $8,623 | |||
| ALL Allstate Corporation (The) Common Stock | $226,043 | 0.15% | 950 | ||||
| GLW Corning Incorporated Common Stock | $223,502 | 0.15% | 875 | Up ×1 | |||
| VWO | $221,043 | 0.15% | 3,703 | $20,923 | Up ×1 | ||
| SYY Sysco Corporation Common Stock | $204,771 | 0.14% | 2,450 | ||||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| MU | $893,421 | 774 | 0.60% |
| AMD | $460,540 | 793 | 0.31% |
| ETN | $458,079 | 1,075 | 0.31% |
| LRCX | $311,998 | 720 | 0.21% |
| Unknown issuer (CUSIP: 84615Q103) | $306,694 | 1,795 | 0.21% |
| SOXX | $288,342 | 450 | 0.19% |
| Unknown issuer (CUSIP: 438516205) | $249,089 | 1,113 | 0.17% |
| Unknown issuer (CUSIP: 43849R105) | $245,841 | 1,112 | 0.16% |
| ALL | $226,043 | 950 | 0.15% |
| GLW | $223,502 | 875 | 0.15% |
| SYY | $204,771 | 2,450 | 0.14% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IWF | Bought more | +127K | +$3.1M |
| NVDA | Bought more | +370 | +$2.4M |
| GOOGL | Trimmed | -147 | +$2.1M |
| CRWD | Trimmed | -373 | +$2.0M |
| AAPL | Trimmed | -564 | +$1.9M |
| AMZN | Bought more | +285 | +$1.3M |
| LLY | Bought more | +20 | +$1.1M |
| PANW | Trimmed | -100 | +$1.0M |
| GOOG | Bought more | +1K | +$631K |
| IVV | Bought more | +90 | +$616K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| AMD | March 31, 2025 | 6,257 | $755,784 | 353.6% |
| HON | June 30, 2026 | 2,225 | $502,917 | -1.2% |
| QCOM | June 30, 2025 | 1,715 | $263,442 | 1.7% |
| XLE | June 30, 2026 | 4,250 | $260,355 | No longer tracked |
| ANET | June 30, 2025 | 3,200 | $247,936 | 79.7% |
| DFAU | Sept. 30, 2025 | 5,712 | $241,961 | No longer tracked |
| BX | March 31, 2025 | 1,400 | $241,464 | 2.4% |
| DHR | June 30, 2026 | 1,170 | $221,832 | 12.6% |
| BX | March 31, 2026 | 1,428 | $220,115 | 24.5% |
| ALL | Dec. 31, 2025 | 950 | $203,918 | 22.8% |
| PLTR | Dec. 31, 2025 | 1,115 | $203,399 | -1.8% |
| SYY | Dec. 31, 2025 | 2,450 | $201,733 | 14.2% |
| CVS | June 30, 2025 | 2,965 | $200,879 | 36.3% |
| VWO | Dec. 31, 2025 | 3,692 | $200,011 | No longer tracked |
| CHPTXXXX | Sept. 30, 2025 | 14,370 | $10,107 | No longer tracked |
| CARM | Dec. 31, 2025 | 24,001 | $6,577 | No longer tracked |