BLODGETT WEALTH ADVISORS, LLC — 13F Holdings & Portfolio
CIK 1907826 · latest 13F-HR filed 2026-04-30
BLODGETT WEALTH ADVISORS, LLC manages $126.2M in 13F-reported U.S. long-equity assets across 64 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IWF (14.19%), NVDA (12.33%), AAPL (11.48%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 1, added to 11, and trimmed 29.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$126.2M
Long-equity book
64
Distinct positions
2026-03-31
Filed 2026-04-30
+4 / −1 / ↑11 / ↓29
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- COSTCO WHOLESALE CORPORATION$389.5K +9.2%
- CHEVRON CORPORATION$175.2K +32.0%
- JOHNSON & JOHNSON$164.8K +18.1%
- MERCK & CO INC$140.4K +14.3%
- ISHARES TR$77.2K +7.3%
Top Trims
- ISHARES TR-$5.1M -22.2%
- MICROSOFT CORP-$3.4M -28.8%
- NVIDIA CORPORATION-$1.6M -9.2%
- APPLE INC-$1.5M -9.5%
- ALPHABET INC-$1.4M -13.6%
New Positions
- SELECT SECTOR SPDR TR$260.4K
- PALANTIR TECHNOLOGIES INC$252.3K
- INTEL CORP$231.6K
- VANGUARD INTL EQUITY INDEX F$200.1K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IWF | 464287614 | $17.9M | 14.19% | 41,985 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $15.6M | 12.33% | 89,177 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $14.5M | 11.48% | 57,087 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $9.0M | 7.17% | 31,452 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $8.5M | 6.71% | 40,667 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $8.5M | 6.70% | 22,846 | SH |
| 7 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $4.6M | 3.66% | 4,635 | SH |
| 8 | ISHARES TR | IVV | 464287200 | $3.7M | 2.97% | 5,737 | SH |
| 9 | ELI LILLY & CO | LLY | 532457108 | $3.5M | 2.74% | 3,759 | SH |
| 10 | JPMORGAN CHASE & CO | JPM | 46625H100 | $3.2M | 2.52% | 10,790 | SH |
| 11 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $2.3M | 1.86% | 6,019 | SH |
| 12 | VANGUARD INDEX FDS | VTV | 922908744 | $2.0M | 1.60% | 10,298 | SH |
| 13 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $1.8M | 1.43% | 25,080 | SH |
| 14 | HOME DEPOT INC | HD | 437076102 | $1.6M | 1.30% | 5,001 | SH |
| 15 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.6M | 1.29% | 2,504 | SH |
| 16 | AMERICAN EXPRESS CO | AXP | 025816109 | $1.5M | 1.21% | 5,044 | SH |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $1.4M | 1.14% | 2 | SH |
| 18 | BROADCOM INC | AVGO | 11135F101 | $1.3M | 1.01% | 4,126 | SH |
| 19 | META PLATFORMS INC | META | 30303M102 | $1.1M | 0.90% | 1,995 | SH |
| 20 | ISHARES TR | DVY | 464287168 | $1.1M | 0.90% | 7,515 | SH |
| 21 | MERCK & CO INC | MRK | 58933Y105 | $1.1M | 0.89% | 9,333 | SH |
| 22 | WASTE MGMT INC DEL | WM | 94106L109 | $1.1M | 0.87% | 4,796 | SH |
| 23 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.1M | 0.85% | 4,395 | SH |
| 24 | PALO ALTO NETWORKS INC | PANW | 697435105 | $945.9K | 0.75% | 5,900 | SH |
| 25 | NETFLIX INC. | NFLX | 64110L106 | $935.5K | 0.74% | 9,730 | SH |
| 26 | MCDONALDS CORP | MCD | 580135101 | $927.3K | 0.73% | 2,984 | SH |
| 27 | PROCTER & GAMBLE CO | PG | 742718109 | $907.1K | 0.72% | 6,280 | SH |
| 28 | TESLA INC | TSLA | 88160R101 | $855.0K | 0.68% | 2,300 | SH |
| 29 | ISHARES TR | IWM | 464287655 | $742.8K | 0.59% | 2,995 | SH |
| 30 | CHEVRON CORPORATION | CVX | 166764100 | $723.2K | 0.57% | 3,496 | SH |
| 31 | ALPHABET INC | GOOG | 02079K107 | $648.3K | 0.51% | 2,260 | SH |
| 32 | CISCO SYS INC | CSCO | 17275R102 | $594.2K | 0.47% | 7,659 | SH |
| 33 | VISA INC | V | 92826C839 | $554.6K | 0.44% | 1,835 | SH |
| 34 | SALESFORCE INC | CRM | 79466L302 | $548.4K | 0.43% | 2,938 | SH |
| 35 | WALMART INC | WMT | 931142103 | $507.3K | 0.40% | 4,082 | SH |
| 36 | HONEYWELL INTL INC | HON | 438516106 | $502.9K | 0.40% | 2,225 | SH |
| 37 | ABBVIE INC | ABBV | 00287Y109 | $473.3K | 0.38% | 2,176 | SH |
| 38 | ISHARES TR | IWR | 464287499 | $423.0K | 0.34% | 4,350 | SH |
| 39 | KIMBERLY-CLARK CORP | KMB | 494368103 | $400.5K | 0.32% | 4,152 | SH |
| 40 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $386.1K | 0.31% | 1,593 | SH |
| 41 | INVESCO QQQ TR | QQQ | 46090E103 | $365.3K | 0.29% | 633 | SH |
| 42 | J P MORGAN EXCHANGE TRADED F | JEPQ | 46654Q203 | $352.6K | 0.28% | 6,350 | SH |
| 43 | PUBLIC STORAGE OPER CO | PSA | 74460D109 | $352.1K | 0.28% | 1,300 | SH |
| 44 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $343.0K | 0.27% | 1,015 | SH |
| 45 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $341.6K | 0.27% | 6,806 | SH |
| 46 | CONSOLIDATED EDISON INC | ED | 209115104 | $339.5K | 0.27% | 3,000 | SH |
| 47 | ISHARES TR | IJR | 464287804 | $335.0K | 0.27% | 2,695 | SH |
| 48 | BANK AMERICA CORP | BAC | 060505104 | $322.4K | 0.26% | 6,614 | SH |
| 49 | SNOWFLAKE INC | SNOW | 833445109 | $321.2K | 0.25% | 2,130 | SH |
| 50 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $312.3K | 0.25% | 2,350 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-30 | $126.2M | 64 | 0001907826-26-000002 |
| 2025-12-31 | 2026-01-29 | $143.3M | 61 | 0001907826-26-000001 |