Blodgett Wealth Advisors, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Blodgett Wealth Advisors, LLC reported 72 stock positions worth $149.2 million. Its top holding was iShares Russell 1000 Growth (IWF) at 14.1% of the portfolio, followed by Nvidia (NVDA, 12.0%) and Apple (AAPL, 11.0%). Compared with Q1 2026, it opened 9 new positions, sold out of 2, added to 28 and reduced 14. The biggest buy was a new position in Micron Technology (MU) and the biggest sale Apple (AAPL, shares −1%).

Most Recent 13F
Q2 2026
Location
CONCORD, CA
CIK
0001907826
Portfolio Value
$149.2M (Q2 2026)
SEC Filing
0001907826-26-000003 ↗ filed Aug 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $110.4M Q1 2024 Q2 2024: $117.8M Q2 2024 Q3 2024: $118.9M Q3 2024 Q4 2024: $127.5M Q4 2024 Q1 2025: $117.3M Q1 2025 Q2 2025: $127.6M Q2 2025 Q3 2025: $145.2M Q3 2025 Q4 2025: $143.3M Q4 2025 Q1 2026: $126.2M Q1 2026 Q2 2026: $149.2M $149.2M Q2 2026

Holdings 72 stocks · $149.2M
IWF iShares Russell 1000 Growth 14.10% 169,447 $21.0M Add +0.9%
NVDA Nvidia Corp. 12.01% 89,547 $17.9M Add +0.4%
AAPL Apple Inc. 10.96% 56,523 $16.4M Reduce -1.0%
GOOGL Alphabet Inc. Class A 7.50% 31,305 $11.2M Reduce -0.5%
AMZN Amazon.com Inc. 6.54% 40,952 $9.8M Add +0.7%
MSFT Microsoft Corp. 5.74% 22,969 $8.6M Add +0.5%
LLY Eli Lilly & Co. 3.04% 3,779 $4.5M Add +0.5%
COST Costco Wholesale Corp. 2.94% 4,693 $4.4M Add +1.3%
IVV iShares Core S&P 500 ETF 2.92% 5,827 $4.4M Add +1.6%
CRWD CrowdStrike Holdings Inc. Class A 2.89% 5,646 $4.3M Reduce -6.2%
JPM JPMorgan Chase & Co. 2.39% 10,916 $3.6M Add +1.2%
VTV Vanguard Mrngstr Val ETF-Aui 1.49% 10,228 $2.2M Reduce -0.7%
UBER Uber Technologies Inc. 1.33% 27,555 $2.0M Add +9.9%
PANW Palo Alto Networks Inc. 1.33% 5,800 $2.0M Reduce -1.7%
HD Home Depot Inc. 1.29% 5,452 $1.9M Add +9.0%
SPY SS SPDR S&P 500 ETF Trust-US 1.17% 2,345 $1.8M Reduce -6.3%
AXP American Express Co. 1.14% 5,044 $1.7M No change
BRK.A Berkshire Hathaway Inc. Class A 1.00% 2 $1.5M No change
AVGO Broadcom Inc. 0.92% 3,647 $1.4M Reduce -11.6%
DVY iShares Select Dividend ETF 0.88% 8,440 $1.3M Add +12.3%
GOOG Alphabet Inc. Class C 0.86% 3,622 $1.3M Add +60.3%
MRK Merck & Co. Inc. 0.80% 9,334 $1.2M Add +0.0%
NFLX Netflix Inc. 0.78% 16,250 $1.2M Add +67.0%
META Meta Platforms Inc. Class A 0.76% 2,016 $1.1M Add +1.1%
JNJ Johnson & Johnson 0.75% 4,396 $1.1M Add +0.0%
TSLA Tesla Inc. 0.65% 2,300 $967K No change
PG The Procter & Gamble Co. 0.62% 6,320 $927K Add +0.6%
CSCO Cisco Systems Inc. 0.60% 7,660 $900K Add +0.0%
MU Micron Technology Inc. 0.60% 774 $893K New
WM Waste Management Inc. 0.59% 3,951 $881K Reduce -17.6%
IWM iShares Russell 2000 ETF 0.57% 2,845 $855K Reduce -5.0%
MCD McDonald's Corp. 0.54% 2,984 $807K No change
V Visa Inc. Class A 0.42% 1,835 $630K No change
INTC Intel Corp. 0.42% 4,473 $625K Reduce -14.8%
ABBV Abbvie Inc. 0.42% 2,476 $623K Add +13.8%
CVX Chevron Corp. 0.40% 3,571 $592K Add +2.1%
PLTR Palantir Technologies Inc. Class A 0.37% 4,760 $555K Add +175.9%
SNOW Snowflake Inc. 0.36% 2,100 $534K Reduce -1.4%
WMT Walmart Inc. 0.35% 4,660 $528K Add +14.2%
IWR iShares Russell Mid-Cap ETF 0.32% 4,350 $480K No change
CRM Salesforce Inc. 0.32% 3,030 $475K Add +3.1%
QQQ Invesco QQQ Trust Series 1 0.31% 633 $466K No change
TSM Taiwan Semiconductor-SP ADR 0.31% 965 $461K Reduce -4.9%
AMD Advanced Micro Devices 0.31% 793 $461K New
ETN Eaton Corp. PLC 0.31% 1,075 $458K New
KMB Kimberly-Clark Corp. 0.31% 4,152 $456K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.30% 1,595 $449K Add +0.1%
XLK SS Technology Select Sector 0.30% 2,350 $448K No change
CAT Caterpillar Inc. 0.30% 415 $442K No change
PSA Public Storage 0.28% 1,300 $414K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.26% 6,350 $390K No change
BAC Bank of America Corp. 0.25% 6,618 $377K Add +0.1%
ANET Arista Networks Inc. 0.24% 2,100 $357K Add +13.5%
IJR iShares Core S&P Small-Cap E 0.23% 2,295 $340K Reduce -14.8%
VYM Vanguard High DVD Yield ETF 0.22% 2,107 $333K No change
ED Consolidated Edison Inc. 0.22% 3,000 $332K No change
LRCX Lam Research Corp. 0.21% 720 $312K New
SPCX Space Exploration Techn Class A 0.21% 1,795 $307K New
MUB iShares National Muni Bond E 0.20% 2,739 $295K No change
SCHW Schwab (charles) Corp. 0.20% 3,167 $292K No change
SOXX iShares Semiconductor ETF 0.19% 450 $288K New
VZ Verizon Communications Inc. 0.18% 6,391 $271K Reduce -6.1%
TIPX SS SPDR BB 1-10YR Tips ETF 0.18% 14,144 $268K No change
GS Goldman Sachs Group Inc. 0.17% 251 $253K Add +0.4%
HON Honeywell International Inc. 0.17% 1,113 $249K No change
HONA Honeywell Aerospace Inc. 0.16% 1,112 $246K No change
SHOP Shopify Inc. Class A 0.16% 2,125 $243K No change
WFC Wells Fargo & Co. 0.16% 2,846 $235K No change
ALL Allstate Corp. 0.15% 950 $226K New
GLW Corning Inc. 0.15% 875 $224K New
VWO Vanguard Ftse Emerging Marke 0.15% 3,703 $221K Add +0.0%
SYY Sysco Corp. 0.14% 2,450 $205K New

Portfolio Sells Q1 2026 → Q2 2026
AAPL Apple Inc. Reduce -1.0% 10.96% −0.52
WM Waste Management Inc. Reduce -17.6% 0.59% −0.28
XLE SS Energy Select Sector Sold out 0.00% −0.21
DHR Danaher Corp. Sold out 0.00% −0.18
SPY SS SPDR S&P 500 ETF Trust-US Reduce -6.3% 1.17% −0.12
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.7% 1.49% −0.11
VZ Verizon Communications Inc. Reduce -6.1% 0.18% −0.09
AVGO Broadcom Inc. Reduce -11.6% 0.92% −0.09
IJR iShares Core S&P Small-Cap E Reduce -14.8% 0.23% −0.04
IWM iShares Russell 2000 ETF Reduce -5.0% 0.57% −0.02
TSM Taiwan Semiconductor-SP ADR Reduce -4.9% 0.31% +0.04
SNOW Snowflake Inc. Reduce -1.4% 0.36% +0.10
INTC Intel Corp. Reduce -14.8% 0.42% +0.23
GOOGL Alphabet Inc. Class A Reduce -0.5% 7.50% +0.33
PANW Palo Alto Networks Inc. Reduce -1.7% 1.33% +0.58
CRWD CrowdStrike Holdings Inc. Class A Reduce -6.2% 2.89% +1.02

Portfolio Buys Q1 2026 → Q2 2026
MU Micron Technology Inc. New 0.60% +0.60
GOOG Alphabet Inc. Class C Add +60.3% 0.86% +0.34
AMD Advanced Micro Devices New 0.31% +0.31
ETN Eaton Corp. PLC New 0.31% +0.31
LLY Eli Lilly & Co. Add +0.5% 3.04% +0.30
LRCX Lam Research Corp. New 0.21% +0.21
SPCX Space Exploration Techn Class A New 0.21% +0.21
SOXX iShares Semiconductor ETF New 0.19% +0.19
PLTR Palantir Technologies Inc. Class A Add +175.9% 0.37% +0.17
ALL Allstate Corp. New 0.15% +0.15
GLW Corning Inc. New 0.15% +0.15
SYY Sysco Corp. New 0.14% +0.14
CSCO Cisco Systems Inc. Add +0.0% 0.60% +0.13
ANET Arista Networks Inc. Add +13.5% 0.24% +0.06
ABBV Abbvie Inc. Add +13.8% 0.42% +0.04
NFLX Netflix Inc. Add +67.0% 0.78% +0.04
GS Goldman Sachs Group Inc. Add +0.4% 0.17% +0.00
BAC Bank of America Corp. Add +0.1% 0.25% −0.00
IBM Intl Business Machines Corp. Add +0.1% 0.30% −0.01
VWO Vanguard Ftse Emerging Marke Add +0.0% 0.15% −0.01
HD Home Depot Inc. Add +9.0% 1.29% −0.01
DVY iShares Select Dividend ETF Add +12.3% 0.88% −0.02
IVV iShares Core S&P 500 ETF Add +1.6% 2.92% −0.05
WMT Walmart Inc. Add +14.2% 0.35% −0.05
MRK Merck & Co. Inc. Add +0.0% 0.80% −0.09
IWF iShares Russell 1000 Growth Add +0.9% 14.10% −0.09
UBER Uber Technologies Inc. Add +9.9% 1.33% −0.10
PG The Procter & Gamble Co. Add +0.6% 0.62% −0.10
JNJ Johnson & Johnson Add +0.0% 0.75% −0.10
CRM Salesforce Inc. Add +3.1% 0.32% −0.12
JPM JPMorgan Chase & Co. Add +1.2% 2.39% −0.12
META Meta Platforms Inc. Class A Add +1.1% 0.76% −0.14
AMZN Amazon.com Inc. Add +0.7% 6.54% −0.17
CVX Chevron Corp. Add +2.1% 0.40% −0.18
NVDA Nvidia Corp. Add +0.4% 12.01% −0.32
COST Costco Wholesale Corp. Add +1.3% 2.94% −0.72
MSFT Microsoft Corp. Add +0.5% 5.74% −0.96

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 72$149.2MIWF, NVDA, AAPL, GOOGL, AMZN
Q1 2026 64$126.2MIWF, NVDA, AAPL, GOOGL, AMZN
Q4 2025 61$143.3MIWF, NVDA, AAPL, MSFT, GOOGL
Q3 2025Amended 64$145.2MIWF, NVDA, AAPL, MSFT, AMZN
Q2 2025 61$127.6MIWF, NVDA, MSFT, AAPL, AMZN
Q1 2025 61$117.3MIWF, AAPL, NVDA, MSFT, AMZN
Q4 2024 59$127.5MIWF, AAPL, NVDA, MSFT, GOOGL
Q3 2024 59$118.9MIWF, AAPL, NVDA, MSFT, GOOGL
Q2 2024 58$117.8MIWF, AAPL, NVDA, MSFT, GOOGL
Q1 2024 63$110.4MIWF, MSFT, AAPL, NVDA, GOOGL