Blodgett Wealth Advisors, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), Blodgett Wealth Advisors, LLC reported 61 stock positions worth $117.3 million. Its top holding was iShares Russell 1000 Growth (IWF) at 16.2% of the portfolio, followed by Apple (AAPL, 12.2%) and Nvidia (NVDA, 9.3%). Compared with Q4 2024, it opened 4 new positions, sold out of 2, added to 15 and reduced 14. The biggest buy was Amazon.com (AMZN, shares +40%) and the biggest sale Nvidia (NVDA, shares −5%).

Most Recent 13F
Q2 2026
Location
CONCORD, CA
CIK
0001907826
Portfolio Value
$117.3M (Q1 2025)
SEC Filing
0001085146-25-002131 ↗ filed Apr 17, 2025

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 $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 Q2 2026

Holdings 61 stocks · $117.3M
IWF iShares Russell 1000 Growth 16.18% 52,578 $19.0M Reduce -6.4%
AAPL Apple Inc. 12.23% 64,619 $14.4M Reduce -5.9%
NVDA Nvidia Corp. 9.31% 100,757 $10.9M Reduce -5.5%
MSFT Microsoft Corp. 8.58% 26,816 $10.1M Reduce -3.8%
AMZN Amazon.com Inc. 6.96% 42,922 $8.2M Add +40.5%
GOOGL Alphabet Inc. Class A 5.70% 43,222 $6.7M Reduce -2.4%
LLY Eli Lilly & Co. 3.53% 5,022 $4.1M Reduce -2.4%
COST Costco Wholesale Corp. 3.46% 4,296 $4.1M Reduce -1.5%
IVV iShares Core S&P 500 ETF 2.31% 4,831 $2.7M Add +11.8%
JPM JPMorgan Chase & Co. 2.30% 11,013 $2.7M Add +2.3%
HD Home Depot Inc. 1.82% 5,825 $2.1M Add +10.0%
WM Waste Management Inc. 1.54% 7,811 $1.8M No change
CRWD CrowdStrike Holdings Inc. Class A 1.52% 5,072 $1.8M Add +7.9%
VTV Vanguard Mrngstr Val ETF-Aui 1.49% 10,153 $1.8M Add +2.9%
BRK.A Berkshire Hathaway Inc. Class A 1.36% 2 $1.6M New
AXP American Express Co. 1.30% 5,659 $1.5M No change
DVY iShares Select Dividend ETF 1.21% 10,565 $1.4M No change
SPY SS SPDR S&P 500 ETF Trust-US 1.19% 2,504 $1.4M No change
PG The Procter & Gamble Co. 0.97% 6,680 $1.1M Reduce -10.7%
UBER Uber Technologies Inc. 0.88% 14,220 $1.0M New
MRK Merck & Co. Inc. 0.84% 10,971 $985K Reduce -22.7%
AVGO Broadcom Inc. 0.79% 5,516 $924K Add +1.6%
ABBV Abbvie Inc. 0.75% 4,226 $885K No change
META Meta Platforms Inc. Class A 0.75% 1,530 $882K Add +14.2%
TSLA Tesla Inc. 0.73% 3,300 $855K Add +1.1%
MCD McDonald's Corp. 0.73% 2,733 $854K Reduce -1.8%
PANW Palo Alto Networks Inc. 0.72% 4,950 $845K No change
JNJ Johnson & Johnson 0.69% 4,894 $812K Add +2.2%
CRM Salesforce Inc. 0.69% 3,013 $808K Reduce -1.3%
V Visa Inc. Class A 0.61% 2,035 $713K Reduce -26.3%
NFLX Netflix Inc. 0.56% 700 $653K Add +10.2%
CVX Chevron Corp. 0.52% 3,618 $605K Reduce -5.8%
IWM iShares Russell 2000 ETF 0.51% 2,995 $597K No change
KMB Kimberly-Clark Corp. 0.47% 3,912 $556K No change
CSCO Cisco Systems Inc. 0.42% 7,900 $487K Add +0.0%
HON Honeywell International Inc. 0.40% 2,225 $471K No change
IWR iShares Russell Mid-Cap ETF 0.40% 5,468 $465K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.34% 1,593 $396K No change
PSA Public Storage 0.33% 1,300 $389K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.32% 9,107 $380K Add +0.1%
WMT Walmart Inc. 0.30% 4,073 $358K Add +11.7%
GOOG Alphabet Inc. Class C 0.30% 2,260 $353K Add +2.7%
VZ Verizon Communications Inc. 0.30% 7,656 $347K Reduce -12.6%
ED Consolidated Edison Inc. 0.28% 3,000 $332K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.28% 6,400 $331K New
QQQ Invesco QQQ Trust Series 1 0.27% 683 $320K No change
TIPX SS SPDR BB 1-10YR Tips ETF 0.27% 16,210 $311K No change
DHR Danaher Corp. 0.26% 1,470 $301K No change
IJR iShares Core S&P Small-Cap E 0.24% 2,720 $284K No change
CAT Caterpillar Inc. 0.23% 826 $273K No change
VYM Vanguard High DVD Yield ETF 0.23% 2,107 $272K No change
QCOM Qualcomm Inc. 0.22% 1,715 $263K No change
XLK SS Technology Select Sector 0.22% 1,250 $258K No change
ANET Arista Networks Inc. 0.21% 3,200 $248K No change
SCHW Schwab (charles) Corp. 0.21% 3,167 $248K No change
DFAU Dimensional US Core Equity M 0.20% 6,072 $233K No change
SHOP Shopify Inc. Class A 0.19% 2,325 $222K No change
TSM Taiwan Semiconductor-SP ADR 0.17% 1,215 $202K No change
CVS CVS Health Corp. 0.17% 2,965 $201K New
CHPT Chargepoint Holdings Inc. 0.01% 14,370 $9K No change
CARM Carisma Therapeutics Inc. 0.01% 24,001 $7K No change

Portfolio Sells Q4 2024 → Q1 2025
NVDA Nvidia Corp. Reduce -5.5% 9.31% −1.91
IWF iShares Russell 1000 Growth Reduce -6.4% 16.18% −1.51
AAPL Apple Inc. Reduce -5.9% 12.23% −1.25
GOOGL Alphabet Inc. Class A Reduce -2.4% 5.70% −0.87
MSFT Microsoft Corp. Reduce -3.8% 8.58% −0.64
AMD Advanced Micro Devices Sold out 0.00% −0.59
MRK Merck & Co. Inc. Reduce -22.7% 0.84% −0.27
BX Blackstone Inc. Sold out 0.00% −0.19
CRM Salesforce Inc. Reduce -1.3% 0.69% −0.11
V Visa Inc. Class A Reduce -26.3% 0.61% −0.08
PG The Procter & Gamble Co. Reduce -10.7% 0.97% −0.01
VZ Verizon Communications Inc. Reduce -12.6% 0.30% +0.02
CVX Chevron Corp. Reduce -5.8% 0.52% +0.08
MCD McDonald's Corp. Reduce -1.8% 0.73% +0.10
COST Costco Wholesale Corp. Reduce -1.5% 3.46% +0.33
LLY Eli Lilly & Co. Reduce -2.4% 3.53% +0.42

Portfolio Buys Q4 2024 → Q1 2025
AMZN Amazon.com Inc. Add +40.5% 6.96% +1.70
BRK.A Berkshire Hathaway Inc. Class A New 1.36% +1.36
UBER Uber Technologies Inc. New 0.88% +0.88
IVV iShares Core S&P 500 ETF Add +11.8% 2.31% +0.32
JEPQ JPM Nasdaq Equity Premium New 0.28% +0.28
JPM JPMorgan Chase & Co. Add +2.3% 2.30% +0.28
CRWD CrowdStrike Holdings Inc. Class A Add +7.9% 1.52% +0.26
HD Home Depot Inc. Add +10.0% 1.82% +0.20
VTV Vanguard Mrngstr Val ETF-Aui Add +2.9% 1.49% +0.19
CVS CVS Health Corp. New 0.17% +0.17
JNJ Johnson & Johnson Add +2.2% 0.69% +0.15
META Meta Platforms Inc. Class A Add +14.2% 0.75% +0.14
NFLX Netflix Inc. Add +10.2% 0.56% +0.11
CSCO Cisco Systems Inc. Add +0.0% 0.42% +0.05
WMT Walmart Inc. Add +11.7% 0.30% +0.05
BAC Bank of America Corp. Add +0.1% 0.32% +0.01
GOOG Alphabet Inc. Class C Add +2.7% 0.30% −0.03
AVGO Broadcom Inc. Add +1.6% 0.79% −0.20
TSLA Tesla Inc. Add +1.1% 0.73% −0.30

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