Blodgett Wealth Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), Blodgett Wealth Advisors, LLC reported 61 stock positions worth $127.6 million. Its top holding was iShares Russell 1000 Growth (IWF) at 16.4% of the portfolio, followed by Nvidia (NVDA, 11.9%) and Microsoft (MSFT, 10.1%). Compared with Q1 2025, it opened 3 new positions, sold out of 3, added to 8 and reduced 28. The biggest buy was a new position in Snowflake (SNOW) and the biggest sale Apple (AAPL, shares −7%).

Most Recent 13F
Q2 2026
Location
CONCORD, CA
CIK
0001907826
Portfolio Value
$127.6M (Q2 2025)
SEC Filing
0001085146-25-003628 ↗ filed Jul 9, 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 Q1 2025 Q2 2025: $127.6M $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 · $127.6M
IWF iShares Russell 1000 Growth 16.38% 49,234 $20.9M Reduce -6.4%
NVDA Nvidia Corp. 11.88% 95,942 $15.2M Reduce -4.8%
MSFT Microsoft Corp. 10.08% 25,854 $12.9M Reduce -3.6%
AAPL Apple Inc. 9.69% 60,310 $12.4M Reduce -6.7%
AMZN Amazon.com Inc. 7.23% 42,082 $9.2M Reduce -2.0%
GOOGL Alphabet Inc. Class A 4.85% 35,091 $6.2M Reduce -18.8%
COST Costco Wholesale Corp. 3.29% 4,236 $4.2M Reduce -1.4%
LLY Eli Lilly & Co. 2.81% 4,607 $3.6M Reduce -8.3%
IVV iShares Core S&P 500 ETF 2.53% 5,211 $3.2M Add +7.9%
JPM JPMorgan Chase & Co. 2.53% 11,140 $3.2M Add +1.1%
CRWD CrowdStrike Holdings Inc. Class A 1.95% 4,892 $2.5M Reduce -3.5%
HD Home Depot Inc. 1.68% 5,856 $2.1M Add +0.5%
VTV Vanguard Mrngstr Val ETF-Aui 1.41% 10,153 $1.8M No change
WM Waste Management Inc. 1.38% 7,671 $1.8M Reduce -1.8%
AXP American Express Co. 1.30% 5,219 $1.7M Reduce -7.8%
SPY SS SPDR S&P 500 ETF Trust-US 1.21% 2,504 $1.5M No change
AVGO Broadcom Inc. 1.18% 5,441 $1.5M Reduce -1.4%
BRK.A Berkshire Hathaway Inc. Class A 1.14% 2 $1.5M No change
UBER Uber Technologies Inc. 1.12% 15,330 $1.4M Add +7.8%
DVY iShares Select Dividend ETF 1.06% 10,165 $1.3M Reduce -3.8%
META Meta Platforms Inc. Class A 0.91% 1,565 $1.2M Add +2.3%
PG The Procter & Gamble Co. 0.81% 6,480 $1.0M Reduce -3.0%
PANW Palo Alto Networks Inc. 0.77% 4,800 $982K Reduce -3.0%
NFLX Netflix Inc. 0.73% 700 $937K No change
CRM Salesforce Inc. 0.69% 3,213 $876K Add +6.6%
MCD McDonald's Corp. 0.63% 2,733 $799K No change
ABBV Abbvie Inc. 0.61% 4,226 $784K No change
TSLA Tesla Inc. 0.60% 2,400 $762K Reduce -27.3%
MRK Merck & Co. Inc. 0.58% 9,328 $738K Reduce -15.0%
JNJ Johnson & Johnson 0.53% 4,394 $671K Reduce -10.2%
V Visa Inc. Class A 0.51% 1,835 $652K Reduce -9.8%
IWM iShares Russell 2000 ETF 0.51% 2,995 $646K No change
CSCO Cisco Systems Inc. 0.43% 7,902 $548K Add +0.0%
HON Honeywell International Inc. 0.41% 2,225 $518K No change
CVX Chevron Corp. 0.41% 3,618 $518K No change
KMB Kimberly-Clark Corp. 0.40% 3,912 $504K No change
IWR iShares Russell Mid-Cap ETF 0.39% 5,468 $503K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.37% 1,593 $470K No change
GOOG Alphabet Inc. Class C 0.31% 2,260 $401K No change
WMT Walmart Inc. 0.31% 4,078 $399K Add +0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.31% 8,401 $398K Reduce -7.8%
PSA Public Storage 0.30% 1,300 $381K No change
QQQ Invesco QQQ Trust Series 1 0.30% 683 $377K No change
VZ Verizon Communications Inc. 0.26% 7,656 $331K No change
SNOW Snowflake Inc. 0.25% 1,430 $320K New
TIPX SS SPDR BB 1-10YR Tips ETF 0.24% 16,022 $307K Reduce -1.2%
ED Consolidated Edison Inc. 0.24% 3,000 $301K No change
XLK SS Technology Select Sector 0.23% 1,175 $298K Reduce -6.0%
IJR iShares Core S&P Small-Cap E 0.23% 2,660 $291K Reduce -2.2%
DHR Danaher Corp. 0.23% 1,470 $290K No change
SCHW Schwab (charles) Corp. 0.23% 3,167 $289K No change
MUB iShares National Muni Bond E 0.22% 2,739 $286K New
VYM Vanguard High DVD Yield ETF 0.22% 2,107 $281K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.22% 5,150 $280K Reduce -19.5%
TSM Taiwan Semiconductor-SP ADR 0.19% 1,090 $247K Reduce -10.3%
SHOP Shopify Inc. Class A 0.19% 2,125 $245K Reduce -8.6%
CAT Caterpillar Inc. 0.19% 626 $243K Reduce -24.2%
DFAU Dimensional US Core Equity M 0.19% 5,712 $242K Reduce -5.9%
BX Blackstone Inc. 0.17% 1,420 $212K New
CHPT Chargepoint Holdings Inc. 0.01% 14,370 $10K No change
CARM Carisma Therapeutics Inc. 0.01% 24,001 $9K No change

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -6.7% 9.69% −2.54
GOOGL Alphabet Inc. Class A Reduce -18.8% 4.85% −0.85
LLY Eli Lilly & Co. Reduce -8.3% 2.81% −0.72
MRK Merck & Co. Inc. Reduce -15.0% 0.58% −0.26
QCOM Qualcomm Inc. Sold out 0.00% −0.22
ANET Arista Networks Inc. Sold out 0.00% −0.21
COST Costco Wholesale Corp. Reduce -1.4% 3.29% −0.18
CVS CVS Health Corp. Sold out 0.00% −0.17
WM Waste Management Inc. Reduce -1.8% 1.38% −0.17
JNJ Johnson & Johnson Reduce -10.2% 0.53% −0.17
PG The Procter & Gamble Co. Reduce -3.0% 0.81% −0.16
DVY iShares Select Dividend ETF Reduce -3.8% 1.06% −0.15
TSLA Tesla Inc. Reduce -27.3% 0.60% −0.13
V Visa Inc. Class A Reduce -9.8% 0.51% −0.10
JEPQ JPM Nasdaq Equity Premium Reduce -19.5% 0.22% −0.06
CAT Caterpillar Inc. Reduce -24.2% 0.19% −0.04
TIPX SS SPDR BB 1-10YR Tips ETF Reduce -1.2% 0.24% −0.02
IJR iShares Core S&P Small-Cap E Reduce -2.2% 0.23% −0.01
BAC Bank of America Corp. Reduce -7.8% 0.31% −0.01
DFAU Dimensional US Core Equity M Reduce -5.9% 0.19% −0.01
SHOP Shopify Inc. Class A Reduce -8.6% 0.19% +0.00
AXP American Express Co. Reduce -7.8% 1.30% +0.01
XLK SS Technology Select Sector Reduce -6.0% 0.23% +0.01
TSM Taiwan Semiconductor-SP ADR Reduce -10.3% 0.19% +0.02
PANW Palo Alto Networks Inc. Reduce -3.0% 0.77% +0.05
IWF iShares Russell 1000 Growth Reduce -6.4% 16.38% +0.20
AMZN Amazon.com Inc. Reduce -2.0% 7.23% +0.27
AVGO Broadcom Inc. Reduce -1.4% 1.18% +0.39
CRWD CrowdStrike Holdings Inc. Class A Reduce -3.5% 1.95% +0.43
MSFT Microsoft Corp. Reduce -3.6% 10.08% +1.50
NVDA Nvidia Corp. Reduce -4.8% 11.88% +2.57

Portfolio Buys Q1 2025 → Q2 2025
SNOW Snowflake Inc. New 0.25% +0.25
UBER Uber Technologies Inc. Add +7.8% 1.12% +0.24
JPM JPMorgan Chase & Co. Add +1.1% 2.53% +0.23
MUB iShares National Muni Bond E New 0.22% +0.22
IVV iShares Core S&P 500 ETF Add +7.9% 2.53% +0.22
BX Blackstone Inc. New 0.17% +0.17
META Meta Platforms Inc. Class A Add +2.3% 0.91% +0.15
CSCO Cisco Systems Inc. Add +0.0% 0.43% +0.01
WMT Walmart Inc. Add +0.1% 0.31% +0.01
CRM Salesforce Inc. Add +6.6% 0.69% −0.00
HD Home Depot Inc. Add +0.5% 1.68% −0.14

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