Blodgett Wealth Advisors, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 28, 2025), Blodgett Wealth Advisors, LLC reported 64 stock positions worth $145.2 million. Its top holding was iShares Russell 1000 Growth (IWF) at 15.8% of the portfolio, followed by Nvidia (NVDA, 11.9%) and Apple (AAPL, 10.5%). Compared with Q2 2025, it opened 5 new positions, sold out of 2, added to 15 and reduced 16. The biggest buy was a new position in Arista Networks (ANET) and the biggest sale Microsoft (MSFT, shares −4%).

Most Recent 13F
Q2 2026
Location
CONCORD, CA
CIK
0001907826
Portfolio Value
$145.2M (Q3 2025)
SEC Filing
0001907826-25-000003 ↗ filed Oct 28, 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 Q2 2025 Q3 2025: $145.2M $145.2M Q3 2025 Q4 2025: $143.3M Q4 2025 Q1 2026: $126.2M Q1 2026 Q2 2026: $149.2M Q2 2026

Holdings 64 stocks · $145.2M
IWF iShares Russell 1000 Growth 15.75% 48,831 $22.9M Reduce -0.8%
NVDA Nvidia Corp. 11.89% 92,497 $17.3M Reduce -3.6%
AAPL Apple Inc. 10.47% 59,710 $15.2M Reduce -1.0%
MSFT Microsoft Corp. 8.88% 24,879 $12.9M Reduce -3.8%
AMZN Amazon.com Inc. 6.24% 41,232 $9.1M Reduce -2.0%
GOOG Alphabet Inc. Class C 5.70% 2,260 $8.3M No change
GOOGL Alphabet Inc. Class A 5.70% 34,047 $8.3M Reduce -3.0%
COST Costco Wholesale Corp. 2.99% 4,683 $4.3M Add +10.6%
IVV iShares Core S&P 500 ETF 2.45% 5,322 $3.6M Add +2.1%
LLY Eli Lilly & Co. 2.34% 4,452 $3.4M Reduce -3.4%
JPM JPMorgan Chase & Co. 2.28% 10,491 $3.3M Reduce -5.8%
CRWD CrowdStrike Holdings Inc. Class A 1.74% 5,157 $2.5M Add +5.4%
HD Home Depot Inc. 1.69% 6,058 $2.5M Add +3.5%
WM Waste Management Inc. 1.17% 7,671 $1.7M No change
AXP American Express Co. 1.15% 5,044 $1.7M Reduce -3.4%
SPY SS SPDR S&P 500 ETF Trust-US 1.15% 2,504 $1.7M No change
AVGO Broadcom Inc. 1.14% 5,021 $1.7M Reduce -7.7%
BRK.A Berkshire Hathaway Inc. Class A 1.04% 2 $1.5M No change
UBER Uber Technologies Inc. 1.03% 15,230 $1.5M Reduce -0.7%
META Meta Platforms Inc. Class A 0.79% 1,565 $1.1M No change
DVY iShares Select Dividend ETF 0.76% 7,715 $1.1M Reduce -24.1%
PANW Palo Alto Networks Inc. 0.74% 5,250 $1.1M Add +9.4%
TSLA Tesla Inc. 0.74% 2,400 $1.1M No change
PG The Procter & Gamble Co. 0.69% 6,480 $996K No change
ABBV Abbvie Inc. 0.67% 4,226 $978K No change
NFLX Netflix Inc. 0.65% 786 $942K Add +12.3%
MCD McDonald's Corp. 0.62% 2,984 $907K Add +9.2%
JNJ Johnson & Johnson 0.56% 4,395 $815K Add +0.0%
MRK Merck & Co. Inc. 0.54% 9,330 $783K Add +0.0%
CRM Salesforce Inc. 0.52% 3,213 $761K No change
IWM iShares Russell 2000 ETF 0.50% 2,995 $725K No change
V Visa Inc. Class A 0.43% 1,835 $626K No change
CVX Chevron Corp. 0.39% 3,618 $562K No change
CSCO Cisco Systems Inc. 0.37% 7,905 $541K Add +0.0%
IWR iShares Russell Mid-Cap ETF 0.36% 5,468 $528K No change
KMB Kimberly-Clark Corp. 0.34% 3,912 $486K No change
HON Honeywell International Inc. 0.32% 2,225 $468K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.31% 1,593 $449K No change
WMT Walmart Inc. 0.29% 4,080 $420K Add +0.1%
QQQ Invesco QQQ Trust Series 1 0.28% 683 $410K No change
PSA Public Storage 0.26% 1,300 $376K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.24% 6,150 $354K Add +19.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.23% 6,605 $341K Reduce -21.4%
SNOW Snowflake Inc. 0.23% 1,505 $339K Add +5.2%
XLK SS Technology Select Sector 0.23% 1,175 $331K No change
VZ Verizon Communications Inc. 0.22% 7,306 $321K Reduce -4.6%
IJR iShares Core S&P Small-Cap E 0.22% 2,660 $316K No change
SHOP Shopify Inc. Class A 0.22% 2,125 $316K No change
TIPX SS SPDR BB 1-10YR Tips ETF 0.21% 16,022 $309K No change
TSM Taiwan Semiconductor-SP ADR 0.21% 1,090 $304K No change
SCHW Schwab (charles) Corp. 0.21% 3,167 $302K No change
ED Consolidated Edison Inc. 0.21% 3,000 $302K No change
VYM Vanguard High DVD Yield ETF 0.20% 2,107 $297K No change
MUB iShares National Muni Bond E 0.20% 2,739 $292K No change
ANET Arista Networks Inc. 0.19% 1,850 $270K New
BX Blackstone Inc. 0.17% 1,423 $243K Add +0.2%
DHR Danaher Corp. 0.16% 1,170 $232K Reduce -20.4%
ALL Allstate Corp. 0.14% 950 $204K New
CAT Caterpillar Inc. 0.14% 426 $203K Reduce -31.9%
PLTR Palantir Technologies Inc. Class A 0.14% 1,115 $203K New
SYY Sysco Corp. 0.14% 2,450 $202K New
VWO Vanguard Ftse Emerging Marke 0.14% 3,692 $200K New
VTV Vanguard Mrngstr Val ETF-Aui 0.03% 10,158 $37K Add +0.1%
CARM Carisma Therapeutics Inc. 0.00% 24,001 $7K No change

Portfolio Sells Q2 2025 → Q3 2025
MSFT Microsoft Corp. Reduce -3.8% 8.88% −1.20
AMZN Amazon.com Inc. Reduce -2.0% 6.24% −1.00
IWF iShares Russell 1000 Growth Reduce -0.8% 15.75% −0.62
LLY Eli Lilly & Co. Reduce -3.4% 2.34% −0.47
DVY iShares Select Dividend ETF Reduce -24.1% 0.76% −0.30
JPM JPMorgan Chase & Co. Reduce -5.8% 2.28% −0.25
DFAU Dimensional US Core Equity M Sold out 0.00% −0.19
AXP American Express Co. Reduce -3.4% 1.15% −0.15
UBER Uber Technologies Inc. Reduce -0.7% 1.03% −0.09
BAC Bank of America Corp. Reduce -21.4% 0.23% −0.08
DHR Danaher Corp. Reduce -20.4% 0.16% −0.07
CAT Caterpillar Inc. Reduce -31.9% 0.14% −0.05
VZ Verizon Communications Inc. Reduce -4.6% 0.22% −0.04
AVGO Broadcom Inc. Reduce -7.7% 1.14% −0.03
CHPT Chargepoint Holdings Inc. Sold out 0.00% −0.01
NVDA Nvidia Corp. Reduce -3.6% 11.89% +0.01
AAPL Apple Inc. Reduce -1.0% 10.47% +0.78
GOOGL Alphabet Inc. Class A Reduce -3.0% 5.70% +0.86

Portfolio Buys Q2 2025 → Q3 2025
ANET Arista Networks Inc. New 0.19% +0.19
ALL Allstate Corp. New 0.14% +0.14
PLTR Palantir Technologies Inc. Class A New 0.14% +0.14
SYY Sysco Corp. New 0.14% +0.14
VWO Vanguard Ftse Emerging Marke New 0.14% +0.14
JNJ Johnson & Johnson Add +0.0% 0.56% +0.04
JEPQ JPM Nasdaq Equity Premium Add +19.4% 0.24% +0.02
HD Home Depot Inc. Add +3.5% 1.69% +0.01
BX Blackstone Inc. Add +0.2% 0.17% +0.00
MCD McDonald's Corp. Add +9.2% 0.62% −0.00
SNOW Snowflake Inc. Add +5.2% 0.23% −0.02
WMT Walmart Inc. Add +0.1% 0.29% −0.02
PANW Palo Alto Networks Inc. Add +9.4% 0.74% −0.03
MRK Merck & Co. Inc. Add +0.0% 0.54% −0.04
CSCO Cisco Systems Inc. Add +0.0% 0.37% −0.06
IVV iShares Core S&P 500 ETF Add +2.1% 2.45% −0.08
NFLX Netflix Inc. Add +12.3% 0.65% −0.09
CRWD CrowdStrike Holdings Inc. Class A Add +5.4% 1.74% −0.21
COST Costco Wholesale Corp. Add +10.6% 2.99% −0.30
VTV Vanguard Mrngstr Val ETF-Aui Add +0.1% 0.03% −1.38

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