Blodgett Wealth Advisors, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Blodgett Wealth Advisors, LLC reported 61 stock positions worth $143.3 million. Its top holding was iShares Russell 1000 Growth (IWF) at 16.1% of the portfolio, followed by Nvidia (NVDA, 11.9%) and Apple (AAPL, 11.2%). Compared with Q3 2025, it opened 2 new positions, sold out of 5, added to 15 and reduced 21. The biggest buy was Vanguard Mrngstr Val ETF-Aui (VTV, shares +1%) and the biggest sale Microsoft (MSFT, shares −1%).

Most Recent 13F
Q2 2026
Location
CONCORD, CA
CIK
0001907826
Portfolio Value
$143.3M (Q4 2025)
SEC Filing
0001907826-26-000001 ↗ filed Jan 29, 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 $143.3M Q4 2025 Q1 2026: $126.2M Q1 2026 Q2 2026: $149.2M Q2 2026

Holdings 61 stocks · $143.3M
IWF iShares Russell 1000 Growth 16.05% 48,605 $23.0M Reduce -0.5%
NVDA Nvidia Corp. 11.95% 91,807 $17.1M Reduce -0.8%
AAPL Apple Inc. 11.17% 58,887 $16.0M Reduce -1.4%
MSFT Microsoft Corp. 8.28% 24,545 $11.9M Reduce -1.3%
GOOGL Alphabet Inc. Class A 7.31% 33,462 $10.5M Reduce -1.7%
AMZN Amazon.com Inc. 6.63% 41,187 $9.5M Reduce -0.1%
LLY Eli Lilly & Co. 3.15% 4,197 $4.5M Reduce -5.7%
COST Costco Wholesale Corp. 2.95% 4,904 $4.2M Add +4.7%
IVV iShares Core S&P 500 ETF 2.69% 5,622 $3.9M Add +5.6%
JPM JPMorgan Chase & Co. 2.36% 10,493 $3.4M Add +0.0%
CRWD CrowdStrike Holdings Inc. Class A 1.68% 5,147 $2.4M Reduce -0.2%
HD Home Depot Inc. 1.44% 5,999 $2.1M Reduce -1.0%
VTV Vanguard Mrngstr Val ETF-Aui 1.37% 10,293 $2.0M Add +1.3%
UBER Uber Technologies Inc. 1.31% 22,975 $1.9M Add +50.9%
AXP American Express Co. 1.30% 5,044 $1.9M No change
SPY SS SPDR S&P 500 ETF Trust-US 1.19% 2,504 $1.7M No change
WM Waste Management Inc. 1.18% 7,671 $1.7M No change
AVGO Broadcom Inc. 1.17% 4,826 $1.7M Reduce -3.9%
BRK.A Berkshire Hathaway Inc. Class A 1.05% 2 $1.5M No change
META Meta Platforms Inc. Class A 0.90% 1,945 $1.3M Add +24.3%
TSLA Tesla Inc. 0.75% 2,400 $1.1M No change
DVY iShares Select Dividend ETF 0.74% 7,515 $1.1M Reduce -2.6%
PANW Palo Alto Networks Inc. 0.70% 5,475 $1.0M Add +4.3%
MRK Merck & Co. Inc. 0.69% 9,331 $982K Add +0.0%
ABBV Abbvie Inc. 0.67% 4,176 $954K Reduce -1.2%
NFLX Netflix Inc. 0.64% 9,730 $912K Add +23.8%
MCD McDonald's Corp. 0.64% 2,984 $912K No change
JNJ Johnson & Johnson 0.63% 4,395 $910K No change
PG The Procter & Gamble Co. 0.63% 6,280 $900K Reduce -3.1%
CRM Salesforce Inc. 0.54% 2,938 $778K Reduce -8.6%
IWM iShares Russell 2000 ETF 0.51% 2,995 $737K No change
GOOG Alphabet Inc. Class C 0.49% 2,260 $709K No change
V Visa Inc. Class A 0.45% 1,835 $644K No change
CSCO Cisco Systems Inc. 0.42% 7,907 $609K Add +0.0%
CVX Chevron Corp. 0.38% 3,596 $548K Reduce -0.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.33% 1,593 $472K No change
WMT Walmart Inc. 0.32% 4,080 $455K No change
HON Honeywell International Inc. 0.30% 2,225 $434K No change
IWR iShares Russell Mid-Cap ETF 0.29% 4,350 $419K Reduce -20.4%
KMB Kimberly-Clark Corp. 0.29% 4,112 $415K Add +5.1%
QQQ Invesco QQQ Trust Series 1 0.27% 633 $389K Reduce -7.3%
SNOW Snowflake Inc. 0.27% 1,755 $385K Add +16.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.25% 6,609 $364K Add +0.1%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.25% 6,150 $357K No change
SHOP Shopify Inc. Class A 0.24% 2,125 $342K No change
XLK SS Technology Select Sector 0.24% 2,350 $338K No change
PSA Public Storage 0.24% 1,300 $337K No change
IJR iShares Core S&P Small-Cap E 0.23% 2,695 $324K Add +1.3%
SCHW Schwab (charles) Corp. 0.22% 3,167 $316K No change
TSM Taiwan Semiconductor-SP ADR 0.22% 1,015 $308K Reduce -6.9%
VYM Vanguard High DVD Yield ETF 0.21% 2,107 $302K No change
ED Consolidated Edison Inc. 0.21% 3,000 $298K No change
MUB iShares National Muni Bond E 0.20% 2,739 $293K No change
VZ Verizon Communications Inc. 0.19% 6,806 $277K Reduce -6.8%
TIPX SS SPDR BB 1-10YR Tips ETF 0.19% 14,144 $270K Reduce -11.7%
DHR Danaher Corp. 0.19% 1,170 $268K No change
WFC Wells Fargo & Co. 0.19% 2,846 $265K New
ANET Arista Networks Inc. 0.17% 1,850 $242K No change
CAT Caterpillar Inc. 0.17% 415 $238K Reduce -2.6%
BX Blackstone Inc. 0.15% 1,428 $220K Add +0.3%
GS Goldman Sachs Group Inc. 0.15% 249 $219K New

Portfolio Sells Q3 2025 → Q4 2025
MSFT Microsoft Corp. Reduce -1.3% 8.28% −0.59
HD Home Depot Inc. Reduce -1.0% 1.44% −0.25
ALL Allstate Corp. Sold out 0.00% −0.14
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.14
SYY Sysco Corp. Sold out 0.00% −0.14
VWO Vanguard Ftse Emerging Marke Sold out 0.00% −0.14
IWR iShares Russell Mid-Cap ETF Reduce -20.4% 0.29% −0.07
CRWD CrowdStrike Holdings Inc. Class A Reduce -0.2% 1.68% −0.06
PG The Procter & Gamble Co. Reduce -3.1% 0.63% −0.06
VZ Verizon Communications Inc. Reduce -6.8% 0.19% −0.03
TIPX SS SPDR BB 1-10YR Tips ETF Reduce -11.7% 0.19% −0.02
DVY iShares Select Dividend ETF Reduce -2.6% 0.74% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -7.3% 0.27% −0.01
ABBV Abbvie Inc. Reduce -1.2% 0.67% −0.01
CARM Carisma Therapeutics Inc. Sold out 0.00% −0.00
CVX Chevron Corp. Reduce -0.6% 0.38% −0.00
TSM Taiwan Semiconductor-SP ADR Reduce -6.9% 0.22% +0.01
CRM Salesforce Inc. Reduce -8.6% 0.54% +0.02
AVGO Broadcom Inc. Reduce -3.9% 1.17% +0.02
CAT Caterpillar Inc. Reduce -2.6% 0.17% +0.03
NVDA Nvidia Corp. Reduce -0.8% 11.95% +0.06
IWF iShares Russell 1000 Growth Reduce -0.5% 16.05% +0.30
AMZN Amazon.com Inc. Reduce -0.1% 6.63% +0.40
AAPL Apple Inc. Reduce -1.4% 11.17% +0.70
LLY Eli Lilly & Co. Reduce -5.7% 3.15% +0.81
GOOGL Alphabet Inc. Class A Reduce -1.7% 7.31% +1.61

Portfolio Buys Q3 2025 → Q4 2025
VTV Vanguard Mrngstr Val ETF-Aui Add +1.3% 1.37% +1.35
UBER Uber Technologies Inc. Add +50.9% 1.31% +0.28
IVV iShares Core S&P 500 ETF Add +5.6% 2.69% +0.23
WFC Wells Fargo & Co. New 0.19% +0.19
GS Goldman Sachs Group Inc. New 0.15% +0.15
MRK Merck & Co. Inc. Add +0.0% 0.69% +0.15
META Meta Platforms Inc. Class A Add +24.3% 0.90% +0.10
JPM JPMorgan Chase & Co. Add +0.0% 2.36% +0.08
CSCO Cisco Systems Inc. Add +0.0% 0.42% +0.05
SNOW Snowflake Inc. Add +16.6% 0.27% +0.03
BAC Bank of America Corp. Add +0.1% 0.25% +0.02
IJR iShares Core S&P Small-Cap E Add +1.3% 0.23% +0.01
NFLX Netflix Inc. Add +23.8% 0.64% −0.01
BX Blackstone Inc. Add +0.3% 0.15% −0.01
PANW Palo Alto Networks Inc. Add +4.3% 0.70% −0.03
COST Costco Wholesale Corp. Add +4.7% 2.95% −0.03
KMB Kimberly-Clark Corp. Add +5.1% 0.29% −0.05

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