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CIK: 0001907826
Total reported value
$149.2M
$149.2M
64 檔
51.8%
During the Q3 2025 filing period, Blodgett Wealth Advisors, LLC (CIK: 0001907826) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $149.2M across 64 reported positions.
In Q3 2025, Blodgett Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 15.75% | -0.09% | -0.82% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 11.89% | -0.32% | -3.59% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 10.47% | -0.52% | -0.99% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 8.88% | -0.96% | -3.77% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.24% | -0.17% | -2.02% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.70% | +0.33% | -2.98% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.70% | +0.35% | — | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.99% | -0.72% | +10.55% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.45% | -0.05% | +2.13% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.34% | +0.30% | -3.36% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.28% | -0.13% | -5.83% | |
| 12 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.74% | +1.03% | +5.42% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.69% | -0.01% | +3.45% | |
| 14 | WM | Waste Management Inc | Stock-Industrials | 1.17% | -0.28% | — | |
| 15 | AXP | American Express Co | Stock-Financials | 1.15% | -0.07% | -3.35% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.15% | -0.12% | — | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.14% | -0.09% | -7.72% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.04% | -0.14% | — | |
| 19 | UBER | Uber Technologies Inc | Stock-Industrials | 1.03% | -0.10% | -0.65% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.14% | — | |
| 21 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.76% | -0.02% | -24.10% | |
| 22 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.74% | +0.58% | +9.38% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | -0.03% | — | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | -0.10% | — | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | +0.04% | — | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.65% | +0.04% | +12.29% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.62% | -0.19% | +9.18% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | -0.10% | +0.02% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.54% | -0.09% | +0.02% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.52% | -0.11% | — | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.50% | -0.02% | — | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | -0.02% | — | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.39% | -0.17% | — | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.37% | +0.13% | +0.04% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.36% | -0.02% | — | |
| 36 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.34% | -0.01% | — | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.32% | -0.40% | EXIT | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.31% | -0.01% | — | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.29% | -0.05% | +0.05% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.02% | — | |
| 41 | PSA | Public Storage | Stock-Real Estate | 0.26% | — | — | |
| 42 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.24% | -0.02% | +19.42% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.23% | -0.01% | -21.38% | |
| 44 | SNOW | Snowflake Inc | Stock-Tech | 0.23% | +0.11% | +5.24% | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.23% | +0.05% | — | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.22% | -0.09% | -4.57% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.22% | -0.04% | — | |
| 48 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.22% | -0.04% | — | |
| 49 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.21% | -0.04% | — | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.21% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +5.4% | — | Unchanged |
| 2 | NVDA | Nvidia CORP | +2.6% | -3.59% | Trim |
| 3 | AVGO | Broadcom Inc | +0.4% | -7.72% | Trim |
| 4 | MSFT | Microsoft CORP | +0.3% | -3.77% | Trim |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +5.42% | Add |
| 6 | UBER | Uber Technologies Inc | +0.2% | -0.65% | Add |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.1% | +2.13% | Add |
| 8 | NFLX | Netflix Inc | +0.1% | +12.29% | Add |
| 9 | META | Meta Platforms Inc-class A | 0% | — | Add |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Trim |
| 11 | SHOP | Shopify Inc - Class A | 0% | — | Trim |
| 12 | PANW | Palo Alto Networks Inc | 0% | +9.38% | Add |
| 13 | TSLA | Tesla Inc | 0% | — | Trim |
| 14 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 15 | XLK | Ss Technology Select Sector | 0% | — | Trim |
| 16 | GOOGL | Alphabet Inc-cl A | — | -2.98% | Trim |
| 17 | SCHW | Schwab (charles) CORP | — | — | Unchanged |
| 18 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 19 | WMT | Walmart Inc | 0% | +0.05% | Add |
| 20 | CARM | Carisma Therapeutics Inc | 0% | — | Unchanged |
| 21 | JPM | Jpmorgan Chase & Co | 0% | -5.83% | Trim |
| 22 | IJR | Ishares Core S&p Small-cap E | 0% | — | Trim |
| 23 | ANET | Arista Networks Inc | 0% | — | Trim |
| 24 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 25 | VYM | Vanguard High Dvd Yield ETF | 0% | — | Unchanged |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 27 | IWR | Ishares Russell Mid-cap ETF | 0% | — | Unchanged |
| 28 | JEPQ | JPM Nasdaq Equity Premium | 0% | +19.42% | Trim |
| 29 | CSCO | Cisco Systems Inc | -0.1% | +0.04% | Add |
| 30 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | -0.1% | — | Trim |
| 31 | ED | Consolidated Edison Inc | -0.1% | — | Unchanged |
| 32 | PSA | Public Storage | -0.1% | — | Unchanged |
| 33 | ABBV | Abbvie Inc | -0.1% | — | Unchanged |
| 34 | VZ | Verizon Communications Inc | -0.1% | -4.57% | Trim |
| 35 | HON | Honeywell International Inc | -0.1% | — | Unchanged |
| 36 | CAT | Caterpillar Inc | -0.1% | -31.95% | Trim |
| 37 | BAC | Bank Of America CORP | -0.1% | -21.38% | Trim |
| 38 | DHR | Danaher CORP | -0.1% | -20.41% | Trim |
| 39 | MCD | Mcdonald's CORP | -0.1% | +9.18% | Add |
| 40 | HD | Home Depot Inc | -0.1% | +3.45% | Add |
| 41 | KMB | Kimberly-clark CORP | -0.1% | — | Unchanged |
| 42 | CVX | Chevron CORP | -0.1% | — | Unchanged |
| 43 | JNJ | Johnson & Johnson | -0.1% | +0.02% | Trim |
| 44 | AXP | American Express Co | -0.2% | -3.35% | Trim |
| 45 | CRM | Salesforce Inc | -0.2% | — | Add |
| 46 | V | Visa Inc-class A Shares | -0.2% | — | Trim |
| 47 | PG | Procter & Gamble Co/the | -0.3% | — | Trim |
| 48 | MRK | Merck & Co. Inc. | -0.3% | +0.02% | Trim |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | -0.3% | — | Unchanged |
| 50 | WM | Waste Management Inc | -0.4% | — | Trim |
According to official SEC Form 13F filings, Blodgett Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $149.2M across 64 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWF, NVDA, AAPL) accounted for 51.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
SNOW
市值: $339.5K
Top Position Liquidated / Trimmed
QCOM
前期市值: $263.4K
During Q3 2025, Blodgett Wealth Advisors, LLC's top holdings by market value included IWF (15.8%)、NVDA (11.9%)、AAPL (10.5%). The largest single position, IWF, represented 15.8% of total portfolio value.
In Q3 2025, Blodgett Wealth Advisors, LLC made 52 total portfolio adjustments, initiating 7 new buys, adding to 13 positions, trimming 28 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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