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CIK: 0001907826
Total reported value
$149.2M
$149.2M
61 檔
52.6%
According to the latest 13F quarterly dataset, Blodgett Wealth Advisors, LLC managed an equity portfolio of $149.2M at the end of Q4 2025, spanning 61 distinct U.S. exchange-listed positions.
In Q4 2025, Blodgett Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 16.05% | -0.09% | -0.46% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 11.95% | -0.32% | -0.75% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 11.17% | -0.52% | -1.38% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 8.28% | -0.96% | -1.34% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.31% | +0.33% | -1.72% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.63% | -0.17% | -0.11% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.15% | +0.30% | -5.73% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.95% | -0.72% | +4.72% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.69% | -0.05% | +5.64% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.36% | -0.13% | +0.02% | |
| 11 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.68% | +1.03% | -0.19% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 1.44% | -0.01% | -0.97% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.37% | -0.11% | +1.33% | |
| 14 | UBER | Uber Technologies Inc | Stock-Industrials | 1.31% | -0.10% | +50.85% | |
| 15 | AXP | American Express Co | Stock-Financials | 1.30% | -0.07% | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.19% | -0.12% | — | |
| 17 | WM | Waste Management Inc | Stock-Industrials | 1.18% | -0.28% | — | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.17% | -0.09% | -3.88% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.05% | -0.14% | — | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.90% | -0.14% | +24.28% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.75% | -0.03% | — | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.74% | -0.02% | -2.59% | |
| 23 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.70% | +0.58% | +4.29% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.69% | -0.09% | +0.01% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | +0.04% | -1.18% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.64% | +0.04% | +1137.91% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.64% | -0.19% | — | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.10% | — | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.10% | -3.09% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.54% | -0.11% | -8.56% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | -0.02% | — | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.35% | — | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | -0.02% | — | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | +0.13% | +0.03% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.38% | -0.17% | -0.61% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.33% | -0.01% | — | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.05% | — | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 0.30% | -0.40% | EXIT | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.29% | -0.02% | -20.45% | |
| 40 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.29% | -0.01% | +5.11% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | +0.02% | -7.32% | |
| 42 | SNOW | Snowflake Inc | Stock-Tech | 0.27% | +0.11% | +16.61% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.25% | -0.01% | +0.06% | |
| 44 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.25% | -0.02% | — | |
| 45 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.24% | -0.04% | — | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.24% | +0.05% | +100.00% | |
| 47 | PSA | Public Storage | Stock-Real Estate | 0.24% | — | — | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.23% | -0.04% | +1.32% | |
| 49 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.22% | -0.04% | — | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.22% | +0.04% | -6.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.6% | -1.72% | Trim |
| 2 | VTV | Vanguard Value ETF | +1.3% | +1.33% | Add |
| 3 | LLY | Eli Lilly & Co | +0.8% | -5.73% | Trim |
| 4 | AAPL | Apple Inc | +0.7% | -1.38% | Trim |
| 5 | AMZN | Amazon.com Inc | +0.4% | -0.11% | Trim |
| 6 | IWF | Ishares Russell 1000 Growth | +0.3% | -0.46% | Trim |
| 7 | UBER | Uber Technologies Inc | +0.3% | +50.85% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.2% | +5.64% | Add |
| 9 | MRK | Merck & Co. Inc. | +0.2% | +0.01% | Add |
| 10 | AXP | American Express Co | +0.2% | — | Unchanged |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +24.28% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | +0.02% | Add |
| 13 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 14 | NVDA | Nvidia CORP | +0.1% | -0.75% | Trim |
| 15 | CSCO | Cisco Systems Inc | +0.1% | +0.03% | Add |
| 16 | SNOW | Snowflake Inc | 0% | +16.61% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 18 | DHR | Danaher CORP | 0% | — | Unchanged |
| 19 | CAT | Caterpillar Inc | 0% | -2.58% | Trim |
| 20 | WMT | Walmart Inc | 0% | — | Unchanged |
| 21 | AVGO | Broadcom Inc | 0% | -3.88% | Trim |
| 22 | SHOP | Shopify Inc - Class A | 0% | — | Unchanged |
| 23 | BAC | Bank Of America CORP | 0% | +0.06% | Add |
| 24 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 25 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 26 | CRM | Salesforce Inc | 0% | -8.56% | Trim |
| 27 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 28 | SCHW | Schwab (charles) CORP | 0% | — | Unchanged |
| 29 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 30 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 31 | WM | Waste Management Inc | 0% | — | Unchanged |
| 32 | IJR | Ishares Core S&p Small-cap E | 0% | +1.32% | Add |
| 33 | XLK | Ss Technology Select Sector | 0% | +100.00% | Add |
| 34 | VYM | Vanguard High Dvd Yield ETF | 0% | — | Unchanged |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 0% | -6.88% | Trim |
| 36 | JEPQ | JPM Nasdaq Equity Premium | 0% | — | Unchanged |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 38 | ABBV | Abbvie Inc | — | -1.18% | Trim |
| 39 | ED | Consolidated Edison Inc | — | — | Unchanged |
| 40 | MUB | Ishares National Muni Bond E | — | — | Unchanged |
| 41 | NFLX | Netflix Inc | 0% | +1137.91% | Add |
| 42 | QQQ | Invesco Qqq Trust Series 1 | 0% | -7.32% | Trim |
| 43 | CVX | Chevron CORP | 0% | -0.61% | Trim |
| 44 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | 0% | -11.72% | Trim |
| 45 | PSA | Public Storage | 0% | — | Unchanged |
| 46 | DVY | Ishares Select Dividend ETF | 0% | -2.59% | Trim |
| 47 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 48 | ANET | Arista Networks Inc | 0% | — | Unchanged |
| 49 | BX | Blackstone Inc | 0% | +0.35% | Add |
| 50 | VZ | Verizon Communications Inc | 0% | -6.84% | 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 61 disclosed positions in Q4 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 52.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
WFC
市值: $265.2K
Top Position Liquidated / Trimmed
ALL
前期市值: $203.9K
During Q4 2025, Blodgett Wealth Advisors, LLC's top holdings by market value included IWF (16.1%)、NVDA (11.9%)、AAPL (11.2%). The largest single position, IWF, represented 16.1% of total portfolio value.
In Q4 2025, Blodgett Wealth Advisors, LLC made 44 total portfolio adjustments, initiating 2 new buys, adding to 16 positions, trimming 21 holdings, and fully liquidating 5 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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