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CIK: 0001907826
Total reported value
$149.2M
$149.2M
64 檔
43.9%
As reported in its official Q1 2026 Form 13F filing, Blodgett Wealth Advisors, LLC's tracked investment portfolio stood at $149.2M with 64 total positions.
Blodgett Wealth Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 4 new positions while fully exiting 1 holdings and trimming 15 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 14.19% | -0.09% | -13.62% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 12.33% | -0.32% | -2.86% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 11.48% | -0.52% | -3.06% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.17% | +0.33% | -6.01% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.71% | -0.17% | -1.26% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 6.70% | -0.96% | -6.92% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.66% | -0.72% | -5.49% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.97% | -0.05% | +2.05% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.74% | +0.30% | -10.44% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.52% | -0.13% | +2.83% | |
| 11 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.86% | +1.03% | +16.94% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.60% | -0.11% | +0.05% | |
| 13 | UBER | Uber Technologies Inc | Stock-Industrials | 1.43% | -0.10% | +9.16% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.30% | -0.01% | -16.64% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.29% | -0.12% | — | |
| 16 | AXP | American Express Co | Stock-Financials | 1.21% | -0.07% | — | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.14% | -0.14% | — | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.01% | -0.09% | -14.50% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.90% | -0.14% | +2.57% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.90% | -0.02% | — | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.89% | -0.09% | +0.02% | |
| 22 | WM | Waste Management Inc | Stock-Industrials | 0.87% | -0.28% | -37.48% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.85% | -0.10% | — | |
| 24 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.75% | +0.58% | +7.76% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 0.74% | +0.04% | — | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.73% | -0.19% | — | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.10% | — | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.68% | -0.03% | -4.17% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.59% | -0.02% | — | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.17% | -2.78% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.35% | — | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.47% | +0.13% | -3.14% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | -0.02% | — | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.43% | -0.11% | — | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.40% | -0.05% | +0.05% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.40% | -0.40% | EXIT | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | +0.04% | -47.89% | |
| 38 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.34% | -0.02% | — | |
| 39 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.32% | -0.01% | +0.97% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.31% | -0.01% | — | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | +0.02% | — | |
| 42 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.28% | -0.02% | +3.25% | |
| 43 | PSA | Public Storage | Stock-Real Estate | 0.28% | — | — | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.27% | +0.04% | — | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.27% | -0.09% | — | |
| 46 | ED | Consolidated Edison Inc | Stock-Utilities | 0.27% | -0.05% | — | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.27% | -0.04% | — | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.26% | -0.01% | +0.08% | |
| 49 | SNOW | Snowflake Inc | Stock-Tech | 0.25% | +0.11% | +21.37% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.25% | +0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.7% | -5.49% | Trim |
| 2 | NVDA | Nvidia CORP | +0.4% | -2.86% | Trim |
| 3 | AAPL | Apple Inc | +0.3% | -3.06% | Trim |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.3% | +2.05% | Add |
| 5 | VTV | Vanguard Value ETF | +0.2% | +0.05% | Add |
| 6 | JNJ | Johnson & Johnson | +0.2% | — | Unchanged |
| 7 | MRK | Merck & Co. Inc. | +0.2% | +0.02% | Add |
| 8 | CVX | Chevron CORP | +0.2% | -2.78% | Trim |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +16.94% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +2.83% | Add |
| 11 | DVY | Ishares Select Dividend ETF | +0.2% | — | Unchanged |
| 12 | UBER | Uber Technologies Inc | +0.1% | +9.16% | Add |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | Unchanged |
| 14 | HON | Honeywell International Inc | +0.1% | — | Unchanged |
| 15 | NFLX | Netflix Inc | +0.1% | — | Unchanged |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | Unchanged |
| 17 | MCD | Mcdonald's CORP | +0.1% | — | Unchanged |
| 18 | PG | Procter & Gamble Co/the | +0.1% | — | Unchanged |
| 19 | AMZN | Amazon.com Inc | +0.1% | -1.26% | Trim |
| 20 | VZ | Verizon Communications Inc | +0.1% | — | Unchanged |
| 21 | WMT | Walmart Inc | +0.1% | +0.05% | Add |
| 22 | IWM | Ishares Russell 2000 ETF | +0.1% | — | Unchanged |
| 23 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 24 | ED | Consolidated Edison Inc | +0.1% | — | Unchanged |
| 25 | PANW | Palo Alto Networks Inc | +0.1% | +7.76% | Add |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | — | Unchanged |
| 27 | CSCO | Cisco Systems Inc | +0.1% | -3.14% | Trim |
| 28 | IWR | Ishares Russell Mid-cap ETF | +0.1% | — | Unchanged |
| 29 | PSA | Public Storage | 0% | — | Unchanged |
| 30 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 31 | VYM | Vanguard High Dvd Yield ETF | 0% | — | Unchanged |
| 32 | KMB | Kimberly-clark CORP | 0% | +0.97% | Add |
| 33 | JEPQ | JPM Nasdaq Equity Premium | 0% | +3.25% | Add |
| 34 | MUB | Ishares National Muni Bond E | 0% | — | Unchanged |
| 35 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | 0% | — | Unchanged |
| 36 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 37 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 38 | SCHW | Schwab (charles) CORP | 0% | — | Unchanged |
| 39 | GS | Goldman Sachs Group Inc | 0% | +0.40% | Add |
| 40 | BAC | Bank Of America CORP | 0% | +0.08% | Add |
| 41 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 42 | ANET | Arista Networks Inc | 0% | — | Unchanged |
| 43 | META | Meta Platforms Inc-class A | — | +2.57% | Add |
| 44 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 45 | DHR | Danaher CORP | 0% | — | Unchanged |
| 46 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 47 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 48 | SNOW | Snowflake Inc | 0% | +21.37% | Add |
| 49 | SHOP | Shopify Inc - Class A | 0% | — | Unchanged |
| 50 | TSLA | Tesla Inc | -0.1% | -4.17% | 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 Q1 2026.
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 43.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
XLE
市值: $260.4K
Top Position Liquidated / Trimmed
BX
前期市值: $220.1K
During Q1 2026, Blodgett Wealth Advisors, LLC's top holdings by market value included IWF (14.2%)、NVDA (12.3%)、AAPL (11.5%). The largest single position, IWF, represented 14.2% of total portfolio value.
In Q1 2026, Blodgett Wealth Advisors, LLC made 34 total portfolio adjustments, initiating 4 new buys, adding to 14 positions, trimming 15 holdings, and fully liquidating 1 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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