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CIK: 0001907826
Total reported value
$146.8M
$146.8M
72 檔
52.0%
In Q2 2026, Blodgett Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $146.8M, distributed across 72 disclosed stock positions.
In Q2 2026, Blodgett Wealth Advisors, LLC displayed an active expansion posture, initiating 11 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 14.10% | -0.62% | +303.59% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 12.01% | +0.53% | +0.41% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 10.96% | +0.85% | -0.99% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.50% | -1.08% | -0.47% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.54% | +0.42% | +0.70% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 5.74% | +1.23% | +0.54% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.04% | -0.04% | +0.53% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.94% | -0.04% | +1.25% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.92% | +0.23% | +1.57% | |
| 10 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.89% | +0.94% | -6.20% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.39% | +0.09% | +1.17% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.49% | +0.02% | -0.68% | |
| 13 | UBER | Uber Technologies Inc | Stock-Industrials | 1.33% | -0.11% | +9.87% | |
| 14 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.33% | +0.24% | -1.69% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.29% | -0.21% | +9.02% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.17% | +0.05% | -6.35% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.14% | -0.20% | — | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.00% | -1.00% | EXIT | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | -0.04% | -11.61% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.88% | -0.01% | +12.31% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.86% | +0.01% | +60.27% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.80% | +0.12% | +0.01% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 0.78% | -0.02% | +67.01% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | +0.23% | +1.05% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | -0.08% | +0.02% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | -0.09% | — | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.10% | +0.64% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.60% | -0.07% | +0.01% | |
| 29 | MU | Micron Technology Inc | Stock-Tech | 0.60% | -0.01% | — | |
| 30 | WM | Waste Management Inc | Stock-Industrials | 0.59% | -0.04% | -17.62% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.57% | -0.04% | -5.01% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.19% | — | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | +0.03% | — | |
| 34 | INTC | Intel CORP | Stock-Tech | 0.42% | +0.10% | -14.77% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | +0.02% | +13.79% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.40% | +0.09% | +2.15% | |
| 37 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.37% | -0.03% | +175.94% | |
| 38 | SNOW | Snowflake Inc | Stock-Tech | 0.36% | +0.06% | -1.41% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | — | +14.16% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.32% | — | — | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.32% | +0.15% | +3.13% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.31% | +0.01% | — | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.31% | -0.01% | -4.93% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.31% | +0.02% | — | |
| 45 | ETN | Eaton Corporation plc | Stock-Industrials | 0.31% | -0.11% | — | |
| 46 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.31% | -0.12% | — | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.30% | -0.30% | EXIT | |
| 48 | XLK | Ss Technology Select Sector | ETF-Tech | 0.30% | -0.01% | — | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.30% | -0.06% | — | |
| 50 | PSA | Public Storage | Stock-Real Estate | 0.28% | -0.28% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRWD | Crowdstrike Holdings Inc - A | +1% | -6.20% | Trim |
| 2 | MU | Micron Technology Inc | +0.6% | NEW | New buy |
| 3 | PANW | Palo Alto Networks Inc | +0.6% | -1.69% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | +60.27% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.47% | Trim |
| 6 | AMD | Advanced Micro Devices | +0.3% | NEW | New buy |
| 7 | ETN | Eaton Corporation plc | +0.3% | NEW | New buy |
| 8 | LLY | Eli Lilly & Co | +0.3% | +0.53% | Add |
| 9 | INTC | Intel CORP | +0.2% | -14.77% | Trim |
| 10 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 11 | ✓ | +0.2% | NEW | New buy | |
| 12 | SOXX | Ishares Semiconductor ETF | +0.2% | NEW | New buy |
| 13 | PLTR | Palantir Technologies Inc-a | +0.2% | +175.94% | Add |
| 14 | ✓ | +0.2% | NEW | New buy | |
| 15 | ✓ | +0.2% | NEW | New buy | |
| 16 | ALL | Allstate CORP | +0.2% | NEW | New buy |
| 17 | GLW | Corning Inc | +0.2% | NEW | New buy |
| 18 | SYY | Sysco CORP | +0.1% | NEW | New buy |
| 19 | CSCO | Cisco Systems Inc | +0.1% | +0.01% | Add |
| 20 | SNOW | Snowflake Inc | +0.1% | -1.41% | Trim |
| 21 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 22 | ANET | Arista Networks Inc | +0.1% | +13.51% | Add |
| 23 | XLK | Ss Technology Select Sector | +0.1% | — | Unchanged |
| 24 | NFLX | Netflix Inc | 0% | +67.01% | Add |
| 25 | ABBV | Abbvie Inc | 0% | +13.79% | Add |
| 26 | TSM | Taiwan Semiconductor-sp Adr | 0% | -4.93% | Trim |
| 27 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 28 | PSA | Public Storage | — | — | Unchanged |
| 29 | GS | Goldman Sachs Group Inc | — | +0.40% | Add |
| 30 | HD | Home Depot Inc | 0% | +9.02% | Add |
| 31 | IBM | Intl Business Machines CORP | 0% | +0.13% | Add |
| 32 | KMB | Kimberly-clark CORP | 0% | — | Unchanged |
| 33 | BAC | Bank Of America CORP | 0% | +0.06% | Add |
| 34 | VWO | Vanguard Ftse Emerging Marke | 0% | +0.03% | Add |
| 35 | DVY | Ishares Select Dividend ETF | 0% | +12.31% | Add |
| 36 | IWM | Ishares Russell 2000 ETF | 0% | -5.01% | Trim |
| 37 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 38 | IWR | Ishares Russell Mid-cap ETF | 0% | — | Unchanged |
| 39 | JEPQ | JPM Nasdaq Equity Premium | 0% | — | Unchanged |
| 40 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 41 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 42 | VYM | Vanguard High Dvd Yield ETF | 0% | — | Unchanged |
| 43 | MUB | Ishares National Muni Bond E | 0% | — | Unchanged |
| 44 | SHOP | Shopify Inc - Class A | 0% | — | Unchanged |
| 45 | SCHW | Schwab (charles) CORP | 0% | — | Unchanged |
| 46 | IJR | Ishares Core S&p Small-cap E | 0% | -14.84% | Trim |
| 47 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | 0% | — | Unchanged |
| 48 | IVV | Ishares Core S&p 500 ETF | -0.1% | +1.57% | Add |
| 49 | WMT | Walmart Inc | -0.1% | +14.16% | Add |
| 50 | ED | Consolidated Edison Inc | -0.1% | — | Unchanged |
According to official SEC Form 13F filings, Blodgett Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $146.8M across 72 disclosed positions in Q2 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 52.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
MU
市值: $893.4K
Top Position Liquidated / Trimmed
HON
前期市值: $502.9K
During Q2 2026, Blodgett Wealth Advisors, LLC's top holdings by market value included IWF (14.1%)、NVDA (12.0%)、AAPL (11.0%). The largest single position, IWF, represented 14.1% of total portfolio value.
In Q2 2026, Blodgett Wealth Advisors, LLC made 56 total portfolio adjustments, initiating 11 new buys, adding to 28 positions, trimming 14 holdings, and fully liquidating 3 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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