Filed: 7/9/2025ACC: 0001085146-25-003628
📋 What this filing means
BLODGETT WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 61 equity positions with a total reported market value of $127.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$127.63M
Total AUM (reported)
582.97K
Total Shares
Allocation by class
COM$82.13M64.3%
RUS 1000 GRW ETF$20.90M16.4%
CAP STK CL A$6.18M4.8%
CL A$5.42M4.2%
CORE S&P500 ETF$3.24M2.5%
VALUE ETF$1.79M1.4%
TR UNIT$1.55M1.2%
Portfolio Concentration
Top 3$48.92M38.3%
4–10$42.04M32.9%
11–25$22.12M17.3%
Rest$14.55M11.4%
Top 3 weight
38.3%
Top 10 weight
71.3%
Voting Authority Distribution
Total shares with voting rights: 582.97K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
582.97K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole61
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings61
Rows:
ISHARES TR
SOLEShares49.23K
TypeSH
Market value$20.90M
16.38%
Sole
0.00
Shared
0.00
None
49.23K
NVIDIA CORPORATION
SOLEShares95.94K
TypeSH
Market value$15.16M
11.88%
Sole
0.00
Shared
0.00
None
95.94K
MICROSOFT CORP
SOLEShares25.85K
TypeSH
Market value$12.86M
10.08%
Sole
0.00
Shared
0.00
None
25.85K
APPLE INC
SOLEShares60.31K
TypeSH
Market value$12.37M
9.69%
Sole
0.00
Shared
0.00
None
60.31K
AMAZON COM INC
SOLEShares42.08K
TypeSH
Market value$9.23M
7.23%
Sole
0.00
Shared
0.00
None
42.08K
ALPHABET INC
SOLEShares35.09K
TypeSH
Market value$6.18M
4.85%
Sole
0.00
Shared
0.00
None
35.09K
COSTCO WHSL CORP NEW
SOLEShares4.24K
TypeSH
Market value$4.19M
3.29%
Sole
0.00
Shared
0.00
None
4.24K
ELI LILLY & CO
SOLEShares4.61K
TypeSH
Market value$3.59M
2.81%
Sole
0.00
Shared
0.00
None
4.61K
ISHARES TR
SOLEShares5.21K
TypeSH
Market value$3.24M
2.53%
Sole
0.00
Shared
0.00
None
5.21K
JPMORGAN CHASE & CO.
SOLEShares11.14K
TypeSH
Market value$3.23M
2.53%
Sole
0.00
Shared
0.00
None
11.14K
CROWDSTRIKE HLDGS INC
SOLEShares4.89K
TypeSH
Market value$2.49M
1.95%
Sole
0.00
Shared
0.00
None
4.89K
HOME DEPOT INC
SOLEShares5.86K
TypeSH
Market value$2.15M
1.68%
Sole
0.00
Shared
0.00
None
5.86K
VANGUARD INDEX FDS
SOLEShares10.15K
TypeSH
Market value$1.79M
1.41%
Sole
0.00
Shared
0.00
None
10.15K
WASTE MGMT INC DEL
SOLEShares7.67K
TypeSH
Market value$1.76M
1.38%
Sole
0.00
Shared
0.00
None
7.67K
AMERICAN EXPRESS CO
SOLEShares5.22K
TypeSH
Market value$1.66M
1.30%
Sole
0.00
Shared
0.00
None
5.22K
SPDR S&P 500 ETF TR
SOLEShares2.50K
TypeSH
Market value$1.55M
1.21%
Sole
0.00
Shared
0.00
None
2.50K
BROADCOM INC
SOLEShares5.44K
TypeSH
Market value$1.50M
1.18%
Sole
0.00
Shared
0.00
None
5.44K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.00
TypeSH
Market value$1.46M
1.14%
Sole
0.00
Shared
0.00
None
2.00
UBER TECHNOLOGIES INC
SOLEShares15.33K
TypeSH
Market value$1.43M
1.12%
Sole
0.00
Shared
0.00
None
15.33K
ISHARES TR
SOLEShares10.16K
TypeSH
Market value$1.35M
1.06%
Sole
0.00
Shared
0.00
None
10.16K
META PLATFORMS INC
SOLEShares1.56K
TypeSH
Market value$1.16M
0.91%
Sole
0.00
Shared
0.00
None
1.56K
PROCTER AND GAMBLE CO
SOLEShares6.48K
TypeSH
Market value$1.03M
0.81%
Sole
0.00
Shared
0.00
None
6.48K
PALO ALTO NETWORKS INC
SOLEShares4.80K
TypeSH
Market value$982.3K
0.77%
Sole
0.00
Shared
0.00
None
4.80K
NETFLIX INC
SOLEShares700.00
TypeSH
Market value$937.4K
0.73%
Sole
0.00
Shared
0.00
None
700.00
SALESFORCE INC
SOLEShares3.21K
TypeSH
Market value$876.0K
0.69%
Sole
0.00
Shared
0.00
None
3.21K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUS 1000 GRW ETF | 49.23K | SH | $20.90M 16.38% | 0.00 | 0.00 | 49.23K |
NVIDIA CORPORATIONSOLE | COM | 95.94K | SH | $15.16M 11.88% | 0.00 | 0.00 | 95.94K |
MICROSOFT CORPSOLE | COM | 25.85K | SH | $12.86M 10.08% | 0.00 | 0.00 | 25.85K |
APPLE INCSOLE | COM | 60.31K | SH | $12.37M 9.69% | 0.00 | 0.00 | 60.31K |
AMAZON COM INCSOLE | COM | 42.08K | SH | $9.23M 7.23% | 0.00 | 0.00 | 42.08K |
ALPHABET INCSOLE | CAP STK CL A | 35.09K | SH | $6.18M 4.85% | 0.00 | 0.00 | 35.09K |
COSTCO WHSL CORP NEWSOLE | COM | 4.24K | SH | $4.19M 3.29% | 0.00 | 0.00 | 4.24K |
ELI LILLY & COSOLE | COM | 4.61K | SH | $3.59M 2.81% | 0.00 | 0.00 | 4.61K |
ISHARES TRSOLE | CORE S&P500 ETF | 5.21K | SH | $3.24M 2.53% | 0.00 | 0.00 | 5.21K |
JPMORGAN CHASE & CO.SOLE | COM | 11.14K | SH | $3.23M 2.53% | 0.00 | 0.00 | 11.14K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 4.89K | SH | $2.49M 1.95% | 0.00 | 0.00 | 4.89K |
HOME DEPOT INCSOLE | COM | 5.86K | SH | $2.15M 1.68% | 0.00 | 0.00 | 5.86K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 10.15K | SH | $1.79M 1.41% | 0.00 | 0.00 | 10.15K |
WASTE MGMT INC DELSOLE | COM | 7.67K | SH | $1.76M 1.38% | 0.00 | 0.00 | 7.67K |
AMERICAN EXPRESS COSOLE | COM | 5.22K | SH | $1.66M 1.30% | 0.00 | 0.00 | 5.22K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2.50K | SH | $1.55M 1.21% | 0.00 | 0.00 | 2.50K |
BROADCOM INCSOLE | COM | 5.44K | SH | $1.50M 1.18% | 0.00 | 0.00 | 5.44K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.46M 1.14% | 0.00 | 0.00 | 2.00 |
UBER TECHNOLOGIES INCSOLE | COM | 15.33K | SH | $1.43M 1.12% | 0.00 | 0.00 | 15.33K |
ISHARES TRSOLE | SELECT DIVID ETF | 10.16K | SH | $1.35M 1.06% | 0.00 | 0.00 | 10.16K |
META PLATFORMS INCSOLE | CL A | 1.56K | SH | $1.16M 0.91% | 0.00 | 0.00 | 1.56K |
PROCTER AND GAMBLE COSOLE | COM | 6.48K | SH | $1.03M 0.81% | 0.00 | 0.00 | 6.48K |
PALO ALTO NETWORKS INCSOLE | COM | 4.80K | SH | $982.3K 0.77% | 0.00 | 0.00 | 4.80K |
NETFLIX INCSOLE | COM | 700.00 | SH | $937.4K 0.73% | 0.00 | 0.00 | 700.00 |
SALESFORCE INCSOLE | COM | 3.21K | SH | $876.0K 0.69% | 0.00 | 0.00 | 3.21K |
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