Filed: 10/28/2025ACC: 0001907826-25-000002
📋 What this filing means
BLODGETT WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 64 equity positions with a total reported market value of $145.2K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
64
Positions
$145.2K
Total AUM (reported)
561.93K
Total Shares
Allocation by class
COM$88.4K60.9%
RUS 1000 GRW ETF$22.9K15.8%
CAP STK CL C$8.3K5.7%
CAP STK CL A$8.3K5.7%
CL A$5.4K3.7%
CORE S&P500 ETF$3.6K2.5%
TR UNIT$1.7K1.1%
Portfolio Concentration
Top 3$55.3K38.1%
4–10$49.8K34.3%
11–25$24.3K16.8%
Rest$15.7K10.8%
Top 3 weight
38.1%
Top 10 weight
72.4%
Voting Authority Distribution
Total shares with voting rights: 561.93K
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
561.93K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole64
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings64
Rows:
ISHARES TR
SOLEShares48.83K
TypeSH
Market value$22.9K
15.75%
Sole
0.00
Shared
0.00
None
48.83K
NVIDIA CORPORATION
SOLEShares92.50K
TypeSH
Market value$17.3K
11.89%
Sole
0.00
Shared
0.00
None
92.50K
APPLE INC
SOLEShares59.71K
TypeSH
Market value$15.2K
10.47%
Sole
0.00
Shared
0.00
None
59.71K
MICROSOFT CORP
SOLEShares24.88K
TypeSH
Market value$12.9K
8.88%
Sole
0.00
Shared
0.00
None
24.88K
AMAZON COM INC
SOLEShares41.23K
TypeSH
Market value$9.1K
6.24%
Sole
0.00
Shared
0.00
None
41.23K
ALPHABET INC
SOLEShares2.26K
TypeSH
Market value$8.3K
5.70%
Sole
0.00
Shared
0.00
None
2.26K
ALPHABET INC
SOLEShares34.05K
TypeSH
Market value$8.3K
5.70%
Sole
0.00
Shared
0.00
None
34.05K
COSTCO WHSL CORP NEW
SOLEShares4.68K
TypeSH
Market value$4.3K
2.99%
Sole
0.00
Shared
0.00
None
4.68K
ISHARES TR
SOLEShares5.32K
TypeSH
Market value$3.6K
2.45%
Sole
0.00
Shared
0.00
None
5.32K
ELI LILLY & CO
SOLEShares4.45K
TypeSH
Market value$3.4K
2.34%
Sole
0.00
Shared
0.00
None
4.45K
JPMORGAN CHASE & CO.
SOLEShares10.49K
TypeSH
Market value$3.3K
2.28%
Sole
0.00
Shared
0.00
None
10.49K
CROWDSTRIKE HLDGS INC
SOLEShares5.16K
TypeSH
Market value$2.5K
1.74%
Sole
0.00
Shared
0.00
None
5.16K
HOME DEPOT INC
SOLEShares6.06K
TypeSH
Market value$2.5K
1.69%
Sole
0.00
Shared
0.00
None
6.06K
WASTE MGMT INC DEL
SOLEShares7.67K
TypeSH
Market value$1.7K
1.17%
Sole
0.00
Shared
0.00
None
7.67K
AMERICAN EXPRESS CO
SOLEShares5.04K
TypeSH
Market value$1.7K
1.15%
Sole
0.00
Shared
0.00
None
5.04K
SPDR S&P 500 ETF TR
SOLEShares2.50K
TypeSH
Market value$1.7K
1.15%
Sole
0.00
Shared
0.00
None
2.50K
BROADCOM INC
SOLEShares5.02K
TypeSH
Market value$1.7K
1.14%
Sole
0.00
Shared
0.00
None
5.02K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.00
TypeSH
Market value$1.5K
1.04%
Sole
0.00
Shared
0.00
None
2.00
UBER TECHNOLOGIES INC
SOLEShares15.23K
TypeSH
Market value$1.5K
1.03%
Sole
0.00
Shared
0.00
None
15.23K
META PLATFORMS INC
SOLEShares1.56K
TypeSH
Market value$1.1K
0.79%
Sole
0.00
Shared
0.00
None
1.56K
ISHARES TR
SOLEShares7.71K
TypeSH
Market value$1.1K
0.75%
Sole
0.00
Shared
0.00
None
7.71K
PALO ALTO NETWORKS INC
SOLEShares5.25K
TypeSH
Market value$1.1K
0.74%
Sole
0.00
Shared
0.00
None
5.25K
TESLA INC
SOLEShares2.40K
TypeSH
Market value$1.1K
0.73%
Sole
0.00
Shared
0.00
None
2.40K
PROCTER AND GAMBLE CO
SOLEShares6.48K
TypeSH
Market value$996.00
0.69%
Sole
0.00
Shared
0.00
None
6.48K
ABBVIE INC
SOLEShares4.23K
TypeSH
Market value$978.00
0.67%
Sole
0.00
Shared
0.00
None
4.23K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUS 1000 GRW ETF | 48.83K | SH | $22.9K 15.75% | 0.00 | 0.00 | 48.83K |
NVIDIA CORPORATIONSOLE | COM | 92.50K | SH | $17.3K 11.89% | 0.00 | 0.00 | 92.50K |
APPLE INCSOLE | COM | 59.71K | SH | $15.2K 10.47% | 0.00 | 0.00 | 59.71K |
MICROSOFT CORPSOLE | COM | 24.88K | SH | $12.9K 8.88% | 0.00 | 0.00 | 24.88K |
AMAZON COM INCSOLE | COM | 41.23K | SH | $9.1K 6.24% | 0.00 | 0.00 | 41.23K |
ALPHABET INCSOLE | CAP STK CL C | 2.26K | SH | $8.3K 5.70% | 0.00 | 0.00 | 2.26K |
ALPHABET INCSOLE | CAP STK CL A | 34.05K | SH | $8.3K 5.70% | 0.00 | 0.00 | 34.05K |
COSTCO WHSL CORP NEWSOLE | COM | 4.68K | SH | $4.3K 2.99% | 0.00 | 0.00 | 4.68K |
ISHARES TRSOLE | CORE S&P500 ETF | 5.32K | SH | $3.6K 2.45% | 0.00 | 0.00 | 5.32K |
ELI LILLY & COSOLE | COM | 4.45K | SH | $3.4K 2.34% | 0.00 | 0.00 | 4.45K |
JPMORGAN CHASE & CO.SOLE | COM | 10.49K | SH | $3.3K 2.28% | 0.00 | 0.00 | 10.49K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 5.16K | SH | $2.5K 1.74% | 0.00 | 0.00 | 5.16K |
HOME DEPOT INCSOLE | COM | 6.06K | SH | $2.5K 1.69% | 0.00 | 0.00 | 6.06K |
WASTE MGMT INC DELSOLE | COM | 7.67K | SH | $1.7K 1.17% | 0.00 | 0.00 | 7.67K |
AMERICAN EXPRESS COSOLE | COM | 5.04K | SH | $1.7K 1.15% | 0.00 | 0.00 | 5.04K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2.50K | SH | $1.7K 1.15% | 0.00 | 0.00 | 2.50K |
BROADCOM INCSOLE | COM | 5.02K | SH | $1.7K 1.14% | 0.00 | 0.00 | 5.02K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.5K 1.04% | 0.00 | 0.00 | 2.00 |
UBER TECHNOLOGIES INCSOLE | COM | 15.23K | SH | $1.5K 1.03% | 0.00 | 0.00 | 15.23K |
META PLATFORMS INCSOLE | CL A | 1.56K | SH | $1.1K 0.79% | 0.00 | 0.00 | 1.56K |
ISHARES TRSOLE | SELECT DIVID ETF | 7.71K | SH | $1.1K 0.75% | 0.00 | 0.00 | 7.71K |
PALO ALTO NETWORKS INCSOLE | COM | 5.25K | SH | $1.1K 0.74% | 0.00 | 0.00 | 5.25K |
TESLA INCSOLE | COM | 2.40K | SH | $1.1K 0.73% | 0.00 | 0.00 | 2.40K |
PROCTER AND GAMBLE COSOLE | COM | 6.48K | SH | $996.00 0.69% | 0.00 | 0.00 | 6.48K |
ABBVIE INCSOLE | COM | 4.23K | SH | $978.00 0.67% | 0.00 | 0.00 | 4.23K |
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