Filed: 1/29/2026ACC: 0001907826-26-000001
📋 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 $143.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$143.29M
Total AUM (reported)
544.85K
Total Shares
Allocation by class
COM$89.96M62.8%
RUS 1000 GRW ETF$23.00M16.1%
CAP STK CL A$10.47M7.3%
CL A$5.21M3.6%
CORE S&P500 ETF$3.85M2.7%
VALUE ETF$1.97M1.4%
TR UNIT$1.71M1.2%
Portfolio Concentration
Top 3$56.14M39.2%
4–10$47.82M33.4%
11–25$23.13M16.1%
Rest$16.21M11.3%
Top 3 weight
39.2%
Top 10 weight
72.5%
Voting Authority Distribution
Total shares with voting rights: 544.85K
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
544.85K
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
SOLEShares48.60K
TypeSH
Market value$23.00M
16.05%
Sole
0.00
Shared
0.00
None
48.60K
NVIDIA CORPORATION
SOLEShares91.81K
TypeSH
Market value$17.12M
11.95%
Sole
0.00
Shared
0.00
None
91.81K
APPLE INC
SOLEShares58.89K
TypeSH
Market value$16.01M
11.17%
Sole
0.00
Shared
0.00
None
58.89K
MICROSOFT CORP
SOLEShares24.55K
TypeSH
Market value$11.87M
8.28%
Sole
0.00
Shared
0.00
None
24.55K
ALPHABET INC
SOLEShares33.46K
TypeSH
Market value$10.47M
7.31%
Sole
0.00
Shared
0.00
None
33.46K
AMAZON COM INC
SOLEShares41.19K
TypeSH
Market value$9.51M
6.63%
Sole
0.00
Shared
0.00
None
41.19K
ELI LILLY & CO
SOLEShares4.20K
TypeSH
Market value$4.51M
3.15%
Sole
0.00
Shared
0.00
None
4.20K
COSTCO WHSL CORP NEW
SOLEShares4.90K
TypeSH
Market value$4.23M
2.95%
Sole
0.00
Shared
0.00
None
4.90K
ISHARES TR
SOLEShares5.62K
TypeSH
Market value$3.85M
2.69%
Sole
0.00
Shared
0.00
None
5.62K
JPMORGAN CHASE & CO.
SOLEShares10.49K
TypeSH
Market value$3.38M
2.36%
Sole
0.00
Shared
0.00
None
10.49K
CROWDSTRIKE HLDGS INC
SOLEShares5.15K
TypeSH
Market value$2.41M
1.68%
Sole
0.00
Shared
0.00
None
5.15K
HOME DEPOT INC
SOLEShares6K
TypeSH
Market value$2.06M
1.44%
Sole
0.00
Shared
0.00
None
6K
VANGUARD INDEX FDS
SOLEShares10.29K
TypeSH
Market value$1.97M
1.37%
Sole
0.00
Shared
0.00
None
10.29K
UBER TECHNOLOGIES INC
SOLEShares22.98K
TypeSH
Market value$1.88M
1.31%
Sole
0.00
Shared
0.00
None
22.98K
AMERICAN EXPRESS CO
SOLEShares5.04K
TypeSH
Market value$1.87M
1.30%
Sole
0.00
Shared
0.00
None
5.04K
SPDR S&P 500 ETF TR
SOLEShares2.50K
TypeSH
Market value$1.71M
1.19%
Sole
0.00
Shared
0.00
None
2.50K
WASTE MGMT INC DEL
SOLEShares7.67K
TypeSH
Market value$1.69M
1.18%
Sole
0.00
Shared
0.00
None
7.67K
BROADCOM INC
SOLEShares4.83K
TypeSH
Market value$1.67M
1.17%
Sole
0.00
Shared
0.00
None
4.83K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.00
TypeSH
Market value$1.51M
1.05%
Sole
0.00
Shared
0.00
None
2.00
META PLATFORMS INC
SOLEShares1.95K
TypeSH
Market value$1.28M
0.90%
Sole
0.00
Shared
0.00
None
1.95K
TESLA INC
SOLEShares2.40K
TypeSH
Market value$1.08M
0.75%
Sole
0.00
Shared
0.00
None
2.40K
ISHARES TR
SOLEShares7.51K
TypeSH
Market value$1.06M
0.74%
Sole
0.00
Shared
0.00
None
7.51K
PALO ALTO NETWORKS INC
SOLEShares5.47K
TypeSH
Market value$1.01M
0.70%
Sole
0.00
Shared
0.00
None
5.47K
MERCK & CO INC
SOLEShares9.33K
TypeSH
Market value$982.2K
0.69%
Sole
0.00
Shared
0.00
None
9.33K
ABBVIE INC
SOLEShares4.18K
TypeSH
Market value$954.2K
0.67%
Sole
0.00
Shared
0.00
None
4.18K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUS 1000 GRW ETF | 48.60K | SH | $23.00M 16.05% | 0.00 | 0.00 | 48.60K |
NVIDIA CORPORATIONSOLE | COM | 91.81K | SH | $17.12M 11.95% | 0.00 | 0.00 | 91.81K |
APPLE INCSOLE | COM | 58.89K | SH | $16.01M 11.17% | 0.00 | 0.00 | 58.89K |
MICROSOFT CORPSOLE | COM | 24.55K | SH | $11.87M 8.28% | 0.00 | 0.00 | 24.55K |
ALPHABET INCSOLE | CAP STK CL A | 33.46K | SH | $10.47M 7.31% | 0.00 | 0.00 | 33.46K |
AMAZON COM INCSOLE | COM | 41.19K | SH | $9.51M 6.63% | 0.00 | 0.00 | 41.19K |
ELI LILLY & COSOLE | COM | 4.20K | SH | $4.51M 3.15% | 0.00 | 0.00 | 4.20K |
COSTCO WHSL CORP NEWSOLE | COM | 4.90K | SH | $4.23M 2.95% | 0.00 | 0.00 | 4.90K |
ISHARES TRSOLE | CORE S&P500 ETF | 5.62K | SH | $3.85M 2.69% | 0.00 | 0.00 | 5.62K |
JPMORGAN CHASE & CO.SOLE | COM | 10.49K | SH | $3.38M 2.36% | 0.00 | 0.00 | 10.49K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 5.15K | SH | $2.41M 1.68% | 0.00 | 0.00 | 5.15K |
HOME DEPOT INCSOLE | COM | 6K | SH | $2.06M 1.44% | 0.00 | 0.00 | 6K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 10.29K | SH | $1.97M 1.37% | 0.00 | 0.00 | 10.29K |
UBER TECHNOLOGIES INCSOLE | COM | 22.98K | SH | $1.88M 1.31% | 0.00 | 0.00 | 22.98K |
AMERICAN EXPRESS COSOLE | COM | 5.04K | SH | $1.87M 1.30% | 0.00 | 0.00 | 5.04K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2.50K | SH | $1.71M 1.19% | 0.00 | 0.00 | 2.50K |
WASTE MGMT INC DELSOLE | COM | 7.67K | SH | $1.69M 1.18% | 0.00 | 0.00 | 7.67K |
BROADCOM INCSOLE | COM | 4.83K | SH | $1.67M 1.17% | 0.00 | 0.00 | 4.83K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.51M 1.05% | 0.00 | 0.00 | 2.00 |
META PLATFORMS INCSOLE | CL A | 1.95K | SH | $1.28M 0.90% | 0.00 | 0.00 | 1.95K |
TESLA INCSOLE | COM | 2.40K | SH | $1.08M 0.75% | 0.00 | 0.00 | 2.40K |
ISHARES TRSOLE | SELECT DIVID ETF | 7.51K | SH | $1.06M 0.74% | 0.00 | 0.00 | 7.51K |
PALO ALTO NETWORKS INCSOLE | COM | 5.47K | SH | $1.01M 0.70% | 0.00 | 0.00 | 5.47K |
MERCK & CO INCSOLE | COM | 9.33K | SH | $982.2K 0.69% | 0.00 | 0.00 | 9.33K |
ABBVIE INCSOLE | COM | 4.18K | SH | $954.2K 0.67% | 0.00 | 0.00 | 4.18K |
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