Filed: 4/30/2026ACC: 0001907826-26-000002
📋 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 $126.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
64
Positions
$126.19M
Total AUM (reported)
539.83K
Total Shares
Allocation by class
COM$79.31M62.9%
RUS 1000 GRW ETF$17.90M14.2%
CAP STK CL A$9.04M7.2%
CL A$5.18M4.1%
CORE S&P500 ETF$3.75M3.0%
VALUE ETF$2.02M1.6%
TR UNIT$1.63M1.3%
Portfolio Concentration
Top 3$47.94M38.0%
4–10$40.97M32.5%
11–25$21.15M16.8%
Rest$16.13M12.8%
Top 3 weight
38.0%
Top 10 weight
70.5%
Voting Authority Distribution
Total shares with voting rights: 539.83K
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
539.83K
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
SOLEShares41.98K
TypeSH
Market value$17.90M
14.19%
Sole
0.00
Shared
0.00
None
41.98K
NVIDIA CORPORATION
SOLEShares89.18K
TypeSH
Market value$15.55M
12.33%
Sole
0.00
Shared
0.00
None
89.18K
APPLE INC
SOLEShares57.09K
TypeSH
Market value$14.49M
11.48%
Sole
0.00
Shared
0.00
None
57.09K
ALPHABET INC
SOLEShares31.45K
TypeSH
Market value$9.04M
7.17%
Sole
0.00
Shared
0.00
None
31.45K
AMAZON COM INC
SOLEShares40.67K
TypeSH
Market value$8.47M
6.71%
Sole
0.00
Shared
0.00
None
40.67K
MICROSOFT CORP
SOLEShares22.85K
TypeSH
Market value$8.46M
6.70%
Sole
0.00
Shared
0.00
None
22.85K
COSTCO WHOLESALE CORPORATION
SOLEShares4.63K
TypeSH
Market value$4.62M
3.66%
Sole
0.00
Shared
0.00
None
4.63K
ISHARES TR
SOLEShares5.74K
TypeSH
Market value$3.75M
2.97%
Sole
0.00
Shared
0.00
None
5.74K
ELI LILLY & CO
SOLEShares3.76K
TypeSH
Market value$3.46M
2.74%
Sole
0.00
Shared
0.00
None
3.76K
JPMORGAN CHASE & CO
SOLEShares10.79K
TypeSH
Market value$3.17M
2.52%
Sole
0.00
Shared
0.00
None
10.79K
CROWDSTRIKE HLDGS INC
SOLEShares6.02K
TypeSH
Market value$2.35M
1.86%
Sole
0.00
Shared
0.00
None
6.02K
VANGUARD INDEX FDS
SOLEShares10.30K
TypeSH
Market value$2.02M
1.60%
Sole
0.00
Shared
0.00
None
10.30K
UBER TECHNOLOGIES INC
SOLEShares25.08K
TypeSH
Market value$1.80M
1.43%
Sole
0.00
Shared
0.00
None
25.08K
HOME DEPOT INC
SOLEShares5K
TypeSH
Market value$1.64M
1.30%
Sole
0.00
Shared
0.00
None
5K
STATE STR SPDR S&P 500 ETF T
SOLEShares2.50K
TypeSH
Market value$1.63M
1.29%
Sole
0.00
Shared
0.00
None
2.50K
AMERICAN EXPRESS CO
SOLEShares5.04K
TypeSH
Market value$1.53M
1.21%
Sole
0.00
Shared
0.00
None
5.04K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.00
TypeSH
Market value$1.44M
1.14%
Sole
0.00
Shared
0.00
None
2.00
BROADCOM INC
SOLEShares4.13K
TypeSH
Market value$1.28M
1.01%
Sole
0.00
Shared
0.00
None
4.13K
META PLATFORMS INC
SOLEShares2K
TypeSH
Market value$1.14M
0.90%
Sole
0.00
Shared
0.00
None
2K
ISHARES TR
SOLEShares7.51K
TypeSH
Market value$1.14M
0.90%
Sole
0.00
Shared
0.00
None
7.51K
MERCK & CO INC
SOLEShares9.33K
TypeSH
Market value$1.12M
0.89%
Sole
0.00
Shared
0.00
None
9.33K
WASTE MGMT INC DEL
SOLEShares4.80K
TypeSH
Market value$1.10M
0.87%
Sole
0.00
Shared
0.00
None
4.80K
JOHNSON & JOHNSON
SOLEShares4.39K
TypeSH
Market value$1.07M
0.85%
Sole
0.00
Shared
0.00
None
4.39K
PALO ALTO NETWORKS INC
SOLEShares5.90K
TypeSH
Market value$945.9K
0.75%
Sole
0.00
Shared
0.00
None
5.90K
NETFLIX INC.
SOLEShares9.73K
TypeSH
Market value$935.5K
0.74%
Sole
0.00
Shared
0.00
None
9.73K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUS 1000 GRW ETF | 41.98K | SH | $17.90M 14.19% | 0.00 | 0.00 | 41.98K |
NVIDIA CORPORATIONSOLE | COM | 89.18K | SH | $15.55M 12.33% | 0.00 | 0.00 | 89.18K |
APPLE INCSOLE | COM | 57.09K | SH | $14.49M 11.48% | 0.00 | 0.00 | 57.09K |
ALPHABET INCSOLE | CAP STK CL A | 31.45K | SH | $9.04M 7.17% | 0.00 | 0.00 | 31.45K |
AMAZON COM INCSOLE | COM | 40.67K | SH | $8.47M 6.71% | 0.00 | 0.00 | 40.67K |
MICROSOFT CORPSOLE | COM | 22.85K | SH | $8.46M 6.70% | 0.00 | 0.00 | 22.85K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 4.63K | SH | $4.62M 3.66% | 0.00 | 0.00 | 4.63K |
ISHARES TRSOLE | CORE S&P500 ETF | 5.74K | SH | $3.75M 2.97% | 0.00 | 0.00 | 5.74K |
ELI LILLY & COSOLE | COM | 3.76K | SH | $3.46M 2.74% | 0.00 | 0.00 | 3.76K |
JPMORGAN CHASE & COSOLE | COM | 10.79K | SH | $3.17M 2.52% | 0.00 | 0.00 | 10.79K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 6.02K | SH | $2.35M 1.86% | 0.00 | 0.00 | 6.02K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 10.30K | SH | $2.02M 1.60% | 0.00 | 0.00 | 10.30K |
UBER TECHNOLOGIES INCSOLE | COM | 25.08K | SH | $1.80M 1.43% | 0.00 | 0.00 | 25.08K |
HOME DEPOT INCSOLE | COM | 5K | SH | $1.64M 1.30% | 0.00 | 0.00 | 5K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.50K | SH | $1.63M 1.29% | 0.00 | 0.00 | 2.50K |
AMERICAN EXPRESS COSOLE | COM | 5.04K | SH | $1.53M 1.21% | 0.00 | 0.00 | 5.04K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.44M 1.14% | 0.00 | 0.00 | 2.00 |
BROADCOM INCSOLE | COM | 4.13K | SH | $1.28M 1.01% | 0.00 | 0.00 | 4.13K |
META PLATFORMS INCSOLE | CL A | 2K | SH | $1.14M 0.90% | 0.00 | 0.00 | 2K |
ISHARES TRSOLE | SELECT DIVID ETF | 7.51K | SH | $1.14M 0.90% | 0.00 | 0.00 | 7.51K |
MERCK & CO INCSOLE | COM | 9.33K | SH | $1.12M 0.89% | 0.00 | 0.00 | 9.33K |
WASTE MGMT INC DELSOLE | COM | 4.80K | SH | $1.10M 0.87% | 0.00 | 0.00 | 4.80K |
JOHNSON & JOHNSONSOLE | COM | 4.39K | SH | $1.07M 0.85% | 0.00 | 0.00 | 4.39K |
PALO ALTO NETWORKS INCSOLE | COM | 5.90K | SH | $945.9K 0.75% | 0.00 | 0.00 | 5.90K |
NETFLIX INC.SOLE | COM | 9.73K | SH | $935.5K 0.74% | 0.00 | 0.00 | 9.73K |
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