Blodgett Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$126.2M
Q ending 2026-03-31
Prior quarter
$143.3M
Q ending 2025-12-31
Change
-11.9% QoQ · +7.5% YoY
Positions
64
reported holdings
Largest positions
All 64 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IWF | Shares | $17.9M | 42K |
| Nvidia Corporation | NVDA | Shares | $15.6M | 89K |
| Apple Inc | AAPL | Shares | $14.5M | 57K |
| Alphabet Inc | GOOGL | Shares | $9.0M | 31K |
| Amazon Com Inc | AMZN | Shares | $8.5M | 41K |
| Microsoft Corp | MSFT | Shares | $8.5M | 23K |
| Costco Wholesale Corporation | COST | Shares | $4.6M | 5K |
| Ishares Tr | IVV | Shares | $3.7M | 6K |
| Eli Lilly & Co | LLY | Shares | $3.5M | 4K |
| Jpmorgan Chase & Co | JPM | Shares | $3.2M | 11K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $2.3M | 6K |
| Vanguard Index Fds | VTV | Shares | $2.0M | 10K |
| Uber Technologies Inc | UBER | Shares | $1.8M | 25K |
| Home Depot Inc | HD | Shares | $1.6M | 5K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.6M | 3K |
| American Express Co | AXP | Shares | $1.5M | 5K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $1.4M | 2 |
| Broadcom Inc | AVGO | Shares | $1.3M | 4K |
| Meta Platforms Inc | META | Shares | $1.1M | 2K |
| Ishares Tr | DVY | Shares | $1.1M | 8K |
| Merck & Co Inc | MRK | Shares | $1.1M | 9K |
| Waste Mgmt Inc Del | WM | Shares | $1.1M | 5K |
| Johnson & Johnson | JNJ | Shares | $1.1M | 4K |
| Palo Alto Networks Inc | PANW | Shares | $946K | 6K |
| Netflix Inc. | NFLX | Shares | $936K | 10K |
| Mcdonalds Corp | MCD | Shares | $927K | 3K |
| Procter & Gamble Co | PG | Shares | $907K | 6K |
| Tesla Inc | TSLA | Shares | $855K | 2K |
| Ishares Tr | IWM | Shares | $743K | 3K |
| Chevron Corporation | CVX | Shares | $723K | 3K |
| Alphabet Inc | GOOG | Shares | $648K | 2K |
| Cisco Sys Inc | CSCO | Shares | $594K | 8K |
| Visa Inc | V | Shares | $555K | 2K |
| Salesforce Inc | CRM | Shares | $548K | 3K |
| Walmart Inc | WMT | Shares | $507K | 4K |
| Honeywell Intl Inc | HONGBP | Shares | $503K | 2K |
| Abbvie Inc | ABBV | Shares | $473K | 2K |
| Ishares Tr | IWR | Shares | $423K | 4K |
| Kimberly-Clark Corp | KMB | Shares | $401K | 4K |
| International Business Machs | IBM | Shares | $386K | 2K |
| Invesco Qqq Tr | QQQ | Shares | $365K | 633 |
| J P Morgan Exchange Traded F | JEPQ | Shares | $353K | 6K |
| Public Storage Oper Co | PSA | Shares | $352K | 1K |
| Taiwan Semiconductor Manufac | TSM | Shares | $343K | 1K |
| Verizon Communications Inc | VZ | Shares | $342K | 7K |
| Consolidated Edison Inc | ED | Shares | $340K | 3K |
| Ishares Tr | IJR | Shares | $335K | 3K |
| Bank America Corp | BAC | Shares | $322K | 7K |
| Snowflake Inc | SNOW | Shares | $321K | 2K |
| Select Sector Spdr Tr | XLK | Shares | $312K | 2K |
| Vanguard Whitehall Fds | VYM | Shares | $312K | 2K |
| Schwab Charles Corp | SCHW | Shares | $298K | 3K |
| Caterpillar Inc | CAT | Shares | $294K | 415 |
| Ishares Tr | MUB | Shares | $291K | 3K |
| Spdr Series Trust | TIPX | Shares | $271K | 14K |
| Select Sector Spdr Tr | XLE | Shares | $260K | 4K |
| Palantir Technologies Inc | PLTR | Shares | $252K | 2K |
| Shopify Inc | SHOP | Shares | $252K | 2K |
| Intel Corp | INTC | Shares | $232K | 5K |
| Arista Networks Inc | ANET | Shares | $227K | 2K |
| Wells Fargo & Co | WFC | Shares | $227K | 3K |
| Danaher Corp Del | DHR | Shares | $222K | 1K |
| Goldman Sachs Group Inc | GS | Shares | $211K | 250 |
| Vanguard Intl Equity Index F | VWO | Shares | $200K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.