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Livermore
Livermore
ZHEN

Blodgett Wealth Advisors, LLC

SEC CIK
0001907826
Latest filing
Aug 14, 2026

The latest 13F from Blodgett Wealth Advisors, LLC covers Q2 2026 (filed Aug 14, 2026): 72 long positions worth $149.2M. The top 10 holdings make up 68.6% of the portfolio, and the largest is iShares Russell 1000 Growth ETF at 14.1%. Livermore has 20 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
11
Est. +$3.87M
Added
28
Est. +$2.58M
Reduced
14
Est. −$1.30M
Sold out
3
Est. −$985.1K

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Russell 1000 Growth ETF464287614
    14.1%$21.0M
  2. NVDANVIDIA Corp
    12.0%$17.9MHistory
  3. AAPLApple Inc.
    11.0%$16.4MHistory
  4. GOOGLAlphabet Inc.
    7.5%$11.2MHistory
  5. AMZNAmazon Com Inc
    6.5%$9.76MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. MUMicron Technology Inc
    +$893.4KNewHistory
  2. GOOGAlphabet Inc.
    +$481.2KAddedHistory
  3. NFLXNetflix Inc
    +$465.5KAddedHistory
  4. AMDAdvanced Micro Devices Inc
    +$460.5KNewHistory
  5. ETNEaton Corp plc
    +$458.1KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MUMicron Technology Inc
    +0.60 pp0.0% → 0.6%History
  2. GOOGAlphabet Inc.
    +0.34 pp0.5% → 0.9%History
  3. AMDAdvanced Micro Devices Inc
    +0.31 pp0.0% → 0.3%History
  4. ETNEaton Corp plc
    +0.31 pp0.0% → 0.3%History
  5. LLYEli Lilly & Co
    +0.30 pp2.7% → 3.0%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. HONHoneywell International Inc
    −$502.9KSold outHistory
  2. CRWDCrowdStrike Holdings, Inc.
    −$284.7KReducedHistory
  3. State Street Energy Select Sector SPDR ETF81369Y506
    −$260.4KSold out
  4. DHRDanaher Corp
    −$221.8KSold outHistory
  5. WMWaste Management Inc
    −$188.3KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. AAPLApple Inc.
    −0.52 pp11.5% → 11.0%History
  2. HONHoneywell International Inc
    −0.40 pp0.4% → 0.0%History
  3. WMWaste Management Inc
    −0.28 pp0.9% → 0.6%History
  4. State Street Energy Select Sector SPDR ETF81369Y506
    −0.21 pp0.2% → 0.0%
  5. DHRDanaher Corp
    −0.18 pp0.2% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$149.2M
+$23.1M (+18.3%) vs. prior quarter
Positions
72
+8 vs. prior quarter
Top 10 concentration
68.6%
Top 10 as share of value
Turnover
1.7%
Q2 2026, one quarter
Average holding period
17.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $149.2M (Q2 2026)

Q4 2021: $127.7MQ1 2022: $120.0MQ2 2022: $90.3MQ3 2022: $82.5MQ4 2022: $82.3MQ1 2023: $86.2MQ2 2023: $96.2MQ3 2023: $90.8MQ4 2023: $97.7MQ1 2024: $110.4MQ2 2024: $117.8MQ3 2024: $118.9MQ4 2024: $127.5MQ1 2025: $117.3MQ2 2025: $127.6MQ3 2025: $136.9MQ4 2025: $143.3MQ1 2026: $126.2MQ2 2026: $149.2M
Q4 2021Q2 2026
13F filings of Blodgett Wealth Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202672$149.2MiShares Russell 1000 Growth ETFNVDAAAPLvs. Q1 2026SEC
Q1 2026Apr 30, 202664$126.2MiShares Russell 1000 Growth ETFNVDAAAPLvs. Q4 2025SEC
Q4 2025Jan 29, 202661$143.3MiShares Russell 1000 Growth ETFNVDAAAPLvs. Q3 2025SEC
Q3 2025Oct 28, 2025Amended64$136.9MiShares Russell 1000 Growth ETFNVDAAAPLvs. Q2 2025SEC
Q2 2025Jul 9, 202561$127.6MiShares Russell 1000 Growth ETFNVDAMSFTvs. Q1 2025SEC
Q1 2025Apr 17, 202561$117.3MiShares Russell 1000 Growth ETFAAPLNVDAvs. Q4 2024SEC
Q4 2024Jan 24, 202559$127.5MiShares Russell 1000 Growth ETFAAPLNVDAvs. Q3 2024SEC
Q3 2024Oct 21, 202459$118.9MiShares Russell 1000 Growth ETFAAPLNVDAvs. Q2 2024SEC
Q2 2024Jul 24, 202458$117.8MiShares Russell 1000 Growth ETFAAPLNVDAvs. Q1 2024SEC
Q1 2024Apr 23, 202463$110.4MiShares Russell 1000 Growth ETFMSFTAAPLvs. Q4 2023SEC
Q4 2023Feb 2, 202459$97.7MiShares Russell 1000 Growth ETFAAPLMSFTvs. Q3 2023SEC
Q3 2023Oct 30, 202358$90.8MiShares Russell 1000 Growth ETFAAPLMSFTvs. Q2 2023SEC
Q2 2023Jul 27, 202363$96.2MiShares Russell 1000 Growth ETFAAPLMSFTvs. Q1 2023SEC
Q1 2023Apr 24, 202362$86.2MiShares Russell 1000 Growth ETFAAPLMSFTvs. Q4 2022SEC
Q4 2022Feb 2, 202362$82.3MiShares Russell 1000 Growth ETFAAPLMSFTvs. Q3 2022SEC
Q3 2022Oct 21, 202259$82.5MiShares Russell 1000 Growth ETFAAPLMSFTvs. Q2 2022SEC
Q2 2022Jul 20, 202262$90.3MiShares Russell 1000 Growth ETFAAPLMSFTvs. Q1 2022SEC
Q1 2022Apr 27, 202281$120.0MiShares Russell 1000 Growth ETFAAPLMSFTvs. Q4 2021SEC
Q4 2021Feb 2, 202283$127.7MiShares Russell 1000 Growth ETFAAPLMSFT–SEC