Blodgett Wealth Advisors, LLC
- SEC CIK
- 0001907826
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 29, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 61
- −3 vs. Q3 2025
- Portfolio value
- $143.3M
- +$6.38M (+4.7%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 48,605 | $23.0M | 16.1% | −226−0.5% | Reduced | – |
| NVDANVIDIA Corp | Stock | 91,807 | $17.1M | 11.9% | −690−0.7% | Reduced | History |
| AAPLApple Inc. | Stock | 58,887 | $16.0M | 11.2% | −823−1.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 24,545 | $11.9M | 8.3% | −334−1.3% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 33,462 | $10.5M | 7.3% | −585−1.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 41,187 | $9.51M | 6.6% | −45−0.1% | Reduced | History |
| LLYEli Lilly & Co | Stock | 4,197 | $4.51M | 3.1% | −255−5.7% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 4,904 | $4.23M | 3.0% | +221+4.7% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 5,622 | $3.85M | 2.7% | +300+5.6% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 10,493 | $3.38M | 2.4% | +20.0% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,147 | $2.41M | 1.7% | −10−0.2% | Reduced | History |
| HDHome Depot, Inc. | Stock | 5,999 | $2.06M | 1.4% | −59−1.0% | Reduced | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,293 | $1.97M | 1.4% | +135+1.3% | Added | – |
| UBERUber Technologies, Inc | Stock | 22,975 | $1.88M | 1.3% | +7,745+50.9% | Added | History |
| AXPAmerican Express Co | Stock | 5,044 | $1.87M | 1.3% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,504 | $1.71M | 1.2% | 00.0% | Unchanged | History |
| WMWaste Management Inc | Stock | 7,671 | $1.69M | 1.2% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 4,826 | $1.67M | 1.2% | −195−3.9% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.51M | 1.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 1,945 | $1.28M | 0.9% | +380+24.3% | Added | History |
| TSLATesla, Inc. | Stock | 2,400 | $1.08M | 0.8% | 00.0% | Unchanged | History |
| iShares Select Dividend ETF464287168 | ETF | 7,515 | $1.06M | 0.7% | −200−2.6% | Reduced | – |
| PANWPalo Alto Networks Inc | Stock | 5,475 | $1.01M | 0.7% | +225+4.3% | Added | History |
| MRKMerck & Co., Inc. | Stock | 9,331 | $982.2K | 0.7% | +10.0% | Added | History |
| ABBVAbbVie Inc. | Stock | 4,176 | $954.2K | 0.7% | −50−1.2% | Reduced | History |
| NFLXNetflix Inc | Stock | 9,730 | $912.3K | 0.6% | +1,870+23.8% | AddedConverted for a 10-for-1 split | History |
| MCDMcDonalds Corp | Stock | 2,984 | $911.9K | 0.6% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 4,395 | $909.5K | 0.6% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 6,280 | $900.0K | 0.6% | −200−3.1% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 2,938 | $778.2K | 0.5% | −275−8.6% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 2,995 | $737.3K | 0.5% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 2,260 | $709.2K | 0.5% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 1,835 | $643.6K | 0.4% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 7,907 | $609.0K | 0.4% | +20.0% | Added | History |
| CVXChevron Corp | Stock | 3,596 | $548.0K | 0.4% | −22−0.6% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 1,593 | $471.9K | 0.3% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 4,080 | $454.5K | 0.3% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 2,225 | $434.1K | 0.3% | 00.0% | Unchanged | History |
| iShares Russell Midcap ETF464287499 | ETF | 4,350 | $418.8K | 0.3% | −1,118−20.4% | Reduced | – |
| KMBKimberly Clark Corp | Stock | 4,112 | $414.9K | 0.3% | +200+5.1% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 633 | $388.8K | 0.3% | −50−7.3% | Reduced | – |
| SNOWSnowflake Inc. | Stock | 1,755 | $385.0K | 0.3% | +250+16.6% | Added | History |
| BACBank of America Corp | Stock | 6,609 | $363.5K | 0.3% | +4+0.1% | Added | History |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 6,150 | $357.4K | 0.2% | 00.0% | Unchanged | – |
| SHOPShopify Inc. | Stock | 2,125 | $342.1K | 0.2% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,350 | $338.3K | 0.2% | 00.0% | UnchangedConverted for a 2-for-1 split | – |
| PSAPublic Storage | COM | 1,300 | $337.4K | 0.2% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,695 | $323.9K | 0.2% | +35+1.3% | Added | – |
| SCHWSchwab Charles Corp | Stock | 3,167 | $316.4K | 0.2% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,015 | $308.4K | 0.2% | −75−6.9% | Reduced | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,107 | $302.4K | 0.2% | 00.0% | Unchanged | – |
| EDConsolidated Edison Inc | Stock | 3,000 | $298.0K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,739 | $293.4K | 0.2% | 00.0% | Unchanged | – |
| VZVerizon Communications Inc | Stock | 6,806 | $277.2K | 0.2% | −500−6.8% | Reduced | History |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 14,144 | $269.9K | 0.2% | −1,878−11.7% | Reduced | – |
| DHRDanaher Corp | Stock | 1,170 | $267.8K | 0.2% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 2,846 | $265.2K | 0.2% | +2,846 | New | History |
| ANETArista Networks, Inc. | Stock | 1,850 | $242.4K | 0.2% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 415 | $238.0K | 0.2% | −11−2.6% | Reduced | History |
| BXBlackstone Inc. | COM | 1,428 | $220.1K | 0.2% | +5+0.4% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 249 | $218.8K | 0.2% | +249 | New | History |
Sold out since Q3 2025 (5)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| ALLAllstate Corp | Stock | 950 | $203.9K | 0.1% | History |
| PLTRPalantir Technologies Inc. | Stock | 1,115 | $203.4K | 0.1% | History |
| SYYSysco Corp | Stock | 2,450 | $201.7K | 0.1% | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,692 | $200.0K | 0.1% | – |
| CARMCarisma Therapeutics Inc. | COM | 24,001 | $6.58K | <0.1% | History |