Skip to main content
Livermore
Livermore
ZHEN

Blodgett Wealth Advisors, LLC

SEC CIK
0001907826
Latest filing
Aug 14, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 30, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
64
+3 vs. Q4 2025
Portfolio value
$126.2M
−$17.1M (−11.9%) vs. Q4 2025
Filed
Apr 30, 2026
SEC
Holdings of Blodgett Wealth Advisors, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Russell 1000 Growth ETF464287614ETF41,985$17.9M14.2%−6,620−13.6%Reduced–
NVDANVIDIA CorpStock89,177$15.6M12.3%−2,630−2.9%ReducedHistory
AAPLApple Inc.Stock57,087$14.5M11.5%−1,800−3.1%ReducedHistory
GOOGLAlphabet Inc.Stock31,452$9.04M7.2%−2,010−6.0%ReducedHistory
AMZNAmazon Com IncStock40,667$8.47M6.7%−520−1.3%ReducedHistory
MSFTMicrosoft CorpStock22,846$8.46M6.7%−1,699−6.9%ReducedHistory
COSTCostco Wholesale CorpStock4,635$4.62M3.7%−269−5.5%ReducedHistory
iShares Core S&P 500 ETF464287200ETF5,737$3.75M3.0%+115+2.0%Added–
LLYEli Lilly & CoStock3,759$3.46M2.7%−438−10.4%ReducedHistory
JPMJPMorgan Chase & CoStock10,790$3.17M2.5%+297+2.8%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock6,019$2.35M1.9%+872+16.9%AddedHistory
Vanguard Morningstar Value ETF922908744ETF10,298$2.02M1.6%+50.0%Added–
UBERUber Technologies, IncStock25,080$1.80M1.4%+2,105+9.2%AddedHistory
HDHome Depot, Inc.Stock5,001$1.64M1.3%−998−16.6%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF2,504$1.63M1.3%00.0%UnchangedHistory
AXPAmerican Express CoStock5,044$1.53M1.2%00.0%UnchangedHistory
BRK.ABerkshire Hathaway IncCL A2$1.44M1.1%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock4,126$1.28M1.0%−700−14.5%ReducedHistory
METAMeta Platforms, Inc.Stock1,995$1.14M0.9%+50+2.6%AddedHistory
iShares Select Dividend ETF464287168ETF7,515$1.14M0.9%00.0%Unchanged–
MRKMerck & Co., Inc.Stock9,333$1.12M0.9%+20.0%AddedHistory
WMWaste Management IncStock4,796$1.10M0.9%−2,875−37.5%ReducedHistory
JNJJohnson & JohnsonStock4,395$1.07M0.9%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock5,900$945.9K0.7%+425+7.8%AddedHistory
NFLXNetflix IncStock9,730$935.5K0.7%00.0%UnchangedHistory
MCDMcDonalds CorpStock2,984$927.3K0.7%00.0%UnchangedHistory
PGProcter & Gamble CoStock6,280$907.1K0.7%00.0%UnchangedHistory
TSLATesla, Inc.Stock2,300$855.0K0.7%−100−4.2%ReducedHistory
iShares Russell 2000 ETF464287655ETF2,995$742.8K0.6%00.0%Unchanged–
CVXChevron CorpStock3,496$723.2K0.6%−100−2.8%ReducedHistory
GOOGAlphabet Inc.Stock2,260$648.3K0.5%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock7,659$594.2K0.5%−248−3.1%ReducedHistory
VVisa Inc.Stock1,835$554.6K0.4%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock2,938$548.4K0.4%00.0%UnchangedHistory
WMTWalmart Inc.Stock4,082$507.3K0.4%+20.0%AddedHistory
HONHoneywell International IncCOM2,225$502.9K0.4%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock2,176$473.3K0.4%−2,000−47.9%ReducedHistory
iShares Russell Midcap ETF464287499ETF4,350$423.0K0.3%00.0%Unchanged–
KMBKimberly Clark CorpStock4,152$400.5K0.3%+40+1.0%AddedHistory
IBMInternational Business Machines CorpStock1,593$386.1K0.3%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF633$365.3K0.3%00.0%Unchanged–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF6,350$352.6K0.3%+200+3.3%Added–
PSAPublic StorageCOM1,300$352.1K0.3%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,015$343.0K0.3%00.0%UnchangedHistory
VZVerizon Communications IncStock6,806$341.6K0.3%00.0%UnchangedHistory
EDConsolidated Edison IncStock3,000$339.5K0.3%00.0%UnchangedHistory
iShares Core S&P Small Cap ETF464287804ETF2,695$335.0K0.3%00.0%Unchanged–
BACBank of America CorpStock6,614$322.4K0.3%+5+0.1%AddedHistory
SNOWSnowflake Inc.Stock2,130$321.2K0.3%+375+21.4%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF2,350$312.3K0.2%00.0%Unchanged–
Vanguard High Dividend Yield Index ETF921946406ETF2,107$312.0K0.2%00.0%Unchanged–
SCHWSchwab Charles CorpStock3,167$297.6K0.2%00.0%UnchangedHistory
CATCaterpillar IncStock415$294.4K0.2%00.0%UnchangedHistory
iShares Tr464288414NATIONAL MUN ETF2,739$290.7K0.2%00.0%Unchanged–
SPDR Series Trust78468R861STATE STRET SPDR14,144$271.4K0.2%00.0%Unchanged–
State Street Energy Select Sector SPDR ETF81369Y506ETF4,250$260.4K0.2%+4,250New–
PLTRPalantir Technologies Inc.Stock1,725$252.3K0.2%+1,725NewHistory
SHOPShopify Inc.Stock2,125$252.1K0.2%00.0%UnchangedHistory
INTCIntel CorpStock5,248$231.6K0.2%+5,248NewHistory
ANETArista Networks, Inc.Stock1,850$227.1K0.2%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock2,846$226.6K0.2%00.0%UnchangedHistory
DHRDanaher CorpStock1,170$221.8K0.2%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock250$211.3K0.2%+1+0.4%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF3,702$200.1K0.2%+3,702New–

Sold out since Q4 2025 (1)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Blodgett Wealth Advisors, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
BXBlackstone Inc.COM1,428$220.1K0.2%History