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Livermore
Livermore
ZHEN

Blodgett Wealth Advisors, LLC

SEC CIK
0001907826
Latest filing
Aug 14, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
72
+8 vs. Q1 2026
Portfolio value
$149.2M
+$23.1M (+18.3%) vs. Q1 2026
Filed
Aug 14, 2026
SEC
Holdings of Blodgett Wealth Advisors, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Russell 1000 Growth ETF464287614ETF169,447$21.0M14.1%+1,507+0.9%AddedConverted for a 4-for-1 split–
NVDANVIDIA CorpStock89,547$17.9M12.0%+370+0.4%AddedHistory
AAPLApple Inc.Stock56,523$16.4M11.0%−564−1.0%ReducedHistory
GOOGLAlphabet Inc.Stock31,305$11.2M7.5%−147−0.5%ReducedHistory
AMZNAmazon Com IncStock40,952$9.76M6.5%+285+0.7%AddedHistory
MSFTMicrosoft CorpStock22,969$8.57M5.7%+123+0.5%AddedHistory
LLYEli Lilly & CoStock3,779$4.53M3.0%+20+0.5%AddedHistory
COSTCostco Wholesale CorpStock4,693$4.39M2.9%+58+1.3%AddedHistory
iShares Core S&P 500 ETF464287200ETF5,827$4.36M2.9%+90+1.6%Added–
CRWDCrowdStrike Holdings, Inc.Stock5,646$4.31M2.9%−373−6.2%ReducedHistory
JPMJPMorgan Chase & CoStock10,916$3.57M2.4%+126+1.2%AddedHistory
Vanguard Morningstar Value ETF922908744ETF10,228$2.23M1.5%−70−0.7%Reduced–
UBERUber Technologies, IncStock27,555$1.99M1.3%+2,475+9.9%AddedHistory
PANWPalo Alto Networks IncStock5,800$1.98M1.3%−100−1.7%ReducedHistory
HDHome Depot, Inc.Stock5,452$1.92M1.3%+451+9.0%AddedHistory
SPYSPDR S&P 500 ETF TrustETF2,345$1.75M1.2%−159−6.3%ReducedHistory
AXPAmerican Express CoStock5,044$1.71M1.1%00.0%UnchangedHistory
BRK.ABerkshire Hathaway IncCL A2$1.50M1.0%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock3,647$1.38M0.9%−479−11.6%ReducedHistory
iShares Select Dividend ETF464287168ETF8,440$1.32M0.9%+925+12.3%Added–
GOOGAlphabet Inc.Stock3,622$1.28M0.9%+1,362+60.3%AddedHistory
MRKMerck & Co., Inc.Stock9,334$1.20M0.8%+10.0%AddedHistory
NFLXNetflix IncStock16,250$1.16M0.8%+6,520+67.0%AddedHistory
METAMeta Platforms, Inc.Stock2,016$1.14M0.8%+21+1.1%AddedHistory
JNJJohnson & JohnsonStock4,396$1.12M0.7%+10.0%AddedHistory
TSLATesla, Inc.Stock2,300$967.4K0.6%00.0%UnchangedHistory
PGProcter & Gamble CoStock6,320$926.8K0.6%+40+0.6%AddedHistory
CSCOCisco Systems, Inc.Stock7,660$899.8K0.6%+10.0%AddedHistory
MUMicron Technology IncStock774$893.4K0.6%+774NewHistory
WMWaste Management IncStock3,951$880.6K0.6%−845−17.6%ReducedHistory
iShares Russell 2000 ETF464287655ETF2,845$854.8K0.6%−150−5.0%Reduced–
MCDMcDonalds CorpStock2,984$806.6K0.5%00.0%UnchangedHistory
VVisa Inc.Stock1,835$629.6K0.4%00.0%UnchangedHistory
INTCIntel CorpStock4,473$624.6K0.4%−775−14.8%ReducedHistory
ABBVAbbVie Inc.Stock2,476$623.1K0.4%+300+13.8%AddedHistory
CVXChevron CorpStock3,571$591.9K0.4%+75+2.1%AddedHistory
PLTRPalantir Technologies Inc.Stock4,760$555.4K0.4%+3,035+175.9%AddedHistory
SNOWSnowflake Inc.Stock2,100$534.5K0.4%−30−1.4%ReducedHistory
WMTWalmart Inc.Stock4,660$527.8K0.4%+578+14.2%AddedHistory
iShares Russell Midcap ETF464287499ETF4,350$479.9K0.3%00.0%Unchanged–
CRMSalesforce, Inc.Stock3,030$474.7K0.3%+92+3.1%AddedHistory
Invesco QQQ Trust Series I46090E103ETF633$466.1K0.3%00.0%Unchanged–
TSMTaiwan Semiconductor Manufacturing Co LtdADR965$460.9K0.3%−50−4.9%ReducedHistory
AMDAdvanced Micro Devices IncStock793$460.5K0.3%+793NewHistory
ETNEaton Corp plcStock1,075$458.1K0.3%+1,075NewHistory
KMBKimberly Clark CorpStock4,152$455.8K0.3%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock1,595$448.5K0.3%+2+0.1%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF2,350$447.7K0.3%00.0%Unchanged–
CATCaterpillar IncStock415$442.4K0.3%00.0%UnchangedHistory
PSAPublic StorageCOM1,300$413.8K0.3%00.0%UnchangedHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF6,350$390.3K0.3%00.0%Unchanged–
BACBank of America CorpStock6,618$377.1K0.3%+4+0.1%AddedHistory
ANETArista Networks, Inc.Stock2,100$356.7K0.2%+250+13.5%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF2,295$340.4K0.2%−400−14.8%Reduced–
Vanguard High Dividend Yield Index ETF921946406ETF2,107$333.0K0.2%00.0%Unchanged–
EDConsolidated Edison IncStock3,000$331.9K0.2%00.0%UnchangedHistory
LRCXLam Research CorpStock720$312.0K0.2%+720NewHistory
SPCXSpace Exploration Technologies CorpCLASS A COM STK1,795$306.7K0.2%+1,795NewHistory
iShares Tr464288414NATIONAL MUN ETF2,739$294.8K0.2%00.0%Unchanged–
SCHWSchwab Charles CorpStock3,167$292.2K0.2%00.0%UnchangedHistory
iShares Semiconductor ETF464287523ETF450$288.3K0.2%+450New–
VZVerizon Communications IncStock6,391$270.6K0.2%−415−6.1%ReducedHistory
SPDR Series Trust78468R861STATE STRET SPDR14,144$267.7K0.2%00.0%Unchanged–
GSGoldman Sachs Group IncStock251$253.4K0.2%+1+0.4%AddedHistory
HONHoneywell International IncStock1,113$249.1K0.2%+1,113NewHistory
HONAHoneywell Aerospace Inc.COM1,112$245.8K0.2%+1,112NewHistory
SHOPShopify Inc.Stock2,125$242.6K0.2%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock2,846$235.2K0.2%00.0%UnchangedHistory
ALLAllstate CorpStock950$226.0K0.2%+950NewHistory
GLWCorning IncCOM875$223.5K0.1%+875NewHistory
Vanguard Ftse Emerging Markets ETF922042858ETF3,703$221.0K0.1%+10.0%Added–
SYYSysco CorpStock2,450$204.8K0.1%+2,450NewHistory

Sold out since Q1 2026 (3)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Blodgett Wealth Advisors, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
HONHoneywell International IncCOM2,225$502.9K0.4%History
State Street Energy Select Sector SPDR ETF81369Y506ETF4,250$260.4K0.2%–
DHRDanaher CorpStock1,170$221.8K0.2%History