Q3 2026 13F · SEC CIK 1907826

Blodgett Wealth Advisors, LLC

Wealth managerFiled 2026-10-23 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $146.8M
Reported positions: 66
Top holdings a year, 3 yrs: +24.9%
Assets under management: $250.9M

Blodgett Wealth Advisors, LLC is a wealth manager that reported 66 positions worth $146.8M in its Q3 2026 13F, filed 2026-10-23. Its largest holdings were Ishares Tr (IWF, 13.5%), Nvidia Corporation (NVDA, 12.5%), Apple Inc (AAPL, 11.8%). A portfolio copying its top holdings returned 24.9% a year over the last 3 years, against 20.4% for the S&P 500.

Blodgett Wealth Advisors, LLC holdings largest 50 of 66 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Blodgett Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IWFIshares Tr	13.5%	14.1%	157,952	-6.8%	$19.8M
NVDANvidia Corporation	12.5%	12.0%	80,572	-10.0%	$18.4M
AAPLApple Inc	11.8%	11.0%	52,045	-7.9%	$17.3M
MSFTMicrosoft Corp	7.0%	5.7%	19,944	-13.2%	$10.2M
AMZNAmazon Com Inc	7.0%	6.5%	41,002	+0.1%	$10.2M
GOOGLAlphabet Inc	6.4%	7.5%	27,386	-12.5%	$9.4M
CRWDCrowdstrike Hldgs Inc	3.8%	2.9%	21,227	+276.0%	$5.6M
IVVIshares Tr	3.1%	2.9%	6,032	+3.5%	$4.6M
LLYEli Lilly & Co	3.0%	3.0%	3,806	+0.7%	$4.4M
COSTCostco Wholesale Corporation	2.9%	2.9%	4,668	-0.5%	$4.2M
JPMJpmorgan Chase & Co	2.5%	2.4%	10,983	+0.6%	$3.6M
PANWPalo Alto Networks Inc	1.6%	1.3%	5,800	+0.0%	$2.3M
VTVVanguard Index Fds	1.5%	1.5%	10,233	+0.0%	$2.2M
SPYState Str Spdr S&p 500 ETF T	1.2%	1.2%	2,345	+0.0%	$1.8M
UBERUber Technologies Inc	1.2%	1.3%	26,030	-5.5%	$1.8M
HDHome Depot Inc	1.1%	1.3%	5,565	+2.1%	$1.6M
METAMeta Platforms Inc	1.0%	0.8%	1,998	-0.9%	$1.4M
AXPAmerican Express Co	0.9%	1.1%	4,544	-9.9%	$1.4M
MRKMerck & Co Inc	0.9%	0.8%	9,335	+0.0%	$1.4M
AVGOBroadcom Inc	0.9%	0.9%	3,671	+0.7%	$1.3M
DVYIshares Tr	0.9%	0.9%	8,440	+0.0%	$1.3M
GOOGAlphabet Inc	0.9%	0.9%	3,747	+3.5%	$1.3M
NFLXNetflix Inc.	0.8%	0.8%	16,025	-1.4%	$1.1M
JNJJohnson & Johnson	0.7%	0.7%	3,696	-15.9%	$978K
MUMicron Technology Inc	0.6%	0.6%	819	+5.8%	$872K
TSLATesla Inc	0.6%	0.6%	2,300	+0.0%	$816K
WMWaste Mgmt Inc Del	0.5%	0.6%	3,951	+0.0%	$806K
IWMIshares Tr	0.5%	0.6%	2,795	-1.8%	$777K
CSCOCisco Sys Inc	0.5%	0.6%	7,162	-6.5%	$771K
PGProcter & Gamble Co	0.5%	0.6%	5,245	-17.0%	$762K
INTCIntel Corp	0.5%	0.4%	6,318	+41.2%	$760K
CVXChevron Corporation	0.5%	0.4%	3,553	-0.5%	$725K
CRMSalesforce Inc	0.5%	0.3%	3,030	+0.0%	$696K
VVisa Inc	0.4%	0.4%	1,835	+0.0%	$659K
ABBVAbbvie Inc	0.4%	0.4%	2,476	+0.0%	$648K
SNOWSnowflake Inc	0.4%	0.4%	1,830	-12.9%	$621K
MCDMcdonalds Corp	0.4%	0.5%	2,246	-24.7%	$519K
WMTWalmart Inc	0.4%	0.4%	4,987	+7.0%	$518K
PLTRPalantir Technologies Inc	0.3%	0.4%	2,700	-43.3%	$505K
AMDAdvanced Micro Devices Inc	0.3%	0.3%	793	+0.0%	$485K
QQQInvesco Qqq Tr	0.3%	0.3%	633	+0.0%	$468K
IWRIshares Tr	0.3%	0.3%	4,350	+0.0%	$464K
TSMTaiwan Semiconductor Manufac	0.3%	0.3%	965	+0.0%	$440K
ANETArista Networks Inc	0.3%	—	2,100	—	$428K
XLKSelect Sector Spdr Tr	0.3%	0.3%	2,150	-8.5%	$421K
JEPQJ P Morgan Exchange Traded F	0.3%	—	6,200	—	$380K
BACBank of Amer Corp	0.2%	—	6,623	—	$360K
CATCaterpillar Inc	0.2%	0.3%	430	+3.6%	$349K
SPCXSpace Exploration Techn Corp	0.2%	—	2,272	—	$343K
VYMVanguard Whitehall Fds	0.2%	—	2,107	—	$327K

What Blodgett Wealth Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.1% /yr; S&P 500 +20.1%
3 years: +24.9% /yr; S&P 500 +20.4%
5 years: +16.1% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$146.8M	66
Q2 2026	$149.2M	72
Q1 2026	$126.2M	64
Q4 2025	$143.3M	61
Q3 2025	$145.2M	64
Q2 2025	$127.6M	61
Q1 2025	$117.3M	61
Q4 2024	$127.5M	59
Q3 2024	$118.9M	59
Q2 2024	$117.8M	58
Q1 2024	$110.4M	63
Q4 2023	$97.7M	59

Questions about Blodgett Wealth Advisors, LLC's portfolio

What stocks does Blodgett Wealth Advisors, LLC own?

Blodgett Wealth Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 23, 2026, lists 66 positions worth $146.8M. The largest are Ishares Tr (IWF) at 13.5%, Nvidia Corporation (NVDA) at 12.5%, Apple Inc (AAPL) at 11.8%, Microsoft Corp (MSFT) at 7.0% and Amazon Com Inc (AMZN) at 7.0%.

What did Blodgett Wealth Advisors, LLC buy last quarter?

In Q3 2026, Blodgett Wealth Advisors, LLC added Crowdstrike Hldgs Inc (CRWD) (+276.0% shares), Intel Corp (INTC) (+41.2% shares) and Walmart Inc (WMT) (+7.0% shares), compared with its Q2 2026 filing.

What did Blodgett Wealth Advisors, LLC sell last quarter?

In Q3 2026, Blodgett Wealth Advisors, LLC cut from its top 50 Berkshire Hathaway Inc Del (BRK-A), cut from its top 50 Eaton Corp PLC (ETN), cut from its top 50 Kimberly-Clark Corp (KMB), cut from its top 50 International Business Machs (IBM), cut from its top 50 Public Storage (PSA), Palantir Technologies Inc (PLTR) (-43.3% shares), Mcdonalds Corp (MCD) (-24.7% shares) and Procter & Gamble Co (PG) (-17.0% shares), compared with its Q2 2026 filing.

How has Blodgett Wealth Advisors, LLC's portfolio performed?

A portfolio copying Blodgett Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.1% against +20.1%. Over 5 years: +16.1% a year against +13.0%.

When is Blodgett Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Blodgett Wealth Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Blodgett Wealth Advisors, LLC manage?

Blodgett Wealth Advisors, LLC reported $250.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $146.8M.