BLODGETT WEALTH ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, BLODGETT WEALTH ADVISORS, LLC held in its portfolio 61 assets valued at $143,292,482 (i.e. $143.29M).
The most valuable assets in the portfolio included: ISHARES TR ($23.01M), NVIDIA CORPORATION ($17.12M), and APPLE INC ($16.01M).
The chart below shows the top 10 valuable assets, and the table below shows the top 61 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BLODGETT WEALTH ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 48605 | 23004896 | RUS 1000 GRW ETF |
| NVIDIA CORPORATION | 91807 | 17122025 | COM |
| APPLE INC | 58887 | 16008950 | COM |
| MICROSOFT CORP | 24545 | 11870582 | COM |
| ALPHABET INC | 33462 | 10473579 | CAP STK CL A |
| AMAZON COM INC | 41187 | 9506784 | COM |
| ELI LILLY & CO | 4197 | 4510197 | COM |
| COSTCO WHSL CORP NEW | 4904 | 4228778 | COM |
| ISHARES TR | 5622 | 3850621 | CORE S&P500 ETF |
| JPMORGAN CHASE & CO. | 10493 | 3381071 | COM |
| CROWDSTRIKE HLDGS INC | 5147 | 2412708 | CL A |
| HOME DEPOT INC | 5999 | 2064251 | COM |
| VANGUARD INDEX FDS | 10293 | 1965846 | VALUE ETF |
| UBER TECHNOLOGIES INC | 22975 | 1877288 | COM |
| AMERICAN EXPRESS CO | 5044 | 1866028 | COM |
| SPDR S&P 500 ETF TR | 2504 | 1707528 | TR UNIT |
| WASTE MGMT INC DEL | 7671 | 1685396 | COM |
| BROADCOM INC | 4826 | 1670190 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| META PLATFORMS INC | 1945 | 1283876 | CL A |
| TESLA INC | 2400 | 1079328 | COM |
| ISHARES TR | 7515 | 1060651 | SELECT DIVID ETF |
| PALO ALTO NETWORKS INC | 5475 | 1008495 | COM |
| MERCK & CO INC | 9331 | 982215 | COM |
| ABBVIE INC | 4176 | 954175 | COM |
| NETFLIX INC | 9730 | 912285 | COM |
| MCDONALDS CORP | 2984 | 911902 | COM |
| JOHNSON & JOHNSON | 4395 | 909525 | COM |
| PROCTER AND GAMBLE CO | 6280 | 899987 | COM |
| SALESFORCE INC | 2938 | 778241 | COM |
| ISHARES TR | 2995 | 737250 | RUSSELL 2000 ETF |
| ALPHABET INC | 2260 | 709188 | CAP STK CL C |
| VISA INC | 1835 | 643553 | COM CL A |
| CISCO SYS INC | 7907 | 609049 | COM |
| CHEVRON CORP NEW | 3596 | 548012 | COM |
| INTERNATIONAL BUSINESS MACHS | 1593 | 471863 | COM |
| WALMART INC | 4080 | 454525 | COM |
| HONEYWELL INTL INC | 2225 | 434076 | COM |
| ISHARES TR | 4350 | 418775 | RUS MID CAP ETF |
| KIMBERLY-CLARK CORP | 4112 | 414860 | COM |
| INVESCO QQQ TR | 633 | 388756 | UNIT SER 1 |
| SNOWFLAKE INC | 1755 | 384977 | COM SHS |
| BANK AMERICA CORP | 6609 | 363509 | COM |
| J P MORGAN EXCHANGE TRADED F | 6150 | 357438 | NASDAQ EQT PREM |
| SHOPIFY INC | 2125 | 342062 | CL A SUB VTG SHS |
| SELECT SECTOR SPDR TR | 2350 | 338330 | STATE STREET TEC |
| PUBLIC STORAGE OPER CO | 1300 | 337350 | COM |
| ISHARES TR | 2695 | 323886 | CORE S&P SCP ETF |
| SCHWAB CHARLES CORP | 3167 | 316402 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1015 | 308449 | SPONSORED ADS |
| VANGUARD WHITEHALL FDS | 2107 | 302397 | HIGH DIV YLD |
| CONSOLIDATED EDISON INC | 3000 | 297960 | COM |
| ISHARES TR | 2739 | 293375 | NATIONAL MUN ETF |
| VERIZON COMMUNICATIONS INC | 6806 | 277190 | COM |
| SPDR SERIES TRUST | 14144 | 269868 | STATE STRET SPDR |
| DANAHER CORPORATION | 1170 | 267837 | COM |
| WELLS FARGO CO NEW | 2846 | 265248 | COM |
| ARISTA NETWORKS INC | 1850 | 242406 | COM SHS |
| CATERPILLAR INC | 415 | 238018 | COM |
| BLACKSTONE INC | 1428 | 220115 | COM |
| GOLDMAN SACHS GROUP INC | 249 | 218760 | COM |
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