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Portfolio (Quarterly) Guide ↗

BLODGETT WEALTH ADVISORS, LLC

· CIK 0001907826
13F Portfolio $126M AUM 64 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 9 Added 15 Reduced 1 Exited
Page 2 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MRK MERCK & CO INC Healthcare 9,333.0 $1.1M 0.89% $120.29 -3.7%
22 WM WASTE MGMT INC DEL Industrials 4,796.0 $1.1M 0.87% -3K -37.5% $229.79 -4.4%
23 JNJ JOHNSON & JOHNSON Healthcare 4,395.0 $1.1M 0.85% $244.45 -5.2%
24 PANW PALO ALTO NETWORKS INC Technology 5,900.0 $946K 0.75% +425.0 +7.8% $160.32 +57.8%
25 NFLX NETFLIX INC. Communication Services 9,730.0 $936K 0.74% $96.15 -7.1%
26 MCD MCDONALDS CORP Consumer Cyclical 2,984.0 $927K 0.73% $310.77 -8.6%
27 PG PROCTER & GAMBLE CO Consumer Defensive 6,280.0 $907K 0.72% $144.44 -1.4%
28 TSLA TESLA INC Consumer Cyclical 2,300.0 $855K 0.68% -100.0 -4.2% $371.75 +12.2%
29 IWM ISHARES TR 2,995.0 $743K 0.59% $248.00 +13.9%
30 CVX CHEVRON CORPORATION Energy 3,496.0 $723K 0.57% -100.0 -2.8% $206.88 -7.7%
31 GOOG ALPHABET INC Communication Services 2,260.0 $648K 0.51% $286.86 +33.7%
32 CSCO CISCO SYS INC Technology 7,659.0 $594K 0.47% -248.0 -3.1% $77.59 +52.3%
33 V VISA INC Financial Services 1,835.0 $555K 0.44% $302.24 +9.4%
34 CRM SALESFORCE INC Technology 2,938.0 $548K 0.43% $186.66 -5.5%
35 WMT WALMART INC Consumer Defensive 4,082.0 $507K 0.40% $124.27 +5.3%
36 HON HONEYWELL INTL INC Industrials 2,225.0 $503K 0.40% $226.03 -1.0%
37 ABBV ABBVIE INC Healthcare 2,176.0 $473K 0.38% -2K -47.9% $217.49 -1.3%
38 IWR ISHARES TR 4,350.0 $423K 0.34% $97.23 +8.0%
39 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,152.0 $401K 0.32% +40.0 +1.0% $96.47 +2.3%
40 IBM INTERNATIONAL BUSINESS MACHS Technology 1,593.0 $386K 0.31% $242.39 +4.4%
Page 2 of 4  ·  64 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.8%
Communication Services 12.6%
Consumer Cyclical 12.3%
Financial Services 8.6%
Consumer Defensive 6.7%
Healthcare 6.6%
Industrials 2.0%
Energy 0.7%
Utilities 0.4%
Real Estate 0.4%