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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 1 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWF ISHARES TR 41,985.0 $17.9M 14.19% -7K -13.6% $426.40 -70.8%
2 NVDA NVIDIA CORPORATION Technology 89,177.0 $15.6M 12.32% -3K -2.9% $174.40 +25.9%
3 AAPL APPLE INC Technology 57,087.0 $14.5M 11.48% -2K -3.1% $253.79 +20.2%
4 GOOGL ALPHABET INC Communication Services 31,452.0 $9.0M 7.17% -2K -6.0% $287.56 +34.8%
5 AMZN AMAZON COM INC Consumer Cyclical 40,667.0 $8.5M 6.71% -520.0 -1.3% $208.27 +28.9%
6 MSFT MICROSOFT CORP Technology 22,846.0 $8.5M 6.70% -2K -6.9% $370.16 +13.2%
7 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 4,635.0 $4.6M 3.66% -269.0 -5.5% $996.40 +5.4%
8 IVV ISHARES TR 5,737.0 $3.7M 2.97% +115.0 +2.0% $653.19 +14.2%
9 LLY ELI LILLY & CO Healthcare 3,759.0 $3.5M 2.74% -438.0 -10.4% $919.72 +13.3%
10 JPM JPMORGAN CHASE & CO Financial Services 10,790.0 $3.2M 2.52% +297.0 +2.8% $294.15 +3.0%
11 CRWD CROWDSTRIKE HLDGS INC Technology 6,019.0 $2.3M 1.86% +872.0 +16.9% $390.41 +66.0%
12 VTV VANGUARD INDEX FDS 10,298.0 $2.0M 1.60% $196.21 +6.5%
13 UBER UBER TECHNOLOGIES INC Technology 25,080.0 $1.8M 1.43% +2K +9.2% $71.93 +3.7%
14 HD HOME DEPOT INC Consumer Cyclical 5,001.0 $1.6M 1.30% -998.0 -16.6% $328.87 -4.6%
15 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,504.0 $1.6M 1.29% $650.34 +14.2%
16 AXP AMERICAN EXPRESS CO Financial Services 5,044.0 $1.5M 1.21% $302.48 +2.4%
17 BERKSHIRE HATHAWAY INC DEL 2.0 $1.4M 1.14% $718140.00
18 AVGO BROADCOM INC Technology 4,126.0 $1.3M 1.01% -700.0 -14.5% $309.49 +34.0%
19 META META PLATFORMS INC Communication Services 1,995.0 $1.1M 0.91% +50.0 +2.6% $572.13 +6.2%
20 DVY ISHARES TR 7,515.0 $1.1M 0.90% $151.41 +1.8%
Page 1 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%