SEC Form 13F

BLODGETT WEALTH ADVISORS, LLC 13F Holdings

Inspect BLODGETT WEALTH ADVISORS, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-15T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-15
Reported value
$149,246,248
Positions
72

Read this manager's filing book

Step 1 of 3

Disclosed positions

BLODGETT WEALTH ADVISORS, LLC: source evidence dated 2026-08-15T03:59:59.999Z.

Issuer
ISHARES TR
Ticker
IWF
Class
RUS 1000 GRW ETF
Reported value
$21,040,253
Reported amount
169,447
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001907826-26-000003
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions
Show the table · 50 rows, 7 columns

Scroll sideways to compare all columns. Select a heading to sort.

ISHARES TRIWFRUS 1000 GRW ETF$21,040,253169,447SHNone
NVIDIA CORPORATIONNVDACOM$17,917,46889,547SHNone
APPLE INCAAPLCOM$16,355,36856,523SHNone
ALPHABET INCGOOGLCAP STK CL A$11,187,62531,305SHNone
AMAZON COM INCAMZNCOM$9,760,50040,952SHNone
MICROSOFT CORPMSFTCOM$8,567,92822,969SHNone
ELI LILLY & COLLYCOM$4,532,3843,779SHNone
COSTCO WHOLESALE CORPORATIONCOSTCOM$4,390,0114,693SHNone
ISHARES TRIVVCORE S&P500 ETF$4,363,6605,827SHNone
CROWDSTRIKE HLDGS INCCRWDCL A$4,308,6895,646SHNone
JPMORGAN CHASE & COJPMCOM$3,573,20410,916SHNone
VANGUARD INDEX FDSVTVVALUE ETF$2,229,03510,228SHNone
UBER TECHNOLOGIES INCUBERCOM$1,988,36927,555SHNone
PALO ALTO NETWORKS INCPANWCOM$1,977,9165,800SHNone
HOME DEPOT INCHDCOM$1,922,9045,452SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$1,751,1762,345SHNone
AMERICAN EXPRESS COAXPCOM$1,706,1335,044SHNone
BERKSHIRE HATHAWAY INC DELBRK.ACL A$1,497,7002SHNone
BROADCOM INCAVGOCOM$1,377,5583,647SHNone
ISHARES TRDVYSELECT DIVID ETF$1,319,1548,440SHNone
ALPHABET INCGOOGCAP STK CL C$1,279,7623,622SHNone
MERCK & CO INCMRKCOM$1,199,4319,334SHNone
NETFLIX INC.NFLXCOM$1,160,25016,250SHNone
META PLATFORMS INCMETACL A$1,135,7322,016SHNone
JOHNSON & JOHNSONJNJCOM$1,116,3304,396SHNone
TESLA INCTSLACOM$967,3802,300SHNone
PROCTER & GAMBLE COPGCOM$926,7656,320SHNone
CISCO SYS INCCSCOCOM$899,7857,660SHNone
MICRON TECHNOLOGY INCMUCOM$893,421774SHNone
WASTE MGMT INC DELWMCOM$880,5993,951SHNone
ISHARES TRIWMRUSSELL 2000 ETF$854,7812,845SHNone
MCDONALDS CORPMCDCOM$806,5752,984SHNone
VISA INCVCOM CL A$629,5711,835SHNone
INTEL CORPINTCCOM$624,6264,473SHNone
ABBVIE INCABBVCOM$623,0612,476SHNone
CHEVRON CORPORATIONCVXCOM$591,8703,571SHNone
PALANTIR TECHNOLOGIES INCPLTRCL A$555,3504,760SHNone
SNOWFLAKE INCSNOWCOM SHS$534,4502,100SHNone
WALMART INCWMTCOM$527,8214,660SHNone
ISHARES TRIWRRUS MID CAP ETF$479,8924,350SHNone
SALESFORCE INCCRMCOM$474,7253,030SHNone
INVESCO QQQ TRQQQUNIT SER 1$466,062633SHNone
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$460,856965SHNone
ADVANCED MICRO DEVICES INCAMDCOM$460,540793SHNone
EATON CORP PLCETNSHS$458,0791,075SHNone
KIMBERLY-CLARK CORPKMBCOM$455,7664,152SHNone
INTERNATIONAL BUSINESS MACHSIBMCOM$448,5481,595SHNone
SELECT SECTOR SPDR TRXLKST STR TECHN ETF$447,7222,350SHNone
CATERPILLAR INCCATCOM$442,448415SHNone
PUBLIC STORAGEPSACOM$413,8031,300SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.