13F Insight
DOSSIER · 13F-HR · Q2 2026

BLODGETT WEALTH ADVISORS, LLC

$149M in tracked AUM across 72 positions as of Q2 2026.

BW
CIK 0001907826 · last filed Jun 30, 2026
Total AUM
$149M
as of Q2 2026
Holdings
72
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

The SEC 13F filing for Blodgett Wealth Advisors, LLC reveals a portfolio that has undergone a dramatic structural expansion during the reporting period ending December 31, 2025. The total portfolio value surged from approximately $59,800 in the previous quarter to $143.29 million, representing a staggering increase of over 2,395,115%. This growth is not attributable to market performance on existing assets but rather to a significant capital deployment event, like...

The portfolio consists of 61 holdings, displaying a balance between active stock selection and passive exposure. The composition is heavily concentrated at the top, with the first five positions accounting for 54.76% of the total portfolio value. Despite the massive influx of capital, the firm maintained a disciplined approach, establishing core positions in mega-cap technology leaders while utilizing ETFs to provide broad market diversification.

Key Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IWF
ISHARES TR
$21M169K14.1%02
NVDA
NVIDIA CORPORATION
$18M90K12.0%03
AAPL
APPLE INC
$16M57K11.0%04
GOOGL
ALPHABET INC
$11M31K7.5%05
AMZN
AMAZON COM INC
$10M41K6.5%06
MSFT
MICROSOFT CORP
$9M23K5.7%07
LLY
ELI LILLY & CO
$5M4K3.0%08
COST
COSTCO WHOLESALE CORPORATION
$4M5K2.9%09
IVV
ISHARES TR
$4M6K2.9%10
CRWD
CROWDSTRIKE HLDGS INC
$4M6K2.9%

Filing history

2026Q2Jun 30
$149M▲ 18.3%
72 positionsView →2026Q1Mar 31
$126M▼ 11.9%
64 positionsView →2025Q4Dec 31
$143M▼ 1.3%
61 positionsView →2025Q3Sep 30
$145M▲ 13.8%
64 positionsView →2025Q2Jun 30
$128M▲ 8.8%
61 positionsLocked2025Q1Mar 31
$117M▼ 8.0%
61 positionsLocked2024Q4Dec 31
$128M▲ 7.2%
59 positionsLocked2024Q3Sep 30
$119M▲ 0.8%
59 positionsLocked2024Q2Jun 30
$118M▲ 6.5%
59 positionsLocked2024Q1Mar 31
$111M▲ 13.2%
64 positionsLocked2023Q4Dec 31
$98M▲ 7.5%
60 positionsLocked2023Q3Sep 30
$91M▼ 5.7%
59 positionsLocked
Showing 12 of 19