§ 13F · FUND PROFILE
BLODGETT WEALTH ADVISORS, LLC.
AUM · $149M (13F)Positions · 72Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 169K | $21M | 14.1% | +304% |
| 2 | NVDA | NVIDIA CORPORATION | 90K | $18M | 12.0% | ±0% |
| 3 | AAPL | APPLE INC | 57K | $16M | 11.0% | −1% |
| 4 | GOOGL | ALPHABET INC | 31K | $11M | 7.5% | ±0% |
| 5 | AMZN | AMAZON COM INC | 41K | $10M | 6.5% | +1% |
| 6 | MSFT | MICROSOFT CORP | 23K | $9M | 5.7% | +1% |
| 7 | LLY | ELI LILLY & CO | 4K | $5M | 3.0% | +1% |
| 8 | COST | COSTCO WHOLESALE CORPORATION | 5K | $4M | 2.9% | +1% |
| 9 | IVV | ISHARES TR | 6K | $4M | 2.9% | +2% |
| 10 | CRWD | CROWDSTRIKE HLDGS INC | 6K | $4M | 2.9% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BLODGETT SIGNAL
AC read
BLODGETT WEALTH ADVISORS, LLC is a Other fund managing $149 million in assets. The fund runs a portfolio of 72 positions.
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