§ 13F · FUND PROFILE
BLODGETT WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $145M (13F)Positions · 128Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$944K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 42K | $18M | 14.2% | −14% |
| 2 | NVDA | NVIDIA CORPORATION | 89K | $16M | 12.3% | −3% |
| 3 | AAPL | APPLE INC | 57K | $14M | 11.5% | −3% |
| 4 | GOOGL | ALPHABET INC | 31K | $9M | 7.2% | −6% |
| 5 | AMZN | AMAZON COM INC | 41K | $8M | 6.7% | −1% |
| 6 | MSFT | MICROSOFT CORP | 23K | $8M | 6.7% | −7% |
| 7 | COST | COSTCO WHOLESALE CORPORATION | 5K | $5M | 3.7% | −5% |
| 8 | IVV | ISHARES TR | 6K | $4M | 3.0% | +2% |
| 9 | LLY | ELI LILLY & CO | 4K | $3M | 2.7% | −10% |
| 10 | JPM | JPMORGAN CHASE & CO | 11K | $3M | 2.5% | +3% |
§ 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 $145 million in assets. The fund runs a portfolio of 128 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed