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BLODGETT WEALTH ADVISORS, LLC
Period ended Sep 30, 2026 · Latest filing Oct 23, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $146,751,988
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · RUS 1000 GRW ETF · 464287614 · shares: $19,785,022
- NVIDIA CORPORATION · COM · 67066G104 · shares: $18,401,044
- APPLE INC · COM · 037833100 · shares: $17,332,009
- MICROSOFT CORP · COM · 594918104 · shares: $10,229,448
- AMAZON COM INC · COM · 023135106 · shares: $10,215,649
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $9,422,877
- CROWDSTRIKE HLDGS INC · CL A · 22788C105 · shares: $5,619,849
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $4,619,482
- ELI LILLY & CO · COM · 532457108 · shares: $4,403,593
- COSTCO WHOLESALE CORPORATION · COM · 22160K105 · shares: $4,249,322
Reported holdings
66 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 157,952 shares | $19,785,022 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 80,572 shares | $18,401,044 |
| APPLE INC | COM | 037833100 | — | 52,045 shares | $17,332,009 |
| MICROSOFT CORP | COM | 594918104 | — | 19,944 shares | $10,229,448 |
| AMAZON COM INC | COM | 023135106 | — | 41,002 shares | $10,215,649 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 27,386 shares | $9,422,877 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 21,227 shares | $5,619,849 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 6,032 shares | $4,619,482 |
| ELI LILLY & CO | COM | 532457108 | — | 3,806 shares | $4,403,593 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 4,668 shares | $4,249,322 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 10,983 shares | $3,633,380 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 5,800 shares | $2,304,398 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 10,233 shares | $2,211,112 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 2,345 shares | $1,788,368 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 26,030 shares | $1,783,316 |
| HOME DEPOT INC | COM | 437076102 | — | 5,565 shares | $1,583,271 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,998 shares | $1,449,089 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 4,544 shares | $1,381,831 |
| MERCK & CO INC | COM | 58933Y105 | — | 9,335 shares | $1,356,521 |
| BROADCOM INC | COM | 11135F101 | — | 3,671 shares | $1,289,129 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 8,440 shares | $1,283,453 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 3,747 shares | $1,276,753 |
| NETFLIX INC. | COM | 64110L106 | — | 16,025 shares | $1,115,020 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 3,696 shares | $978,426 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 819 shares | $872,326 |
| TESLA INC | COM | 88160R101 | — | 2,300 shares | $816,063 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 3,951 shares | $805,688 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 2,795 shares | $776,703 |
| CISCO SYS INC | COM | 17275R102 | — | 7,162 shares | $770,815 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 5,245 shares | $761,994 |
| INTEL CORP | COM | 458140100 | — | 6,318 shares | $759,666 |
| CHEVRON CORPORATION | COM | 166764100 | — | 3,553 shares | $725,486 |
| SALESFORCE INC | COM | 79466L302 | — | 3,030 shares | $695,690 |
| VISA INC | COM CL A | 92826C839 | — | 1,835 shares | $659,371 |
| ABBVIE INC | COM | 00287Y109 | — | 2,476 shares | $647,697 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 1,830 shares | $621,395 |
| MCDONALDS CORP | COM | 580135101 | — | 2,246 shares | $518,696 |
| WALMART INC | COM | 931142103 | — | 4,987 shares | $518,288 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 2,700 shares | $505,035 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 793 shares | $484,998 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 633 shares | $468,233 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 4,350 shares | $464,189 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 965 shares | $440,224 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 2,100 shares | $427,539 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 2,150 shares | $420,863 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | — | 6,200 shares | $379,812 |
| BANK OF AMER CORP | COM | 060505104 | — | 6,623 shares | $360,485 |
| CATERPILLAR INC | COM | 149123101 | — | 430 shares | $349,032 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 2,272 shares | $342,754 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 2,107 shares | $327,007 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 2,125 shares | $315,138 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 3,167 shares | $309,530 |
| EATON CORP PLC | SHS | G29183103 | — | 690 shares | $296,500 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 2,145 shares | $291,806 |
| KIMBERLY-CLARK CORP | COM | 494368103 | — | 2,865 shares | $279,137 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 2,739 shares | $276,913 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 5,641 shares | $258,732 |
| SPDR SERIES TRUST | STATE STRET SPDR | 78468R861 | — | 14,144 shares | $257,563 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | — | 450 shares | $255,888 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 266 shares | $239,940 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 720 shares | $236,528 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 3,750 shares | $230,625 |
| WELLS FARGO & CO | COM | 949746101 | — | 2,846 shares | $227,823 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 3,704 shares | $219,699 |
| DANAHER CORP DEL | COM | 235851102 | — | 990 shares | $219,335 |
| CONSOLIDATED EDISON INC | COM | 209115104 | — | 2,000 shares | $204,420 |