Blodgett Wealth Advisors, LLC reported 49 positions worth $112.70M for the quarter ended Sep 30, 2026, down 1.3% on the prior quarter. It opened 1 new position, added to 14, trimmed 21 and exited 8. Its largest holding is Nvidia Corp at 16.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| INTC Intel Corp | +1,845 | +41.2% | $221.84K | 0.674% |
| DHR Danaher Corp | +990 | – | $219.34K | 0.195% |
| SPCX Space Exploration Technologies Corp | +477 | +26.6% | $71.96K | 0.304% |
| MU Micron Technology Inc | +45 | +5.8% | $47.93K | 0.774% |
| GOOG Alphabet Inc. | +125 | +3.5% | $42.59K | 1.13% |
| WMT Walmart Inc. | +327 | +7.0% | $33.98K | 0.46% |
| HD Home Depot, Inc. | +113 | +2.1% | $32.15K | 1.4% |
| LLY ELI LILLY & Co | +27 | +0.7% | $31.24K | 3.91% |
| JPM Jpmorgan Chase & Co | +67 | +0.6% | $22.16K | 3.22% |
| GS Goldman Sachs Group Inc | +15 | +6.0% | $13.53K | 0.213% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | -8,975 | -10.0% | $2.05M | 16.33% |
| MSFT Microsoft Corp | -3,025 | -13.2% | $1.55M | 9.08% |
| BRK-A Berkshire Hathaway Inc | -2 | -100.0% | $1.50M | Exited |
| AAPL Apple Inc. | -4,478 | -7.9% | $1.49M | 15.38% |
| GOOGL Alphabet Inc. | -3,919 | -12.5% | $1.35M | 8.36% |
| IBM International Business Machines Corp | -1,595 | -100.0% | $448.55K | Exited |
| PSA Public Storage | -1,300 | -100.0% | $413.80K | Exited |
| PLTR Palantir Technologies Inc. | -2,060 | -43.3% | $385.32K | 0.448% |
| CRWD CrowdStrike Holdings, Inc. | -1,357 | -6.0% | $359.27K | 4.99% |
| HON Honeywell International Inc | -1,113 | -100.0% | $249.09K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| DHR Danaher Corp | +990 | $219.34K | 0.195% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| BRK-A Berkshire Hathaway Inc | -2 | $1.50M | 1.31% |
| IBM International Business Machines Corp | -1,595 | $448.55K | 0.393% |
| PSA Public Storage | -1,300 | $413.80K | 0.362% |
| HON Honeywell International Inc | -1,113 | $249.09K | 0.218% |
| HONA Honeywell Aerospace Inc. | -1,112 | $245.84K | 0.215% |
| ALL Allstate Corp | -950 | $226.04K | 0.198% |
| GLW Corning Inc | -875 | $223.50K | 0.196% |
| SYY Sysco Corp | -2,450 | $204.77K | 0.179% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 80.6K | $18.40M | 16.33% | -8,975 | -10.0% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 52.0K | $17.33M | 15.38% | -4,478 | -7.9% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 19.9K | $10.23M | 9.08% | -3,025 | -13.2% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 41.0K | $10.22M | 9.06% | +50 | +0.1% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 27.4K | $9.42M | 8.36% | -3,919 | -12.5% | Reduced | 0% |
| 6 | CRWD CrowdStrike Holdings, Inc. | Technology | 21.2K | $5.62M | 4.99% | -1,357 | -6.0% | Reduced | 0% |
| 7 | LLY ELI LILLY & Co | Healthcare | 3,806 | $4.40M | 3.91% | +27 | +0.7% | Added | 0% |
| 8 | COST Costco Wholesale Corp | Consumer Staples | 4,668 | $4.25M | 3.77% | -25 | -0.5% | Reduced | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 11.0K | $3.63M | 3.22% | +67 | +0.6% | Added | 0% |
| 10 | PANW Palo Alto Networks Inc | Technology | 5,800 | $2.30M | 2.04% | 0 | 0.0% | Unchanged | 0% |
| 11 | UBER Uber Technologies, Inc | Technology | 26.0K | $1.78M | 1.58% | -1,525 | -5.5% | Reduced | 0% |
| 12 | HD Home Depot, Inc. | Consumer Discretionary | 5,565 | $1.58M | 1.4% | +113 | +2.1% | Added | 0% |
| 13 | META Meta Platforms, Inc. | Technology | 1,998 | $1.45M | 1.29% | -18 | -0.9% | Reduced | 0% |
| 14 | AXP American Express Co | Financial Services | 4,544 | $1.38M | 1.23% | -500 | -9.9% | Reduced | 0% |
| 15 | MRK Merck & Co., Inc. | Healthcare | 9,335 | $1.36M | 1.2% | +1 | +0.0% | Added | 0% |
Tip. Select a row to see that position’s full history at Blodgett Wealth Advisors.
As of its Q3 2026 13F filing, Blodgett Wealth Advisors, LLC’s five largest positions were Nvidia Corp (NVDA) at 16.3%, Apple Inc. (AAPL) at 15.4%, Microsoft Corp (MSFT) at 9.1%, Amazon Com Inc (AMZN) at 9.1%, Alphabet Inc. (GOOGL) at 8.4% of the reported portfolio.
Blodgett Wealth Advisors, LLC reported a 13F portfolio worth $112.70M across 49 positions for Q3 2026. That is down 1.3% from the previous quarter.
Its largest purchases by value were Intel Corp ($221.84K), Danaher Corp ($219.34K), Space Exploration Technologies Corp ($71.96K). It opened 1 new positions.
Its largest sales by value were Nvidia Corp ($2.05M), Microsoft Corp ($1.55M), Berkshire Hathaway Inc ($1.50M). It exited 8 positions entirely.
From the Form 13F-HR reports Blodgett Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.