BLODGETT WEALTH ADVISORS, LLC
BLODGETT WEALTH ADVISORS, LLC reported 72 positions worth $149.2M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: IWF (14.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IWF | SH | $21.0M | 14.10% | 169,447 | — | — | |
| ▸ 2 | NVDA | SH | $17.9M | 12.01% | 89,547 | — | — | |
| ▸ 3 | AAPL | SH | $16.4M | 10.96% | 56,523 | — | — | |
| ▸ 4 | GOOGL | SH | $11.2M | 7.50% | 31,305 | — | — | |
| ▸ 5 | AMZN | SH | $9.8M | 6.54% | 40,952 | — | — | |
| ▸ 6 | MSFT | SH | $8.6M | 5.74% | 22,969 | — | — | |
| ▸ 7 | LLY | SH | $4.5M | 3.04% | 3,779 | — | — | |
| ▸ 8 | COST | SH | $4.4M | 2.94% | 4,693 | — | — | |
| ▸ 9 | IVV | SH | $4.4M | 2.92% | 5,827 | — | — | |
| ▸ 10 | CRWD | SH | $4.3M | 2.89% | 5,646 | — | — |
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Frequently Asked Questions
What stocks does BLODGETT WEALTH ADVISORS, LLC hold as of Q2 2026?
BLODGETT WEALTH ADVISORS, LLC reported 72 positions worth $149.2M in its Q2 2026 13F filing. Largest positions: IWF (14.1%), NVDA (12.0%), AAPL (11.0%), GOOGL (7.5%) and AMZN (6.5%).
What did BLODGETT WEALTH ADVISORS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BLODGETT WEALTH ADVISORS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.