Blodgett Wealth Advisors, LLC holds a focused book of 72 reported positions worth $149.2M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Micron Technology Inc and trimmed Apple Inc. Their largest long position is Ishares Russell 1000 Growth at 14% of the reported non-option book. Cloning the disclosed picks since 2025 would be +9% (+10.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Blodgett Wealth Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Blodgett Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
76% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Blodgett Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 8 / 72 | $639.3M |
| Prospect Hill Management, LLC | 11 / 72 | $247.1M |
| Swiss Re Ltd | 49 / 72 | $1.1B |
| Hoffman, Alan N Investment Management | 10 / 72 | $162.2M |
| Mirae Asset Global Investments Co., Ltd. | 66 / 72 | $282.0B |
| Draper Asset Management, LLC | 12 / 72 | $184.0M |
| Noked Israel Ltd | 8 / 72 | $889.3M |
| Howard Hughes Medical Institute | 19 / 72 | $402.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Blodgett Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR RUS 1000 GRW ETF | $21.0M | 169.4K | 14.1% | ▲+304% Added · +127K sh | |
| 2 | Nvidia Corporation COM | $17.9M | 89.5K | 12.0% | ▲+0.4% Added · +370 sh | |
| 3 | Apple Inc COM | $16.4M | 56.5K | 11.0% | ▼−1.0% Reduced · −564 sh | |
| 4 | Alphabet Inc CAP STK CL A | $11.2M | 31.3K | 7.5% | ▼−0.5% Reduced · −147 sh | |
| 5 | Amazon Com Inc COM | $9.8M | 41.0K | 6.5% | ▲+0.7% Added · +285 sh | |
| 6 | Microsoft Corp COM | $8.6M | 23.0K | 5.7% | ▲+0.5% Added · +123 sh | |
| 7 | Eli Lilly & Co COM | $4.5M | 3.8K | 3.0% | ▲+0.5% Added · +20 sh | |
| 8 | Costco Wholesale Corporation COM | $4.4M | 4.7K | 2.9% | ▲+1.3% Added · +58 sh | |
| 9 | Ishares TR CORE S&P500 ETF | $4.4M | 5.8K | 2.9% | ▲+1.6% Added · +90 sh | |
| 10 | Crowdstrike Hldgs Inc CL A | $4.3M | 5.6K | 2.9% | ▼−6.2% Reduced · −373 sh | |
| 11 | JPMorgan Chase & Co COM | $3.6M | 10.9K | 2.4% | ▲+1.2% Added · +126 sh | |
| 12 | Vanguard Index FDS VALUE ETF | $2.2M | 10.2K | 1.5% | ▼−0.7% Reduced · −70 sh | |
| 13 | Uber Technologies Inc COM | $2.0M | 27.6K | 1.3% | ▲+9.9% Added · +2K sh | |
| 14 | Palo Alto Networks Inc COM | $2.0M | 5.8K | 1.3% | ▼−1.7% Reduced · −100 sh | |
| 15 | Home Depot Inc COM | $1.9M | 5.5K | 1.3% | ▲+9.0% Added · +451 sh | |
| 16 | State STR SPDR S&P 500 ETF T TR UNIT | $1.8M | 2.3K | 1.2% | ▼−6.3% Reduced · −159 sh | |
| 17 | American Express Co COM | $1.7M | 5.0K | 1.1% | —Held | |
| 18 | Berkshire Hathaway Inc Del CL A | $1.5M | 2 | 1.0% | —Held | |
| 19 | Broadcom Inc COM | $1.4M | 3.6K | 0.9% | ▼−12% Reduced · −479 sh | |
| 20 | Ishares TR SELECT DIVID ETF | $1.3M | 8.4K | 0.9% | ▲+12% Added · +925 sh | |
| 21 | Alphabet Inc CAP STK CL C | $1.3M | 3.6K | 0.9% | ▲+60% Added · +1K sh | |
| 22 | Merck & Co Inc COM | $1.2M | 9.3K | 0.8% | ▲~0% Added · +1 sh | |
| 23 | Netflix Inc. COM | $1.2M | 16.3K | 0.8% | ▲+67% Added · +7K sh | |
| 24 | Meta Platforms Inc CL A | $1.1M | 2.0K | 0.8% | ▲+1.1% Added · +21 sh | |
| 25 | Johnson & Johnson COM | $1.1M | 4.4K | 0.7% | ▲~0% Added · +1 sh | |
| 26 | Tesla Inc COM | $967K | 2.3K | 0.6% | —Held | |
| 27 | Procter & Gamble Co COM | $927K | 6.3K | 0.6% | ▲+0.6% Added · +40 sh | |
| 28 | Cisco Sys Inc COM | $900K | 7.7K | 0.6% | ▲~0% Added · +1 sh | |
| 29 | Micron Technology Inc COM | $893K | 774 | 0.6% | ▲New New position | |
| 30 | Waste Mgmt Inc Del COM | $881K | 4.0K | 0.6% | ▼−18% Reduced · −845 sh | |
| 31 | Ishares TR RUSSELL 2000 ETF | $855K | 2.8K | 0.6% | ▼−5.0% Reduced · −150 sh | |
| 32 | McDonalds Corp COM | $807K | 3.0K | 0.5% | —Held | |
| 33 | Visa Inc COM CL A | $630K | 1.8K | 0.4% | —Held | |
| 34 | Intel Corp COM | $625K | 4.5K | 0.4% | ▼−15% Reduced · −775 sh | |
| 35 | Abbvie Inc COM | $623K | 2.5K | 0.4% | ▲+14% Added · +300 sh | |
| 36 | Chevron Corporation COM | $592K | 3.6K | 0.4% | ▲+2.1% Added · +75 sh | |
| 37 | Palantir Technologies Inc CL A | $555K | 4.8K | 0.4% | ▲+176% Added · +3K sh | |
| 38 | Snowflake Inc COM SHS | $534K | 2.1K | 0.4% | ▼−1.4% Reduced · −30 sh | |
| 39 | Walmart Inc COM | $528K | 4.7K | 0.4% | ▲+14% Added · +578 sh | |
| 40 | Ishares TR RUS MID CAP ETF | $480K | 4.3K | 0.3% | —Held | |
| 41 | Salesforce Inc COM | $475K | 3.0K | 0.3% | ▲+3.1% Added · +92 sh | |
| 42 | Invesco QQQ TR UNIT SER 1 | $466K | 633 | 0.3% | —Held | |
| 43 | Taiwan Semiconductor Manufac SPONSORED ADS | $461K | 965 | 0.3% | ▼−4.9% Reduced · −50 sh | |
| 44 | Advanced Micro Devices Inc COM | $461K | 793 | 0.3% | ▲New New position | |
| 45 | Eaton Corp PLC SHS | $458K | 1.1K | 0.3% | ▲New New position | |
| 46 | Kimberly-Clark Corp COM | $456K | 4.2K | 0.3% | —Held | |
| 47 | International Business Machs COM | $449K | 1.6K | 0.3% | ▲+0.1% Added · +2 sh | |
| 48 | Select Sector SPDR TR ST STR TECHN ETF | $448K | 2.4K | 0.3% | —Held | |
| 49 | Caterpillar Inc COM | $442K | 415 | 0.3% | —Held | |
| 50 | Public Storage COM | $414K | 1.3K | 0.3% | —Held |
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Use Arkolith to show BLODGETT WEALTH ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.