2026 Q3 Portfolio Activity
In 2026 Q3, BLODGETT WEALTH ADVISORS, LLC maintained a portfolio of 74 distinct positions. The most significant new addition was SELECT SECTOR SPDR TR, now representing 0.16% of the total fund value. They heavily accumulated shares in CROWDSTRIKE HLDGS INC, increasing the position by 276.0%. Conversely, BLODGETT WEALTH ADVISORS, LLC completely exited their position in BERKSHIRE HATHAWAY INC DEL.
Position History
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Total Positions
74
Quarter
2026 Q3
Top Holding
IWF (13.5%)
Top 10 Concentration
71.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 74
BLODGETT WEALTH ADVISORS, LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IWF
ISHARES TR
|
ETF | 13.48% | 14.10% |
#1
Prev: #1
|
6.5 |
—
|
-11,495 | -6.8% |
P
S
|
157,952 | $19,785,022 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 12.54% | 12.01% |
#2
Prev: #2
|
6.0 |
—
|
-8,975 | -10.0% |
P
S
|
80,572 | $18,401,044 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
AAPL
APPLE INC
|
Technology | 11.81% | 10.96% |
#3
Prev: #3
|
5.5 |
—
|
-4,478 | -7.9% |
P
S
|
52,045 | $17,332,009 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 6.97% | 5.74% |
#4
2
Prev: #6
|
3.8 |
—
|
-3,025 | -13.2% |
P
S
|
19,944 | $10,229,448 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 6.96% | 6.54% |
#5
Prev: #5
|
3.8 |
—
|
50 | 0.1% |
P
S
|
41,002 | $10,215,649 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 6.42% | 7.50% |
#6
2
Prev: #4
|
3.1 |
—
|
-3,919 | -12.5% |
P
S
|
27,386 | $9,422,877 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 3.83% | 2.89% |
#7
3
Prev: #10
|
4.5 |
—
|
15,581 | 276.0% |
P
S
|
21,227 | $5,619,849 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
IVV
ISHARES TR
|
ETF | 3.15% | 2.92% |
#8
1
Prev: #9
|
1.8 |
—
|
205 | 3.5% |
P
S
|
6,032 | $4,619,482 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 3.00% | 3.04% |
#9
2
Prev: #7
|
1.7 |
—
|
27 | 0.7% |
P
S
|
3,806 | $4,403,593 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 2.90% | 2.94% |
#10
2
Prev: #8
|
1.7 |
—
|
-25 | -0.5% |
P
S
|
4,668 | $4,249,322 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.48% | 2.39% |
#11
Prev: #11
|
1.5 |
—
|
67 | 0.6% |
P
S
|
10,983 | $3,633,380 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.57% | 1.33% |
#12
2
Prev: #14
|
1.6 |
—
|
no change | no change |
P
S
|
5,800 | $2,304,398 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 1.51% | 1.49% |
#13
1
Prev: #12
|
1.1 |
—
|
5 | 0.0% |
P
S
|
10,233 | $2,211,112 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.22% | 1.17% |
#14
2
Prev: #16
|
1.5 |
—
|
no change | no change |
P
S
|
2,345 | $1,788,368 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 1.22% | 1.33% |
#15
2
Prev: #13
|
1.0 |
—
|
-1,525 | -5.5% |
P
S
|
26,030 | $1,783,316 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 1.08% | 1.29% |
#16
1
Prev: #15
|
0.9 |
—
|
113 | 2.1% |
P
S
|
5,565 | $1,583,271 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.99% | 0.76% |
#17
7
Prev: #24
|
0.9 |
—
|
-18 | -0.9% |
P
S
|
1,998 | $1,449,089 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.94% | 1.14% |
#18
1
Prev: #17
|
0.9 |
—
|
-500 | -9.9% |
P
S
|
4,544 | $1,381,831 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.92% | 0.80% |
#19
3
Prev: #22
|
0.9 |
—
|
1 | 0.0% |
P
S
|
9,335 | $1,356,521 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.88% | 0.92% |
#20
1
Prev: #19
|
0.9 |
—
|
24 | 0.7% |
P
S
|
3,671 | $1,289,129 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
DVY
ISHARES TR
|
ETF | 0.87% | 0.88% |
#21
1
Prev: #20
|
1.3 |
—
|
no change | no change |
P
S
|
8,440 | $1,283,453 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.87% | 0.86% |
#22
1
Prev: #21
|
0.8 |
—
|
125 | 3.5% |
P
S
|
3,747 | $1,276,753 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.76% | 0.78% |
#23
Prev: #23
|
0.8 |
—
|
-225 | -1.4% |
P
S
|
16,025 | $1,115,020 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.67% | 0.75% |
#24
1
Prev: #25
|
0.8 |
—
|
-700 | -15.9% |
P
S
|
3,696 | $978,426 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.59% | 0.60% |
#25
4
Prev: #29
|
2.2 |
—
|
45 | 5.8% |
P
S
|
819 | $872,326 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.56% | 0.65% |
#26
Prev: #26
|
1.2 |
—
|
no change | no change |
P
S
|
2,300 | $816,063 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
WM
WASTE MGMT INC ...
|
Industrials | 0.55% | 0.59% |
#27
3
Prev: #30
|
1.2 |
—
|
no change | no change |
P
S
|
3,951 | $805,688 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
IWM
ISHARES TR
|
ETF | 0.53% | 0.57% |
#28
3
Prev: #31
|
0.7 |
—
|
-50 | -1.8% |
P
S
|
2,795 | $776,703 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.53% | 0.60% |
#29
1
Prev: #28
|
0.7 |
—
|
-498 | -6.5% |
P
S
|
7,162 | $770,815 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.52% | 0.62% |
#30
3
Prev: #27
|
0.7 |
—
|
-1,075 | -17.0% |
P
S
|
5,245 | $761,994 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
INTC
INTEL CORP
|
Technology | 0.52% | 0.42% |
#31
3
Prev: #34
|
2.7 |
—
|
1,845 | 41.2% |
P
S
|
6,318 | $759,666 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.49% | 0.40% |
#32
4
Prev: #36
|
0.7 |
—
|
-18 | -0.5% |
P
S
|
3,553 | $725,486 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.47% | 0.32% |
#33
8
Prev: #41
|
1.2 |
—
|
no change | no change |
P
S
|
3,030 | $695,690 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
V
VISA INC
|
Financial Services | 0.45% | 0.42% |
#34
1
Prev: #33
|
1.2 |
—
|
no change | no change |
P
S
|
1,835 | $659,371 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.44% | 0.42% |
#35
Prev: #35
|
1.2 |
—
|
no change | no change |
P
S
|
2,476 | $647,697 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 0.42% | 0.36% |
#36
2
Prev: #38
|
0.7 |
—
|
-270 | -12.9% |
P
S
|
1,830 | $621,395 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.35% | 0.54% |
#37
5
Prev: #32
|
0.1 |
—
|
-738 | -24.7% |
P
S
|
2,246 | $518,696 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.35% | 0.35% |
#38
1
Prev: #39
|
2.1 |
—
|
327 | 7.0% |
P
S
|
4,987 | $518,288 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.34% | 0.37% |
#39
2
Prev: #37
|
0.1 |
—
|
-2,060 | -43.3% |
P
S
|
2,700 | $505,035 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.33% | 0.31% |
#40
4
Prev: #44
|
1.1 |
—
|
no change | no change |
P
S
|
793 | $484,998 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.32% | 0.31% |
#41
1
Prev: #42
|
1.1 |
—
|
no change | no change |
P
S
|
633 | $468,233 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
IWR
ISHARES TR
|
ETF | 0.32% | 0.32% |
#42
2
Prev: #40
|
1.1 |
—
|
no change | no change |
P
S
|
4,350 | $464,189 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.30% | 0.31% |
#43
Prev: #43
|
1.1 |
—
|
no change | no change |
P
S
|
965 | $440,224 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 0.29% | 0.24% |
#44
9
Prev: #53
|
1.1 |
—
|
no change | no change |
P
S
|
2,100 | $427,539 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
XLK
SELECT SECTOR S...
|
ETF | 0.29% | 0.30% |
#45
3
Prev: #48
|
0.6 |
—
|
-200 | -8.5% |
P
S
|
2,150 | $420,863 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
JEPQ
J P MORGAN EXCH...
|
Unknown | 0.26% | 0.26% |
#46
5
Prev: #51
|
0.6 |
—
|
-150 | -2.4% |
P
S
|
6,200 | $379,812 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
BAC
BANK OF AMER CO...
|
Financial Services | 0.25% | 0.25% |
#47
5
Prev: #52
|
0.6 |
—
|
5 | 0.1% |
P
S
|
6,623 | $360,485 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.24% | 0.30% |
#48
1
Prev: #49
|
0.6 |
—
|
15 | 3.6% |
P
S
|
430 | $349,032 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
SPCX
SPACE EXPLORATI...
|
ETF | 0.23% | 0.21% |
#49
9
Prev: #58
|
2.6 |
—
|
477 | 26.6% |
P
S
|
2,272 | $342,754 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-23 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.22% | 0.22% |
#50
5
Prev: #55
|
1.1 |
—
|
no change | no change |
P
S
|
2,107 | $327,007 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-23 |
Showing 1-50 of 74 holdings