Blodgett Wealth Advisors
CONCORD, CAfiles as BLODGETT WEALTH ADVISORS, LLC
$149m in 72 US stocks at the end of 30 June 2026. The top 10 are 68.6% of the money. It changed about 6.1% of the portfolio this quarter.
Value
$149m
Stocks
72
Top 10 share
68.6%
Turnover
6.1%
What changed this quarter
New
Bought for the first time this quarter.
- Micron TechnologyMU0.6% of the fund
- Advanced Micro DevicesAMD0.3% of the fund
- EatonETN0.3% of the fund
- Lam ResearchLRCX0.2% of the fund
- Space Exploration TechnologiesSPCX0.2% of the fund
- Ishares TRSOXX0.2% of the fund
- Honeywell InternationalHON0.2% of the fund
- Honeywell AerospaceHONA0.2% of the fund
- AllstateALL0.2% of the fund
- CorningGLW0.1% of the fund
- SyscoSYY0.1% of the fund
Added
Bought more of a stock they already held.
- Uber TechnologiesUBER1.3% of the fund+10%
- Home DepotHD1.3% of the fund+9%
- Ishares TRDVY0.9% of the fund+12%
- AlphabetGOOG0.9% of the fund+60%
- NetflixNFLX0.8% of the fund+67%
- AbbVieABBV0.4% of the fund+14%
- ChevronCVX0.4% of the fund+2%
- Palantir TechnologiesPLTR0.4% of the fund+176%
- WalmartWMT0.4% of the fund+14%
- SalesforceCRM0.3% of the fund+3%
- Arista NetworksANET0.2% of the fund+14%
Cut
Sold some of their stake.
- CrowdStrike HoldingsCRWD2.9% of the fund-6%
- State STR Spdr S&P 500 ETF TSPY1.2% of the fund-6%
- BroadcomAVGO0.9% of the fund-12%
- Waste ManagementWM0.6% of the fund-18%
- Ishares TRIWM0.6% of the fund-5%
- IntelINTC0.4% of the fund-15%
- Taiwan Semiconductor ManufacturingTSM0.3% of the fund-5%
- Ishares TRIJR0.2% of the fund-15%
- Verizon CommunicationsVZ0.2% of the fund-6%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Select Sector Spdr TRXLE-100%
- DanaherDHR-100%
Holdings
- Ishares TRIWF
- Share
- 14.1%
- Value
- $21m
- Shares
- 169,447
Held
- Ishares TRIVV
- Share
- 2.9%
- Value
- $4m
- Shares
- 5,827
Held
- Vanguard Index FDSVTV
- Share
- 1.5%
- Value
- $2m
- Shares
- 10,228
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.2%
- Value
- $2m
- Shares
- 2,345
-6%
- Berkshire Hathaway INC DELBRK-A
- Share
- 1.0%
- Value
- $1m
- Shares
- 2
Held
- Ishares TRDVY
- Share
- 0.9%
- Value
- $1m
- Shares
- 8,440
+12%
- Ishares TRIWM
- Share
- 0.6%
- Value
- $854,781
- Shares
- 2,845
-5%
- Ishares TRIWR
- Share
- 0.3%
- Value
- $479,892
- Shares
- 4,350
Held
- Invesco QQQ TRQQQ
- Share
- 0.3%
- Value
- $466,062
- Shares
- 633
Held
- Select Sector Spdr TRXLK
- Share
- 0.3%
- Value
- $447,722
- Shares
- 2,350
Held
- J P Morgan Exchange Traded FJEPQ
- Share
- 0.3%
- Value
- $390,271
- Shares
- 6,350
Held
- Ishares TRIJR
- Share
- 0.2%
- Value
- $340,372
- Shares
- 2,295
-15%
- Vanguard Whitehall FDSVYM
- Share
- 0.2%
- Value
- $332,970
- Shares
- 2,107
Held
- Space Exploration TechnologiesSPCX
- Share
- 0.2%
- Value
- $306,694
- Shares
- 1,795
New
- Ishares TRMUB
- Share
- 0.2%
- Value
- $294,772
- Shares
- 2,739
Held
- Ishares TRSOXX
- Share
- 0.2%
- Value
- $288,342
- Shares
- 450
New
- Spdr Series TrustTIPX
- Share
- 0.2%
- Value
- $267,746
- Shares
- 14,144
Held
- Honeywell AerospaceHONA
- Share
- 0.2%
- Value
- $245,841
- Shares
- 1,112
New
- Vanguard Intl Equity Index FVWO
- Share
- 0.1%
- Value
- $221,043
- Shares
- 3,703
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIWF | 14.1% | $21m | 169,447 | Held |
| NvidiaNVDA | 12.0% | $18m | 89,547 | Held |
| AppleAAPL | 11.0% | $16m | 56,523 | Held |
| AlphabetGOOGL | 7.5% | $11m | 31,305 | Held |
| Amazon.comAMZN | 6.5% | $10m | 40,952 | Held |
| MicrosoftMSFT | 5.7% | $9m | 22,969 | Held |
| Eli LillyLLY | 3.0% | $5m | 3,779 | Held |
| Costco WholesaleCOST | 2.9% | $4m | 4,693 | Held |
| Ishares TRIVV | 2.9% | $4m | 5,827 | Held |
| CrowdStrike HoldingsCRWD | 2.9% | $4m | 5,646 | -6% |
| JPMorgan ChaseJPM | 2.4% | $4m | 10,916 | Held |
| Vanguard Index FDSVTV | 1.5% | $2m | 10,228 | Held |
| Uber TechnologiesUBER | 1.3% | $2m | 27,555 | +10% |
| Palo Alto NetworksPANW | 1.3% | $2m | 5,800 | Held |
| Home DepotHD | 1.3% | $2m | 5,452 | +9% |
| State STR Spdr S&P 500 ETF TSPY | 1.2% | $2m | 2,345 | -6% |
| American ExpressAXP | 1.1% | $2m | 5,044 | Held |
| Berkshire Hathaway INC DELBRK-A | 1.0% | $1m | 2 | Held |
| BroadcomAVGO | 0.9% | $1m | 3,647 | -12% |
| Ishares TRDVY | 0.9% | $1m | 8,440 | +12% |
| AlphabetGOOG | 0.9% | $1m | 3,622 | +60% |
| MerckMRK | 0.8% | $1m | 9,334 | Held |
| NetflixNFLX | 0.8% | $1m | 16,250 | +67% |
| Meta PlatformsMETA | 0.8% | $1m | 2,016 | Held |
| Johnson & JohnsonJNJ | 0.7% | $1m | 4,396 | Held |
| TeslaTSLA | 0.6% | $967,380 | 2,300 | Held |
| Procter & GamblePG | 0.6% | $926,765 | 6,320 | Held |
| Cisco SystemsCSCO | 0.6% | $899,785 | 7,660 | Held |
| Micron TechnologyMU | 0.6% | $893,421 | 774 | New |
| Waste ManagementWM | 0.6% | $880,599 | 3,951 | -18% |
| Ishares TRIWM | 0.6% | $854,781 | 2,845 | -5% |
| McDonald'sMCD | 0.5% | $806,575 | 2,984 | Held |
| VisaV | 0.4% | $629,571 | 1,835 | Held |
| IntelINTC | 0.4% | $624,626 | 4,473 | -15% |
| AbbVieABBV | 0.4% | $623,061 | 2,476 | +14% |
| ChevronCVX | 0.4% | $591,870 | 3,571 | +2% |
| Palantir TechnologiesPLTR | 0.4% | $555,350 | 4,760 | +176% |
| SnowflakeSNOW | 0.4% | $534,450 | 2,100 | Held |
| WalmartWMT | 0.4% | $527,821 | 4,660 | +14% |
| Ishares TRIWR | 0.3% | $479,892 | 4,350 | Held |
| SalesforceCRM | 0.3% | $474,725 | 3,030 | +3% |
| Invesco QQQ TRQQQ | 0.3% | $466,062 | 633 | Held |
| Taiwan Semiconductor ManufacturingTSM | 0.3% | $460,856 | 965 | -5% |
| Advanced Micro DevicesAMD | 0.3% | $460,540 | 793 | New |
| EatonETN | 0.3% | $458,079 | 1,075 | New |
| Kimberly-ClarkKMB | 0.3% | $455,766 | 4,152 | Held |
| International Business MachinesIBM | 0.3% | $448,548 | 1,595 | Held |
| Select Sector Spdr TRXLK | 0.3% | $447,722 | 2,350 | Held |
| CaterpillarCAT | 0.3% | $442,448 | 415 | Held |
| Public StoragePSA | 0.3% | $413,803 | 1,300 | Held |
| J P Morgan Exchange Traded FJEPQ | 0.3% | $390,271 | 6,350 | Held |
| Bank of AmericaBAC | 0.3% | $377,101 | 6,618 | Held |
| Arista NetworksANET | 0.2% | $356,748 | 2,100 | +14% |
| Ishares TRIJR | 0.2% | $340,372 | 2,295 | -15% |
| Vanguard Whitehall FDSVYM | 0.2% | $332,970 | 2,107 | Held |
| Consolidated EdisonED | 0.2% | $331,890 | 3,000 | Held |
| Lam ResearchLRCX | 0.2% | $311,998 | 720 | New |
| Space Exploration TechnologiesSPCX | 0.2% | $306,694 | 1,795 | New |
| Ishares TRMUB | 0.2% | $294,772 | 2,739 | Held |
| Charles SchwabSCHW | 0.2% | $292,208 | 3,167 | Held |
| Ishares TRSOXX | 0.2% | $288,342 | 450 | New |
| Verizon CommunicationsVZ | 0.2% | $270,576 | 6,391 | -6% |
| Spdr Series TrustTIPX | 0.2% | $267,746 | 14,144 | Held |
| Goldman Sachs GroupGS | 0.2% | $253,408 | 251 | Held |
| Honeywell InternationalHON | 0.2% | $249,089 | 1,113 | New |
| Honeywell AerospaceHONA | 0.2% | $245,841 | 1,112 | New |
| ShopifySHOP | 0.2% | $242,633 | 2,125 | Held |
| Wells Fargo & CompanyWFC | 0.2% | $235,194 | 2,846 | Held |
| AllstateALL | 0.2% | $226,043 | 950 | New |
| CorningGLW | 0.1% | $223,502 | 875 | New |
| Vanguard Intl Equity Index FVWO | 0.1% | $221,043 | 3,703 | Held |
| SyscoSYY | 0.1% | $204,771 | 2,450 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 16.9% since 30 June 2025.
Where the money is
Technology38.4%
Media & telecom10.1%
Retail & consumer9.0%
Health care5.0%
Financial services4.9%
Everyday goods4.4%
Industrials2.9%
Energy0.4%
Real estate0.3%
Utilities0.2%
Other24.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.