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Investment manager · 13F filer · SEC CIK 1907826
Blodgett Wealth Advisors, LLC
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Reported value$147Mas of Sep 30, 2026
Positions66 2 new, 8 sold out
Top 10 weight71.1%IWF alone is 13%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IWFiShares Tr
13.5%Trimmed −7%
NVDANVIDIA Corp
12.5%Trimmed −10%
AAPLApple Inc.
11.8%Trimmed −8%
MSFTMicrosoft Corp
7.0%Trimmed −13%
AMZNAmazon.com Inc
7.0%
GOOGLAlphabet Inc.
6.4%Trimmed −13%
CRWDCrowdStrike Holdings, Inc.
3.8%Trimmed −6%
IVViShares Tr
3.1%Added +4%
LLYELI Lilly & Co
3.0%
COSTCostco Wholesale Corp
2.9%
JPMJPMorgan Chase & Co
2.5%
PANWPalo Alto Networks Inc
1.6%
IWFiShares Tr
13.5%Trimmed −7%
NVDANVIDIA Corp
12.5%Trimmed −10%
AAPLApple Inc.
11.8%−8%
MSFTMicrosoft Corp
7.0%−13%
AMZNAmazon.com Inc
7.0%
GOOGLAlphabet Inc.
6.4%
CRWDCrowdStrike Holdings, Inc.
3.8%
IVV3.1%
LLY3.0%COSTJPM2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IWF iShares Tr 13.5% Trimmed −7%
NVDA NVIDIA Corp 12.5% Trimmed −10%AAPL Apple Inc. 11.8% Trimmed −8%MSFT Microsoft Corp 7.0% Trimmed −13%AMZN Amazon.com Inc 7.0% HeldGOOGL Alphabet Inc. 6.4% Trimmed −13%CRWD CrowdStrike Holdings, Inc. 3.8% Trimmed −6%IVV iShares Tr 3.1% Added +4%
LLY ELI Lilly & Co 3.0% HeldCOST Costco Wholesale Corp 2.9% HeldJPM JPMorgan Chase & Co 2.5% HeldPANW Palo Alto Networks Inc 1.6% HeldWhat changed
Biggest moves since Jun 30, 2026
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