StockDriftsStockDriftsTop 50 Blodgett Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 14.1% | 169.4K | $21.0M | +0.90%(+1.51K) | $73.02(+68.99%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 12.01% | 89.5K | $17.9M | +0.41%(+370) | $29.16(+675.23%) | 2026-06-30 | |
| AAPL | APPLE INC | 10.96% | 56.5K | $16.4M | -0.99%(-564) | $160.19(+90.63%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 7.5% | 31.3K | $11.2M | -0.47%(-147) | $139.12(+147.78%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 6.54% | 41.0K | $9.8M | +0.70%(+285) | $178.59(+47.01%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.74% | 23.0K | $8.6M | +0.54%(+123) | $311.38(+56.10%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 3.04% | 3.8K | $4.5M | +0.53%(+20) | $425.56(+177.13%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.94% | 4.7K | $4.4M | +1.25%(+58) | $590.55(+61.52%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.92% | 5.8K | $4.4M | +1.57%(+90) | $513.09(+51.81%) | 2026-06-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 2.89% | 5.6K | $4.3M | -6.20%(-373) | $280.00(-22.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.23% | +87.15% | — | — | +69.97% |
| Top 20 Holdings Unweighted | +15.90% | +55.67% | — | — | +44.90% |
Blodgett Wealth Advisors LLC reports $149.25M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are IWF (14.1%), NVDA (12.0%) and AAPL (11.0%). The top 20 holdings account for 81.58% of reported assets. Its disclosed equity book has returned +87.15% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Blodgett Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1907826). View Blodgett Wealth Advisors LLC’s 13F filings on SEC