Loading…
CIK 0001907826 • 7 13F filings • Apr 17, 2025 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("blodgett-wealth-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $784K | 0.6%Prev: 0.4% | 4,226 SH | Increased+2,050 SH |
| ALPHABET INC | CAP STK CL A | $6.2M | 4.8%Prev: 7.2% | 35,091 SH | Decreased+3,639 SH |
| ALPHABET INC | CAP STK CL C | $401K | 0.3%Prev: 0.5% | 2,260 SH | Decreased |
| AMAZON COM INC | COM | $9.2M | 7.2%Prev: 6.7% | 42,082 SH | Increased+1,415 SH |
| AMERICAN EXPRESS CO | COM | $1.7M | 1.3%Prev: 1.2% | 5,219 SH | Increased+175 SH |
| APPLE INC | COM | $12.4M | 9.7%Prev: 11.5% | 60,310 SH | Decreased+3,223 SH |
| BANK AMERICA CORP | COM | $398K | 0.3%Prev: 0.3% | 8,401 SH | Increased+1,787 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 1.1%Prev: 1.1% | 2 SH | Increased |
| BLACKSTONE INC | COM | $212K | 0.2% | 1,420 SH | New |
| BROADCOM INC | COM | $1.5M | 1.2%Prev: 1.0% | 5,441 SH | Increased+1,315 SH |
| CARISMA THERAPEUTICS INC | COM | $9K | 0.0% | 24,001 SH | New |
| CATERPILLAR INC | COM | $243K | 0.2%Prev: 0.2% | 626 SH | Decreased+211 SH |
| CHARGEPOINT HOLDINGS INC | COM CL A | $10K | 0.0% | 14,370 SH | New |
| CHEVRON CORP NEW | COM | $518K | 0.4% | 3,618 SH | New |
| CISCO SYS INC | COM | $548K | 0.4%Prev: 0.5% | 7,902 SH | Decreased+243 SH |
| CONSOLIDATED EDISON INC | COM | $301K | 0.2%Prev: 0.3% | 3,000 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $4.2M | 3.3% | 4,236 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $2.5M | 2.0%Prev: 1.9% | 4,892 SH | Increased-1,127 SH |
| DANAHER CORPORATION | COM | $290K | 0.2% | 1,470 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $242K | 0.2% | 5,712 SH | New |
| ELI LILLY & CO | COM | $3.6M | 2.8%Prev: 2.7% | 4,607 SH | Increased+848 SH |
| HOME DEPOT INC | COM | $2.1M | 1.7%Prev: 1.3% | 5,856 SH | Increased+855 SH |
| HONEYWELL INTL INC | COM | $518K | 0.4%Prev: 0.4% | 2,225 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $470K | 0.4%Prev: 0.3% | 1,593 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $377K | 0.3%Prev: 0.3% | 683 SH | Increased+50 SH |
| ISHARES TR | CORE S&P SCP ETF | $291K | 0.2%Prev: 0.3% | 2,660 SH | Decreased-35 SH |
| ISHARES TR | CORE S&P500 ETF | $3.2M | 2.5%Prev: 3.0% | 5,211 SH | Decreased-526 SH |
| ISHARES TR | NATIONAL MUN ETF | $286K | 0.2%Prev: 0.2% | 2,739 SH | Decreased |
| ISHARES TR | RUS 1000 GRW ETF | $20.9M | 16.4%Prev: 14.2% | 49,234 SH | Increased+7,249 SH |
| ISHARES TR | RUS MID CAP ETF | $503K | 0.4%Prev: 0.3% | 5,468 SH | Increased+1,118 SH |
| ISHARES TR | RUSSELL 2000 ETF | $646K | 0.5%Prev: 0.6% | 2,995 SH | Decreased |
| ISHARES TR | SELECT DIVID ETF | $1.3M | 1.1%Prev: 0.9% | 10,165 SH | Increased+2,650 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $280K | 0.2%Prev: 0.3% | 5,150 SH | Decreased-1,200 SH |
| JOHNSON & JOHNSON | COM | $671K | 0.5%Prev: 0.9% | 4,394 SH | Decreased-1 SH |
| JPMORGAN CHASE & CO. | COM | $3.2M | 2.5% | 11,140 SH | New |
| KIMBERLY-CLARK CORP | COM | $504K | 0.4%Prev: 0.3% | 3,912 SH | Increased-240 SH |
| MCDONALDS CORP | COM | $799K | 0.6%Prev: 0.7% | 2,733 SH | Decreased-251 SH |
| MERCK & CO INC | COM | $738K | 0.6%Prev: 0.9% | 9,328 SH | Decreased-5 SH |
| META PLATFORMS INC | CL A | $1.2M | 0.9%Prev: 0.9% | 1,565 SH | Increased-430 SH |
| MICROSOFT CORP | COM | $12.9M | 10.1%Prev: 6.7% | 25,854 SH | Increased+3,008 SH |
| NETFLIX INC | COM | $937K | 0.7% | 700 SH | New |
| NVIDIA CORPORATION | COM | $15.2M | 11.9%Prev: 12.3% | 95,942 SH | Decreased+6,765 SH |
| PALO ALTO NETWORKS INC | COM | $982K | 0.8%Prev: 0.7% | 4,800 SH | Increased-1,100 SH |
| PROCTER AND GAMBLE CO | COM | $1.0M | 0.8% | 6,480 SH | New |
| PUBLIC STORAGE OPER CO | COM | $381K | 0.3%Prev: 0.3% | 1,300 SH | Increased |
| SALESFORCE INC | COM | $876K | 0.7%Prev: 0.4% | 3,213 SH | Increased+275 SH |
| SCHWAB CHARLES CORP | COM | $289K | 0.2%Prev: 0.2% | 3,167 SH | Decreased |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $298K | 0.2% | 1,175 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $245K | 0.2%Prev: 0.2% | 2,125 SH | Decreased |
| SNOWFLAKE INC | CL A | $320K | 0.3% | 1,430 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.5M | 1.2% | 2,504 SH | New |
| SPDR SERIES TRUST | BLOOMBERG 1 10 Y | $307K | 0.2% | 16,022 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $247K | 0.2% | 1,090 SH | New |
| TESLA INC | COM | $762K | 0.6%Prev: 0.7% | 2,400 SH | Decreased+100 SH |
| UBER TECHNOLOGIES INC | COM | $1.4M | 1.1%Prev: 1.4% | 15,330 SH | Decreased-9,750 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.8M | 1.4%Prev: 1.6% | 10,153 SH | Decreased-145 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $281K | 0.2%Prev: 0.2% | 2,107 SH | Decreased |
| VERIZON COMMUNICATIONS INC | COM | $331K | 0.3%Prev: 0.3% | 7,656 SH | Decreased+850 SH |
| VISA INC | COM CL A | $652K | 0.5%Prev: 0.4% | 1,835 SH | Increased |
| WALMART INC | COM | $399K | 0.3%Prev: 0.4% | 4,078 SH | Decreased-4 SH |
| WASTE MGMT INC DEL | COM | $1.8M | 1.4%Prev: 0.9% | 7,671 SH | Increased+2,875 SH |
| 13F-HR |
| 0001907826-26-000003 |
| $149.2M |
| View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003628 | $127.6M | View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0001907826-26-000002 | $126.2M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002131 | $117.3M | View |