Blodgett Wealth Advisors
Blodgett Wealth Advisors reported 66 stocks worth $147M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are IWF (13.5%), NVDA (12.5%) and AAPL (11.8%). Compared with Q2 2026, the fund opened new positions in XLE and DHR, added to AMZN, CRWD and IVV, trimmed IWF, NVDA and AAPL and sold out of BRK.A, IBM and PSA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IWF Ishares TR | $19.8M | 13.5% | 158K | −11K (−7%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $18.4M | 12.5% | 81K | −8,975 (−10%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $17.3M | 11.8% | 52K | −4,478 (−8%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $10.2M | 7.0% | 20K | −3,025 (−13%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $10.2M | 7.0% | 41K | +50 (+0%) | 8 of 8 | |
| 6 |  GOOGL Alphabet Inc | $9.4M | 6.4% | 27K | −3,919 (−13%) | 8 of 8 | |
| 7 |  CRWD Crowdstrike Hldgs Inc | $5.6M | 3.8% | 21K | +16K (+276%) | 8 of 8 | |
| 8 |  IVV Ishares TR | $4.6M | 3.1% | 6,032 | +205 (+4%) | 8 of 8 | |
| 9 |  LLY Eli Lilly & Co | $4.4M | 3.0% | 3,806 | +27 (+1%) | 8 of 8 | |
| 10 |  COST Costco Whsl Corp New | $4.2M | 2.9% | 4,668 | −25 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BRK.A Berkshire Hathaway Inc Dclass A | $1.5M | 2 |
 IBM Ibm Corp | $449K | 1,595 |
 PSA Public Storage | $414K | 1,300 |
 HON Honeywell Intl Inc Com | $249K | 1,113 |
 HONA Honeywell Aerospace Inc Com | $246K | 1,112 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Blodgett Wealth Advisors 13F FAQ
What does Blodgett Wealth Advisors own?
Blodgett Wealth Advisors reported 66 stocks worth $147M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are IWF (13.5%), NVDA (12.5%) and AAPL (11.8%). The table above lists every position in the filing (the top 10 without an account).
What did Blodgett Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 14 added to, 25 trimmed and 8 sold out. New positions include XLE and DHR. It sold all of BRK.A, IBM and PSA.
When will Blodgett Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Blodgett Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $147M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.