BLODGETT WEALTH ADVISORS, LLC

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CIK 1907826

13F portfolio (2026-Q1)

$126M

Positions

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

Top 5

51.9%

Top 10

70.5%

Effective N

14.5

HHI

0.069

This quarter

4 new · 0 exit →

By sector

Information Technology36.8%

Unclassified25.2%

Consumer Discretionary13.5%

Communication Services9.6%

Financials5.0%

Health Care4.9%

Industrials2.9%

Materials1.0%

Other1.1%

By market cap

Mega (>$200B)66.7%

Unknown25.4%

Large ($10–200B)7.9%

By region

North America74.6%

Other25.2%

Asia-Pacific0.3%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	25.15%	17
Semiconductors & Semiconductor Equipment	13.79%	4
Technology Hardware & Equipment	13.36%	6
Specialty Retail	12.08%	4
Software	9.65%	6
Software & IT Services	8.59%	3
Pharmaceuticals & Biotechnology	4.86%	4
Banks	4.16%	4
Commercial Services & Supplies	2.74%	3
Media & Entertainment	0.74%	1
Hotels, Restaurants & Leisure	0.73%	1
Chemicals	0.72%	1
Automobiles & Components	0.68%	1
Oil, Gas & Consumable Fuels	0.57%	1
Capital Markets	0.40%	2
Aerospace & Defense	0.40%	1
Paper & Forest Products	0.32%	1
Equity Real Estate Investment Trusts (REITs)	0.28%	1
Diversified Telecommunication Services	0.27%	1
Utilities	0.27%	1
Machinery	0.23%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	IWF	ISHARES TR	Unclassified	14.19%
2	NVDA	NVIDIA CORP	Information Technology	12.33%
3	AAPL	Apple Inc.	Information Technology	11.48%
4	GOOGL	Alphabet Inc.	Communication Services	7.17%
5	AMZN	AMAZON COM INC	Consumer Discretionary	6.71%
6	MSFT	MICROSOFT CORP	Information Technology	6.70%
7	COST	COSTCO WHOLESALE CORP /NEW	Consumer Discretionary	3.66%
8	IVV	ISHARES TR	Unclassified	2.97%
9	LLY	ELI LILLY & Co	Health Care	2.74%
10	JPM	JPMORGAN CHASE & CO	Financials	2.52%

47/64 names classified · sector 74.8% of weight · industry 74.8% · mkt cap 74.6%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 18 quarters

Information TechnologyAAPL, MSFT, NVDA, CRWD, CSCO · other

Consumer DiscretionaryAMZN, COST, HD, MCD, TSLA · other

Communication ServicesGOOGL, VZ, GOOG, META, DIS · other

Health CareLLY, MRK, JNJ, PFE, ABBV

FinancialsJPM, V, AXP, UNH, PYPL · other

IndustrialsWM, UBER, UPS, BA, FDX · other

MaterialsPG, KMB, NKE, NUE

Consumer Staples

EnergyCVX, XOM

Real Estate

UtilitiesED, EXC

UnclassifiedIWF, IVV, VTV, IWM, PFF · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 74.8% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (44 classified)BLODGETT WEALTH ADVISORS, LLC centroid (Large Growth)

Information TechnologyConsumer DiscretionaryCommunication ServicesFinancialsHealth CareIndustrialsMaterialsEnergyReal EstateUtilities

Style box summary for BLODGETT WEALTH ADVISORS, LLC: centroid Large Growth. Heaviest cells: Large Growth 56.0%, Large Core 10.1%, Large Value 5.5%.

Classified: 72.5% of book weight (44/64 names) · unclassified 27.5%: IWF, IVV, CRWD, VTV, SPY, BRK.A, DVY, IWM, IWR, QQQ +10 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 64 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	IWFISHARES TR	41,985	$18M	14.2%	TRIM −14%
2	NVDANVIDIA CORPORATION	89,177	$16M	12.3%	TRIM −3%
3	AAPLAPPLE INC	57,087	$14M	11.5%	TRIM −3%
4	GOOGLALPHABET INC	31,452	$9M	7.2%	TRIM −6%
5	AMZNAMAZON COM INC	40,667	$8M	6.7%	HOLD
6	MSFTMICROSOFT CORP	22,846	$8M	6.7%	TRIM −7%
7	COSTCOSTCO WHSL CORP NEW	4,635	$5M	3.7%	TRIM −5%
8	IVVISHARES TR	5,737	$4M	3.0%	ADD 2%
9	LLYELI LILLY & CO	3,759	$3M	2.7%	TRIM −10%
10	JPMJPMORGAN CHASE & CO	10,790	$3M	2.5%	ADD 3%
11	CRWDCROWDSTRIKE HLDGS INC	6,019	$2M	1.9%	ADD 17%
12	VTVVANGUARD INDEX FDS	10,298	$2M	1.6%	HOLD
13	UBERUBER TECHNOLOGIES INC	25,080	$2M	1.4%	ADD 9%
14	HDHOME DEPOT INC	5,001	$2M	1.3%	TRIM −17%
15	SPYSTATE STR SPDR S&P 500 ETF T	2,504	$2M	1.3%	HOLD
16	AXPAMERICAN EXPRESS CO	5,044	$2M	1.2%	HOLD
17	BRK.ABERKSHIRE HATHAWAY INC DEL	2	$1M	1.1%	HOLD
18	AVGOBROADCOM INC	4,126	$1M	1.0%	TRIM −15%
19	METAMETA PLATFORMS INC	1,995	$1M	0.9%	ADD 3%
20	DVYISHARES TR	7,515	$1M	0.9%	HOLD
21	MRKMERCK & CO INC	9,333	$1M	0.9%	HOLD
22	WMWASTE MGMT INC DEL	4,796	$1M	0.9%	TRIM −37%
23	JNJJOHNSON & JOHNSON	4,395	$1M	0.9%	HOLD
24	PANWPALO ALTO NETWORKS INC	5,900	$945,888	0.7%	ADD 8%
25	NFLXNETFLIX INC	9,730	$935,540	0.7%	HOLD
26	MCDMCDONALDS CORP	2,984	$927,328	0.7%	HOLD
27	PGPROCTER AND GAMBLE CO	6,280	$907,084	0.7%	HOLD
28	TSLATESLA INC	2,300	$855,025	0.7%	TRIM −4%
29	IWMISHARES TR	2,995	$742,760	0.6%	HOLD
30	CVXCHEVRON CORP NEW	3,496	$723,249	0.6%	TRIM −3%
31	GOOGALPHABET INC	2,260	$648,304	0.5%	HOLD
32	CSCOCISCO SYS INC	7,659	$594,235	0.5%	TRIM −3%
33	VVISA INC	1,835	$554,611	0.4%	HOLD
34	CRMSALESFORCE INC	2,938	$548,404	0.4%	HOLD
35	WMTWALMART INC	4,082	$507,265	0.4%	HOLD
36	HONHONEYWELL INTL INC	2,225	$502,917	0.4%	HOLD
37	ABBVABBVIE INC	2,176	$473,259	0.4%	TRIM −48%
38	IWRISHARES TR	4,350	$422,951	0.3%	HOLD
39	KMBKIMBERLY-CLARK CORP	4,152	$400,544	0.3%	HOLD
40	IBMINTERNATIONAL BUSINESS MACHS	1,593	$386,128	0.3%	HOLD
41	QQQINVESCO QQQ TR	633	$365,293	0.3%	HOLD
42	JEPQJ P MORGAN EXCHANGE TRADED F	6,350	$352,552	0.3%	ADD 3%
43	PSAPUBLIC STORAGE OPER CO	1,300	$352,144	0.3%	HOLD
44	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,015	$343,020	0.3%	HOLD
45	VZVERIZON COMMUNICATIONS INC	6,806	$341,638	0.3%	HOLD
46	EDCONSOLIDATED EDISON INC	3,000	$339,540	0.3%	HOLD
47	IJRISHARES TR	2,695	$335,016	0.3%	HOLD
48	BACBANK AMERICA CORP	6,614	$322,438	0.3%	HOLD
49	SNOWSNOWFLAKE INC	2,130	$321,247	0.3%	ADD 21%
50	XLKSELECT SECTOR SPDR TR	2,350	$312,315	0.2%	HOLD
51	VYMVANGUARD WHITEHALL FDS	2,107	$312,047	0.2%	HOLD
52	SCHWSCHWAB CHARLES CORP	3,167	$297,623	0.2%	HOLD
53	CATCATERPILLAR INC	415	$294,354	0.2%	HOLD
54	MUBISHARES TR	2,739	$290,745	0.2%	HOLD
55	TIPXSPDR SERIES TRUST	14,144	$271,424	0.2%	HOLD
56	XLESELECT SECTOR SPDR TR	4,250	$260,355	0.2%	NEW
57	PLTRPALANTIR TECHNOLOGIES INC	1,725	$252,333	0.2%	NEW
58	SHOPSHOPIFY INC	2,125	$252,068	0.2%	HOLD
59	INTCINTEL CORP	5,248	$231,595	0.2%	NEW
60	ANETARISTA NETWORKS INC	1,850	$227,143	0.2%	HOLD
61	WFCWELLS FARGO CO NEW	2,846	$226,571	0.2%	HOLD
62	DHRDANAHER CORP DEL	1,170	$221,832	0.2%	HOLD
63	GSGOLDMAN SACHS GROUP INC	250	$211,339	0.2%	HOLD
64	VWOVANGUARD INTL EQUITY INDEX F	3,702	$200,120	0.2%	NEW

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

IWFISHARES TR

56K

53K

49K

42K

$18M

NVDANVIDIA CORPORATION

107K

101K

96K

92K

89K

$16M

AAPLAPPLE INC

69K

65K

60K

59K

57K

$14M

GOOGLALPHABET INC

44K

43K

35K

34K

33K

31K

$9M

AMZNAMAZON COM INC

31K

43K

42K

41K

$8M

MSFTMICROSOFT CORP

28K

27K

26K

25K

23K

$8M

COSTCOSTCO WHSL CORP NEW

$5M

IVVISHARES TR

$4M

LLYELI LILLY & CO

$3M

JPMJPMORGAN CHASE & CO

11K

10K

11K

$3M

CRWDCROWDSTRIKE HLDGS INC

$2M

VTVVANGUARD INDEX FDS

10K

$2M

UBERUBER TECHNOLOGIES INC

—

14K

15K

23K

25K

$2M

HDHOME DEPOT INC

$2M

SPYSTATE STR SPDR S&P 500 ETF T

$2M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

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