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Portfolio (Quarterly) Guide ↗

BLODGETT WEALTH ADVISORS, LLC

· CIK 0001907826
13F Portfolio $126M AUM 64 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 9 Added 15 Reduced 1 Exited
Page 3 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QQQ INVESCO QQQ TR Financial Services 633.0 $365K 0.29% $577.08 +23.8%
42 JEPQ J P MORGAN EXCHANGE TRADED F 6,350.0 $353K 0.28% +200.0 +3.2% $55.52 +8.3%
43 PSA PUBLIC STORAGE OPER CO Real Estate 1,300.0 $352K 0.28% $270.88 +11.8%
44 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,015.0 $343K 0.27% $337.95 +18.8%
45 VZ VERIZON COMMUNICATIONS INC Communication Services 6,806.0 $342K 0.27% $50.20 -4.7%
46 ED CONSOLIDATED EDISON INC Utilities 3,000.0 $340K 0.27% $113.18 -5.1%
47 IJR ISHARES TR 2,695.0 $335K 0.27% $124.31 +9.6%
48 BAC BANK AMERICA CORP Financial Services 6,614.0 $322K 0.26% $48.75 +5.6%
49 SNOW SNOWFLAKE INC Technology 2,130.0 $321K 0.26% +375.0 +21.4% $150.82 +10.7%
50 XLK SELECT SECTOR SPDR TR 2,350.0 $312K 0.25% $132.90 +34.4%
51 VYM VANGUARD WHITEHALL FDS 2,107.0 $312K 0.25% $148.10 +6.2%
52 SCHW SCHWAB CHARLES CORP Financial Services 3,167.0 $298K 0.24% $93.98 -4.1%
53 CAT CATERPILLAR INC Industrials 415.0 $294K 0.23% $709.29 +22.1%
54 MUB ISHARES TR 2,739.0 $291K 0.23% $106.15 -0.1%
55 TIPX SPDR SERIES TRUST 14,144.0 $271K 0.21% $19.19 -0.3%
56 XLE SELECT SECTOR SPDR TR 4,250.0 $260K 0.21% NEW $61.26 -3.5%
57 PLTR PALANTIR TECHNOLOGIES INC Technology 1,725.0 $252K 0.20% NEW $146.28 -6.2%
58 SHOP SHOPIFY INC Technology 2,125.0 $252K 0.20% $118.62 -11.5%
59 INTC INTEL CORP Technology 5,248.0 $232K 0.18% NEW $44.13 +168.5%
60 ANET ARISTA NETWORKS INC Technology 1,850.0 $227K 0.18% $122.78 +21.0%
Page 3 of 4  ·  64 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.8%
Communication Services 12.6%
Consumer Cyclical 12.3%
Financial Services 8.6%
Consumer Defensive 6.7%
Healthcare 6.6%
Industrials 2.0%
Energy 0.7%
Utilities 0.4%
Real Estate 0.4%