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BLODGETT WEALTH ADVISORS, LLC

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13F filer, CIK 1907826, CONCORD, CA

BLODGETT WEALTH ADVISORS, LLC reported $126,185,536 across 64 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-30. Its ten largest share positions make up 70.46% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001907826-26-000002

Period
2026-03-31
Reported value
$126M
Holdings
64
Top 10 weight
70.46%
New
4
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CRWDadded+872$340K
XLEnew+4,250$260K
PLTRnew+1,725$252K
INTCnew+5,248$232K
VWOnew+3,702$200K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IWFreduced-6,620-$2.82M
WMreduced-2,875-$661K
MSFTreduced-1,699-$629K
GOOGLreduced-2,010-$578K
NVDAreduced-2,630-$459K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001907826-26-000002, largest first. % of portfolio is the value over $126,185,536, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,124 shares; 2024Q4: 56,185 shares; 2025Q1: 52,578 shares; 2025Q2: 49,234 shares; 2025Q3: 48,831 shares; 2025Q4: 48,605 shares; 2026Q1: 41,985 shares 41,985$17.9M14.19%-6,620Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,140 shares; 2024Q4: 106,562 shares; 2025Q1: 100,757 shares; 2025Q2: 95,942 shares; 2025Q3: 92,497 shares; 2025Q4: 91,807 shares; 2026Q1: 89,177 shares 89,177$15.6M12.33%-2,630Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,566 shares; 2024Q4: 68,657 shares; 2025Q1: 64,619 shares; 2025Q2: 60,310 shares; 2025Q3: 59,710 shares; 2025Q4: 58,887 shares; 2026Q1: 57,087 shares 57,087$14.5M11.48%-1,800Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,813 shares; 2024Q4: 44,263 shares; 2025Q1: 43,222 shares; 2025Q2: 35,091 shares; 2025Q3: 34,047 shares; 2025Q4: 33,462 shares; 2026Q1: 31,452 shares 31,452$9.04M7.17%-2,010Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,831 shares; 2024Q4: 30,556 shares; 2025Q1: 42,922 shares; 2025Q2: 42,082 shares; 2025Q3: 41,232 shares; 2025Q4: 41,187 shares; 2026Q1: 40,667 shares 40,667$8.47M6.71%-520Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,856 shares; 2024Q4: 27,883 shares; 2025Q1: 26,816 shares; 2025Q2: 25,854 shares; 2025Q3: 24,879 shares; 2025Q4: 24,545 shares; 2026Q1: 22,846 shares 22,846$8.46M6.7%-1,699Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,188 shares; 2024Q4: 4,363 shares; 2025Q1: 4,296 shares; 2025Q2: 4,236 shares; 2025Q3: 4,683 shares; 2025Q4: 4,904 shares; 2026Q1: 4,635 shares 4,635$4.62M3.66%-269Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,848 shares; 2024Q4: 4,323 shares; 2025Q1: 4,831 shares; 2025Q2: 5,211 shares; 2025Q3: 5,322 shares; 2025Q4: 5,622 shares; 2026Q1: 5,737 shares 5,737$3.75M2.97%+115Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,365 shares; 2024Q4: 5,147 shares; 2025Q1: 5,022 shares; 2025Q2: 4,607 shares; 2025Q3: 4,452 shares; 2025Q4: 4,197 shares; 2026Q1: 3,759 shares 3,759$3.46M2.74%-438Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,261 shares; 2024Q4: 10,762 shares; 2025Q1: 11,013 shares; 2025Q2: 11,140 shares; 2025Q3: 10,491 shares; 2025Q4: 10,493 shares; 2026Q1: 10,790 shares 10,790$3.17M2.52%+297Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,252 shares; 2024Q4: 4,702 shares; 2025Q1: 5,072 shares; 2025Q2: 4,892 shares; 2025Q3: 5,157 shares; 2025Q4: 5,147 shares; 2026Q1: 6,019 shares 6,019$2.35M1.86%+872Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,861 shares; 2024Q4: 9,865 shares; 2025Q1: 10,153 shares; 2025Q2: 10,153 shares; 2025Q3: 10,158 shares; 2025Q4: 10,293 shares; 2026Q1: 10,298 shares 10,298$2.02M1.6%+5Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,220 shares; 2025Q2: 15,330 shares; 2025Q3: 15,230 shares; 2025Q4: 22,975 shares; 2026Q1: 25,080 shares 25,080$1.8M1.43%+2,105Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,997 shares; 2024Q4: 5,297 shares; 2025Q1: 5,825 shares; 2025Q2: 5,856 shares; 2025Q3: 6,058 shares; 2025Q4: 5,999 shares; 2026Q1: 5,001 shares 5,001$1.64M1.3%-998Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,504 shares; 2024Q4: 2,504 shares; 2025Q1: 2,504 shares; 2025Q2: 2,504 shares; 2025Q3: 2,504 shares; 2025Q4: 2,504 shares; 2026Q1: 2,504 shares 2,504$1.63M1.29%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,716 shares; 2024Q4: 5,659 shares; 2025Q1: 5,659 shares; 2025Q2: 5,219 shares; 2025Q3: 5,044 shares; 2025Q4: 5,044 shares; 2026Q1: 5,044 shares 5,044$1.53M1.21%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2$1.44M1.14%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 5,428 shares; 2025Q1: 5,516 shares; 2025Q2: 5,441 shares; 2025Q3: 5,021 shares; 2025Q4: 4,826 shares; 2026Q1: 4,126 shares 4,126$1.28M1.01%-700Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 1,340 shares; 2025Q1: 1,530 shares; 2025Q2: 1,565 shares; 2025Q3: 1,565 shares; 2025Q4: 1,945 shares; 2026Q1: 1,995 shares 1,995$1.14M0.9%+50Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,565 shares; 2024Q4: 10,565 shares; 2025Q1: 10,565 shares; 2025Q2: 10,165 shares; 2025Q3: 7,715 shares; 2025Q4: 7,515 shares; 2026Q1: 7,515 shares 7,515$1.14M0.9%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,887 shares; 2024Q4: 14,195 shares; 2025Q1: 10,971 shares; 2025Q2: 9,328 shares; 2025Q3: 9,330 shares; 2025Q4: 9,331 shares; 2026Q1: 9,333 shares 9,333$1.12M0.89%+2Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,811 shares; 2024Q4: 7,811 shares; 2025Q1: 7,811 shares; 2025Q2: 7,671 shares; 2025Q3: 7,671 shares; 2025Q4: 7,671 shares; 2026Q1: 4,796 shares 4,796$1.1M0.87%-2,875Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,788 shares; 2024Q4: 4,788 shares; 2025Q1: 4,894 shares; 2025Q2: 4,394 shares; 2025Q3: 4,395 shares; 2025Q4: 4,395 shares; 2026Q1: 4,395 shares 4,395$1.07M0.85%0Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,800 shares; 2025Q3: 5,250 shares; 2025Q4: 5,475 shares; 2026Q1: 5,900 shares 5,900$946K0.75%+425Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 635 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 786 shares; 2025Q4: 9,730 shares; 2026Q1: 9,730 shares 9,730$936K0.74%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,833 shares; 2024Q4: 2,783 shares; 2025Q1: 2,733 shares; 2025Q2: 2,733 shares; 2025Q3: 2,984 shares; 2025Q4: 2,984 shares; 2026Q1: 2,984 shares 2,984$927K0.73%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,980 shares; 2024Q4: 7,480 shares; 2025Q1: 6,680 shares; 2025Q2: 6,480 shares; 2025Q3: 6,480 shares; 2025Q4: 6,280 shares; 2026Q1: 6,280 shares 6,280$907K0.72%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,305 shares; 2024Q4: 3,265 shares; 2025Q1: 3,300 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,300 shares 2,300$855K0.68%-100Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: 2,995 shares; 2025Q1: 2,995 shares; 2025Q2: 2,995 shares; 2025Q3: 2,995 shares; 2025Q4: 2,995 shares; 2026Q1: 2,995 shares 2,995$743K0.59%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,943 shares; 2024Q4: 3,843 shares; 2025Q1: 3,618 shares; 2025Q2: 3,618 shares; 2025Q3: 3,618 shares; 2025Q4: 3,596 shares; 2026Q1: 3,496 shares 3,496$723K0.57%-100Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,260 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares; 2026Q1: 2,260 shares 2,260$648K0.51%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,891 shares; 2024Q4: 7,898 shares; 2025Q1: 7,900 shares; 2025Q2: 7,902 shares; 2025Q3: 7,905 shares; 2025Q4: 7,907 shares; 2026Q1: 7,659 shares 7,659$594K0.47%-248Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,165 shares; 2024Q4: 2,760 shares; 2025Q1: 2,035 shares; 2025Q2: 1,835 shares; 2025Q3: 1,835 shares; 2025Q4: 1,835 shares; 2026Q1: 1,835 shares 1,835$555K0.44%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,627 shares; 2024Q4: 3,052 shares; 2025Q1: 3,013 shares; 2025Q2: 3,213 shares; 2025Q3: 3,213 shares; 2025Q4: 2,938 shares; 2026Q1: 2,938 shares 2,938$548K0.43%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,296 shares; 2024Q4: 3,646 shares; 2025Q1: 4,073 shares; 2025Q2: 4,078 shares; 2025Q3: 4,080 shares; 2025Q4: 4,080 shares; 2026Q1: 4,082 shares 4,082$507K0.4%+2Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 2,225 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,225 shares; 2026Q1: 2,225 shares 2,225$503K0.4%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,226 shares; 2024Q4: 4,226 shares; 2025Q1: 4,226 shares; 2025Q2: 4,226 shares; 2025Q3: 4,226 shares; 2025Q4: 4,176 shares; 2026Q1: 2,176 shares 2,176$473K0.38%-2,000Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,468 shares; 2024Q4: 5,468 shares; 2025Q1: 5,468 shares; 2025Q2: 5,468 shares; 2025Q3: 5,468 shares; 2025Q4: 4,350 shares; 2026Q1: 4,350 shares 4,350$423K0.34%0Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,912 shares; 2024Q4: 3,912 shares; 2025Q1: 3,912 shares; 2025Q2: 3,912 shares; 2025Q3: 3,912 shares; 2025Q4: 4,112 shares; 2026Q1: 4,152 shares 4,152$401K0.32%+40Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,593 shares; 2025Q1: 1,593 shares; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares; 2025Q4: 1,593 shares; 2026Q1: 1,593 shares 1,593$386K0.31%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 683 shares; 2025Q3: 683 shares; 2025Q4: 633 shares; 2026Q1: 633 shares 633$365K0.29%0Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,400 shares; 2025Q2: 5,150 shares; 2025Q3: 6,150 shares; 2025Q4: 6,150 shares; 2026Q1: 6,350 shares 6,350$353K0.28%+200Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300$352K0.28%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,215 shares; 2025Q1: 1,215 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares 1,015$343K0.27%0Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,921 shares; 2024Q4: 8,756 shares; 2025Q1: 7,656 shares; 2025Q2: 7,656 shares; 2025Q3: 7,306 shares; 2025Q4: 6,806 shares; 2026Q1: 6,806 shares 6,806$342K0.27%0Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000$340K0.27%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 2,660 shares; 2025Q3: 2,660 shares; 2025Q4: 2,695 shares; 2026Q1: 2,695 shares 2,695$335K0.27%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,097 shares; 2024Q4: 9,102 shares; 2025Q1: 9,107 shares; 2025Q2: 8,401 shares; 2025Q3: 6,605 shares; 2025Q4: 6,609 shares; 2026Q1: 6,614 shares 6,614$322K0.26%+5Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,430 shares; 2025Q3: 1,505 shares; 2025Q4: 1,755 shares; 2026Q1: 2,130 shares 2,130$321K0.25%+375Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares 2,350$312K0.25%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: 2,107 shares; 2025Q1: 2,107 shares; 2025Q2: 2,107 shares; 2025Q3: 2,107 shares; 2025Q4: 2,107 shares; 2026Q1: 2,107 shares 2,107$312K0.25%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 3,167 shares; 2025Q1: 3,167 shares; 2025Q2: 3,167 shares; 2025Q3: 3,167 shares; 2025Q4: 3,167 shares; 2026Q1: 3,167 shares 3,167$298K0.24%0Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 826 shares; 2025Q1: 826 shares; 2025Q2: 626 shares; 2025Q3: 426 shares; 2025Q4: 415 shares; 2026Q1: 415 shares 415$294K0.23%0Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,739 shares; 2025Q3: 2,739 shares; 2025Q4: 2,739 shares; 2026Q1: 2,739 shares 2,739$291K0.23%0Timeline
TIPXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,210 shares; 2024Q4: 16,210 shares; 2025Q1: 16,210 shares; 2025Q2: 16,022 shares; 2025Q3: 16,022 shares; 2025Q4: 14,144 shares; 2026Q1: 14,144 shares 14,144$271K0.22%0Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,250 shares 4,250$260K0.21%newTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,115 shares; 2025Q4: not reported; 2026Q1: 1,725 shares 1,725$252K0.2%newTimeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,325 shares; 2025Q1: 2,325 shares; 2025Q2: 2,125 shares; 2025Q3: 2,125 shares; 2025Q4: 2,125 shares; 2026Q1: 2,125 shares 2,125$252K0.2%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,248 shares 5,248$232K0.18%newTimeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: not reported; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares 1,850$227K0.18%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,846 shares; 2026Q1: 2,846 shares 2,846$227K0.18%0Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares; 2025Q2: 1,470 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares 1,170$222K0.18%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 249 shares; 2026Q1: 250 shares 250$211K0.17%+1Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,692 shares; 2025Q4: not reported; 2026Q1: 3,702 shares 3,702$200K0.16%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BXBLACKSTONE INC1,428$220Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001907826-26-000002 base2026-04-30acceptance time not in the bulk data set