BLODGETT WEALTH ADVISORS, LLC

CIK

1907826

Location

CONCORD, CA

Portfolio Value

Small $116,376,609

Diversification

Diversified

Filing Date

Global Rank

#5,767 / 8,645 ▲ 324

Top Industry

Semiconductors 19.0%

3Y Alpha vs SPY

+57.5%

Period ended 52 days ago

Filed Aug 14, 2026 · 7d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+455.2%

SPY

+73.6%

Annualised alpha

+56.9%

Max drawdown

−22.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

57 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.4%

−0.5 pts

Top 5

55.9%

−2.0 pts

Top 10

72.1%

−1.6 pts

HHI

754

Diversified−45

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	50.7%	$58,980,604	20
Communication Services	12.9%	$15,033,664	4
Consumer Cyclical	11.6%	$13,457,295	4
Financial Services	7.6%	$8,790,938	9
Healthcare	6.4%	$7,471,577	4
Consumer Defensive	5.6%	$6,505,251	5
Industrials	2.2%	$2,582,343	6
Unclassified	1.9%	$2,217,316	2
Energy	0.5%	$591,928	1
Real Estate	0.4%	$413,803	1
Utilities	0.3%	$331,890	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+6,520	16,250	$1,160,250
PLTR	Palantir Technologies Inc.	+3,035	4,760	$555,349
UBER	Uber Technologies, Inc	+2,475	27,555	$1,988,368
GOOGL	Alphabet Inc.	+1,215	34,927	$12,467,228
WMT	Walmart Inc.	+578	4,660	$527,791
HD	Home Depot, Inc.	+451	5,452	$1,922,811
NVDA	Nvidia Corp	+370	89,547	$17,917,459
ABBV	AbbVie Inc.	+300	2,476	$623,060
AMZN	Amazon Com Inc	+285	40,952	$9,760,499
ANET	Arista Networks, Inc.	+250	2,100	$356,748
JPM	Jpmorgan Chase & Co	+126	10,916	$3,573,134
MSFT	Microsoft Corp	+123	22,969	$8,567,896
CRM	Salesforce, Inc.	+92	3,030	$474,679
CVX	Chevron Corp	+75	3,571	$591,928
COST	Costco Wholesale Corp /New	+58	4,693	$4,390,160
PG	PROCTER & GAMBLE Co	+40	6,320	$926,764
META	Meta Platforms, Inc.	+21	2,016	$1,135,592
LLY	ELI LILLY & Co	+20	3,779	$4,532,646
BAC	Bank Of America Corp /De/	+4	6,618	$377,093
IBM	International Business Machines Corp	+2	1,595	$448,529
MRK	Merck & Co., Inc.	+1	9,334	$1,199,419
JNJ	Johnson & Johnson	+1	4,396	$1,116,452
GS	Goldman Sachs Group Inc	+1	251	$253,853
CSCO	Cisco Systems, Inc.	+1	7,660	$899,743
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
HON	Honeywell International Inc	−1,112	1,113	$249,200
WM	Waste Management Inc	−845	3,951	$880,598
INTC	Intel Corp	−775	4,473	$624,564
AAPL	Apple Inc.	−564	56,523	$16,355,495
AVGO	Broadcom Inc.	−479	3,647	$1,377,654
VZ	Verizon Communications Inc	−415	6,391	$270,594
CRWD	CrowdStrike Holdings, Inc.	−373	5,646	$4,308,688
SPY	Spdr S&P 500 ETF Trust	−159	2,345	$1,751,175
PANW	Palo Alto Networks Inc	−100	5,800	$1,977,916
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−50	965	$460,855
SNOW	Snowflake Inc.	−30	2,100	$534,450
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	774	$893,420
AMD	Advanced Micro Devices Inc	793	$460,661
ETN	Eaton Corp plc	1,075	$458,079
LRCX	Lam Research Corp	720	$311,997
SPCX	Space Exploration Technologies Corp	1,795	$306,693
HONA	Honeywell Aerospace Inc.	1,112	$245,840
ALL	Allstate Corp	950	$226,043
GLW	Corning Inc /Ny	875	$223,501
SYY	Sysco Corp	2,450	$204,771
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
DHR	Danaher Corp /De/	1,170	$221,832
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

57 tracked positions · $116,376,609 total · filing declares 72 positions · $149,246,248 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 57 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	89,547	+370	$17,917,459	+15.2%	15.40%
AAPL	Apple Inc. Technology	Reduced	56,523	-564	$16,355,495	+12.9%	14.05%
GOOGL	Alphabet Inc. Communication Services	Added	34,927	+1,215	$12,467,228	+28.6%	10.71%
AMZN	Amazon Com Inc Consumer Cyclical	Added	40,952	+285	$9,760,499	+15.2%	8.39%
MSFT	Microsoft Corp Technology	Added	22,969	+123	$8,567,896	+1.3%	7.36%
LLY	ELI LILLY & Co Healthcare	Added	3,779	+20	$4,532,646	+31.1%	3.89%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,693	+58	$4,390,160	−4.9%	3.77%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	5,646	-373	$4,308,688	+83.4%	3.70%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,916	+126	$3,573,134	+12.6%	3.07%
UBER	Uber Technologies, Inc Technology	Added	27,555	+2,475	$1,988,368	+10.2%	1.71%
PANW	Palo Alto Networks Inc Technology	Reduced	5,800	-100	$1,977,916	+109.1%	1.70%
HD	Home Depot, Inc. Consumer Cyclical	Added	5,452	+451	$1,922,811	+16.9%	1.65%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,345	-159	$1,751,175	+7.5%	1.50%
AXP	American Express Co Financial Services	Held	5,044	0	$1,706,133	+11.8%	1.47%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	2	0	$1,497,700	+4.3%	1.29%
AVGO	Broadcom Inc. Technology	Reduced	3,647	-479	$1,377,654	+7.9%	1.18%
MRK	Merck & Co., Inc. Healthcare	Added	9,334	+1	$1,199,419	+6.8%	1.03%
NFLX	Netflix Inc Communication Services	Added	16,250	+6,520	$1,160,250	+24.0%	1.00%
META	Meta Platforms, Inc. Communication Services	Added	2,016	+21	$1,135,592	−0.5%	0.98%
JNJ	Johnson & Johnson Healthcare	Added	4,396	+1	$1,116,452	+3.9%	0.96%
TSLA	Tesla, Inc. Consumer Cyclical	Held	2,300	0	$967,380	+13.1%	0.83%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	6,320	+40	$926,764	+2.2%	0.80%
CSCO	Cisco Systems, Inc. Technology	Added	7,660	+1	$899,743	+51.4%	0.77%
MU	Micron Technology Inc Technology	NEW	774	NEW	$893,420	NEW	0.77%
WM	Waste Management Inc Industrials	Reduced	3,951	-845	$880,598	−20.1%	0.76%
MCD	Mcdonalds Corp Consumer Cyclical	Held	2,984	0	$806,605	−13.0%	0.69%
V	Visa Inc. Financial Services	Held	1,835	0	$629,570	+13.5%	0.54%
INTC	Intel Corp Technology	Reduced	4,473	-775	$624,564	+169.7%	0.54%
ABBV	AbbVie Inc. Healthcare	Added	2,476	+300	$623,060	+31.7%	0.54%
CVX	Chevron Corp Energy	Added	3,571	+75	$591,928	−18.2%	0.51%
PLTR	Palantir Technologies Inc. Technology	Added	4,760	+3,035	$555,349	+120.1%	0.48%
SNOW	Snowflake Inc. Technology	Reduced	2,100	-30	$534,450	+66.4%	0.46%
WMT	Walmart Inc. Consumer Defensive	Added	4,660	+578	$527,791	+4.0%	0.45%
CRM	Salesforce, Inc. Technology	Added	3,030	+92	$474,679	−13.4%	0.41%
QQQ	Invesco Qqq Trust, Series 1	Held	633	0	$466,141	+27.6%	0.40%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	965	-50	$460,855	+34.4%	0.40%
AMD	Advanced Micro Devices Inc Technology	NEW	793	NEW	$460,661	NEW	0.40%
ETN	Eaton Corp plc Industrials	NEW	1,075	NEW	$458,079	NEW	0.39%
KMB	Kimberly Clark Corp Consumer Defensive	Held	4,152	0	$455,765	+13.8%	0.39%
IBM	International Business Machines Corp Technology	Added	1,595	+2	$448,529	+16.2%	0.39%
CAT	Caterpillar Inc Industrials	Held	415	0	$441,933	+50.3%	0.38%
PSA	Public Storage Real Estate	Held	1,300	0	$413,803	+17.5%	0.36%
BAC	Bank Of America Corp /De/ Financial Services	Added	6,618	+4	$377,093	+17.0%	0.32%
ANET	Arista Networks, Inc. Technology	Added	2,100	+250	$356,748	+57.1%	0.31%
ED	Consolidated Edison Inc Utilities	Held	3,000	0	$331,890	−2.3%	0.29%
LRCX	Lam Research Corp Technology	NEW	720	NEW	$311,997	NEW	0.27%
SPCX	Space Exploration Technologies Corp Industrials	NEW	1,795	NEW	$306,693	NEW	0.26%
SCHW	Schwab Charles Corp Financial Services	Held	3,167	0	$292,219	−1.8%	0.25%
VZ	Verizon Communications Inc Communication Services	Reduced	6,391	-415	$270,594	−20.8%	0.23%
GS	Goldman Sachs Group Inc Financial Services	Added	251	+1	$253,853	+20.0%	0.22%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.