BLODGETT WEALTH ADVISORS, LLC

CIK

1907826

Location

CONCORD, CA

Portfolio Value

Micro $95,793,485

Diversification

Diversified

Filing Date

Global Rank

#5,438 / 8,232 ▲ 53

Top Industry

Semiconductors 18.6%

3Y Alpha vs SPY

-0.2%

Period ended 2 months ago

Filed Apr 30, 2026 · 45d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+75.3%

SPY

+76.3%

Annualised alpha

-0.2%

Max drawdown

−22.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

48 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.2%

+0.4 pts

Top 5

58.5%

−1.6 pts

Top 10

74.6%

−0.9 pts

HHI

819

Diversified−18

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	50.1%	$48,030,513	16
Consumer Cyclical	12.4%	$11,896,916	4
Communication Services	12.0%	$11,462,936	4
Consumer Defensive	6.7%	$6,433,389	4
Healthcare	6.6%	$6,349,484	5
Financial Services	6.6%	$6,312,438	7
Unclassified	2.1%	$1,993,805	2
Industrials	2.0%	$1,898,998	3
Energy	0.8%	$723,322	1
Real Estate	0.4%	$352,144	1
Utilities	0.4%	$339,540	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	+2,105	25,080	$1,804,004
CRWD	CrowdStrike Holdings, Inc.	+872	6,019	$2,349,877
PANW	Palo Alto Networks Inc	+425	5,900	$945,888
SNOW	Snowflake Inc.	+375	2,130	$321,246
JPM	Jpmorgan Chase & Co	+297	10,790	$3,173,986
META	Meta Platforms, Inc.	+50	1,995	$1,141,399
KMB	Kimberly Clark Corp	+40	4,152	$400,543
BAC	Bank Of America Corp /De/	+5	6,614	$322,432
MRK	Merck & Co., Inc.	+2	9,333	$1,122,666
WMT	Walmart Inc.	+2	4,082	$507,310
GS	Goldman Sachs Group Inc	+1	250	$211,497
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
WM	Waste Management Inc	−2,875	4,796	$1,102,072
NVDA	Nvidia Corp	−2,630	89,177	$15,552,468
GOOGL	Alphabet Inc.	−2,010	31,452	$9,044,337
ABBV	AbbVie Inc.	−2,000	2,176	$473,258
AAPL	Apple Inc.	−1,800	57,087	$14,488,109
MSFT	Microsoft Corp	−1,699	22,846	$8,456,903
HD	Home Depot, Inc.	−998	5,001	$1,644,778
AVGO	Broadcom Inc.	−700	4,126	$1,277,038
AMZN	Amazon Com Inc	−520	40,667	$8,469,716
LLY	ELI LILLY & Co	−438	3,759	$3,457,415
COST	Costco Wholesale Corp /New	−269	4,635	$4,618,453
CSCO	Cisco Systems, Inc.	−248	7,659	$594,261
TSLA	Tesla, Inc.	−100	2,300	$855,025
CVX	Chevron Corp	−100	3,496	$723,322
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	1,725	$252,333
INTC	Intel Corp	5,248	$231,594
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
BX	Blackstone Inc.	1,428	$220,111
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

48 positions · $95,793,485 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	89,177	-2,630	$15,552,468	−9.2%	16.24%
AAPL	Apple Inc. Technology	Reduced	57,087	-1,800	$14,488,109	−9.5%	15.12%
GOOGL	Alphabet Inc. Communication Services	Reduced	31,452	-2,010	$9,044,337	−13.6%	9.44%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	40,667	-520	$8,469,716	−10.9%	8.84%
MSFT	Microsoft Corp Technology	Reduced	22,846	-1,699	$8,456,903	−28.8%	8.83%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	4,635	-269	$4,618,453	+9.2%	4.82%
LLY	ELI LILLY & Co Healthcare	Reduced	3,759	-438	$3,457,415	−23.3%	3.61%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,790	+297	$3,173,986	−6.1%	3.31%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	6,019	+872	$2,349,877	−2.6%	2.45%
UBER	Uber Technologies, Inc Technology	Added	25,080	+2,105	$1,804,004	−3.9%	1.88%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,001	-998	$1,644,778	−20.3%	1.72%
SPY	Spdr S&P 500 ETF Trust	Held	2,504	0	$1,628,451	−4.6%	1.70%
AXP	American Express Co Financial Services	Held	5,044	0	$1,525,709	−18.2%	1.59%
AVGO	Broadcom Inc. Technology	Reduced	4,126	-700	$1,277,038	−23.5%	1.33%
META	Meta Platforms, Inc. Communication Services	Added	1,995	+50	$1,141,399	−11.1%	1.19%
MRK	Merck & Co., Inc. Healthcare	Added	9,333	+2	$1,122,666	+14.3%	1.17%
WM	Waste Management Inc Industrials	Reduced	4,796	-2,875	$1,102,072	−34.6%	1.15%
JNJ	Johnson & Johnson Healthcare	Held	4,395	0	$1,074,313	+18.1%	1.12%
PANW	Palo Alto Networks Inc Technology	Added	5,900	+425	$945,888	−6.2%	0.99%
NFLX	Netflix Inc Communication Services	Held	9,730	0	$935,539	+2.5%	0.98%
MCD	Mcdonalds Corp Consumer Cyclical	Held	2,984	0	$927,397	+1.7%	0.97%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	6,280	0	$907,083	+0.8%	0.95%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,300	-100	$855,025	−20.8%	0.89%
CVX	Chevron Corp Energy	Reduced	3,496	-100	$723,322	+32.0%	0.76%
CSCO	Cisco Systems, Inc. Technology	Reduced	7,659	-248	$594,261	−2.4%	0.62%
V	Visa Inc. Financial Services	Held	1,835	0	$554,610	−13.8%	0.58%
CRM	Salesforce, Inc. Technology	Held	2,938	0	$548,436	−29.5%	0.57%
WMT	Walmart Inc. Consumer Defensive	Added	4,082	+2	$507,310	+11.6%	0.53%
HON	Honeywell International Inc Industrials	Held	2,225	0	$502,916	+15.9%	0.53%
ABBV	AbbVie Inc. Healthcare	Reduced	2,176	-2,000	$473,258	−50.4%	0.49%
KMB	Kimberly Clark Corp Consumer Defensive	Added	4,152	+40	$400,543	−3.5%	0.42%
IBM	International Business Machines Corp Technology	Held	1,593	0	$386,127	−18.2%	0.40%
QQQ	Invesco Qqq Trust, Series 1	Held	633	0	$365,354	−6.0%	0.38%
PSA	Public Storage Real Estate	Held	1,300	0	$352,144	+4.4%	0.37%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	1,015	0	$343,019	+11.2%	0.36%
VZ	Verizon Communications Inc Communication Services	Held	6,806	0	$341,661	+23.3%	0.36%
ED	Consolidated Edison Inc Utilities	Held	3,000	0	$339,540	+14.0%	0.35%
BAC	Bank Of America Corp /De/ Financial Services	Added	6,614	+5	$322,432	−11.3%	0.34%
SNOW	Snowflake Inc. Technology	Added	2,130	+375	$321,246	−16.6%	0.34%
SCHW	Schwab Charles Corp Financial Services	Held	3,167	0	$297,634	−5.9%	0.31%
CAT	Caterpillar Inc Industrials	Held	415	0	$294,010	+23.7%	0.31%
PLTR	Palantir Technologies Inc. Technology	NEW	1,725	NEW	$252,333	NEW	0.26%
SHOP	Shopify Inc. Technology	Held	2,125	0	$252,067	−26.3%	0.26%
INTC	Intel Corp Technology	NEW	5,248	NEW	$231,594	NEW	0.24%
ANET	Arista Networks, Inc. Technology	Held	1,850	0	$227,143	−6.3%	0.24%
WFC	Wells Fargo & Company/Mn Financial Services	Held	2,846	0	$226,570	−14.6%	0.24%
DHR	Danaher Corp /De/ Healthcare	Held	1,170	0	$221,832	−17.2%	0.23%
GS	Goldman Sachs Group Inc Financial Services	Added	250	+1	$211,497	−3.4%	0.22%