BLODGETT WEALTH ADVISORS, LLC
Filing Date
Global Rank
#5,814
/ 8,603
▼ 77
· as of Mar 2026
Top Industry
Semiconductors
18.9%
3Y Alpha vs SPY
+0.4%
Period ended 3 months ago
Filed Apr 30, 2026 · 2mo
18 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+76.5%
SPY
+76.5%
Annualised alpha
0.0%
Max drawdown
−22.7%
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, 2025Top Position
16.5%
+0.4 pts
Top 5
59.6%
−1.5 pts
Top 10
75.2%
−1.0 pts
HHI
843
Diversified−17
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 49.2% | $46,268,105 |
| Consumer Cyclical | 12.6% | $11,896,916 |
| Communication Services | 12.2% | $11,462,936 |
| Consumer Defensive | 6.8% | $6,433,389 |
| Healthcare | 6.8% | $6,349,484 |
| Financial Services | 6.7% | $6,312,438 |
| Unclassified | 2.1% | $1,993,805 |
| Industrials | 2.0% | $1,923,524 |
| Energy | 0.8% | $723,322 |
| Real Estate | 0.4% | $352,144 |
| Utilities | 0.4% | $339,540 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UBER | Uber Technologies, Inc | +2,105 | 25,080 | $1,804,004 | |
| CRWD | CrowdStrike Holdings, Inc. | +872 | 6,019 | $587,469 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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 | |
| CVX | Chevron Corp | −100 | 3,496 | $723,322 | |
| TSLA | Tesla, Inc. | −100 | 2,300 | $855,025 | |
| 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. | ||||
48 positions ·
$94,055,603 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 89,177 | $15,552,468 | 16.54% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 57,087 | $14,488,109 | 15.40% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 31,452 | $9,044,337 | 9.62% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 40,667 | $8,469,716 | 9.01% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 22,846 | $8,456,903 | 8.99% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 4,635 | $4,618,453 | 4.91% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 3,759 | $3,457,415 | 3.68% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 10,790 | $3,173,986 | 3.37% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 25,080 | $1,804,004 | 1.92% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 5,001 | $1,644,778 | 1.75% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 2,504 | $1,628,451 | 1.73% | |
| AXP |
American Express Co
Financial Services
|
Held | 5,044 | $1,525,709 | 1.62% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 4,126 | $1,277,038 | 1.36% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,995 | $1,141,399 | 1.21% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 9,333 | $1,122,666 | 1.19% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 4,796 | $1,102,072 | 1.17% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 4,395 | $1,074,313 | 1.14% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 5,900 | $945,888 | 1.01% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 9,730 | $935,539 | 0.99% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 2,984 | $927,397 | 0.99% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 6,280 | $907,083 | 0.96% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 2,300 | $855,025 | 0.91% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 3,496 | $723,322 | 0.77% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 7,659 | $594,261 | 0.63% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 6,019 | $587,469 | 0.62% | |
| V |
Visa Inc.
Financial Services
|
Held | 1,835 | $554,610 | 0.59% | |
| CRM |
Salesforce, Inc.
Technology
|
Held | 2,938 | $548,436 | 0.58% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 2,225 | $527,442 | 0.56% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 4,082 | $507,310 | 0.54% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 2,176 | $473,258 | 0.50% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Added | 4,152 | $400,543 | 0.43% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 1,593 | $386,127 | 0.41% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 633 | $365,354 | 0.39% | |
| PSA |
Public Storage
Real Estate
|
Held | 1,300 | $352,144 | 0.37% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 1,015 | $343,019 | 0.36% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 6,806 | $341,661 | 0.36% | |
| ED |
Consolidated Edison Inc
Utilities
|
Held | 3,000 | $339,540 | 0.36% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 6,614 | $322,432 | 0.34% | |
| SNOW |
Snowflake Inc.
Technology
|
Added | 2,130 | $321,246 | 0.34% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Held | 3,167 | $297,634 | 0.32% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 415 | $294,010 | 0.31% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
NEW | 1,725 | $252,333 | 0.27% | |
| SHOP |
Shopify Inc.
Technology
|
Held | 2,125 | $252,067 | 0.27% | |
| INTC |
Intel Corp
Technology
|
NEW | 5,248 | $231,594 | 0.25% | |
| ANET |
Arista Networks, Inc.
Technology
|
Held | 1,850 | $227,143 | 0.24% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 2,846 | $226,570 | 0.24% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Held | 1,170 | $221,832 | 0.24% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 250 | $211,497 | 0.22% |