BLODGETT WEALTH ADVISORS, LLC

Registered adviser

CIK

1907826

Location

CONCORD, CA

Portfolio Value

Small $146,494,161

Diversification

Diversified

Filing Date

Global Rank

#7,433 / 8,827 ▲ 103 · as of Jun 2026

Top Industry

Semiconductors 19.7%

Period ended 38 days ago

Filed Oct 23, 2026 · 15d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 316838

Roster of Nov 1, 2026

Regulatory AUM

$250,929,334

Main clients

Individuals and high net worth (94% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$250,929,334	Individuals and high net worth (94%)
Mar 2025 to Feb 2026	$224,447,180	Individuals and high net worth (91%)
Apr 2024 to Feb 2025	$204,673,969	Individuals and high net worth (89%)
May 2023 to Mar 2024	$173,007,438	Individuals and high net worth (89%)
Apr 2023	$173,007,438	Individuals and high net worth (89%)
Mar 2022 to Mar 2023	$224,454,095	Individuals and high net worth (91%)

1 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 74.3% of the book (60%+)

Turnover

Low turnover

5.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 17.2 quarters (12+)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 53.8%; sector active share 26.2% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

66 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

18.9%

−0.5 pts

Top 5

57.6%

+0.3 pts

Top 10

76.8%

+2.5 pts

HHI

864

Diversified+26

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	43.1%	$63,088,475	18
Unclassified	23.1%	$33,799,415	17
Communication Services	9.2%	$13,522,406	5
Consumer Cyclical	9.0%	$13,133,588	4
Healthcare	5.2%	$7,605,823	5
Financial Services	4.7%	$6,812,053	7
Consumer Defensive	4.0%	$5,808,845	4
Industrials	1.2%	$1,793,578	4
Energy	0.5%	$725,558	1
Utilities	0.1%	$204,420	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
CRWD	CrowdStrike Holdings, Inc.	+15,581	21,227	$5,619,848
INTC	Intel Corp	+1,845	6,318	$759,613
SPCX	Space Exploration Technologies Corp	+477	2,272	$342,753
WMT	Walmart Inc.	+327	4,987	$518,249
IVV	iShares Core S&P 500 ETF	+205	6,032	$4,619,607
GOOG	Alphabet Inc.	+125	3,747	$1,276,752
HD	Home Depot, Inc.	+113	5,565	$1,583,186
JPM	Jpmorgan Chase & Co	+67	10,983	$3,633,505
AMZN	Amazon Com Inc	+50	41,002	$10,215,648
MU	Micron Technology Inc	+45	819	$872,325
LLY	ELI LILLY & Co	+27	3,806	$4,403,846
AVGO	Broadcom Inc.	+24	3,671	$1,289,218
GS	Goldman Sachs Group Inc	+15	266	$239,495
CAT	Caterpillar Inc	+15	430	$348,639
VTV	VANGUARD VALUE INDEX FUND	+5	10,233	$2,211,146
BAC	Bank Of America Corp	+5	6,623	$360,489
MRK	Merck & Co., Inc.	+1	9,335	$1,356,468
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+1	3,704	$219,684
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IWF	iShares Russell 1000 Growth ETF	−11,495	157,952	$19,785,067
NVDA	Nvidia Corp	−8,975	80,572	$18,401,033
AAPL	Apple Inc.	−4,478	52,045	$17,332,025
GOOGL	Alphabet Inc.	−3,919	27,386	$9,422,974
MSFT	Microsoft Corp	−3,025	19,944	$10,229,277
PLTR	Palantir Technologies Inc.	−2,060	2,700	$505,035
UBER	Uber Technologies, Inc	−1,525	26,030	$1,783,315
KMB	Kimberly Clark Corp	−1,287	2,865	$279,136
PG	PROCTER & GAMBLE Co	−1,075	5,245	$761,993
ED	Consolidated Edison Inc	−1,000	2,000	$204,420
VZ	Verizon Communications Inc	−750	5,641	$258,752
MCD	Mcdonalds Corp	−738	2,246	$518,691
JNJ	Johnson & Johnson	−700	3,696	$978,479
AXP	American Express Co	−500	4,544	$1,381,830
CSCO	Cisco Systems, Inc.	−498	7,162	$770,846
ETN	Eaton Corp plc	−385	690	$296,499
SNOW	Snowflake Inc.	−270	1,830	$621,394
NFLX	Netflix Inc	−225	16,025	$1,115,019
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−200	2,150	$420,862
IJR	iShares Core S&P Small-Cap ETF	−150	2,145	$291,805
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	−150	6,200	$379,812
IWM	iShares Russell 2000 ETF	−50	2,795	$776,702
COST	Costco Wholesale Corp	−25	4,668	$4,249,467
CVX	Chevron Corp	−18	3,553	$725,558
META	Meta Platforms, Inc.	−18	1,998	$1,448,909
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	3,750	$230,625
DHR	Danaher Corp	990	$219,334
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
BRK-A	Berkshire Hathaway Inc	2	$1,497,700
IBM	International Business Machines Corp	1,595	$448,529
PSA	Public Storage	1,300	$413,803
HON	Honeywell International Inc	1,113	$249,200
HONA	Honeywell Aerospace Inc.	1,112	$245,840
ALL	Allstate Corp	950	$226,043
GLW	Corning Inc	875	$223,501
SYY	Sysco Corp	2,450	$204,771
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

66 tracked positions · $146,494,161 total · filing declares 66 positions · $146,751,988 · as of Sep 30, 2026

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

Showing 1–50 of 66 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IWF	iShares Russell 1000 Growth ETF	Reduced	157,952	-11,495	$19,785,067	−6.0%	13.51%
NVDA	Nvidia Corp Technology	Reduced	80,572	-8,975	$18,401,033	+2.7%	12.56%
AAPL	Apple Inc. Technology	Reduced	52,045	-4,478	$17,332,025	+6.0%	11.83%
MSFT	Microsoft Corp Technology	Reduced	19,944	-3,025	$10,229,277	+19.4%	6.98%
AMZN	Amazon Com Inc Consumer Cyclical	Added	41,002	+50	$10,215,648	+4.7%	6.97%
GOOGL	Alphabet Inc. Communication Services	Reduced	27,386	-3,919	$9,422,974	−15.8%	6.43%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	21,227	+15,581	$5,619,848	+30.4%	3.84%
IVV	iShares Core S&P 500 ETF	Added	6,032	+205	$4,619,607	+5.9%	3.15%
LLY	ELI LILLY & Co Healthcare	Added	3,806	+27	$4,403,846	−2.8%	3.01%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	4,668	-25	$4,249,467	−3.2%	2.90%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,983	+67	$3,633,505	+1.7%	2.48%
PANW	Palo Alto Networks Inc Technology	Held	5,800	0	$2,304,398	+16.5%	1.57%
VTV	VANGUARD VALUE INDEX FUND	Added	10,233	+5	$2,211,146	−0.8%	1.51%
SPY	Spdr S&P 500 ETF Trust	Held	2,345	0	$1,788,367	+2.1%	1.22%
UBER	Uber Technologies, Inc Technology	Reduced	26,030	-1,525	$1,783,315	−10.3%	1.22%
HD	Home Depot, Inc. Consumer Cyclical	Added	5,565	+113	$1,583,186	−17.7%	1.08%
META	Meta Platforms, Inc. Communication Services	Reduced	1,998	-18	$1,448,909	+27.6%	0.99%
AXP	American Express Co Financial Services	Reduced	4,544	-500	$1,381,830	−19.0%	0.94%
MRK	Merck & Co., Inc. Healthcare	Added	9,335	+1	$1,356,468	+13.1%	0.93%
AVGO	Broadcom Inc. Technology	Added	3,671	+24	$1,289,218	−6.4%	0.88%
DVY	iShares Select Dividend ETF	Held	8,440	0	$1,283,470	−2.7%	0.88%
GOOG	Alphabet Inc. Communication Services	Added	3,747	+125	$1,276,752	−0.2%	0.87%
NFLX	Netflix Inc Communication Services	Reduced	16,025	-225	$1,115,019	−3.9%	0.76%
JNJ	Johnson & Johnson Healthcare	Reduced	3,696	-700	$978,479	−12.4%	0.67%
MU	Micron Technology Inc Technology	Added	819	+45	$872,325	−2.4%	0.60%
TSLA	Tesla, Inc. Consumer Cyclical	Held	2,300	0	$816,063	−15.6%	0.56%
WM	Waste Management Inc Industrials	Held	3,951	0	$805,687	−8.5%	0.55%
IWM	iShares Russell 2000 ETF	Reduced	2,795	-50	$776,702	−9.1%	0.53%
CSCO	Cisco Systems, Inc. Technology	Reduced	7,162	-498	$770,846	−14.3%	0.53%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	5,245	-1,075	$761,993	−17.8%	0.52%
INTC	Intel Corp Technology	Added	6,318	+1,845	$759,613	+21.6%	0.52%
CVX	Chevron Corp Energy	Reduced	3,553	-18	$725,558	+22.6%	0.50%
CRM	Salesforce, Inc. Technology	Held	3,030	0	$695,597	+46.5%	0.47%
V	Visa Inc. Financial Services	Held	1,835	0	$659,370	+4.7%	0.45%
ABBV	AbbVie Inc. Healthcare	Held	2,476	0	$647,696	+4.0%	0.44%
SNOW	Snowflake Inc. Technology	Reduced	1,830	-270	$621,394	+16.3%	0.42%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,246	-738	$518,691	−35.7%	0.35%
WMT	Walmart Inc. Consumer Defensive	Added	4,987	+327	$518,249	−1.8%	0.35%
PLTR	Palantir Technologies Inc. Technology	Reduced	2,700	-2,060	$505,035	−9.1%	0.34%
AMD	Advanced Micro Devices Inc Technology	Held	793	0	$485,125	+5.3%	0.33%
QQQ	Invesco Qqq Trust, Series 1	Held	633	0	$468,274	+0.5%	0.32%
IWR	iShares Russell Mid-Cap ETF	Held	4,350	0	$464,188	−3.3%	0.32%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	965	0	$440,223	−4.5%	0.30%
ANET	Arista Networks, Inc. Technology	Held	2,100	0	$427,539	+19.8%	0.29%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	2,150	-200	$420,862	−6.0%	0.29%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Reduced	6,200	-150	$379,812	−2.7%	0.26%
BAC	Bank Of America Corp Financial Services	Added	6,623	+5	$360,489	−4.4%	0.25%
CAT	Caterpillar Inc Industrials	Added	430	+15	$348,639	−21.1%	0.24%
SPCX	Space Exploration Technologies Corp Industrials	Added	2,272	+477	$342,753	+11.8%	0.23%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Held	2,107	0	$327,006	−1.8%	0.22%

Showing the top 50 of 66 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.