BLODGETT WEALTH ADVISORS, LLC

CIK

1907826

Location

CONCORD, CA

Portfolio Value

Micro $6,433,389

Diversification

Diversified

Filing Date

Global Rank

#5,438 / 8,232 ▲ 53

Top Industry

Semiconductors 18.6%

3Y Alpha vs SPY

-0.2%

Period ended 3 months ago

Filed Apr 30, 2026 · 46d

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

+73.0%

SPY

+74.2%

Annualised alpha

-0.3%

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

4 positions · $6,433,389 total · Consumer Defensive only · 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
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	4,635	-269	$4,618,453	+9.2%	71.79%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	6,280	0	$907,083	+0.8%	14.10%
WMT	Walmart Inc. Consumer Defensive	Added	4,082	+2	$507,310	+11.6%	7.89%
KMB	Kimberly Clark Corp Consumer Defensive	Added	4,152	+40	$400,543	−3.5%	6.23%