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Latest BLODGETT WEALTH ADVISORS, LLC Stock Portfolio

BLODGETT WEALTH ADVISORS, LLC Performance:
2025 Q3: 7.58%YTD: 11.9%2024: 32.74%
Performance for 2025 Q3 is 7.58%, and YTD is 11.9%, and 2024 is 32.74%.

About BLODGETT WEALTH ADVISORS, LLC and 13F Hedge Fund Stock Holdings

BLODGETT WEALTH ADVISORS, LLC is a hedge fund based in CONCORD, CA. On 26-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $173 Millions. In it's latest 13F Holdings report, BLODGETT WEALTH ADVISORS, LLC reported an equity portfolio of $290.4 Millions as of 30 Sep, 2025.

The top stock holdings of BLODGETT WEALTH ADVISORS, LLC are IJR, NVDA, AAPL. The fund has invested 15.8% of it's portfolio in ISHARES TR and 11.9% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off DIMENSIONAL ETF TRUST (DFAC) and CHARGEPOINT HOLDINGS INC (CHPT) stocks. BLODGETT WEALTH ADVISORS, LLC opened new stock positions in ARISTA NETWORKS INC (ANET), ALLSTATE CORP (ALL) and PALANTIR TECHNOLOGIES INC (PLTR). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F, NETFLIX INC (NFLX) and COSTCO WHSL CORP NEW (COST).

BLODGETT WEALTH ADVISORS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that BLODGETT WEALTH ADVISORS, LLC made a return of 7.58% in the last quarter. In trailing 12 months, it's portfolio return was 17.41%.

New Buys

Ticker$ Bought
arista networks inc539,564
allstate corp407,918
palantir technologies inc406,399
sysco corp403,733
vanguard intl equity index f400,011
New stocks bought by BLODGETT WEALTH ADVISORS, LLC

Additions

Ticker% Inc.
j p morgan exchange traded f138
netflix inc124
costco whsl corp new121
palo alto networks inc118
mcdonalds corp118
crowdstrike hldgs inc110
snowflake inc110
home depot inc106
Additions to existing portfolio by BLODGETT WEALTH ADVISORS, LLC

Reductions

None of the existing positions were reduced by BLODGETT WEALTH ADVISORS, LLC

Sold off

Ticker$ Sold
chargepoint holdings inc-10,107
dimensional etf trust-241,961
BLODGETT WEALTH ADVISORS, LLC got rid off the above stocks

Sector Distribution

BLODGETT WEALTH ADVISORS, LLC has about 37.6% of it's holdings in Technology sector.

Sector%
Technology37.6
Others24.2
Communication Services13.1
Consumer Cyclical9.3
Financial Services4.6
Consumer Defensive4.4
Healthcare4.3
Industrials1.6

Market Cap. Distribution

BLODGETT WEALTH ADVISORS, LLC has about 75.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP65.8
UNALLOCATED24.2
LARGE-CAP10

Stocks belong to which Index?

About 72.7% of the stocks held by BLODGETT WEALTH ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50072.7
Others27.3
Top 5 Winners (%)%
GOOG
alphabet inc
90.8 %
TSLA
tesla inc
16.7 %
GOOG
alphabet inc
16.5 %
CAT
caterpillar inc
15.8 %
ABBV
abbvie inc
11.0 %
Top 5 Winners ($)$
GOOG
alphabet inc
7.9 M
AAPL
apple inc
3.0 M
NVDA
nvidia corporation
2.7 M
GOOG
alphabet inc
2.3 M
IJR
ishares tr
2.2 M
Top 5 Losers (%)%
CRM
salesforce inc
-7.0 %
HON
honeywell intl inc
-5.1 %
NFLX
netflix inc
-5.0 %
COST
costco whsl corp new
-3.0 %
IBM
international business machs
-2.2 %
Top 5 Losers ($)$
COST
costco whsl corp new
-0.3 M
CRM
salesforce inc
-0.1 M
NFLX
netflix inc
-0.1 M
CRWD
crowdstrike hldgs inc
-0.1 M
LLY
eli lilly & co
-0.1 M

BLODGETT WEALTH ADVISORS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BLODGETT WEALTH ADVISORS, LLC

BLODGETT WEALTH ADVISORS, LLC has 64 stocks in it's portfolio. About 72.4% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for BLODGETT WEALTH ADVISORS, LLC last quarter.

Last Reported on: 28 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions