Latest BLODGETT WEALTH ADVISORS, LLC Stock Portfolio
BLODGETT WEALTH ADVISORS, LLC Performance:
2025 Q4: -3%YTD: 11.58%2024: 32.71%
Performance for 2025 Q4 is -3%, and YTD is 11.58%, and 2024 is 32.71%.
About BLODGETT WEALTH ADVISORS, LLC and 13F Hedge Fund Stock Holdings
BLODGETT WEALTH ADVISORS, LLC is a hedge fund based in Concord, CA. On 2026-01-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, BLODGETT WEALTH ADVISORS, LLC reported an equity portfolio of $143.3 Millions as of 31 Dec, 2025.
The top stock holdings of BLODGETT WEALTH ADVISORS, LLC are IJR, NVDA, AAPL. The fund has invested 16.1% of it's portfolio in ISHARES TR and 11.9% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off ALLSTATE CORP (ALL), PALANTIR TECHNOLOGIES INC (PLTR) and SYSCO CORP (SYY) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), SPDR SERIES TRUST (BIL) and SALESFORCE INC (CRM). BLODGETT WEALTH ADVISORS, LLC opened new stock positions in WELLS FARGO CO NEW (WFC) and GOLDMAN SACHS GROUP INC (GS). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX).
The top stock holdings of BLODGETT WEALTH ADVISORS, LLC are IJR, NVDA, AAPL. The fund has invested 16.1% of it's portfolio in ISHARES TR and 11.9% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off ALLSTATE CORP (ALL), PALANTIR TECHNOLOGIES INC (PLTR) and SYSCO CORP (SYY) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), SPDR SERIES TRUST (BIL) and SALESFORCE INC (CRM). BLODGETT WEALTH ADVISORS, LLC opened new stock positions in WELLS FARGO CO NEW (WFC) and GOLDMAN SACHS GROUP INC (GS). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX).
BLODGETT WEALTH ADVISORS, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that BLODGETT WEALTH ADVISORS, LLC made a return of -3% in the last quarter. In trailing 12 months, it's portfolio return was 11.58%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| wells fargo co new | 265,248 |
| goldman sachs group inc | 218,760 |
New stocks bought by BLODGETT WEALTH ADVISORS, LLC
Additions
| Ticker | % Inc. |
|---|---|
| netflix inc | 518 |
Additions to existing portfolio by BLODGETT WEALTH ADVISORS, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -60.22 |
| spdr series trust | -55.86 |
| salesforce inc | -54.28 |
| invesco qqq tr | -53.66 |
| taiwan semiconductor mfg ltd | -53.44 |
| verizon communications inc | -53.42 |
| eli lilly & co | -52.86 |
| broadcom inc | -51.94 |
BLODGETT WEALTH ADVISORS, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| carisma therapeutics inc | -13,577 |
| vanguard intl equity index f | -400,011 |
| sysco corp | -403,733 |
| palantir technologies inc | -406,399 |
| allstate corp | -407,918 |
BLODGETT WEALTH ADVISORS, LLC got rid off the above stocks
Sector Distribution
BLODGETT WEALTH ADVISORS, LLC has about 38% of it's holdings in Technology sector.
- Technology
- Others
- Consumer Cyclical
- Communication Services
- Healthcare
- Financial Services
- Consumer Defensive
- Industrials
| Sector | % |
|---|---|
| Technology | 38 |
| Others | 25.9 |
| Consumer Cyclical | 9.5 |
| Communication Services | 9.5 |
| Healthcare | 5.3 |
| Financial Services | 5.1 |
| Consumer Defensive | 4.2 |
| Industrials | 1.6 |
Market Cap. Distribution
BLODGETT WEALTH ADVISORS, LLC has about 74.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- UNALLOCATED
- LARGE-CAP
| Category | % |
|---|---|
| MEGA-CAP | 63.8 |
| UNALLOCATED | 25.9 |
| LARGE-CAP | 10.3 |
Stocks belong to which Index?
About 70.8% of the stocks held by BLODGETT WEALTH ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 70.8 |
| Others | 29.2 |
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 61 stocks in it's portfolio. About 72.5% of the portfolio is in top 10 stocks. GOOG 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: 29 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 11.17 | 58,887 | 16,009,000 | reduced | -50.69 | ||
| AAXJ | ishares tr | 0.20 | 2,739 | 293,375 | reduced | -50.00 | ||
| ABBV | abbvie inc | 0.67 | 4,176 | 954,175 | reduced | -50.59 | ||
| ALL | allstate corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon com inc | 6.64 | 41,187 | 9,506,780 | reduced | -50.05 | ||
| ANET | arista networks inc | 0.17 | 1,850 | 242,406 | reduced | -50.00 | ||
| AVGO | broadcom inc | 1.17 | 4,826 | 1,670,190 | reduced | -51.94 | ||
| AXP | american express co | 1.30 | 5,044 | 1,866,030 | reduced | -50.00 | ||
| BAC | bank america corp | 0.25 | 6,609 | 363,509 | reduced | -49.97 | ||
| BIL | spdr series trust | 0.19 | 14,144 | 269,868 | reduced | -55.86 | ||
| BX | blackstone inc | 0.15 | 1,428 | 220,115 | reduced | -49.82 | ||
| CAT | caterpillar inc | 0.17 | 415 | 238,018 | reduced | -51.29 | ||
| COST | costco whsl corp new | 2.95 | 4,904 | 4,228,780 | reduced | -47.64 | ||
| CRM | salesforce inc | 0.54 | 2,938 | 778,241 | reduced | -54.28 | ||
| CRWD | crowdstrike hldgs inc | 1.68 | 5,147 | 2,412,710 | reduced | -50.1 | ||
| CSCO | cisco sys inc | 0.42 | 7,907 | 609,049 | reduced | -49.99 | ||
| CVX | chevron corp new | 0.38 | 3,596 | 548,012 | reduced | -50.3 | ||
| DHR | danaher corporation | 0.19 | 1,170 | 267,837 | reduced | -50.00 | ||
| ED | consolidated edison inc | 0.21 | 3,000 | 297,960 | reduced | -50.00 | ||
| GOOG | alphabet inc | 7.31 | 33,462 | 10,473,600 | reduced | -50.86 | ||