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Latest BLODGETT WEALTH ADVISORS, LLC Stock Portfolio

$126Million | No. of Holdings #64

BLODGETT WEALTH ADVISORS, LLC Performance

2026 Q1-7.55%
YTD-7.55%
2025+14.02%

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

BLODGETT WEALTH ADVISORS, LLC is a hedge fund based in Concord, CA. On 2026-04-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, BLODGETT WEALTH ADVISORS, LLC reported an equity portfolio of $126.2 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of BLODGETT WEALTH ADVISORS, LLC are IJR, NVDA, AAPL. The fund has invested 14.2% of it's portfolio in ISHARES TR and 12.3% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off BLACKSTONE INC (BX) stocks. They significantly reduced their stock positions in ABBVIE INC (ABBV), WASTE MGMT INC DEL (WM) and HOME DEPOT INC (HD). BLODGETT WEALTH ADVISORS, LLC opened new stock positions in SELECT SECTOR SPDR TR (XLB), PALANTIR TECHNOLOGIES INC (PLTR) and INTEL CORP (INTC). The fund showed a lot of confidence in some stocks as they added substantially to SNOWFLAKE INC (SNOW), CROWDSTRIKE HLDGS INC (CRWD) and UBER TECHNOLOGIES INC (UBER).
BLODGETT WEALTH ADVISORS, LLC Equity Portfolio Value
Last Reported on: 30 Apr, 2026
$126Million
  as of Apr 30, 2026

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

Our best estimate is that BLODGETT WEALTH ADVISORS, LLC made a return of -7.55% in the last quarter. In trailing 12 months, it's portfolio return was 15.19%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
select sector spdr tr260,355
palantir technologies inc252,333
intel corp231,595
vanguard intl equity index f200,120
New stocks bought by BLODGETT WEALTH ADVISORS, LLC

Additions

Ticker% Inc.
snowflake inc21.37
crowdstrike hldgs inc16.94
uber technologies inc9.16
palo alto networks inc7.76
j p morgan exchange traded f3.25
jpmorgan chase & co2.83
meta platforms inc2.57
ishares tr2.05
Additions to existing portfolio by BLODGETT WEALTH ADVISORS, LLC

Reductions

Ticker% Reduced
abbvie inc-47.89
waste mgmt inc del-37.48
home depot inc-16.64
broadcom inc-14.5
ishares tr-13.62
eli lilly & co-10.44
microsoft corp-6.92
alphabet inc-6.01
BLODGETT WEALTH ADVISORS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
blackstone inc-220,115
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.

  • Technology
  • Others
  • Communication Services
  • Consumer Cyclical
  • Consumer Defensive
  • Healthcare
  • Financial Services
  • Industrials
Sector%
Technology37.6
Others25.6
Communication Services9.6
Consumer Cyclical9.4
Consumer Defensive5.1
Healthcare5
Financial Services5
Industrials1.5

Market Cap. Distribution

BLODGETT WEALTH ADVISORS, LLC has about 74.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP66.9
UNALLOCATED25.6
LARGE-CAP7.5

Stocks belong to which Index?

About 70.6% 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 50070.6
Others29.4
Top 5 Winners (%)%
CVX
chevron corporation
35.3 %
CAT
caterpillar inc
23.7 %
VZ
verizon communications inc
23.3 %
JNJ
johnson & johnson
18.1 %
HON
honeywell intl inc
15.9 %
Top 5 Winners ($)$
COST
costco wholesale corporation
0.6 M
CVX
chevron corporation
0.2 M
JNJ
johnson & johnson
0.2 M
MRK
merck & co inc
0.1 M
IJR
ishares tr
0.1 M
Top 5 Losers (%)%
CRM
salesforce inc
-29.5 %
SNOW
snowflake inc
-29.3 %
SHOP
shopify inc
-26.3 %
MSFT
microsoft corp
-22.6 %
AXP
american express co
-18.2 %
Top 5 Losers ($)$
MSFT
microsoft corp
-2.7 M
IJR
ishares tr
-2.1 M
NVDA
nvidia corporation
-1.1 M
AAPL
apple inc
-1.0 M
AMZN
amazon com inc
-0.9 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 70.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. COST was the most profitable stock for BLODGETT WEALTH ADVISORS, LLC last quarter.

$126.19MTotal Value
65.00Positions
30 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of BLODGETT WEALTH ADVISORS, LLC, last reported on 30 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BLODGETT WEALTH ADVISORS, LLC's holding in Ishares Tr over time
0.23%2,739
$290.7K
0.23%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
BLODGETT WEALTH ADVISORS, LLC's holding in Spdr Series Trust over time
0.22%14,144
$271.4K
0.22%
unchanged 0 percentunchanged