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Latest BLODGETT WEALTH ADVISORS, LLC Stock Portfolio

$146Million | No. of Holdings #66

BLODGETT WEALTH ADVISORS, LLC Performance

2026 Q3+6.41%
YTD-11.20%
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 2026-10-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, BLODGETT WEALTH ADVISORS, LLC reported an equity portfolio of $146.8 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of BLODGETT WEALTH ADVISORS, LLC are IJR, NVDA, AAPL. The fund has invested 13.5% of it's portfolio in ISHARES TR and 12.5% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off BERKSHIRE HATHAWAY INC DEL, INTERNATIONAL BUSINESS MACHS (IBM) and PUBLIC STORAGE (PSA) stocks. They significantly reduced their stock positions in PALANTIR TECHNOLOGIES INC (PLTR), EATON CORP PLC (ETN) and CONSOLIDATED EDISON INC (ED). BLODGETT WEALTH ADVISORS, LLC opened new stock positions in SELECT SECTOR SPDR TR (XLB) and DANAHER CORP DEL (DHR). The fund showed a lot of confidence in some stocks as they added substantially to INTEL CORP (INTC), SPACE EXPLORATION TECHN CORP and WALMART INC (WMT).
BLODGETT WEALTH ADVISORS, LLC Equity Portfolio Value
Last Reported on: 23 Oct, 2026
$146Million
  as of Oct 23, 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 6.41% in the last quarter. In trailing 12 months, it's portfolio return was -11.98%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
select sector spdr tr230,625
danaher corp del219,335
New stocks bought by BLODGETT WEALTH ADVISORS, LLC

Additions

Ticker% Inc.
intel corp41.25
space exploration techn corp26.57
walmart inc7.02
goldman sachs group inc5.98
micron technology inc5.81
caterpillar inc3.61
ishares tr3.52
alphabet inc3.45
Additions to existing portfolio by BLODGETT WEALTH ADVISORS, LLC

Reductions

Ticker% Reduced
palantir technologies inc-43.28
eaton corp plc-35.81
consolidated edison inc-33.33
kimberly-clark corp-31.00
mcdonalds corp-24.73
procter & gamble co-17.01
johnson & johnson-15.92
microsoft corp-13.17
BLODGETT WEALTH ADVISORS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
sysco corp-204,771
international business machs-448,548
public storage-413,803
honeywell intl inc-249,089
honeywell aerospace inc-245,841
allstate corp-226,043
corning inc-223,502
berkshire hathaway inc del-1,497,700
BLODGETT WEALTH ADVISORS, LLC got rid off the above stocks

Sector Distribution

BLODGETT WEALTH ADVISORS, LLC has about 42.5% of it's holdings in Technology sector.

  • Technology
  • Others
  • Communication Services
  • Consumer Cyclical
  • Healthcare
  • Financial Services
  • Consumer Defensive
Sector%
Technology42.5
Others24
Communication Services9.2
Consumer Cyclical8.9
Healthcare5.2
Financial Services4.6
Consumer Defensive4

Market Cap. Distribution

BLODGETT WEALTH ADVISORS, LLC has about 76% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP67.8
UNALLOCATED24
LARGE-CAP8.2

Stocks belong to which Index?

About 70.2% 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 50070.2
Others29.8
Top 5 Winners (%)%
PLTR
palantir technologies inc
47.3 %
CRM
salesforce inc
46.5 %
CRWD
crowdstrike hldgs inc
37.6 %
MSFT
microsoft corp
35.0 %
SNOW
snowflake inc
31.3 %
Top 5 Winners ($)$
MSFT
microsoft corp
3.0 M
NVDA
nvidia corporation
2.4 M
AAPL
apple inc
2.4 M
CRWD
crowdstrike hldgs inc
1.6 M
AMZN
amazon com inc
0.4 M
Top 5 Losers (%)%
LRCX
lam research corp
-24.2 %
CAT
caterpillar inc
-23.6 %
HD
home depot inc
-19.2 %
TSLA
tesla inc
-15.6 %
MCD
mcdonalds corp
-12.8 %
Top 5 Losers ($)$
GOOG
alphabet inc
-0.4 M
HD
home depot inc
-0.4 M
AXP
american express co
-0.2 M
LLY
eli lilly & co
-0.2 M
TSLA
tesla inc
-0.2 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 66 stocks in it's portfolio. About 71.1% of the portfolio is in top 10 stocks. GOOG proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for BLODGETT WEALTH ADVISORS, LLC last quarter.

$146.75MTotal Value
74.00Positions
23 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of BLODGETT WEALTH ADVISORS, LLC, last reported on 23 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BLODGETT WEALTH ADVISORS, LLC's holding in Ishares Tr over time
0.19%2,739
$276.9K
0.19%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
BLODGETT WEALTH ADVISORS, LLC's holding in Spdr Series Trust over time
0.18%14,144
$257.6K
0.18%
unchanged 0 percentunchanged