Institutional Manager · CIK 0001907826
BLODGETT WEALTH ADVISORS, LLC
CONCORD, CA · File #028-21561
Latest AUM
$143.3M
Positions
61
Top-10 Concentration
74.0%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202561 pos · $143.3M
- 13F HOLDINGS REPORT (Amended)Q/E Sep 202564 pos · $145.2M
- 13F HOLDINGS REPORTQ/E Sep 202564 pos · $145.2M
- 13F HOLDINGS REPORTQ/E Jun 202561 pos · $127.6M
- 13F HOLDINGS REPORTQ/E Mar 202561 pos · $117.3M
- 13F HOLDINGS REPORTQ/E Dec 202459 pos · $127.5M
- 13F HOLDINGS REPORTQ/E Sep 202459 pos · $118.9M
- 13F HOLDINGS REPORTQ/E Jun 202459 pos · $118.0M
- 13F HOLDINGS REPORTQ/E Mar 202464 pos · $110.8M
- 13F HOLDINGS REPORTQ/E Dec 202359 pos · $91.1M
- 13F HOLDINGS REPORTQ/E Sep 202364 pos · $96.6M
- 13F HOLDINGS REPORTQ/E Jun 202363 pos · $86.5M
- 13F HOLDINGS REPORTQ/E Mar 202362 pos · $82.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287614 | 48,605 | $23.0M | 16.39% |
| 2 | NVIDIA CORPORATION | NVDA | 91,807 | $17.1M | 12.20% |
| 3 | APPLE INC | AAPL | 58,887 | $16.0M | 11.40% |
| 4 | MICROSOFT CORP | MSFT | 24,545 | $11.9M | 8.45% |
| 5 | ALPHABET INC | GOOG | 33,462 | $10.5M | 7.46% |
| 6 | AMAZON COM INC | AMZN | 41,187 | $9.5M | 6.77% |
| 7 | ELI LILLY & CO | LLY | 4,197 | $4.5M | 3.21% |
| 8 | COSTCO WHSL CORP NEW | 22160K105 | 4,904 | $4.2M | 3.01% |
| 9 | ISHARES TR | 464287200 | 5,622 | $3.9M | 2.74% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 10,493 | $3.4M | 2.41% |
| 11 | CROWDSTRIKE HLDGS INC | CRWD | 5,147 | $2.4M | 1.72% |
| 12 | HOME DEPOT INC | HD | 5,999 | $2.1M | 1.47% |
| 13 | VANGUARD INDEX FDS | 922908744 | 10,293 | $2.0M | 1.40% |
| 14 | UBER TECHNOLOGIES INC | UBER | 22,975 | $1.9M | 1.34% |
| 15 | AMERICAN EXPRESS CO | AXP | 5,044 | $1.9M | 1.33% |
| 16 | SPDR S&P 500 ETF TR | SPY | 2,504 | $1.7M | 1.22% |
| 17 | WASTE MGMT INC DEL | 94106L109 | 7,671 | $1.7M | 1.20% |
| 18 | BROADCOM INC | AVGO | 4,826 | $1.7M | 1.19% |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2 | $1.5M | 1.08% |
| 20 | META PLATFORMS INC | META | 1,945 | $1.3M | 0.91% |