BLODGETT WEALTH ADVISORS, LLC

Q3 2025 13F-HR/A Holdings

Location
Concord, CA
Holdings as of
9/30/2025
Date filed
10/28/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
64
Total value ($000)
$145,190
Net value change ($000)
+17,556 (13.8%)
New positions
5
Sold out positions
2
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2025 Next filing: 1/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 7,876 1964.1%
AAPL 2,830 22.9%
NVDA 2,100 13.9%
GOOGL 2,093 33.8%
IWF 1,969 9.4%
IVV 327 10.1%
HD 307 14.3%
TSLA 305 40.0%
ANET 270 NEW
ALL 204 NEW
Top Reduces (Value $000, Stocks/ETFs)
VTV -1,757 -97.9%
DVY -254 -18.8%
DFAU -242 -100.0%
LLY -194 -5.4%
AMZN -179 -1.9%
CRM -115 -13.1%
WM -61 -3.5%
DHR -58 -20.0%
BAC -57 -14.3%
HON -50 -9.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type