BLODGETT WEALTH ADVISORS, LLC

Q4 2025 13F-HR Holdings

Location
Concord, CA
Holdings as of
12/31/2025
Date filed
1/29/2026
Form type
13F-HR
Num holdings
61
Total value ($000)
$143,292
Net value change ($000)
-1,898 (-1.3%)
New positions
2
Sold out positions
5
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 2,197 26.5%
VTV 1,929 5213.5%
LLY 1,113 32.8%
AAPL 805 5.3%
AMZN 454 5.0%
UBER 385 25.8%
IVV 289 8.1%
WFC 265 NEW
GS 219 NEW
MRK 199 25.4%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -7,568 -91.4%
MSFT -1,015 -7.9%
HD -390 -15.9%
ALL -204 -100.0%
PLTR -203 -100.0%
SYY -202 -100.0%
VWO -200 -100.0%
NVDA -136 -0.8%
CRWD -116 -4.6%
IWR -109 -20.6%
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