BLODGETT WEALTH ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Concord, CA
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
64
Total value ($000)
$126,186
Net value change ($000)
-17,106 (-11.9%)
New positions
4
Sold out positions
1
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
COST 389 9.2%
XLE 260 NEW
PLTR 252 NEW
INTC 232 NEW
VWO 200 NEW
CVX 175 31.9%
JNJ 164 18.0%
MRK 141 14.4%
DVY 77 7.3%
HON 69 15.9%
Top Reduces (Value $000, Stocks/ETFs)
IWF -5,103 -22.2%
MSFT -3,414 -28.8%
NVDA -1,570 -9.2%
AAPL -1,521 -9.5%
GOOGL -1,430 -13.7%
LLY -1,053 -23.3%
AMZN -1,037 -10.9%
WM -583 -34.6%
ABBV -481 -50.4%
HD -419 -20.3%
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