BLODGETT WEALTH ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
Concord, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
72
Total value ($000)
$149,246
Net value change ($000)
+23,060 (18.3%)
New positions
11
Sold out positions
3
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IWF 3,138 17.5%
NVDA 2,365 15.2%
GOOGL 2,144 23.7%
CRWD 1,959 83.4%
AAPL 1,867 12.9%
AMZN 1,291 15.2%
LLY 1,075 31.1%
PANW 1,032 109.1%
MU 893 NEW
GOOGL 632 97.5%
Top Reduces (Value $000, Stocks/ETFs)
HON -503 -100.0%
XLE -260 -100.0%
COST -228 -4.9%
DHR -222 -100.0%
WM -221 -20.1%
CVX -131 -18.1%
MCD -120 -12.9%
CRM -73 -13.3%
VZ -71 -20.8%
SHOP -9 -3.6%
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