BLODGETT WEALTH ADVISORS, LLC

Q3 2026 13F-HR Holdings

Location
Concord, CA
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
66
Total value ($000)
$146,752
Net value change ($000)
-2,494 (-1.7%)
New positions
2
Sold out positions
8
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 1,661 19.4%
CRWD 1,311 30.4%
AAPL 977 6.0%
NVDA 484 2.7%
AMZN 455 4.7%
PANW 326 16.5%
META 313 27.6%
IVV 255 5.8%
XLE 231 NEW
CRM 221 46.5%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -1,765 -15.8%
BRK-B -1,498 -100.0%
IWF -1,255 -6.0%
IBM -449 -100.0%
PSA -414 -100.0%
HD -340 -17.7%
AXP -324 -19.0%
MCD -288 -35.7%
HON -249 -100.0%
HONEYWELL AEROSPACE INC -246 -100.0%
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