BLODGETT WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Concord, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 146,752
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/23/2026 | 66 | 146,752 | 13F-HR | BLODGETT WEALTH ADVISORS, LLC |
| Q2 2026 | 8/14/2026 | 72 | 149,246 | 13F-HR | BLODGETT WEALTH ADVISORS, LLC |
| Q1 2026 | 4/30/2026 | 64 | 126,186 | 13F-HR | BLODGETT WEALTH ADVISORS, LLC |
| Q4 2025 | 1/29/2026 | 61 | 143,292 | 13F-HR | BLODGETT WEALTH ADVISORS, LLC |
| Q3 2025 | 10/28/2025 | 64 | 145,190 | 13F-HR/A - RESTATEMENT | BLODGETT WEALTH ADVISORS, LLC |
| Q3 2025 | 10/28/2025 | 64 | 145,186 | 13F-HR | BLODGETT WEALTH ADVISORS, LLC |
| Q2 2025 | 7/9/2025 | 61 | 127,634 | 13F-HR | BLODGETT WEALTH ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 112.7 K | 76.8% | 0 | 1.467 K | -1.467 K |
| ETFs | 34.06 K | 23.2% | 0 | 1.03 K | -1.03 K |
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Fund Snapshot
Q3 2026
Latest filed
10/23/2026
Total value ($000)
146,752
Holdings
66
QoQ value change ($000)
-2,494
(-1.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.