BLODGETT WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Concord, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 126,186
- 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 |
|---|---|---|---|---|---|
| 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 | 95.88 K | 76.0% | 0 | 15.48 K | -15.48 K |
| ETFs | 30.3 K | 24.0% | 0 | 1.625 K | -1.625 K |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
126,186
Holdings
64
QoQ value change ($000)
-17,106
(-11.9%)
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.