BLODGETT WEALTH ADVISORS, LLC 13F Holdings
CIK 0001907826 · CONCORD, CA
As of Sep 30, 2025, BLODGETT WEALTH ADVISORS, LLC reported 64 positions worth
CIK 0001907826 · CONCORD, CA
As of Sep 30, 2025, BLODGETT WEALTH ADVISORS, LLC reported 64 positions worth
45.3M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 97,662 | $22.9M | 15.75% |
| NVIDIA CORP | NVDA | Technology | 184,994 | 7.3M | 11.89% |
| APPLE INC | AAPL | Technology | 119,420 | 5.2M | 10.47% |
| MICROSOFT CORP | MSFT | Technology | 49,758 | 2.9M | 8.88% |
| AMAZON.COM INC | AMZN | Equity | 82,464 | $9.1M | 6.24% |
| ALPHABET INC | GOOG | Equity | 4,520 | $8.3M | 5.70% |
| ALPHABET INC | GOOGL | Equity | 68,094 | $8.3M | 5.70% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 9,366 | $4.3M | 2.99% |
| ISHARES CORE S&P 500 ETF | IVV | — | 10,644 | $3.6M | 2.45% |
| ELI LILLY & CO | LLY | Healthcare | 8,904 | $3.4M | 2.34% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 20,982 | $3.3M | 2.28% |
| CROWDSTRIKE HOLDINGS INC | CRWD | Technology | 10,314 | $2.5M | 1.74% |
| HOME DEPOT INC | HD | Consumer Cyclical | 12,116 | $2.5M | 1.69% |
| WASTE MANAGEMENT INC | WM | Industrials | 15,342 | .7M | 1.17% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 10,088 | .7M | 1.15% |
| SPDR S&P 500 ETF TRUST | SPY | — | 5,008 | .7M | 1.15% |
| BROADCOM INC | AVGO | Technology | 10,042 | .7M | 1.14% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 4 | .5M | 1.04% |
| UBER TECHNOLOGIES INC | UBER | Technology | 30,460 | .5M | 1.03% |
| META PLATFORMS INC | META | Communication Services | 3,130 | .2M | 0.79% |
| ISHARES SELECT DIVIDEND ETF | DVY | — | 15,430 | .1M | 0.76% |
| PALO ALTO NETWORKS INC | PANW | Technology | 10,500 | .1M | 0.74% |
| TESLA INC | TSLA | Consumer Cyclical | 4,800 | .1M | 0.74% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 12,960 | $996.6K | 0.69% |
| ABBVIE INC | ABBV | Equity | 8,452 | $979.5K | 0.67% |