BLODGETT WEALTH ADVISORS, LLC
CIK: 0001907826SEC EDGAR →
Portfolio Value
$143.3M
Holdings
61
As of
Q4 2025
New Positions
3
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 48,605 | $23.0M | 16.05% |
| 2 | NVIDIA CORPORATION | 91,807 | $17.1M | 11.95% |
| 3 | APPLE INC | 58,887 | $16.0M | 11.17% |
| 4 | MICROSOFT CORP | 24,545 | $11.9M | 8.28% |
| 5 | ALPHABET INC | 33,462 | $10.5M | 7.31% |
| 6 | AMAZON COM INC | 41,187 | $9.5M | 6.63% |
| 7 | ELI LILLY & CO | 4,197 | $4.5M | 3.15% |
| 8 | COSTCO WHSL CORP NEW | 4,904 | $4.2M | 2.95% |
| 9 | ISHARES TR | 5,622 | $3.9M | 2.69% |
| 10 | JPMORGAN CHASE & CO. | 10,493 | $3.4M | 2.36% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 14 | $55.1M | 38.5% |
| Financial Services | 21 | $41.1M | 28.7% |
| Consumer Cyclical | 4 | $13.6M | 9.5% |
| Communication Services | 4 | $13.4M | 9.3% |
| Healthcare | 5 | $7.6M | 5.3% |
| Consumer Defensive | 4 | $6.0M | 4.2% |
| Unknown | 3 | $3.0M | 2.1% |
| Industrials | 3 | $2.4M | 1.6% |
| Energy | 1 | $548K | 0.4% |
| Real Estate | 1 | $337K | 0.2% |
| Utilities | 1 | $297K | 0.2% |