BLODGETT WEALTH ADVISORS, LLC
SEC Form 13F institutional filer · CIK 0001907826
13F-HR · 52 reported holdings · 2026-03-31
Reported long-US-equity value
$0.12B
Top-10 concentration
74.2%
BLODGETT WEALTH ADVISORS, LLC — $122M AUM allocation strategy
BLODGETT WEALTH ADVISORS, LLC files SEC Form 13F and reports $122M of long US equity value across 52 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 34.5%, followed by Communication Services 8.4% and Consumer Discretionary 8.3%.
The top 10 holdings account for 74% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
BLODGETT WEALTH ADVISORS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$122M
total across 52 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
74% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$UBER +2.1K sh · −$73.3K+$CRWD +872 sh · −$62.8K+$PANW +425 sh · −$62.6K
Biggest trims (shares)
−$IWM −6.62K sh · −$5.09M−$WM −2.88K sh · −$583K−$NVDA −2.63K sh · −$1.57M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors13.9%—
- Technology Hardware, Storage & Peripherals11.9%—
- Systems Software8.8%—
- Interactive Media & Services8.4%—
- Broadline Retail6.9%—
- Consumer Staples Merchandise Retail3.8%—
- Pharmaceuticals3.7%—
- Diversified Banks2.6%—
- Other holdings40.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 89.2K | $15.6M | -2.63K | 12.8% |
| $AAPL | Apple Inc | 57.1K | $14.5M | -1.8K | 11.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 31.5K | $9.04M | -2.01K | 7.4% |
| $AMZN | Amazon.com Inc | 40.7K | $8.47M | -520 | 7.0% |
| $MSFT | Microsoft Corporation | 22.8K | $8.46M | -1.7K | 6.9% |
| $COST | Costco Wholesale Corporation | 4.63K | $4.62M | -269 | 3.8% |
| $LLY | Eli Lilly and Company | 3.76K | $3.46M | -438 | 2.8% |
| $JPM | JP Morgan Chase & Co | 10.8K | $3.17M | +297 | 2.6% |
…and 44 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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