BLODGETT WEALTH ADVISORS, LLC
•CIK: 1907826•Filing: Q4 2025
BLODGETT WEALTH ADVISORS, LLC manages $143M across a portfolio of 61 positions, demonstrating a concentrated focus on mega-cap technology and established growth leaders. Top holdings are heavily weighted toward semiconductor and software giants, notably IWF ($23.0M) and NVDA ($17.1M). The fund maintains significant exposure to core tech names, including AAPL ($16.0M), MSFT ($11.9M), and GOOGL ($10.5M). This allocation suggests a strategic, large-cap growth mandate targeting market leaders.
Total AUM
$143.3M
QoQ Performance
-1.3%
Positions
54
Top 10 Concentration
72.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IWF
NVDA
AAPL
MSFT
GOOGL
AMZN
IWF16.1%
NVDA11.9%
AAPL11.2%
MSFT8.3%
GOOGL7.3%
AMZN6.6%
LLY3.1%
COST3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology42.6%
Other26.7%
Consumer14.0%
Financial6.2%
Healthcare5.3%
ETF3.9%
Communication0.6%
Industrial0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑16 increased
↓21 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023