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BLODGETT WEALTH ADVISORS, LLC 13F portfolio summary

BLODGETT WEALTH ADVISORS, LLC of BLODGETT WEALTH ADVISORS, LLC has 64 current stock holdings with a reported portfolio value of $126.2M. The portfolio 1 year return is +18.47%. Top holdings include QQQ (0.00%), SPY (0.00%), IWF (14.42%), NVDA (12.52%), AAPL (11.67%).

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BLODGETT WEALTH ADVISORS, LLC

BLODGETT WEALTH ADVISORS, LLC
Latest filing: 2026-03-31

BLODGETT WEALTH ADVISORS, LLC runs BLODGETT WEALTH ADVISORS, LLC and currently holds 64 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $126.19M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BLODGETT WEALTH ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BLODGETT WEALTH ADVISORS, LLC's portfolio at BLODGETT WEALTH ADVISORS, LLC has delivered returns of +18.47%. Their 3-year annualized return is +75.09%. Looking at the 5-year horizon, BLODGETT WEALTH ADVISORS, LLC has achieved +47.62% annualized returns at BLODGETT WEALTH ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+18.47%
#0/1000
3 Year
+75.09%
#0/1000
5 Year
+47.62%
#0/1000

Portfolio Value

$126.19M

Alpha Score

44.5

#0 of 1000

Holdings

64

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change