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Manager record

Blodgett Wealth Advisors, Llc

Concord, CA · CIK 1907826 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$146.75MReported 13F valueQ3 2026 · as filed
66Holdings listed
-1.7%vs prior quartervalue change includes market moves
6Quarters on record
Oct 23Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $127.6M$127.6MQ2 202561 holdingsQ3 2025: $145.2M$145.2MQ3 202564 holdingsQ4 2025: $143.3M$143.3MQ4 202561 holdingsQ1 2026: $126.2M$126.2MQ1 202664 holdingsQ2 2026: $149.2M$149.2MQ2 202672 holdingsQ3 2026: $146.8M$146.8MQ3 202666 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 23 2026 13F-HR · period Q3 2026

$146.75M · 66 holdings listed · View original SEC filing ↗
Aug 14 2026 13F-HR · period Q2 2026

$149.25M · 72 holdings listed · View original SEC filing ↗
Apr 30 2026 13F-HR · period Q1 2026

$126.19M · 64 holdings listed · View original SEC filing ↗
Jan 29 2026 13F-HR · period Q4 2025

$143.29M · 61 holdings listed · View original SEC filing ↗
Oct 28 2025 13F-HR/A · period Q3 2025

$145.19M · 64 holdings listed · amendment (restatement) · View original SEC filing ↗
Oct 28 2025 13F-HR · period Q3 2025

$145.19M · 64 holdings listed · View original SEC filing ↗
Jul 09 2025 13F-HR · period Q2 2025

$127.63M · 61 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 23, 2026 · Change methodology