BLODGETT WEALTH ADVISORS, LLC has filed its quarterly 13F-HR report, which details its investment holdings as of September 30, 2026. This filing is crucial as it provides a snapshot of the company’s investment strategy and positions at a time when market dynamics are constantly changing.
The firm, based in Concord, California, is categorized as an institutional investment manager. The 13F-HR filing is a requirement for institutional investment managers that manage over $100 million in assets, allowing them to disclose their equity holdings to the SEC.
The recent filing, dated October 23, 2026, is part of BLODGETT’s ongoing compliance with SEC regulations. The report indicates that the firm is actively managing its portfolio, which is essential for stakeholders and market analysts who track institutional investment trends.
Details regarding specific holdings or changes in investment strategy were not available in the SEC filing. However, the filing serves as a critical tool for understanding the investment landscape and may influence how other asset managers adjust their portfolios in response to BLODGETT's holdings.
Moving forward, BLODGETT may continue to file quarterly reports, providing further insights into its investment activities. The next expected filing will likely be in January 2027, covering the fourth quarter of 2026.