Blossom Wealth Management
Latest statistics and disclosures from Blossom Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, SCHF, SCHZ, MSFT, and represent 33.21% of Blossom Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: GLD, JNJ, TSLA, VTI, IAGG, SCHZ, BSCP, FAF, BDX, SCHF.
- Started 3 new stock positions in GLD, TSLA, VTI.
- Reduced shares in these 10 stocks: ELV, , MSFT, VNQ, GOOGL, NVDA, TJX, AMZN, ZTS, HD.
- Sold out of its positions in ELV, CRM.
- Blossom Wealth Management was a net buyer of stock by $1.5M.
- Blossom Wealth Management has $62M in assets under management (AUM), dropping by 9.72%.
- Central Index Key (CIK): 0001839735
Tip: Access up to 7 years of quarterly data
Positions held by Blossom Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Blossom Wealth Management
Blossom Wealth Management holds 71 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 18.2 | $11M | 60k | 186.58 |
|
|
| Apple (AAPL) | 4.6 | $2.8M | 11k | 254.64 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.1 | $2.5M | +2% | 108k | 23.28 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 3.2 | $2.0M | +5% | 85k | 23.47 |
|
| Microsoft Corporation (MSFT) | 3.2 | $2.0M | -2% | 3.8k | 517.96 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.9 | $1.8M | 69k | 25.71 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 2.8 | $1.7M | +5% | 83k | 20.69 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 2.7 | $1.7M | +8% | 33k | 51.23 |
|
| Ishares Gold Tr Ishares New (IAU) | 2.6 | $1.6M | +2% | 22k | 72.77 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.4 | $1.5M | +3% | 53k | 27.90 |
|
| Netflix (NFLX) | 2.2 | $1.4M | 1.1k | 1198.91 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 2.0 | $1.2M | +2% | 5.6k | 215.79 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.8 | $1.1M | +6% | 18k | 60.01 |
|
| Amazon (AMZN) | 1.7 | $1.1M | 4.9k | 219.56 |
|
|
| International Business Machines (IBM) | 1.7 | $1.1M | 3.7k | 282.16 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.7 | $1.0M | +3% | 3.5k | 293.74 |
|
| Visa Com Cl A (V) | 1.6 | $972k | 2.8k | 341.39 |
|
|
| Dimensional Etf Trust Short Duration F (DFSD) | 1.5 | $912k | +7% | 19k | 48.19 |
|
| Home Depot (HD) | 1.4 | $875k | 2.2k | 405.15 |
|
|
| Johnson & Johnson (JNJ) | 1.3 | $802k | +56% | 4.3k | 185.42 |
|
| Bank of America Corporation (BAC) | 1.3 | $787k | 15k | 51.59 |
|
|
| L3harris Technologies (LHX) | 1.3 | $780k | 2.6k | 305.41 |
|
|
| Wec Energy Group (WEC) | 1.2 | $738k | 6.4k | 114.59 |
|
|
| Costco Wholesale Corporation (COST) | 1.2 | $714k | 772.00 | 925.32 |
|
|
| Essential Utils (WTRG) | 1.1 | $709k | 18k | 39.90 |
|
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.1 | $698k | +4% | 22k | 32.07 |
|
| Exxon Mobil Corporation (XOM) | 1.1 | $668k | 5.9k | 112.75 |
|
|
| Franco-Nevada Corporation (FNV) | 1.0 | $649k | 2.9k | 222.91 |
|
|
| Wal-Mart Stores (WMT) | 1.0 | $644k | 6.2k | 103.06 |
|
|
| Ecolab (ECL) | 1.0 | $610k | 2.2k | 273.86 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.9 | $569k | +3% | 6.4k | 89.57 |
|
| Starbucks Corporation (SBUX) | 0.9 | $569k | 6.7k | 84.60 |
|
|
| First American Financial (FAF) | 0.9 | $569k | +17% | 8.9k | 64.24 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $558k | -2% | 2.3k | 243.10 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.9 | $546k | +4% | 22k | 24.40 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.8 | $524k | +4% | 5.3k | 99.11 |
|
| American Tower Reit (AMT) | 0.8 | $509k | 2.6k | 192.32 |
|
|
| RPM International (RPM) | 0.8 | $504k | 4.3k | 117.88 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.8 | $503k | 26k | 19.56 |
|
|
| TJX Companies (TJX) | 0.8 | $498k | 3.4k | 144.54 |
|
|
| Amphenol Corp Cl A (APH) | 0.8 | $484k | 3.9k | 123.75 |
|
|
| Analog Devices (ADI) | 0.8 | $478k | 1.9k | 245.70 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.7 | $456k | +3% | 23k | 19.71 |
|
| Xylem (XYL) | 0.7 | $441k | 3.0k | 147.50 |
|
|
| Qualcomm (QCOM) | 0.7 | $438k | 2.6k | 166.36 |
|
|
| Zoetis Cl A (ZTS) | 0.7 | $432k | 3.0k | 146.32 |
|
|
| Automatic Data Processing (ADP) | 0.7 | $419k | 1.4k | 293.50 |
|
|
| McDonald's Corporation (MCD) | 0.7 | $416k | 1.4k | 303.93 |
|
|
| Amgen (AMGN) | 0.6 | $394k | 1.4k | 282.20 |
|
|
| Becton, Dickinson and (BDX) | 0.6 | $358k | +27% | 1.9k | 187.17 |
|
| Coca-Cola Company (KO) | 0.6 | $355k | +2% | 5.3k | 66.31 |
|
| Waste Management (WM) | 0.6 | $354k | 1.6k | 220.83 |
|
|
| Dimensional Etf Trust Inflation Prote (DFIP) | 0.6 | $350k | +7% | 8.3k | 42.23 |
|
| Nextera Energy (NEE) | 0.6 | $349k | +3% | 4.6k | 75.49 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $345k | NEW | 969.00 | 355.47 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.5 | $331k | +3% | 7.5k | 44.48 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $319k | -5% | 3.5k | 91.42 |
|
| Duke Energy Corp Com New (DUK) | 0.5 | $313k | +3% | 2.5k | 123.75 |
|
| Veeva Sys Cl A Com (VEEV) | 0.5 | $298k | 1.0k | 297.91 |
|
|
| American Water Works (AWK) | 0.5 | $297k | +3% | 2.1k | 139.19 |
|
| Texas Instruments Incorporated (TXN) | 0.5 | $287k | 1.6k | 183.73 |
|
|
| Royal Gold (RGLD) | 0.4 | $274k | +2% | 1.4k | 200.58 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $272k | 1.1k | 246.60 |
|
|
| Tesla Motors (TSLA) | 0.4 | $267k | NEW | 600.00 | 444.72 |
|
| Servicenow (NOW) | 0.4 | $258k | 280.00 | 920.28 |
|
|
| Uber Technologies (UBER) | 0.4 | $248k | 2.5k | 97.97 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $240k | 400.00 | 600.37 |
|
|
| Meta Platforms Cl A (META) | 0.4 | $234k | 319.00 | 734.07 |
|
|
| General Mills (GIS) | 0.4 | $222k | 4.4k | 50.42 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $208k | NEW | 633.00 | 328.17 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $202k | 2.5k | 79.93 |
|
Past Filings by Blossom Wealth Management
SEC 13F filings are viewable for Blossom Wealth Management going back to 2020
- Blossom Wealth Management 2025 Q3 filed Oct. 22, 2025
- Blossom Wealth Management 2025 Q2 filed July 17, 2025
- Blossom Wealth Management 2025 Q1 filed April 23, 2025
- Blossom Wealth Management 2024 Q4 filed Jan. 24, 2025
- Blossom Wealth Management 2024 Q3 filed Oct. 22, 2024
- Blossom Wealth Management 2024 Q2 filed July 19, 2024
- Blossom Wealth Management 2024 Q1 filed April 23, 2024
- Blossom Wealth Management 2023 Q4 filed Jan. 26, 2024
- Blossom Wealth Management 2023 Q3 filed Oct. 19, 2023
- Blossom Wealth Management 2023 Q2 filed July 20, 2023
- Blossom Wealth Management 2023 Q1 filed April 20, 2023
- Blossom Wealth Management 2022 Q4 filed Jan. 20, 2023
- Blossom Wealth Management 2022 Q3 filed Oct. 21, 2022
- Blossom Wealth Management 2022 Q2 filed July 22, 2022
- Blossom Wealth Management 2022 Q1 restated filed May 2, 2022
- Blossom Wealth Management 2022 Q1 filed April 22, 2022