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 33.71% of Blossom Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NFLX, MYCG, BSCR, TOST, GOOG, VIGI, CRM, NOW, QQQ, IAGG.
- Started 4 new stock positions in MYCG, GOOG, CRM, TOST.
- Reduced shares in these 10 stocks: BSCP, IAU, , SCHB, SIVR, SCHF, SCHZ, WTRG, WEC, IBM.
- Sold out of its positions in BSCP, VCSH.
- Blossom Wealth Management was a net seller of stock by $-456k.
- Blossom Wealth Management has $61M in assets under management (AUM), dropping by -2.14%.
- 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 73 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 18.5 | $11M | 60k | 186.50 |
|
|
| Apple (AAPL) | 5.0 | $3.0M | 11k | 271.87 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.1 | $2.5M | -4% | 104k | 24.04 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 3.1 | $1.9M | -5% | 80k | 23.37 |
|
| Microsoft Corporation (MSFT) | 3.1 | $1.8M | 3.8k | 483.64 |
|
|
| Ishares Tr Core Intl Aggr (IAGG) | 2.8 | $1.7M | +2% | 33k | 50.01 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.7 | $1.6M | -10% | 62k | 26.23 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.4 | $1.5M | -2% | 52k | 28.48 |
|
| Ishares Gold Tr Ishares New (IAU) | 2.4 | $1.4M | -20% | 18k | 81.17 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 2.0 | $1.2M | 5.6k | 219.78 |
|
|
| Amazon (AMZN) | 1.9 | $1.2M | 5.0k | 230.81 |
|
|
| Netflix (NFLX) | 1.8 | $1.1M | +900% | 12k | 93.76 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.7 | $1.1M | +3% | 3.6k | 290.22 |
|
| International Business Machines (IBM) | 1.7 | $1.0M | -5% | 3.5k | 296.21 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.7 | $1.0M | -4% | 17k | 59.93 |
|
| Visa Com Cl A (V) | 1.6 | $986k | 2.8k | 350.72 |
|
|
| Johnson & Johnson (JNJ) | 1.5 | $895k | 4.3k | 206.95 |
|
|
| Dimensional Etf Trust Short Duration F (DFSD) | 1.5 | $887k | -2% | 19k | 47.95 |
|
| Bank of America Corporation (BAC) | 1.4 | $860k | +2% | 16k | 55.00 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 1.4 | $856k | +87% | 43k | 19.74 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.3 | $811k | +39% | 8.9k | 91.45 |
|
| L3harris Technologies (LHX) | 1.2 | $747k | 2.5k | 293.58 |
|
|
| Home Depot (HD) | 1.2 | $722k | -2% | 2.1k | 344.10 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $703k | -2% | 2.2k | 313.00 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.1 | $693k | -3% | 21k | 33.08 |
|
| Exxon Mobil Corporation (XOM) | 1.1 | $672k | -5% | 5.6k | 120.34 |
|
| Wal-Mart Stores (WMT) | 1.1 | $666k | -4% | 6.0k | 111.41 |
|
| Costco Wholesale Corporation (COST) | 1.1 | $654k | 759.00 | 862.13 |
|
|
| Wec Energy Group (WEC) | 1.0 | $616k | -9% | 5.8k | 105.46 |
|
| Essential Utils (WTRG) | 1.0 | $609k | -10% | 16k | 38.36 |
|
| Ecolab (ECL) | 1.0 | $582k | 2.2k | 262.52 |
|
|
| Franco-Nevada Corporation (FNV) | 1.0 | $580k | -3% | 2.8k | 207.28 |
|
| Starbucks Corporation (SBUX) | 0.9 | $562k | 6.7k | 84.21 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.9 | $540k | 5.2k | 103.56 |
|
|
| Analog Devices (ADI) | 0.9 | $535k | 2.0k | 271.20 |
|
|
| TJX Companies (TJX) | 0.9 | $531k | 3.5k | 153.61 |
|
|
| First American Financial (FAF) | 0.9 | $522k | -4% | 8.5k | 61.44 |
|
| Amphenol Corp Cl A (APH) | 0.9 | $518k | 3.8k | 135.14 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.8 | $496k | 25k | 19.57 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.8 | $494k | -9% | 20k | 24.37 |
|
| Ssga Active Tr State Street My (MYCG) | 0.8 | $468k | NEW | 19k | 25.04 |
|
| Qualcomm (QCOM) | 0.8 | $463k | +2% | 2.7k | 171.05 |
|
| American Tower Reit (AMT) | 0.8 | $463k | 2.6k | 175.57 |
|
|
| Amgen (AMGN) | 0.7 | $432k | -5% | 1.3k | 327.31 |
|
| RPM International (RPM) | 0.7 | $426k | -4% | 4.1k | 104.00 |
|
| McDonald's Corporation (MCD) | 0.7 | $419k | 1.4k | 305.68 |
|
|
| Xylem (XYL) | 0.7 | $403k | 3.0k | 136.18 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $384k | 969.00 | 396.31 |
|
|
| Zoetis Cl A (ZTS) | 0.6 | $379k | +2% | 3.0k | 125.82 |
|
| Automatic Data Processing (ADP) | 0.6 | $378k | +3% | 1.5k | 257.23 |
|
| Coca-Cola Company (KO) | 0.6 | $374k | 5.3k | 69.91 |
|
|
| Becton, Dickinson and (BDX) | 0.6 | $371k | 1.9k | 194.07 |
|
|
| Toast Cl A (TOST) | 0.6 | $369k | NEW | 10k | 35.51 |
|
| Dimensional Etf Trust Inflation Prote (DFIP) | 0.6 | $359k | +3% | 8.6k | 41.55 |
|
| Waste Management (WM) | 0.6 | $352k | 1.6k | 219.71 |
|
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.6 | $350k | -30% | 5.2k | 67.64 |
|
| Nextera Energy (NEE) | 0.5 | $319k | -14% | 4.0k | 80.28 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $310k | +4% | 1.2k | 268.30 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $303k | -2% | 3.4k | 88.49 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $298k | +21% | 485.00 | 614.31 |
|
| Tesla Motors (TSLA) | 0.4 | $270k | 600.00 | 449.72 |
|
|
| Texas Instruments Incorporated (TXN) | 0.4 | $267k | 1.5k | 173.49 |
|
|
| Duke Energy Corp Com New (DUK) | 0.4 | $255k | -14% | 2.2k | 117.21 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $249k | NEW | 792.00 | 313.83 |
|
| Royal Gold (RGLD) | 0.4 | $242k | -20% | 1.1k | 222.29 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $236k | +11% | 704.00 | 335.27 |
|
| Veeva Sys Cl A Com (VEEV) | 0.4 | $223k | 1.0k | 223.23 |
|
|
| American Water Works (AWK) | 0.4 | $217k | -21% | 1.7k | 130.50 |
|
| Servicenow (NOW) | 0.4 | $215k | +400% | 1.4k | 153.19 |
|
| Meta Platforms Cl A (META) | 0.3 | $211k | 319.00 | 659.81 |
|
|
| Uber Technologies (UBER) | 0.3 | $207k | 2.5k | 81.71 |
|
|
| General Mills (GIS) | 0.3 | $205k | 4.4k | 46.50 |
|
|
| salesforce (CRM) | 0.3 | $203k | NEW | 767.00 | 264.97 |
|
Past Filings by Blossom Wealth Management
SEC 13F filings are viewable for Blossom Wealth Management going back to 2020
- Blossom Wealth Management 2025 Q4 filed Jan. 16, 2026
- 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