Blossom Wealth Management
Latest statistics and disclosures from Blossom Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, SCHF, AAPL, ZFEB, SCHA, and represent 31.51% of Blossom Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: ZFEB, VOO, SCHV, SCHF, PFEB, VIG, SCHE, SCHA, VOE, PEP.
- Started 9 new stock positions in VOO, MYCH, VOE, SCHV, ASML, SCHE, PFEB, ZFEB, PEP.
- Reduced shares in these 10 stocks: , VTI, VEEV, , , UBER, GIS, , LHX, BAC.
- Sold out of its positions in META, GIS, CRM, NOW, UBER, VEEV, VTI, ACN.
- Blossom Wealth Management was a net buyer of stock by $7.9M.
- Blossom Wealth Management has $67M in assets under management (AUM), dropping by 11.27%.
- Central Index Key (CIK): 0001839735
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Portfolio Holdings for Blossom Wealth Management
Blossom Wealth Management holds 74 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 15.5 | $11M | 60k | 174.40 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 5.6 | $3.8M | +48% | 154k | 24.75 |
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| Apple (AAPL) | 4.2 | $2.8M | 11k | 253.80 |
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| Innovator Etfs Trust Equity Def Protn (ZFEB) | 3.2 | $2.2M | NEW | 85k | 25.39 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 3.0 | $2.0M | +33% | 69k | 29.08 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 2.9 | $1.9M | +4% | 84k | 23.22 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.8 | $1.9M | +58% | 8.9k | 215.06 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.7 | $1.8M | NEW | 3.0k | 597.46 |
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| Ishares Tr Core Intl Aggr (IAGG) | 2.6 | $1.7M | +4% | 35k | 50.04 |
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| Ishares Gold Tr Ishares New (IAU) | 2.4 | $1.6M | +4% | 18k | 88.16 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.4 | $1.6M | +3% | 64k | 25.10 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 2.3 | $1.5M | NEW | 50k | 30.50 |
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| Microsoft Corporation (MSFT) | 2.0 | $1.3M | -5% | 3.6k | 370.20 |
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| Netflix (NFLX) | 1.7 | $1.1M | 12k | 96.15 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.6 | $1.1M | +5% | 3.8k | 287.18 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 1.6 | $1.1M | NEW | 28k | 40.10 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.6 | $1.1M | +4% | 18k | 59.55 |
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| Amazon (AMZN) | 1.5 | $1.0M | 5.0k | 208.26 |
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| Johnson & Johnson (JNJ) | 1.4 | $962k | -8% | 3.9k | 244.44 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 1.4 | $920k | +3% | 19k | 47.88 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 1.3 | $881k | +3% | 45k | 19.62 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.3 | $872k | +11% | 9.9k | 88.46 |
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| Exxon Mobil Corporation (XOM) | 1.3 | $871k | -8% | 5.1k | 169.66 |
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| International Business Machines (IBM) | 1.2 | $818k | -4% | 3.4k | 242.39 |
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| Visa Com Cl A (V) | 1.2 | $815k | -4% | 2.7k | 302.26 |
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| L3harris Technologies (LHX) | 1.1 | $772k | -12% | 2.2k | 345.16 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.1 | $742k | +2% | 22k | 34.55 |
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| Costco Wholesale Corporation (COST) | 1.1 | $728k | -3% | 731.00 | 996.23 |
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| Wal-Mart Stores (WMT) | 1.0 | $688k | -7% | 5.5k | 124.28 |
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| Bank of America Corporation (BAC) | 1.0 | $657k | -13% | 14k | 48.75 |
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| Franco-Nevada Corporation (FNV) | 1.0 | $649k | -6% | 2.6k | 247.05 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $628k | -2% | 2.2k | 287.56 |
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| Wec Energy Group (WEC) | 0.9 | $626k | -7% | 5.4k | 115.77 |
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| Home Depot (HD) | 0.9 | $619k | -10% | 1.9k | 328.92 |
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| Essential Utils (WTRG) | 0.9 | $607k | -5% | 15k | 40.27 |
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| Analog Devices (ADI) | 0.8 | $565k | -9% | 1.8k | 318.14 |
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| Starbucks Corporation (SBUX) | 0.8 | $540k | -9% | 6.0k | 89.59 |
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| Ecolab (ECL) | 0.8 | $540k | -8% | 2.0k | 266.02 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.8 | $533k | NEW | 16k | 32.95 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.8 | $531k | +5% | 5.5k | 96.70 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.8 | $508k | +3% | 21k | 24.27 |
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| Ssga Active Tr State Street My (MYCG) | 0.7 | $503k | +7% | 20k | 25.00 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.7 | $490k | 25k | 19.53 |
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| TJX Companies (TJX) | 0.7 | $474k | -14% | 3.0k | 159.70 |
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| American Tower Reit (AMT) | 0.7 | $458k | 2.7k | 172.58 |
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| First American Financial (FAF) | 0.7 | $446k | -12% | 7.4k | 60.29 |
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| Amphenol Corp Cl A (APH) | 0.7 | $442k | -8% | 3.5k | 126.35 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.6 | $431k | NEW | 2.3k | 184.28 |
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| McDonald's Corporation (MCD) | 0.6 | $426k | 1.4k | 310.85 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $417k | 969.00 | 430.29 |
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| Amgen (AMGN) | 0.6 | $409k | -11% | 1.2k | 351.85 |
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| Nextera Energy (NEE) | 0.6 | $378k | +2% | 4.1k | 92.88 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.6 | $375k | 5.2k | 71.61 |
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| RPM International (RPM) | 0.5 | $360k | -11% | 3.6k | 99.40 |
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| Coca-Cola Company (KO) | 0.5 | $357k | -12% | 4.7k | 76.04 |
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| Dimensional Etf Trust Inflation Prote (DFIP) | 0.5 | $350k | -2% | 8.4k | 41.72 |
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| Waste Management (WM) | 0.5 | $331k | -9% | 1.4k | 229.79 |
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| Xylem (XYL) | 0.5 | $331k | -6% | 2.8k | 119.50 |
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| Qualcomm (QCOM) | 0.5 | $319k | -8% | 2.5k | 128.78 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $314k | +3% | 3.5k | 88.70 |
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| Royal Gold (RGLD) | 0.4 | $295k | +6% | 1.2k | 254.50 |
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| Zoetis Cl A (ZTS) | 0.4 | $287k | -19% | 2.4k | 118.21 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $286k | 2.2k | 130.94 |
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| Toast Cl A (TOST) | 0.4 | $276k | 10k | 26.51 |
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| Automatic Data Processing (ADP) | 0.4 | $266k | -10% | 1.3k | 203.18 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $261k | -12% | 1.3k | 194.14 |
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| Becton, Dickinson and (BDX) | 0.4 | $260k | -13% | 1.7k | 157.23 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $246k | +8% | 857.00 | 286.89 |
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| Tesla Motors (TSLA) | 0.4 | $239k | +7% | 642.00 | 371.75 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $231k | -17% | 400.00 | 577.18 |
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| Pepsi (PEP) | 0.3 | $229k | NEW | 1.5k | 155.29 |
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| American Water Works (AWK) | 0.3 | $227k | 1.7k | 136.09 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $215k | NEW | 163.00 | 1320.83 |
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| Ssga Active Tr State Street My (MYCH) | 0.3 | $209k | NEW | 8.4k | 24.95 |
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Past Filings by Blossom Wealth Management
SEC 13F filings are viewable for Blossom Wealth Management going back to 2020
- Blossom Wealth Management 2026 Q1 filed April 29, 2026
- 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