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, SCHA, ZFEB, and represent 33.50% of Blossom Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VO, MSI, PEP, VIG, DFEM, VIGI, IAU, BSCR, MYCG, RGLD.
- Started 1 new stock position in MSI.
- Reduced shares in these 10 stocks: NVDA, , AWK, MYCH, SCHZ, IAGG, XOM, BSCQ, SCHO, VGIT.
- Sold out of its positions in AWK, MYCH, ZTS.
- Blossom Wealth Management was a net seller of stock by $-351k.
- Blossom Wealth Management has $71M in assets under management (AUM), dropping by 5.28%.
- 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 72 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 16.3 | $12M | -3% | 58k | 200.09 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 6.0 | $4.3M | 154k | 27.70 |
|
|
| Apple (AAPL) | 4.5 | $3.2M | 11k | 289.35 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 3.5 | $2.5M | 69k | 36.13 |
|
|
| Innovator Etfs Trust Equity Def Protn (ZFEB) | 3.1 | $2.2M | 85k | 25.98 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 3.0 | $2.2M | +2% | 9.1k | 236.62 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.9 | $2.1M | 3.0k | 686.71 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.6 | $1.9M | 65k | 28.96 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 2.5 | $1.8M | -7% | 77k | 23.13 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 2.5 | $1.7M | 50k | 34.81 |
|
|
| Ishares Tr Core Intl Aggr (IAGG) | 2.3 | $1.7M | -5% | 33k | 50.60 |
|
| Ishares Gold Tr Ishares New (IAU) | 2.0 | $1.4M | +2% | 19k | 75.51 |
|
| Microsoft Corporation (MSFT) | 1.9 | $1.3M | 3.6k | 373.03 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.7 | $1.2M | +297% | 15k | 80.57 |
|
| Amazon (AMZN) | 1.7 | $1.2M | 5.0k | 238.33 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 1.7 | $1.2M | 28k | 43.06 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.5 | $1.0M | -3% | 18k | 59.00 |
|
| Johnson & Johnson (JNJ) | 1.4 | $979k | -2% | 3.9k | 253.99 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.4 | $960k | +4% | 10k | 93.38 |
|
| Visa Com Cl A (V) | 1.3 | $931k | 2.7k | 343.11 |
|
|
| International Business Machines (IBM) | 1.3 | $920k | -3% | 3.3k | 281.21 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.3 | $915k | +4% | 23k | 40.64 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 1.3 | $907k | +2% | 46k | 19.61 |
|
| Dimensional Etf Trust Shor Dur Fix Etf (DFSD) | 1.3 | $896k | -2% | 19k | 47.75 |
|
| Netflix (NFLX) | 1.2 | $851k | +2% | 12k | 71.40 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $780k | 2.2k | 357.37 |
|
|
| Bank of America Corporation (BAC) | 1.0 | $741k | -3% | 13k | 56.98 |
|
| Costco Wholesale Corporation (COST) | 1.0 | $695k | 743.00 | 935.34 |
|
|
| Analog Devices (ADI) | 1.0 | $683k | -3% | 1.7k | 397.17 |
|
| Home Depot (HD) | 0.9 | $664k | 1.9k | 352.72 |
|
|
| Exxon Mobil Corporation (XOM) | 0.9 | $637k | -9% | 4.7k | 136.72 |
|
| L3harris Technologies (LHX) | 0.9 | $634k | -2% | 2.2k | 290.59 |
|
| Amphenol Corp Cl A (APH) | 0.9 | $608k | 3.5k | 176.32 |
|
|
| Wal-Mart Stores (WMT) | 0.9 | $608k | -2% | 5.4k | 113.26 |
|
| Wec Energy Group (WEC) | 0.9 | $604k | -4% | 5.2k | 116.77 |
|
| Starbucks Corporation (SBUX) | 0.8 | $601k | -2% | 5.9k | 102.19 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.8 | $589k | +3% | 5.7k | 103.96 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.8 | $570k | -2% | 16k | 36.26 |
|
| Franco-Nevada Corporation (FNV) | 0.8 | $563k | +2% | 2.7k | 208.44 |
|
| Essential Utils (WTRG) | 0.8 | $556k | -3% | 15k | 38.31 |
|
| Ecolab (ECL) | 0.8 | $550k | -2% | 2.0k | 278.61 |
|
| Ssga Active Tr State Street My (MYCG) | 0.7 | $525k | +4% | 21k | 24.99 |
|
| First American Financial (FAF) | 0.7 | $491k | -3% | 7.2k | 68.59 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.7 | $468k | -7% | 19k | 24.14 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.7 | $462k | 2.3k | 197.60 |
|
|
| TJX Companies (TJX) | 0.6 | $455k | 3.0k | 151.50 |
|
|
| Qualcomm (QCOM) | 0.6 | $453k | 2.4k | 184.79 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.6 | $446k | -8% | 23k | 19.52 |
|
| Amgen (AMGN) | 0.6 | $428k | 1.2k | 362.12 |
|
|
| American Tower Reit (AMT) | 0.6 | $422k | -2% | 2.6k | 163.57 |
|
| Texas Instruments Incorporated (TXN) | 0.6 | $401k | 1.3k | 298.07 |
|
|
| RPM International (RPM) | 0.5 | $388k | -3% | 3.5k | 111.15 |
|
| Coca-Cola Company (KO) | 0.5 | $377k | 4.6k | 81.27 |
|
|
| McDonald's Corporation (MCD) | 0.5 | $370k | 1.4k | 270.37 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $357k | 969.00 | 368.38 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $347k | 3.6k | 96.43 |
|
|
| Xylem (XYL) | 0.5 | $341k | +4% | 2.9k | 118.21 |
|
| Dimensional Etf Trust Inflation Prote (DFIP) | 0.5 | $339k | -2% | 8.2k | 41.26 |
|
| Nextera Energy (NEE) | 0.5 | $329k | -7% | 3.7k | 87.77 |
|
| Waste Management (WM) | 0.5 | $321k | 1.4k | 222.88 |
|
|
| Pepsi (PEP) | 0.5 | $321k | +61% | 2.4k | 135.40 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $318k | 160.00 | 1989.44 |
|
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.4 | $301k | +2% | 5.4k | 56.22 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $299k | 847.00 | 353.37 |
|
|
| Automatic Data Processing (ADP) | 0.4 | $299k | 1.3k | 223.95 |
|
|
| Toast Cl A (TOST) | 0.4 | $289k | 10k | 27.82 |
|
|
| Tesla Motors (TSLA) | 0.4 | $270k | 642.00 | 420.60 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $263k | -10% | 357.00 | 736.40 |
|
| Becton, Dickinson and (BDX) | 0.4 | $259k | +3% | 1.7k | 151.33 |
|
| Duke Energy Corp Com New (DUK) | 0.4 | $251k | -9% | 2.0k | 126.58 |
|
| Royal Gold (RGLD) | 0.4 | $250k | +7% | 1.3k | 199.64 |
|
| Motorola Solutions Com New (MSI) | 0.3 | $219k | NEW | 527.00 | 415.29 |
|
Past Filings by Blossom Wealth Management
SEC 13F filings are viewable for Blossom Wealth Management going back to 2020
- Blossom Wealth Management 2026 Q2 filed July 24, 2026
- 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