Blossom Wealth Management

Blossom Wealth Management as of Sept. 30, 2025

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 108k 23.28
Schwab Strategic Tr Us Aggregate B (SCHZ) 3.2 $2.0M 85k 23.47
Microsoft Corporation (MSFT) 3.2 $2.0M 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 83k 20.69
Ishares Tr Core Intl Aggr (IAGG) 2.7 $1.7M 33k 51.23
Ishares Gold Tr Ishares New (IAU) 2.6 $1.6M 22k 72.77
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.4 $1.5M 53k 27.90
Netflix (NFLX) 2.2 $1.4M 1.1k 1198.91
Vanguard Specialized Funds Div App Etf (VIG) 2.0 $1.2M 5.6k 215.79
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.8 $1.1M 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 3.5k 293.74
Visa Com Cl A (V) 1.6 $972k 2.8k 341.39
Dimensional Etf Trust Short Duration F (DFSD) 1.5 $912k 19k 48.19
Home Depot (HD) 1.4 $875k 2.2k 405.15
Johnson & Johnson (JNJ) 1.3 $802k 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 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 6.4k 89.57
Starbucks Corporation (SBUX) 0.9 $569k 6.7k 84.60
First American Financial (FAF) 0.9 $569k 8.9k 64.24
Alphabet Cap Stk Cl A (GOOGL) 0.9 $558k 2.3k 243.10
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.9 $546k 22k 24.40
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.8 $524k 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 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 1.9k 187.17
Coca-Cola Company (KO) 0.6 $355k 5.3k 66.31
Waste Management (WM) 0.6 $354k 1.6k 220.83
Dimensional Etf Trust Inflation Prote (DFIP) 0.6 $350k 8.3k 42.23
Nextera Energy (NEE) 0.6 $349k 4.6k 75.49
Spdr Gold Tr Gold Shs (GLD) 0.6 $345k 969.00 355.47
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.5 $331k 7.5k 44.48
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $319k 3.5k 91.42
Duke Energy Corp Com New (DUK) 0.5 $313k 2.5k 123.75
Veeva Sys Cl A Com (VEEV) 0.5 $298k 1.0k 297.91
American Water Works (AWK) 0.5 $297k 2.1k 139.19
Texas Instruments Incorporated (TXN) 0.5 $287k 1.6k 183.73
Royal Gold (RGLD) 0.4 $274k 1.4k 200.58
Accenture Plc Ireland Shs Class A (ACN) 0.4 $272k 1.1k 246.60
Tesla Motors (TSLA) 0.4 $267k 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 633.00 328.17
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $202k 2.5k 79.93