Blossom Wealth Management as of Dec. 31, 2025
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 | 104k | 24.04 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 3.1 | $1.9M | 80k | 23.37 | |
| Microsoft Corporation (MSFT) | 3.1 | $1.8M | 3.8k | 483.64 | |
| Ishares Tr Core Intl Aggr (IAGG) | 2.8 | $1.7M | 33k | 50.01 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.7 | $1.6M | 62k | 26.23 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.4 | $1.5M | 52k | 28.48 | |
| Ishares Gold Tr Ishares New (IAU) | 2.4 | $1.4M | 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 | 12k | 93.76 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 1.7 | $1.1M | 3.6k | 290.22 | |
| International Business Machines (IBM) | 1.7 | $1.0M | 3.5k | 296.21 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.7 | $1.0M | 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 | 19k | 47.95 | |
| Bank of America Corporation (BAC) | 1.4 | $860k | 16k | 55.00 | |
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 1.4 | $856k | 43k | 19.74 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.3 | $811k | 8.9k | 91.45 | |
| L3harris Technologies (LHX) | 1.2 | $747k | 2.5k | 293.58 | |
| Home Depot (HD) | 1.2 | $722k | 2.1k | 344.10 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $703k | 2.2k | 313.00 | |
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.1 | $693k | 21k | 33.08 | |
| Exxon Mobil Corporation (XOM) | 1.1 | $672k | 5.6k | 120.34 | |
| Wal-Mart Stores (WMT) | 1.1 | $666k | 6.0k | 111.41 | |
| Costco Wholesale Corporation (COST) | 1.1 | $654k | 759.00 | 862.13 | |
| Wec Energy Group (WEC) | 1.0 | $616k | 5.8k | 105.46 | |
| Essential Utils (WTRG) | 1.0 | $609k | 16k | 38.36 | |
| Ecolab (ECL) | 1.0 | $582k | 2.2k | 262.52 | |
| Franco-Nevada Corporation (FNV) | 1.0 | $580k | 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 | 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 | 20k | 24.37 | |
| Ssga Active Tr State Street My (MYCG) | 0.8 | $468k | 19k | 25.04 | |
| Qualcomm (QCOM) | 0.8 | $463k | 2.7k | 171.05 | |
| American Tower Reit (AMT) | 0.8 | $463k | 2.6k | 175.57 | |
| Amgen (AMGN) | 0.7 | $432k | 1.3k | 327.31 | |
| RPM International (RPM) | 0.7 | $426k | 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 | 3.0k | 125.82 | |
| Automatic Data Processing (ADP) | 0.6 | $378k | 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 | 10k | 35.51 | |
| Dimensional Etf Trust Inflation Prote (DFIP) | 0.6 | $359k | 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 | 5.2k | 67.64 | |
| Nextera Energy (NEE) | 0.5 | $319k | 4.0k | 80.28 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $310k | 1.2k | 268.30 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $303k | 3.4k | 88.49 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $298k | 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 | 2.2k | 117.21 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $249k | 792.00 | 313.83 | |
| Royal Gold (RGLD) | 0.4 | $242k | 1.1k | 222.29 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $236k | 704.00 | 335.27 | |
| Veeva Sys Cl A Com (VEEV) | 0.4 | $223k | 1.0k | 223.23 | |
| American Water Works (AWK) | 0.4 | $217k | 1.7k | 130.50 | |
| Servicenow (NOW) | 0.4 | $215k | 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 | 767.00 | 264.97 |
