Blossom Wealth Management

Blossom Wealth Management as of March 31, 2026

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