Blossom Wealth Management

Blossom Wealth Management as of June 30, 2026

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 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 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 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 33k 50.60
Ishares Gold Tr Ishares New (IAU) 2.0 $1.4M 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 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 18k 59.00
Johnson & Johnson (JNJ) 1.4 $979k 3.9k 253.99
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.4 $960k 10k 93.38
Visa Com Cl A (V) 1.3 $931k 2.7k 343.11
International Business Machines (IBM) 1.3 $920k 3.3k 281.21
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.3 $915k 23k 40.64
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.3 $907k 46k 19.61
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 1.3 $896k 19k 47.75
Netflix (NFLX) 1.2 $851k 12k 71.40
Alphabet Cap Stk Cl A (GOOGL) 1.1 $780k 2.2k 357.37
Bank of America Corporation (BAC) 1.0 $741k 13k 56.98
Costco Wholesale Corporation (COST) 1.0 $695k 743.00 935.34
Analog Devices (ADI) 1.0 $683k 1.7k 397.17
Home Depot (HD) 0.9 $664k 1.9k 352.72
Exxon Mobil Corporation (XOM) 0.9 $637k 4.7k 136.72
L3harris Technologies (LHX) 0.9 $634k 2.2k 290.59
Amphenol Corp Cl A (APH) 0.9 $608k 3.5k 176.32
Wal-Mart Stores (WMT) 0.9 $608k 5.4k 113.26
Wec Energy Group (WEC) 0.9 $604k 5.2k 116.77
Starbucks Corporation (SBUX) 0.8 $601k 5.9k 102.19
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.8 $589k 5.7k 103.96
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.8 $570k 16k 36.26
Franco-Nevada Corporation (FNV) 0.8 $563k 2.7k 208.44
Essential Utils (WTRG) 0.8 $556k 15k 38.31
Ecolab (ECL) 0.8 $550k 2.0k 278.61
Ssga Active Tr State Street My (MYCG) 0.7 $525k 21k 24.99
First American Financial (FAF) 0.7 $491k 7.2k 68.59
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.7 $468k 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 23k 19.52
Amgen (AMGN) 0.6 $428k 1.2k 362.12
American Tower Reit (AMT) 0.6 $422k 2.6k 163.57
Texas Instruments Incorporated (TXN) 0.6 $401k 1.3k 298.07
RPM International (RPM) 0.5 $388k 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 2.9k 118.21
Dimensional Etf Trust Inflation Prote (DFIP) 0.5 $339k 8.2k 41.26
Nextera Energy (NEE) 0.5 $329k 3.7k 87.77
Waste Management (WM) 0.5 $321k 1.4k 222.88
Pepsi (PEP) 0.5 $321k 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 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 357.00 736.40
Becton, Dickinson and (BDX) 0.4 $259k 1.7k 151.33
Duke Energy Corp Com New (DUK) 0.4 $251k 2.0k 126.58
Royal Gold (RGLD) 0.4 $250k 1.3k 199.64
Motorola Solutions Com New (MSI) 0.3 $219k 527.00 415.29