Blossom Wealth Management
13F Reported Value
ⓘ$67.4M
Holdings
74
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Blossom Wealth Management disclosed 74 positions worth $67.4M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 15.5% of the equity portfolio. During the quarter the fund opened 4 new positions and exited 7 and a full exit from $ACN. The portfolio is most concentrated in Other (41.4% of disclosed assets). All figures are sourced directly from Blossom Wealth Management’s Form 13F-HR filing with the SEC under CIK 1839735.
AI Fund Analysis
Diversifying
$NVDA
$AAPL
$IVZ
$NFLXSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$10.5M59,966 sh SCHWAB STRATEGIC TR
—Quality
$3.8M153,471 sh- 76.1#112
Quality
$2.8M11,121 sh INNOVATOR ETFS TRUST
—Quality
$2.2M84,787 shSCHWAB STRATEGIC TR
—Quality
$2.0M69,117 shSCHWAB STRATEGIC TR
—Quality
$1.9M83,551 shVANGUARD SPECIALIZED FUNDS
—Quality
$1.9M8,880 shVANGUARD INDEX FDS
—Quality
$1.8M3,039 shISHARES TR
—Quality
$1.7M34,773 sh- —
Quality
$1.6M18,443 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 90.2#1 | $10.5M | 59,966 |
| SCHWAB STRATEGIC TR | — | $3.8M | 153,471 |
| Apple Inc.$AAPL | 76.1#112 | $2.8M | 11,121 |
| INNOVATOR ETFS TRUST | — | $2.2M | 84,787 |
| SCHWAB STRATEGIC TR | — | $2.0M | 69,117 |
| SCHWAB STRATEGIC TR | — | $1.9M | 83,551 |
| VANGUARD SPECIALIZED FUNDS | — | $1.9M | 8,880 |
| VANGUARD INDEX FDS | — | $1.8M | 3,039 |
| ISHARES TR | — | $1.7M | 34,773 |
 ISHARES GOLD TRUST$IAU | — | $1.6M | 18,443 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Blossom Wealth Management's 74 positions.
Showing top 10 of 74 holdings.
Sector Allocation
Other
$27.9M
Technology
$18.4M
Financials
$6.0M
Consumer Discretionary
$4.5M
Utilities
$2.5M
Healthcare
$1.9M
Industrials
$1.6M
Materials
$1.5M
Full Holdings — Blossom Wealth Management (Q1 2026)
All 74 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $10.5M | 15.5% | -0% | 90.2 |
| 2 | — | SCHWAB STRATEGIC TR | $3.8M | 5.6% | +48% | — |
| 3 | $AAPL | Apple Inc. | $2.8M | 4.2% | +1% | 76.1 |
| 4 | — | INNOVATOR ETFS TRUST | $2.2M | 3.2% | NEW | — |
| 5 | — | SCHWAB STRATEGIC TR | $2.0M | 3.0% | +33% | — |
| 6 | — | SCHWAB STRATEGIC TR | $1.9M | 2.9% | +4% | — |
| 7 | — | VANGUARD SPECIALIZED FUNDS | $1.9M | 2.8% | +59% | — |
| 8 | — | VANGUARD INDEX FDS | $1.8M | 2.7% | -17% | — |
| 9 | — | ISHARES TR | $1.7M | 2.6% | +4% | — |
| 10 | $IAU | ISHARES GOLD TRUST | $1.6M | 2.4% | +4% | — |
| 11 | — | SCHWAB STRATEGIC TR | $1.6M | 2.4% | +4% | — |
| 12 | — | SCHWAB STRATEGIC TR | $1.5M | 2.3% | -52% | — |
| 13 |  $MSFT | MICROSOFT CORP | $1.3M | 2.0% | -6% | 83.7 |
| 14 | $NFLX | NETFLIX INC | $1.1M | 1.7% | +2% | 86.7 |
| 15 | — | VANGUARD INDEX FDS | $1.1M | 1.6% | +6% | — |
| 16 | — | INNOVATOR ETFS TRUST | $1.1M | 1.6% | NEW | — |
| 17 | — | VANGUARD SCOTTSDALE FDS | $1.1M | 1.6% | +4% | — |
| 18 |  $AMZN | AMAZON COM INC | $1.0M | 1.6% | +0% | 74.6 |
| 19 |  $JNJ | JOHNSON & JOHNSON | $961,871 | 1.4% | -9% | 72.8 |
| 20 | — | DIMENSIONAL ETF TRUST | $920,206 | 1.4% | +4% | — |
| 21 | $IVZ | Invesco Ltd. | $881,319 | 1.3% | +4% | — |
| 22 | — | VANGUARD WHITEHALL FDS | $871,508 | 1.3% | +11% | — |
| 23 |  $XOM | EXXON MOBIL CORP | $871,374 | 1.3% | -8% | 61.8 |
| 24 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $818,312 | 1.2% | -4% | 66.7 |
| 25 |  $V | VISA INC. | $814,578 | 1.2% | -4% | 83.5 |
| 26 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $772,128 | 1.1% | -12% | 66.5 |
| 27 | — | DIMENSIONAL ETF TRUST | $741,927 | 1.1% | +3% | — |
| 28 |  $COST | COSTCO WHOLESALE CORP /NEW | $728,244 | 1.1% | -4% | 67 |
| 29 |  $WMT | Walmart Inc. | $687,793 | 1.0% | -7% | 63.2 |
| 30 |  $BAC | BANK OF AMERICA CORP /DE/ | $657,077 | 1.0% | -14% | 68.4 |
| 31 |  $FNV | FRANCO NEVADA Corp | $648,753 | 1.0% | -6% | — |
| 32 |  $GOOG | Alphabet Inc. | $628,031 | 0.9% | -3% | 80.2 |
| 33 |  $WEC | WEC ENERGY GROUP, INC. | $625,853 | 0.9% | -7% | 67 |
| 34 |  $HD | HOME DEPOT, INC. | $619,361 | 0.9% | -10% | 69.2 |
| 35 |  $WTRG | Essential Utilities, Inc. | $606,829 | 0.9% | -5% | 70.9 |
| 36 |  $ADI | ANALOG DEVICES INC | $565,335 | 0.8% | -10% | 76.2 |
| 37 |  $SBUX | STARBUCKS CORP | $540,138 | 0.8% | -10% | 54.6 |
| 38 |  $ECL | ECOLAB INC. | $539,489 | 0.8% | -9% | 64.3 |
| 39 | — | SCHWAB STRATEGIC TR | $533,329 | 0.8% | -84% | — |
| 40 | — | VANECK ETF TRUST | $530,985 | 0.8% | +5% | — |
| 41 | — | SCHWAB STRATEGIC TR | $507,947 | 0.8% | +3% | — |
| 42 | — | SSGA ACTIVE TR | $503,117 | 0.8% | +8% | — |
| 43 | $IVZ | Invesco Ltd. | $489,715 | 0.7% | -1% | — |
| 44 |  $TJX | TJX COMPANIES INC /DE/ | $474,309 | 0.7% | -14% | 70.7 |
| 45 |  $AMT | AMERICAN TOWER CORP /MA/ | $458,372 | 0.7% | +1% | 69.8 |
| 46 |  $FAF | First American Financial Corp | $445,845 | 0.7% | -13% | 65 |
| 47 |  $APH | AMPHENOL CORP /DE/ | $441,467 | 0.7% | -9% | 80.5 |
| 48 | — | VANGUARD INDEX FDS | $431,031 | 0.6% | -36% | — |
| 49 |  $MCD | MCDONALDS CORP | $425,859 | 0.6% | +0% | 73.9 |
| 50 |  $GLD | SPDR GOLD TRUST | $416,951 | 0.6% | +0% | — |
| 51 |  $AMGN | AMGEN INC | $409,202 | 0.6% | -12% | 79.5 |
| 52 |  $NEE | NEXTERA ENERGY INC | $377,557 | 0.6% | +2% | 71.7 |
| 53 |  $SIVR | abrdn Silver ETF Trust | $375,236 | 0.6% | +1% | — |
| 54 |  $RPM | RPM INTERNATIONAL INC/DE/ | $359,629 | 0.5% | -12% | 57.3 |
| 55 |  $KO | COCA COLA CO | $356,800 | 0.5% | -12% | 74 |
| 56 | — | DIMENSIONAL ETF TRUST | $350,406 | 0.5% | -3% | — |
| 57 |  $WM | WASTE MANAGEMENT INC | $331,357 | 0.5% | -10% | 70.7 |
| 58 |  $XYL | Xylem Inc. | $331,015 | 0.5% | -6% | 65.6 |
| 59 |  $QCOM | QUALCOMM INC/DE | $319,246 | 0.5% | -8% | 81.9 |
| 60 | — | VANGUARD INDEX FDS | $314,264 | 0.5% | +4% | — |
| 61 |  $RGLD | ROYAL GOLD INC | $295,225 | 0.4% | +6% | 79.4 |
| 62 |  $ZTS | Zoetis Inc. | $286,777 | 0.4% | -19% | 72.6 |
| 63 |  $DUK | Duke Energy CORP | $285,973 | 0.4% | +0% | 64 |
| 64 |  $TOST | Toast, Inc. | $275,704 | 0.4% | +0% | 69.5 |
| 65 |  $ADP | AUTOMATIC DATA PROCESSING INC | $266,166 | 0.4% | -11% | 77.9 |
| 66 |  $TXN | TEXAS INSTRUMENTS INC | $261,312 | 0.4% | -13% | 70.4 |
| 67 |  $BDX | BECTON DICKINSON & CO | $260,373 | 0.4% | -13% | 50.7 |
| 68 |  $GOOGL | Alphabet Inc. | $245,864 | 0.4% | +8% | 80.2 |
| 69 |  $TSLA | Tesla, Inc. | $238,664 | 0.3% | +7% | 50.1 |
| 70 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $230,872 | 0.3% | -18% | — |
| 71 |  $PEP | PEPSICO INC | $228,742 | 0.3% | NEW | 62.7 |
| 72 |  $AWK | American Water Works Company, Inc. | $226,726 | 0.3% | +0% | 61.7 |
| 73 |  $ASML | ASML HOLDING NV | $215,295 | 0.3% | NEW | — |
| 74 | — | SSGA ACTIVE TR | $208,873 | 0.3% | -55% | — |
New Positions (4)
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