Blossom Wealth Management Portfolio Holdings - 13F Filings | 13F Fund Database
Blossom Wealth Management 13F Holdings
CIK 0001839735 · SAN RAMON, CA, CA
As of Sep 30, 2025, Blossom Wealth Management reported
71 positions worth $61.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| NVIDIA CORP | NVDA | Technology | 60,258 |
|
1.2M18.16% |
| APPLE INC | AAPL | Technology | 11,125 | $2.8M | 4.58% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 108,195 | $2.5M | 4.07% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 84,810 | $2.0M | 3.22% |
| MICROSOFT CORP | MSFT | Technology | 3,817 | $2.0M | 3.19% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 68,990 |
.8M | 2.86% |
| INVESCO BULLETSHARES 2025 CORPORATE BOND ETF | BSCP | — | 82,463 |
.7M | 2.76% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | IAGG | — | 32,474 |
.7M | 2.69% |
| ISHARES GOLD TRUST | IAU | — | 22,267 |
.6M | 2.62% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 53,098 |
.5M | 2.39% |
| NETFLIX INC | NFLX | Communication Services | 1,146 |
.4M | 2.22% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 5,647 |
.2M | 1.97% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 18,293 |
.1M | 1.77% |
| AMAZON.COM INC | AMZN | Equity | 4,912 |
.1M | 1.74% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 3,737 |
.1M | 1.70% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 3,520 |
.0M | 1.67% |
| VISA INC-CLASS A SHARES | V | Financial Services | 2,848 | $972.3K | 1.57% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 18,934 | $912.4K | 1.47% |
| HOME DEPOT INC | HD | Consumer Cyclical | 2,159 | $874.7K | 1.41% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 4,323 | $801.6K | 1.29% |
| BANK OF AMERICA CORP | BAC | Financial Services | 15,257 | $787.1K | 1.27% |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 2,554 | $780.0K | 1.26% |
| WEC ENERGY GROUP INC | WEC | Utilities | 6,439 | $737.8K | 1.19% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 772 | $714.3K | 1.15% |
| ESSENTIAL UTILITIES INC | WTRG | Utilities | 17,760 | $708.6K | 1.14% |