Blossom Wealth Management
CIK: 0001839735SEC EDGAR →
Portfolio Value
$60.6M
Holdings
73
As of
Q4 2025
New Positions
73
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 60,066 | $11.2M | 18.49% |
| 2 | APPLE INC | 11,064 | $3.0M | 4.96% |
| 3 | SCHWAB STRATEGIC TR | 103,452 | $2.5M | 4.10% |
| 4 | SCHWAB STRATEGIC TR | 80,334 | $1.9M | 3.10% |
| 5 | MICROSOFT CORP | 3,821 | $1.8M | 3.05% |
| 6 | ISHARES TR | 33,318 | $1.7M | 2.75% |
| 7 | SCHWAB STRATEGIC TR | 61,795 | $1.6M | 2.67% |
| 8 | SCHWAB STRATEGIC TR | 51,947 | $1.5M | 2.44% |
| 9 | ISHARES GOLD TR | 17,715 | $1.4M | 2.37% |
| 10 | VANGUARD SPECIALIZED FUNDS | 5,594 | $1.2M | 2.03% |
Quarterly Changes
New Positions (73)
$11.2M · 60K shares
$3.0M · 11K shares
$2.5M · 103K shares
$1.9M · 80K shares
$1.8M · 4K shares
$1.7M · 33K shares
$1.6M · 62K shares
$1.5M · 52K shares
$1.4M · 18K shares
$1.2M · 6K shares
$1.2M · 5K shares
$1.1M · 11K shares
$1.1M · 4K shares
$1.0M · 4K shares
$1.0M · 17K shares
$985K · 3K shares
$894K · 4K shares
$887K · 19K shares
$859K · 16K shares
$855K · 43K shares
$810K · 9K shares
$746K · 3K shares
$722K · 2K shares
$702K · 2K shares
$692K · 21K shares
$672K · 6K shares
$665K · 6K shares
$654K · 759 shares
$615K · 6K shares
$608K · 16K shares
$582K · 2K shares
$579K · 3K shares
$562K · 7K shares
$540K · 5K shares
$534K · 2K shares
$530K · 3K shares
$521K · 8K shares
$517K · 4K shares
$495K · 25K shares
$494K · 20K shares
$468K · 19K shares
$462K · 3K shares
$462K · 3K shares
$432K · 1K shares
$425K · 4K shares
$418K · 1K shares
$403K · 3K shares
$384K · 969 shares
$378K · 1K shares
$378K · 3K shares
$373K · 5K shares
$370K · 2K shares
$369K · 10K shares
$358K · 9K shares
$351K · 2K shares
$349K · 5K shares
$318K · 4K shares
$309K · 1K shares
$302K · 3K shares
$297K · 485 shares
$269K · 600 shares
$267K · 2K shares
$254K · 2K shares
$248K · 792 shares
$242K · 1K shares
$236K · 704 shares
$223K · 1K shares
$217K · 2K shares
$214K · 1K shares
$210K · 319 shares
$206K · 3K shares
$205K · 4K shares
$203K · 767 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 22 | $21.0M | 34.6% |
| Technology | 14 | $20.5M | 33.9% |
| Consumer Cyclical | 6 | $3.7M | 6.0% |
| Unknown | 4 | $2.3M | 3.9% |
| Healthcare | 5 | $2.3M | 3.8% |
| Communication Services | 4 | $2.2M | 3.7% |
| Consumer Defensive | 4 | $1.9M | 3.1% |
| Industrials | 4 | $1.9M | 3.1% |
| Basic Materials | 4 | $1.8M | 3.0% |
| Utilities | 4 | $1.8M | 3.0% |
| Energy | 1 | $672K | 1.1% |
| Real Estate | 1 | $462K | 0.8% |