Blossom Wealth Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Blossom Wealth Management held in its portfolio 73 assets valued at $60,583,423 (i.e. $60.58M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($11.20M), APPLE INC ($3.01M), and SCHWAB STRATEGIC TR ($2.49M).
The chart below shows the top 10 valuable assets, and the table below shows the top 73 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Blossom Wealth Management - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 60066 | 11202376 | COM |
| APPLE INC | 11064 | 3007977 | COM |
| SCHWAB STRATEGIC TR | 103452 | 2486986 | INTL EQTY ETF |
| SCHWAB STRATEGIC TR | 80334 | 1877409 | US AGGREGATE B |
| MICROSOFT CORP | 3821 | 1847985 | COM |
| ISHARES TR | 33318 | 1666233 | CORE INTL AGGR |
| SCHWAB STRATEGIC TR | 61795 | 1620895 | US BRD MKT ETF |
| SCHWAB STRATEGIC TR | 51947 | 1479456 | US SML CAP ETF |
| ISHARES GOLD TR | 17715 | 1437927 | ISHARES NEW |
| VANGUARD SPECIALIZED FUNDS | 5594 | 1229449 | DIV APP ETF |
| AMAZON COM INC | 5004 | 1154968 | COM |
| NETFLIX INC | 11460 | 1074478 | COM |
| VANGUARD INDEX FDS | 3641 | 1056691 | MID CAP ETF |
| INTERNATIONAL BUSINESS MACHS | 3528 | 1045030 | COM |
| VANGUARD SCOTTSDALE FDS | 17419 | 1043987 | INTER TERM TREAS |
| VISA INC | 2810 | 985530 | COM CL A |
| JOHNSON & JOHNSON | 4323 | 894645 | COM |
| DIMENSIONAL ETF TRUST | 18504 | 887267 | SHORT DURATION F |
| BANK AMERICA CORP | 15633 | 859842 | COM |
| INVESCO EXCH TRD SLF IDX FD | 43347 | 855670 | BULSHS 2027 CB |
| VANGUARD WHITEHALL FDS | 8868 | 810979 | INTL DVD ETF |
| L3HARRIS TECHNOLOGIES INC | 2544 | 746855 | COM |
| HOME DEPOT INC | 2099 | 722272 | COM |
| ALPHABET INC | 2246 | 702998 | CAP STK CL A |
| DIMENSIONAL ETF TRUST | 20937 | 692596 | EMERGING MKTS CO |
| EXXON MOBIL CORP | 5586 | 672219 | COM |
| WALMART INC | 5974 | 665588 | COM |
| COSTCO WHSL CORP NEW | 759 | 654355 | COM |
| WEC ENERGY GROUP INC | 5839 | 615781 | COM |
| ESSENTIAL UTILS INC | 15874 | 608927 | COM |
| ECOLAB INC | 2218 | 582269 | COM |
| FRANCO NEV CORP | 2796 | 579555 | COM |
| STARBUCKS CORP | 6674 | 562018 | COM |
| VANECK ETF TRUST | 5216 | 540175 | MRNGSTR WDE MOAT |
| ANALOG DEVICES INC | 1972 | 534806 | COM |
| TJX COS INC NEW | 3455 | 530723 | COM |
| FIRST AMERN FINL CORP | 8490 | 521626 | COM |
| AMPHENOL CORP NEW | 3832 | 517856 | CL A |
| INVESCO EXCH TRD SLF IDX FD | 25325 | 495737 | BULSHS 2026 CB |
| SCHWAB STRATEGIC TR | 20286 | 494370 | SHT TM US TRES |
| SSGA ACTIVE TR | 18690 | 468013 | STATE STREET MY |
| QUALCOMM INC | 2704 | 462519 | COM |
| AMERICAN TOWER CORP NEW | 2634 | 462451 | COM |
| AMGEN INC | 1320 | 432049 | COM |
| RPM INTL INC | 4093 | 425672 | COM |
| MCDONALDS CORP | 1370 | 418780 | COM |
| XYLEM INC | 2960 | 403093 | COM |
| SPDR GOLD TR | 969 | 384024 | GOLD SHS |
| ZOETIS INC | 3012 | 378970 | CL A |
| AUTOMATIC DATA PROCESSING IN | 1470 | 378128 | COM |
| COCA COLA CO | 5347 | 373785 | COM |
| BECTON DICKINSON & CO | 1911 | 370868 | COM |
| TOAST INC | 10400 | 369304 | CL A |
| DIMENSIONAL ETF TRUST | 8626 | 358453 | INFLATION PROTE |
| WASTE MGMT INC DEL | 1602 | 351975 | COM |
| ABRDN SILVER ETF TRUST | 5174 | 349969 | PHYSCL SILVR SHS |
| NEXTERA ENERGY INC | 3970 | 318712 | COM |
| ACCENTURE PLC IRELAND | 1155 | 309886 | SHS CLASS A |
| VANGUARD INDEX FDS | 3422 | 302813 | REAL ESTATE ETF |
| INVESCO QQQ TR | 485 | 297940 | UNIT SER 1 |
| TESLA INC | 600 | 269832 | COM |
| TEXAS INSTRS INC | 1540 | 267175 | COM |
| DUKE ENERGY CORP NEW | 2175 | 254932 | COM NEW |
| ALPHABET INC | 792 | 248553 | CAP STK CL C |
| ROYAL GOLD INC | 1090 | 242296 | COM |
| VANGUARD INDEX FDS | 704 | 236030 | TOTAL STK MKT |
| VEEVA SYS INC | 1000 | 223230 | CL A COM |
| AMERICAN WTR WKS CO INC NEW | 1666 | 217413 | COM |
| SERVICENOW INC | 1400 | 214466 | COM |
| META PLATFORMS INC | 319 | 210479 | CL A |
| UBER TECHNOLOGIES INC | 2531 | 206808 | COM |
| GENERAL MLS INC | 4410 | 205065 | COM |
| SALESFORCE INC | 767 | 203234 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.