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Blossom Wealth Management

Updated 2 days ago

Managed by Blossom Wealth Management • Latest filing Q3 2026

Portfolio value
$74.5M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$60.6M
Q1 2026$67.4M
Q2 2026$71M
Q3 2026$74.5M

Top holdings

77 positions as of Q3 2026

View filing
N

NVIDIA CORPORATION

Value
$13.2M
Shares
57.8K
% Port
17.71%
S

SCHWAB STRATEGIC TR

Value
$4.2M
Shares
154.3K
% Port
5.69%
A

APPLE INC

Value
$3.7M
Shares
11.2K
% Port
5.03%
S

SCHWAB STRATEGIC TR

Value
$2.3M
Shares
69.2K
% Port
3.03%
?
5.N/A

INNOVATOR ETFS TRUST

Value
$2.2M
Shares
84.8K
% Port
3.00%
B

VANGUARD SPECIALIZED FUNDS

Value
$2.1M
Shares
9.2K
% Port
2.87%
V

VANGUARD INDEX FDS

Value
$2.1M
Shares
3.0K
% Port
2.86%
S

SCHWAB STRATEGIC TR

Value
$1.9M
Shares
64.5K
% Port
2.54%
M

MICROSOFT CORP

Value
$1.8M
Shares
3.6K
% Port
2.44%
S

SCHWAB STRATEGIC TR

Value
$1.8M
Shares
79.5K
% Port
2.36%
S

SCHWAB STRATEGIC TR

Value
$1.7M
Shares
50.4K
% Port
2.25%
E

ISHARES TR

Value
$1.7M
Shares
33.8K
% Port
2.23%
I

ISHARES GOLD TR

Value
$1.6M
Shares
20.3K
% Port
2.13%
A

AMAZON COM INC

Value
$1.3M
Shares
5.1K
% Port
1.71%
V

VANGUARD INDEX FDS

Value
$1.2M
Shares
15.7K
% Port
1.65%
V

INNOVATOR ETFS TRUST

Value
$1.2M
Shares
27.5K
% Port
1.62%
J

JOHNSON & JOHNSON

Value
$1M
Shares
3.9K
% Port
1.39%
V

VANGUARD SCOTTSDALE FDS

Value
$1M
Shares
18.1K
% Port
1.38%
V

VISA INC

Value
$1M
Shares
2.8K
% Port
1.36%
V

VANGUARD WHITEHALL FDS

Value
$1M
Shares
10.7K
% Port
1.35%

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Blossom Wealth Management (Blossom Wealth Management) Portfolio & 13F Holdings | Track13F