Blossom Wealth Management Portfolio Holdings

Blossom Wealth Management

  • $61.6 Million
  • Q3 2025

Blossom Wealth Management has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $61.6 Million distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $11.2M, Apple Inc. with a value of $2.83M, Schwab Strategic Tr Intl Eqty with a value of $2.52M, Schwab Us Aggregate Bond ETF with a value of $1.99M, and Microsoft Corp with a value of $1.98M.

Examining the 13F form we can see an increase of $5.43M in the current position value, from $56.2M to 61.6M.

Below you can find more details about Blossom Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $61.6 Million
ETFs: $22 Million
Technology: $19.6 Million
Consumer Cyclical: $3.7 Million
Utilities: $2.4 Million
Financial Services: $2.33 Million
Healthcare: $2.28 Million
Communication Services: $2.17 Million
Basic Materials: $2.03 Million
Other: $5.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$11.2 Million 18.24% of portfolio
60,258
Q3 2025 Reduced 0.07%
$4.3T
$2.83 Million 4.59% of portfolio
11,125
Q2 2025 Added 1.64%
$0
$2.52 Million 4.09% of portfolio
108,195
Q3 2025 Added 2.89%
$0
$1.99 Million 3.23% of portfolio
84,810
Q3 2025 Added 5.09%
$3.78T
$1.98 Million 3.21% of portfolio
3,817
Q3 2025 Reduced 3.0%
$0
$1.77 Million 2.88% of portfolio
68,990
Q3 2025 Added 1.38%
$0
$1.71 Million 2.77% of portfolio
82,463
Q3 2025 Added 5.57%
$0
$1.66 Million 2.7% of portfolio
32,474
Q3 2025 Added 8.6%
$65.3B
$1.62 Million 2.63% of portfolio
22,267
Q3 2025 Added 2.54%
$0
$1.48 Million 2.4% of portfolio
53,098
Q3 2025 Added 3.33%
$49.1B
$1.37 Million 2.23% of portfolio
1,146
Q1 2025 Reduced 8.17%
$0
$1.1 Million 1.78% of portfolio
18,293
Q3 2025 Added 6.33%
$2.39T
$1.08 Million 1.75% of portfolio
4,912
Q3 2025 Reduced 0.41%
$266B
$1.05 Million 1.71% of portfolio
3,737
Q3 2025 Added 0.3%
$0
$1.03 Million 1.68% of portfolio
3,520
Q3 2025 Added 3.5%
$0
$1.03 Million 1.67% of portfolio
5,647
Q3 2025 Added 2.17%
$0
$912,000 1.48% of portfolio
18,934
Q3 2025 Added 7.17%
$367B
$874,000 1.42% of portfolio
2,159
Q3 2025 Reduced 0.23%
$522B
$801,000 1.3% of portfolio
4,323
Q3 2025 Added 56.8%
$413B
$787,000 1.28% of portfolio
15,257
Q2 2025 Added 3.85%
$55.4B
$780,000 1.27% of portfolio
2,554
Q3 2025 Reduced 0.2%
$35B
$737,000 1.2% of portfolio
6,439
Q3 2025 Added 1.42%
$404B
$714,000 1.16% of portfolio
772
Q3 2025 Added 1.18%
$10.4B
$708,000 1.15% of portfolio
17,760
Q3 2025 Added 0.42%
$0
$698,000 1.13% of portfolio
21,771
Q3 2025 Added 4.28%
$490B
$668,000 1.08% of portfolio
5,928
Q3 2025 Added 0.51%
$37.7B
$648,000 1.05% of portfolio
2,911
Q3 2025 Added 1.15%
$279B
$644,000 1.04% of portfolio
6,249
Q3 2025 Added 0.56%
$73.7B
$610,000 0.99% of portfolio
2,228
Q2 2025 Added 2.91%
$97.3B
$568,000 0.92% of portfolio
6,724
Q3 2025 Reduced 0.07%
$0
$569,000 0.92% of portfolio
6,353
Q3 2025 Added 3.79%
$6.6B
$568,000 0.92% of portfolio
8,855
Q3 2025 Added 17.99%
$1.65T
$558,000 0.91% of portfolio
2,296
Q3 2025 Reduced 2.13%
$0
$546,000 0.89% of portfolio
22,392
Q3 2025 Added 4.94%
$13.8B
$503,000 0.82% of portfolio
4,273
Q3 2025 Added 0.47%
$84B
$508,000 0.82% of portfolio
2,645
Q3 2025 Added 1.69%
$0
$503,000 0.82% of portfolio
25,725
Q2 2025 Reduced 2.83%
$170B
$497,000 0.81% of portfolio
3,445
Q3 2025 Reduced 1.43%
$118B
$478,000 0.78% of portfolio
1,947
Q3 2025 Added 0.41%
$79.6B
$483,000 0.78% of portfolio
3,907
Q3 2025 Reduced 0.26%
$0
$454,000 0.74% of portfolio
5,291
Q3 2025 Added 4.5%
$0
$456,000 0.74% of portfolio
23,155
Q3 2025 Added 3.23%
$25.7B
$441,000 0.72% of portfolio
2,990
Q2 2025 Added 4.25%
$187B
$438,000 0.71% of portfolio
2,634
Q2 2025 Added 3.33%
$55.6B
$431,000 0.7% of portfolio
2,951
Q3 2025 Reduced 0.67%
$104B
$418,000 0.68% of portfolio
1,426
Q2 2025 Added 3.63%
$224B
$416,000 0.67% of portfolio
1,370
Q1 2024 Reduced 10.92%
$183B
$394,000 0.64% of portfolio
1,397
Q3 2025 Added 1.97%
$54.5B
$357,000 0.58% of portfolio
1,911
Q3 2025 Added 27.57%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $61.6 Million
  • Prior Value $56.2 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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