Blossom Wealth Management Portfolio Holdings

Blossom Wealth Management

  • $60.4 Million
  • Q4 2025

Blossom Wealth Management has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $60.4 Million distributed in 73 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 $2.96M, Schwab Strategic Tr Intl Eqty with a value of $2.48M, Microsoft Corp with a value of $1.94M, and Schwab Us Aggregate Bond ETF with a value of $1.88M.

Examining the 13F form we can see an decrease of $1.19M in the current position value, from $61.6M to 60.4M.

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

Portfolio value $60.4 Million
Technology: $21.1 Million
ETFs: $20 Million
Consumer Cyclical: $3.66 Million
Healthcare: $2.33 Million
Communication Services: $2.3 Million
Financial Services: $2.26 Million
Utilities: $2.11 Million
Consumer Defensive: $1.89 Million
Other: $4.75 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$11.2 Million 18.54% of portfolio
60,066
Q4 2025 Reduced 0.32%
$4.3T
$2.96 Million 4.9% of portfolio
11,064
Q4 2025 Reduced 0.55%
$3.78T
$1.94 Million 3.21% of portfolio
3,821
Q4 2025 Added 0.1%
$49.1B
$1.26 Million 2.09% of portfolio
11,460
Q4 2025 Added 900.0%
$2.39T
$1.17 Million 1.94% of portfolio
5,004
Q4 2025 Added 1.87%
$169B
$1.17 Million 1.94% of portfolio
1,400
Q4 2025 Added 400.0%
$266B
$1.05 Million 1.73% of portfolio
3,528
Q4 2025 Reduced 5.59%
$533B
$915,000 1.51% of portfolio
2,810
Q4 2025 Reduced 1.33%
$522B
$862,000 1.43% of portfolio
4,323
Q3 2025 Added 56.8%
$413B
$804,000 1.33% of portfolio
15,633
Q4 2025 Added 2.46%
$367B
$751,000 1.24% of portfolio
2,099
Q4 2025 Reduced 2.78%
$55.4B
$736,000 1.22% of portfolio
2,544
Q4 2025 Reduced 0.39%
$404B
$692,000 1.14% of portfolio
759
Q4 2025 Reduced 1.68%
$490B
$657,000 1.09% of portfolio
5,586
Q4 2025 Reduced 5.77%
$35B
$647,000 1.07% of portfolio
5,839
Q4 2025 Reduced 9.32%
$10.4B
$629,000 1.04% of portfolio
15,874
Q4 2025 Reduced 10.62%
$279B
$615,000 1.02% of portfolio
5,974
Q4 2025 Reduced 4.4%
$73.7B
$573,000 0.95% of portfolio
2,218
Q4 2025 Reduced 0.45%
$97.3B
$565,000 0.93% of portfolio
6,674
Q4 2025 Reduced 0.74%
$37.7B
$550,000 0.91% of portfolio
2,796
Q4 2025 Reduced 3.95%
$6.6B
$540,000 0.89% of portfolio
8,490
Q4 2025 Reduced 4.12%
$79.6B
$512,000 0.85% of portfolio
3,832
Q4 2025 Reduced 1.92%
$170B
$504,000 0.83% of portfolio
3,455
Q4 2025 Added 0.29%
$84B
$475,000 0.79% of portfolio
2,634
Q4 2025 Reduced 0.42%
$183B
$451,000 0.75% of portfolio
1,320
Q4 2025 Reduced 5.51%
$118B
$453,000 0.75% of portfolio
1,972
Q4 2025 Added 1.28%
$187B
$450,000 0.74% of portfolio
2,704
Q4 2025 Added 2.66%
$13.8B
$436,000 0.72% of portfolio
4,093
Q4 2025 Reduced 4.21%
$25.7B
$422,000 0.7% of portfolio
2,960
Q4 2025 Reduced 1.0%
$224B
$417,000 0.69% of portfolio
1,370
Q1 2024 Reduced 10.92%
$11.6B
$373,000 0.62% of portfolio
10,400
Q4 2025 New
$306B
$377,000 0.62% of portfolio
5,347
Q4 2025 Added 0.02%
$104B
$368,000 0.61% of portfolio
1,470
Q4 2025 Added 3.09%
$54.5B
$364,000 0.6% of portfolio
1,911
Q3 2025 Added 27.57%
$55.6B
$357,000 0.59% of portfolio
3,012
Q4 2025 Added 2.07%
$168B
$340,000 0.56% of portfolio
3,970
Q4 2025 Reduced 14.16%
$85.9B
$335,000 0.55% of portfolio
1,602
Q2 2025 Added 3.89%
$177B
$299,000 0.49% of portfolio
1,540
Q4 2025 Reduced 1.28%
$41.2B
$293,000 0.48% of portfolio
1,000
Q3 2024 Reduced 33.33%
$152B
$278,000 0.46% of portfolio
1,155
Q4 2025 Added 4.81%
$96.4B
$272,000 0.45% of portfolio
2,175
Q4 2025 Reduced 14.03%
$1.29T
$245,000 0.41% of portfolio
600
Q3 2025 New
$181B
$231,000 0.38% of portfolio
2,531
Q2 2025 New
$1.74T
$226,000 0.37% of portfolio
792
Q4 2025 New
$23.9B
$219,000 0.36% of portfolio
1,666
Q4 2025 Reduced 21.97%
$28.1B
$209,000 0.35% of portfolio
4,410
Q2 2021 New
$12.2B
$202,000 0.33% of portfolio
1,090
Q4 2025 Reduced 20.2%
$1.37T
$194,000 0.32% of portfolio
319
Q2 2025 New
$237B
$181,000 0.3% of portfolio
767
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $60.4 Million
  • Prior Value $61.6 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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