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

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%
$0
$2.48 Million 4.09% of portfolio
103,452
Q4 2025 Reduced 4.38%
$3.78T
$1.94 Million 3.21% of portfolio
3,821
Q4 2025 Added 0.1%
$0
$1.88 Million 3.11% of portfolio
80,334
Q4 2025 Reduced 5.28%
$0
$1.72 Million 2.85% of portfolio
33,318
Q4 2025 Added 2.6%
$0
$1.6 Million 2.64% of portfolio
61,795
Q4 2025 Reduced 10.43%
$0
$1.42 Million 2.36% of portfolio
51,947
Q4 2025 Reduced 2.17%
$65.3B
$1.36 Million 2.25% of portfolio
17,715
Q4 2025 Reduced 20.44%
$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%
$0
$1.04 Million 1.73% of portfolio
3,641
Q4 2025 Added 3.44%
$266B
$1.05 Million 1.73% of portfolio
3,528
Q4 2025 Reduced 5.59%
$0
$1.05 Million 1.73% of portfolio
17,419
Q4 2025 Reduced 4.78%
$0
$1.02 Million 1.68% of portfolio
5,594
Q4 2025 Reduced 0.94%
$0
$891,000 1.47% of portfolio
18,504
Q4 2025 Reduced 2.27%
$522B
$862,000 1.43% of portfolio
4,323
Q3 2025 Added 56.8%
$0
$855,000 1.41% of portfolio
43,347
Q4 2025 Added 87.2%
$413B
$804,000 1.33% of portfolio
15,633
Q4 2025 Added 2.46%
$0
$802,000 1.33% of portfolio
8,868
Q4 2025 Added 39.59%
$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%
$0
$692,000 1.14% of portfolio
20,937
Q4 2025 Reduced 3.83%
$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%
$1.65T
$620,000 1.03% of portfolio
2,246
Q4 2025 Reduced 2.18%
$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%
$0
$496,000 0.82% of portfolio
25,325
Q4 2025 Reduced 1.55%
$0
$493,000 0.82% of portfolio
20,286
Q4 2025 Reduced 9.41%
$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%
$0
$447,000 0.74% of portfolio
5,216
Q4 2025 Reduced 1.42%
$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%

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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