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