Institutions / Blossom Wealth Management
Blossom Wealth Management
CIK 1839735 · Institution · as of Dec 31, 2025
Portfolio value
$60.58M
Positions
73
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 73 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $11.20M | 18.5% |
| Apple Inc. | $3.01M | 5.0% |
| Schwab Strategic Tr | $2.49M | 4.1% |
| Schwab Strategic Tr | $1.88M | 3.1% |
| Microsoft Corp | $1.85M | 3.1% |
| iShares Tr | $1.67M | 2.8% |
| Schwab Strategic Tr | $1.62M | 2.7% |
| Schwab Strategic Tr | $1.48M | 2.4% |
| iShares Gold Tr | $1.44M | 2.4% |
| Vanguard Specialized Funds | $1.23M | 2.0% |
| Amazon.com Inc | $1.15M | 1.9% |
| Netflix Inc | $1.07M | 1.8% |
| Vanguard Index Fds | $1.06M | 1.7% |
| International Business Machines Corp | $1.05M | 1.7% |
| Vanguard Scottsdale Fds | $1.04M | 1.7% |
| Visa Inc | $985.5K | 1.6% |
| Johnson & Johnson | $894.6K | 1.5% |
| Dimensional ETF Trust | $887.3K | 1.5% |
| Bank of America Corp /De | $859.8K | 1.4% |
| Invesco Exch Trd Slf Idx Fd | $855.7K | 1.4% |
| Vanguard Whitehall Fds | $811.0K | 1.3% |
| L3HARRIS Technologies, Inc. /De | $746.9K | 1.2% |
| Home Depot, Inc. | $722.3K | 1.2% |
| Alphabet Inc. | $703.0K | 1.2% |
| Dimensional ETF Trust | $692.6K | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.