Institutional Manager · CIK 0001839735
Blossom Wealth Management
SAN RAMON, CA, CA · File #028-20453
Latest AUM
$60.6M
Positions
73
Top-10 Concentration
51.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202573 pos · $60.6M
- 13F HOLDINGS REPORTQ/E Sep 202571 pos · $61.9M
- 13F HOLDINGS REPORTQ/E Jun 202570 pos · $56.4M
- 13F HOLDINGS REPORTQ/E Mar 202569 pos · $49.7M
- 13F HOLDINGS REPORTQ/E Dec 202471 pos · $52.0M
- 13F HOLDINGS REPORTQ/E Sep 202466 pos · $49.6M
- 13F HOLDINGS REPORTQ/E Jun 202466 pos · $45.9M
- 13F HOLDINGS REPORTQ/E Mar 202462 pos · $41.5M
- 13F HOLDINGS REPORTQ/E Dec 202359 pos · $31.2M
- 13F HOLDINGS REPORTQ/E Sep 202354 pos · $27.3M
- 13F HOLDINGS REPORTQ/E Jun 202353 pos · $24.6M
- 13F HOLDINGS REPORTQ/E Mar 202344 pos · $20.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 60,066 | $11.2M | 20.68% |
| 2 | APPLE INC | AAPL | 11,064 | $3.0M | 5.55% |
| 3 | SCHWAB STRATEGIC TR | 808524805 | 103,452 | $2.5M | 4.59% |
| 4 | SCHWAB STRATEGIC TR | 808524839 | 80,334 | $1.9M | 3.47% |
| 5 | MICROSOFT CORP | MSFT | 3,821 | $1.8M | 3.41% |
| 6 | ISHARES TR | 46435G672 | 33,318 | $1.7M | 3.08% |
| 7 | SCHWAB STRATEGIC TR | 808524102 | 61,795 | $1.6M | 2.99% |
| 8 | SCHWAB STRATEGIC TR | 808524607 | 51,947 | $1.5M | 2.73% |
| 9 | ISHARES GOLD TR | IAU | 17,715 | $1.4M | 2.65% |
| 10 | VANGUARD SPECIALIZED FUNDS | 921908844 | 5,594 | $1.2M | 2.27% |
| 11 | AMAZON COM INC | AMZN | 5,004 | $1.2M | 2.13% |
| 12 | NETFLIX INC | NFLX | 11,460 | $1.1M | 1.98% |
| 13 | VANGUARD INDEX FDS | 922908629 | 3,641 | $1.1M | 1.95% |
| 14 | INTERNATIONAL BUSINESS MACHS | INTR | 3,528 | $1.0M | 1.93% |
| 15 | VANGUARD SCOTTSDALE FDS | 92206C706 | 17,419 | $1.0M | 1.93% |
| 16 | VISA INC | V | 2,810 | $985,530 | 1.82% |
| 17 | JOHNSON & JOHNSON | JNJ | 4,323 | $894,645 | 1.65% |
| 18 | DIMENSIONAL ETF TRUST | 25434V864 | 18,504 | $887,267 | 1.64% |
| 19 | BANK AMERICA CORP | 060505104 | 15,633 | $859,842 | 1.59% |
| 20 | INVESCO EXCH TRD SLF IDX FD | IVZ | 43,347 | $855,670 | 1.58% |