Q2 2026 13F · SEC CIK 1839735

Blossom Wealth Management

Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $71.0M
Reported positions: 72
Top holdings a year, 3 yrs: +22.3%
Assets under management: $368.2M

Blossom Wealth Management is a wealth manager that reported 72 positions worth $71.0M in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Nvidia Corporation (NVDA, 16.3%), Schwab Strategic Tr (SCHF, 6.0%), Apple Inc (AAPL, 4.5%). A portfolio copying its top holdings returned 22.3% a year over the last 3 years, against 20.4% for the S&P 500.

Blossom Wealth Management holdings largest 50 of 72 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Blossom Wealth Management 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	16.3%	15.5%	57,967	-3.3%	$11.6M
SCHFSchwab Strategic Tr	6.0%	5.6%	154,092	+0.4%	$4.3M
AAPLApple Inc	4.5%	4.2%	11,109	-0.1%	$3.2M
SCHASchwab Strategic Tr	3.5%	3.0%	68,872	-0.4%	$2.5M
ZFEBInnovator Etfs Trust	3.1%	3.2%	84,787	+0.0%	$2.2M
VIGVanguard Specialized Funds	3.0%	2.8%	9,108	+2.6%	$2.2M
VOOVanguard Index Fds	2.9%	2.7%	3,039	+0.0%	$2.1M
SCHBSchwab Strategic Tr	2.6%	2.4%	64,580	+0.6%	$1.9M
SCHZSchwab Strategic Tr	2.5%	2.9%	77,147	-7.7%	$1.8M
SCHVSchwab Strategic Tr	2.5%	2.3%	50,093	+0.0%	$1.7M
IAGGIshares Tr	2.3%	2.6%	32,824	-5.6%	$1.7M
IAUIshares Gold Tr	2.0%	2.4%	18,846	+2.2%	$1.4M
MSFTMicrosoft Corp	1.9%	2.0%	3,572	-1.0%	$1.3M
VOVanguard Index Fds	1.7%	1.6%	15,283	+297.3%	$1.2M
AMZNAmazon Com Inc	1.7%	1.5%	5,007	-0.1%	$1.2M
PFEBInnovator Etfs Trust	1.7%	1.6%	27,468	+0.0%	$1.2M
VGITVanguard Scottsdale Fds	1.5%	1.6%	17,537	-3.2%	$1.0M
JNJJohnson & Johnson	1.4%	1.4%	3,855	-2.0%	$979K
VIGIVanguard Whitehall Fds	1.4%	1.3%	10,278	+4.3%	$960K
VVisa Inc	1.3%	1.2%	2,714	+0.7%	$931K
IBMInternational Business Machs	1.3%	1.2%	3,270	-3.1%	$920K
DFEMDimensional ETF Trust	1.3%	1.1%	22,508	+4.8%	$915K
BSCRInvesco Exch Trd Slf Idx Fd	1.3%	1.3%	46,224	+2.9%	$907K
DFSDDimensional Short-Duration Fixed Income	1.3%	1.4%	18,757	-2.4%	$896K
NFLXNetflix Inc.	1.2%	1.7%	11,920	+2.2%	$851K
GOOGLAlphabet Inc	1.1%	0.9%	2,183	-0.0%	$780K
BACBank of Amer Corp	1.0%	1.0%	13,005	-3.5%	$741K
COSTCostco Wholesale Corporation	1.0%	1.1%	743	+1.6%	$695K
ADIAnalog Devices Inc	1.0%	0.8%	1,719	-3.3%	$683K
HDHome Depot Inc	0.9%	0.9%	1,881	-0.1%	$663K
XOMExxon Mobil Corp	0.9%	1.3%	4,662	-9.2%	$637K
LHXL3harris Technologies Inc	0.9%	1.1%	2,180	-2.5%	$633K
APHAmphenol Corp	0.9%	0.7%	3,450	-1.3%	$608K
WMTWalmart Inc	0.9%	1.0%	5,368	-3.0%	$608K
WECWec Energy Group Inc	0.9%	0.9%	5,171	-4.3%	$604K
SBUXStarbucks Corp	0.8%	0.8%	5,879	-2.5%	$601K
MOATVaneck Morningstar Wide Moat ETF	0.8%	0.8%	5,662	+3.1%	$589K
SCHESchwab Strategic Tr	0.8%	0.8%	15,711	-2.9%	$570K
FNVFranco Nev Corp	0.8%	1.0%	2,703	+2.9%	$563K
WTRGEssential Utils Inc Com	0.8%	0.9%	14,521	-3.6%	$556K
ECLEcolab Inc	0.8%	0.8%	1,975	-2.6%	$550K
MYCGSsga Active Tr	0.7%	0.7%	20,995	+4.3%	$525K
FAFFirst American Financial	0.7%	0.7%	7,160	-3.2%	$491K
SCHOSchwab Strategic Tr	0.7%	0.8%	19,403	-7.3%	$468K
VOEVanguard Index Fds	0.7%	0.6%	2,339	+0.0%	$462K
TJXTjx Cos Inc New	0.6%	0.7%	3,000	+1.0%	$455K
QCOMQualcomm Inc	0.6%	—	2,449	—	$453K
BSCQInvesco Exch Trd Slf Idx Fd	0.6%	0.7%	22,825	-9.0%	$446K
AMGNAmgen Inc	0.6%	—	1,181	—	$428K
AMTAmerican Tower Corp	0.6%	0.7%	2,581	-2.8%	$422K

What Blossom Wealth Management bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.0% /yr; S&P 500 +20.1%
3 years: +22.3% /yr; S&P 500 +20.4%
5 years: +10.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$71.0M	72
Q1 2026	$67.4M	74
Q4 2025	$60.6M	73
Q3 2025	$61.9M	71
Q2 2025	$56.4M	70
Q1 2025	$49.7M	69
Q4 2024	$52.0M	71
Q3 2024	$49.6M	66
Q2 2024	$45.9M	66
Q1 2024	$41.5M	62
Q4 2023	$37.1M	62
Q3 2023	$31.2M	59

Questions about Blossom Wealth Management's portfolio

What stocks does Blossom Wealth Management own?

Blossom Wealth Management's latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 72 positions worth $71.0M. The largest are Nvidia Corporation (NVDA) at 16.3%, Schwab Strategic Tr (SCHF) at 6.0%, Apple Inc (AAPL) at 4.5%, Schwab Strategic Tr (SCHA) at 3.5% and Innovator Etfs Trust (ZFEB) at 3.1%.

What did Blossom Wealth Management buy last quarter?

In Q2 2026, Blossom Wealth Management added Vanguard Index Fds (VO) (+297.3% shares), compared with its Q1 2026 filing.

What did Blossom Wealth Management sell last quarter?

In Q2 2026, Blossom Wealth Management cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 Spdr Gold Tr (GLD), Exxon Mobil Corp (XOM) (-9.2% shares), Invesco Exch Trd Slf Idx Fd (BSCQ) (-9.0% shares) and Schwab Strategic Tr (SCHZ) (-7.7% shares), compared with its Q1 2026 filing.

How has Blossom Wealth Management's portfolio performed?

A portfolio copying Blossom Wealth Management's 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.0% against +20.1%. Over 5 years: +10.8% a year against +11.6%.

When is Blossom Wealth Management's next 13F filing due?

13F filings are due 45 days after each quarter ends. Blossom Wealth Management's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Blossom Wealth Management manage?

Blossom Wealth Management reported $368.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $71.0M.