StockDrifts LogoStockDrifts

Blossom Wealth Management

Portfolio Manager
Blossom Wealth Management
Performance
-4.27% (2026 Q1)
AUM (13F)
$67.41M
# of Holdings
74
Performance Rank
Allocation (Top 20)
62.41%

Blossom Wealth Management Holdings Map

Top 50 Blossom Wealth Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
15.51%60.0K$10.5M
-0.17%(-100)
2025-Q1: 62.3K shares2025-Q2: 60.3K shares2025-Q3: 60.3K shares2025-Q4: 60.1K shares2026-Q1: 60.0K shares
$42.68(+429.08%)
2026-03-31
SCHF
SCHWAB STRATEGIC TR
5.63%153.5K$3.8M
+48.35%(+50.02K)
2025-Q1: 102.6K shares2025-Q2: 105.2K shares2025-Q3: 108.2K shares2025-Q4: 103.5K shares2026-Q1: 153.5K shares
$20.28(+34.65%)
2026-03-31
AAPL
APPLE INC
4.19%11.1K$2.8M
+0.52%(+57)
2025-Q1: 10.9K shares2025-Q2: 11.1K shares2025-Q3: 11.1K shares2025-Q4: 11.1K shares2026-Q1: 11.1K shares
$159.72(+87.12%)
2026-03-31
ZFEB
INNOVATOR ETFS TRUST
3.19%84.8K$2.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 84.8K shares
$25.38(+2.07%)
2026-03-31
SCHA
SCHWAB STRATEGIC TR
2.98%69.1K$2.0M
+33.05%(+17.17K)
2025-Q1: 49.1K shares2025-Q2: 51.4K shares2025-Q3: 53.1K shares2025-Q4: 51.9K shares2026-Q1: 69.1K shares
$24.24(+36.49%)
2026-03-31
SCHZ
SCHWAB STRATEGIC TR
2.88%83.6K$1.9M
+4.00%(+3.22K)
2025-Q1: 72.9K shares2025-Q2: 80.7K shares2025-Q3: 84.8K shares2025-Q4: 80.3K shares2026-Q1: 83.6K shares
$25.13(-8.17%)
2026-03-31
VIG
VANGUARD SPECIALIZED FUNDS
2.83%8.9K$1.9M
+58.74%(+3.29K)
2025-Q1: 5.3K shares2025-Q2: 5.5K shares2025-Q3: 5.6K shares2025-Q4: 5.6K shares2026-Q1: 8.9K shares
$180.99(+26.35%)
2026-03-31
VOO
VANGUARD INDEX FDS
2.69%3.0K$1.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 3.0K shares
$612.34(+11.44%)
2026-03-31
IAGG
ISHARES TR
2.58%34.8K$1.7M
+4.37%(+1.46K)
2025-Q1: 26.1K shares2025-Q2: 29.9K shares2025-Q3: 32.5K shares2025-Q4: 33.3K shares2026-Q1: 34.8K shares
$52.25(-4.45%)
2026-03-31
IAU
ISHARES GOLD TR
2.41%18.4K$1.6M
+4.11%(+728)
2025-Q1: 21.1K shares2025-Q2: 21.7K shares2025-Q3: 22.3K shares2025-Q4: 17.7K shares2026-Q1: 18.4K shares
$40.18(+119.49%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Blossom Wealth Management, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all