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Blossom Wealth Management 13F Portfolio

Portfolio Manager
Blossom Wealth Management
Performance
+9.05% (2026 Q2)
AUM (13F)
$70.97M
# of Holdings
72
Performance Rank
Allocation (Top 20)
63.9%
Latest filing
Q2 2026

Blossom Wealth Management Holdings Map

Top 50 Blossom Wealth Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
16.34%58.0K$11.6M
-3.33%(-2.00K)
2025-Q2: 60.3K shares2025-Q3: 60.3K shares2025-Q4: 60.1K shares2026-Q1: 60.0K shares2026-Q2: 58.0K shares
$42.68(+429.63%)
2026-06-30
SCHF
SCHWAB STRATEGIC TR
6.01%154.1K$4.3M
+0.40%(+621)
2025-Q2: 105.2K shares2025-Q3: 108.2K shares2025-Q4: 103.5K shares2026-Q1: 153.5K shares2026-Q2: 154.1K shares
$20.30(+41.13%)
2026-06-30
AAPL
APPLE INC
4.53%11.1K$3.2M
-0.11%(-12)
2025-Q2: 11.1K shares2025-Q3: 11.1K shares2025-Q4: 11.1K shares2026-Q1: 11.1K shares2026-Q2: 11.1K shares
$159.72(+91.19%)
2026-06-30
SCHA
SCHWAB STRATEGIC TR
3.51%68.9K$2.5M
-0.35%(-245)
2025-Q2: 51.4K shares2025-Q3: 53.1K shares2025-Q4: 51.9K shares2026-Q1: 69.1K shares2026-Q2: 68.9K shares
$24.24(+47.34%)
2026-06-30
ZFEB
INNOVATOR ETFS TRUST
3.1%84.8K$2.2M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 84.8K shares2026-Q2: 84.8K shares
$25.38(+2.03%)
2026-06-30
VIG
VANGUARD SPECIALIZED FUNDS
3.04%9.1K$2.2M
+2.57%(+228)
2025-Q2: 5.5K shares2025-Q3: 5.6K shares2025-Q4: 5.6K shares2026-Q1: 8.9K shares2026-Q2: 9.1K shares
$182.06(+34.60%)
2026-06-30
VOO
VANGUARD INDEX FDS
2.94%3.0K$2.1M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 3.0K shares2026-Q2: 3.0K shares
$612.34(+16.39%)
2026-06-30
SCHB
SCHWAB STRATEGIC TR
2.64%64.6K$1.9M
+0.65%(+414)
2025-Q2: 68.1K shares2025-Q3: 69.0K shares2025-Q4: 61.8K shares2026-Q1: 64.2K shares2026-Q2: 64.6K shares
$16.33(+83.78%)
2026-06-30
SCHZ
SCHWAB STRATEGIC TR
2.51%77.1K$1.8M
-7.66%(-6.40K)
2025-Q2: 80.7K shares2025-Q3: 84.8K shares2025-Q4: 80.3K shares2026-Q1: 83.6K shares2026-Q2: 77.1K shares
$25.13(-9.40%)
2026-06-30
SCHV
SCHWAB STRATEGIC TR
2.46%50.1K$1.7M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 50.1K shares2026-Q2: 50.1K shares
$30.06(+17.83%)
2026-06-30

About Blossom Wealth Managementโ€™s portfolio

Blossom Wealth Management reports $70.97M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (16.3%), SCHF (6.0%) and AAPL (4.5%). The top 20 holdings account for 63.9% of reported assets. Its disclosed equity book has returned +85.12% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
NVDA โ€” 18.1% ($11.60M)SCHF โ€” 6.7% ($4.27M)AAPL โ€” 5.0% ($3.21M)SCHA โ€” 3.9% ($2.49M)ZFEB โ€” 3.4% ($2.20M)VIG โ€” 3.4% ($2.16M)VOO โ€” 3.3% ($2.09M)SCHB โ€” 2.9% ($1.87M)SCHZ โ€” 2.8% ($1.78M)SCHV โ€” 2.7% ($1.74M)Other โ€” 47.8% ($30.65M)
52%in top 10
  • NVDA18.1%
  • SCHF6.7%
  • AAPL5.0%
  • SCHA3.9%
  • ZFEB3.4%
  • VIG3.4%
  • VOO3.3%
  • SCHB2.9%
  • SCHZ2.8%
  • SCHV2.7%
  • Other47.8%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
15
VIGVANGUARD SPECIALIZED FUNDS+2.6%
DFEMDIMENSIONAL ETF TRUST+4.8%
VIGIVANGUARD WHITEHALL FDS+4.3%
IAUISHARES GOLD TR+2.2%
+11 more
Trimmed
30
NVDANVIDIA CORPORATION-3.3%
SCHZSCHWAB STRATEGIC TR-7.7%
IAGGISHARES TR-5.6%
XOMEXXON MOBIL CORP-9.2%
+26 more

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Source filings

Holdings on this page are parsed from Blossom Wealth Managementโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1839735). View Blossom Wealth Managementโ€™s 13F filings on SEC

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