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CIK: 0001839735
Total reported value
$71.0M
$71.0M
69 檔
20.4%
According to the latest 13F quarterly dataset, Blossom Wealth Management managed an equity portfolio of $71.0M at the end of Q1 2025, spanning 69 distinct U.S. exchange-listed positions.
In Q1 2025, Blossom Wealth Management displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, SCHF) accounted for 20.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $6.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 13.58% | +0.83% | +0.02% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.89% | +0.34% | -13.55% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.08% | +0.38% | -3.29% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 3.40% | -0.37% | +11.01% | |
| 5 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 3.13% | — | +5.92% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.95% | -0.10% | -13.32% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.88% | +0.25% | -2.02% | |
| 8 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.63% | -0.24% | +16.10% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 2.50% | -0.40% | -4.25% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.31% | +0.53% | -0.43% | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 2.15% | -0.46% | -8.17% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.09% | +0.21% | -2.32% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.98% | +0.10% | -3.47% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.96% | +0.09% | -7.45% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.92% | +0.13% | -0.63% | |
| 16 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.81% | -0.14% | +13.95% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.69% | +0.10% | -0.91% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.57% | +0.01% | -4.50% | |
| 19 | DFSD | Dimensional Short Duration | ETF-Other | 1.55% | -0.11% | +10.67% | |
| 20 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.44% | -0.08% | -1.43% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.42% | -0.39% | -4.11% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.42% | -0.10% | +1.92% | |
| 23 | WTRG | Essential Utilities Inc | Stock-Utilities | 1.40% | -0.12% | +11.14% | |
| 24 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.28% | +0.05% | -6.60% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 1.23% | +0.07% | -15.60% | |
| 26 | AMT | American Tower CORP | Stock-Real Estate | 1.12% | -0.09% | -1.46% | |
| 27 | ECL | Ecolab Inc | Stock-Materials | 1.10% | -0.02% | -0.69% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 1.10% | -0.16% | -13.82% | |
| 29 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.07% | -0.26% | -4.58% | |
| 30 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.06% | +0.19% | +0.80% | |
| 31 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.04% | -0.10% | +13.87% | |
| 32 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.00% | -0.09% | +15.85% | |
| 33 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.98% | -0.03% | +9.10% | |
| 34 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.98% | +0.06% | -1.82% | |
| 35 | RPM | Rpm International Inc | Stock-Materials | 0.96% | +0.02% | -4.38% | |
| 36 | FAF | First American Financial | Stock-Financials | 0.94% | +0.03% | -3.45% | |
| 37 | FNV | Franco-nevada CORP | Stock-Materials | 0.90% | -0.17% | -0.35% | |
| 38 | ZTS | Zoetis Inc | Stock-Healthcare | 0.89% | -0.43% | EXIT | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.86% | -0.11% | — | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | -0.05% | +10.79% | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.85% | +0.03% | -4.97% | |
| 42 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.84% | +0.04% | -3.46% | |
| 43 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.83% | -0.06% | -4.39% | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.79% | +0.17% | -3.67% | |
| 45 | ADI | Analog Devices Inc | Stock-Tech | 0.78% | +0.12% | -2.05% | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.77% | — | +16.36% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.17% | -23.23% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.72% | — | -3.19% | |
| 49 | WM | Waste Management Inc | Stock-Industrials | 0.72% | -0.04% | +3.21% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.70% | -0.01% | +1.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | — | NEW | New buy |
| 5 | BSCP | Invesco Bulletshares 2025 Cb | — | NEW | New buy |
| 6 | MSFT | Microsoft CORP | — | NEW | New buy |
| 7 | SCHB | Schwab US Broad Market ETF | — | NEW | New buy |
| 8 | IAGG | Ishares Intl Aggregate Bond | — | NEW | New buy |
| 9 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 10 | SCHA | Schwab US Small-cap ETF | — | NEW | New buy |
| 11 | NFLX | Netflix Inc | — | NEW | New buy |
| 12 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 13 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 14 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 15 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 16 | VGIT | Vanguard Intermediate-term T | — | NEW | New buy |
| 17 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 18 | HD | Home Depot Inc | — | NEW | New buy |
| 19 | DFSD | Dimensional Short Duration | — | NEW | New buy |
| 20 | WEC | Wec Energy Group Inc | — | NEW | New buy |
| 21 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 22 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 23 | WTRG | Essential Utilities Inc | — | NEW | New buy |
| 24 | SBUX | Starbucks CORP | — | NEW | New buy |
| 25 | BAC | Bank Of America CORP | — | NEW | New buy |
| 26 | AMT | American Tower CORP | — | NEW | New buy |
| 27 | ECL | Ecolab Inc | — | NEW | New buy |
| 28 | WMT | Walmart Inc | — | NEW | New buy |
| 29 | LHX | L3harris Technologies Inc | — | NEW | New buy |
| 30 | DFEM | Dimensional Emrg Mrkt Core | — | NEW | New buy |
| 31 | BSCQ | Invesco Bulletshares 2026 Cb | — | NEW | New buy |
| 32 | SCHO | Schwab Short-term US Treas | — | NEW | New buy |
| 33 | BSCR | Invesco Bulletshares 2027 Cb | — | NEW | New buy |
| 34 | VIGI | Vanguard Int Div App Indx Fd | — | NEW | New buy |
| 35 | RPM | Rpm International Inc | — | NEW | New buy |
| 36 | FAF | First American Financial | — | NEW | New buy |
| 37 | FNV | Franco-nevada CORP | — | NEW | New buy |
| 38 | ZTS | Zoetis Inc | — | NEW | New buy |
| 39 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 40 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 41 | ADP | Automatic Data Processing | — | NEW | New buy |
| 42 | MOAT | Vaneck Morningstar Wide Moat | — | NEW | New buy |
| 43 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 44 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 45 | ADI | Analog Devices Inc | — | NEW | New buy |
| 46 | PFE | Pfizer Inc | — | NEW | New buy |
| 47 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 48 | KO | Coca-cola Co/the | — | NEW | New buy |
| 49 | WM | Waste Management Inc | — | NEW | New buy |
| 50 | AMGN | Amgen Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Blossom Wealth Management reported a total U.S. public equity portfolio value of $71.0M across 69 disclosed positions in Q1 2025.
During Q1 2025, Blossom Wealth Management's top holdings by market value included NVDA (13.6%)、AAPL (4.9%)、SCHF (4.1%). The largest single position, NVDA, represented 13.6% of total portfolio value.
In Q1 2025, Blossom Wealth Management made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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