13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001839735
Total reported value
$71.0M
$71.0M
70 檔
25.3%
The Q2 2025 SEC filing reveals that Blossom Wealth Management held a total portfolio value of $71.0M, covering 70 public equity positions.
In Q2 2025, Blossom Wealth Management displayed an active expansion posture, initiating 3 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 16.88% | +0.83% | -3.19% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.12% | +0.38% | +2.54% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.05% | +0.34% | +1.64% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.47% | -0.10% | +0.59% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 3.32% | -0.37% | +10.65% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.87% | +0.25% | +2.22% | |
| 7 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 2.86% | — | +3.90% | |
| 8 | NFLX | Netflix Inc | Stock-Comm Services | 2.72% | -0.46% | — | |
| 9 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.71% | -0.24% | +14.37% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 2.40% | -0.40% | +3.16% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.30% | +0.53% | +4.72% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.00% | +0.21% | +3.41% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 1.95% | +0.09% | -4.73% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.92% | +0.13% | -1.56% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.82% | -0.14% | +13.73% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.79% | +0.10% | +1.42% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.69% | +0.10% | +4.42% | |
| 18 | DFSD | Dimensional Short Duration | ETF-Other | 1.50% | -0.11% | +9.16% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.41% | +0.01% | +1.93% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.34% | -0.10% | +2.42% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 1.28% | +0.07% | +3.85% | |
| 22 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.17% | -0.08% | -3.05% | |
| 23 | WTRG | Essential Utilities Inc | Stock-Utilities | 1.16% | -0.12% | +0.40% | |
| 24 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.14% | -0.26% | +0.59% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.13% | -0.39% | -0.92% | |
| 26 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.10% | +0.19% | +4.62% | |
| 27 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.09% | +0.05% | +3.38% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 1.08% | -0.16% | +0.16% | |
| 29 | ECL | Ecolab Inc | Stock-Materials | 1.06% | -0.02% | +2.91% | |
| 30 | AMT | American Tower CORP | Stock-Real Estate | 1.02% | -0.09% | +1.76% | |
| 31 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.98% | +0.06% | +4.19% | |
| 32 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.92% | -0.09% | +4.16% | |
| 33 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.89% | -0.10% | -2.83% | |
| 34 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.84% | +0.04% | +6.23% | |
| 35 | FNV | Franco-nevada CORP | Stock-Materials | 0.84% | -0.17% | +1.23% | |
| 36 | RPM | Rpm International Inc | Stock-Materials | 0.83% | +0.02% | +2.66% | |
| 37 | ZTS | Zoetis Inc | Stock-Healthcare | 0.82% | -0.43% | EXIT | |
| 38 | ADI | Analog Devices Inc | Stock-Tech | 0.82% | +0.12% | +1.47% | |
| 39 | FAF | First American Financial | Stock-Financials | 0.82% | +0.03% | +5.11% | |
| 40 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.78% | -0.03% | -10.03% | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.78% | +0.03% | +3.63% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.76% | -0.06% | +3.56% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | -0.05% | +7.40% | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.74% | +0.17% | +3.33% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.17% | — | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.71% | -0.11% | — | |
| 47 | ELV | Elevance Health Inc | Stock-Healthcare | 0.69% | — | +84.32% | |
| 48 | APH | Amphenol Corp-cl A | Stock-Tech | 0.69% | +0.21% | +5.24% | |
| 49 | XYL | Xylem Inc | Stock-Industrials | 0.69% | -0.01% | +4.25% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.68% | -0.01% | +23.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.3% | -3.19% | Trim |
| 2 | NFLX | Netflix Inc | +0.6% | — | Unchanged |
| 3 | MSFT | Microsoft CORP | +0.5% | +0.59% | Add |
| 4 | UBER | Uber Technologies Inc | +0.4% | NEW | New buy |
| 5 | META | Meta Platforms Inc-class A | +0.4% | NEW | New buy |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | NEW | New buy |
| 7 | ELV | Elevance Health Inc | +0.2% | +84.32% | Add |
| 8 | APH | Amphenol Corp-cl A | +0.2% | +5.24% | Add |
| 9 | TXN | Texas Instruments Inc | +0.1% | +24.11% | Add |
| 10 | IAGG | Ishares Intl Aggregate Bond | +0.1% | +14.37% | Add |
| 11 | LHX | L3harris Technologies Inc | +0.1% | +0.59% | Add |
| 12 | NOW | Servicenow Inc | +0.1% | — | Unchanged |
| 13 | BAC | Bank Of America CORP | +0.1% | +3.85% | Add |
| 14 | SCHF | Schwab Intl Equity ETF | 0% | +2.54% | Add |
| 15 | DFEM | Dimensional Emrg Mrkt Core | 0% | +4.62% | Add |
| 16 | ADI | Analog Devices Inc | 0% | +1.47% | Add |
| 17 | VEEV | Veeva Systems Inc-class A | 0% | — | Unchanged |
| 18 | VGIT | Vanguard Intermediate-term T | 0% | +13.73% | Add |
| 19 | AMZN | Amazon.com Inc | — | -1.56% | Trim |
| 20 | VO | Vanguard Mid-cap ETF | — | +4.42% | Add |
| 21 | VIGI | Vanguard Int Div App Indx Fd | — | +4.19% | Add |
| 22 | MOAT | Vaneck Morningstar Wide Moat | — | +6.23% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | — | — | Unchanged |
| 24 | XYL | Xylem Inc | — | +4.25% | Add |
| 25 | SCHB | Schwab US Broad Market ETF | 0% | +2.22% | Add |
| 26 | SCHA | Schwab US Small-cap ETF | 0% | +4.72% | Add |
| 27 | IBM | Intl Business Machines CORP | 0% | -4.73% | Trim |
| 28 | DFIP | Dimensional Inflation-protec | 0% | +12.59% | Add |
| 29 | WMT | Walmart Inc | 0% | +0.16% | Add |
| 30 | AMGN | Amgen Inc | 0% | +23.42% | Add |
| 31 | ACN | Accenture plc | 0% | +14.87% | Add |
| 32 | ECL | Ecolab Inc | 0% | +2.91% | Add |
| 33 | DFSD | Dimensional Short Duration | -0.1% | +9.16% | Add |
| 34 | QCOM | Qualcomm Inc | -0.1% | +3.33% | Add |
| 35 | SCHZ | Schwab US Aggregate Bond ETF | -0.1% | +10.65% | Add |
| 36 | COST | Costco Wholesale CORP | -0.1% | +2.42% | Add |
| 37 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +3.41% | Add |
| 38 | IAU | Ishares Gold Trust | -0.1% | +3.16% | Add |
| 39 | GIS | General Mills Inc | -0.1% | — | Unchanged |
| 40 | AWK | American Water Works Co Inc | -0.1% | -5.48% | Trim |
| 41 | DUK | Duke Energy CORP | -0.2% | -10.60% | Trim |
| 42 | BDX | Becton Dickinson And Co | -0.2% | +6.54% | Add |
| 43 | BSCR | Invesco Bulletshares 2027 Cb | -0.2% | -10.03% | Trim |
| 44 | WTRG | Essential Utilities Inc | -0.2% | +0.40% | Add |
| 45 | BSCP | Invesco Bulletshares 2025 Cb | -0.3% | +3.90% | Add |
| 46 | WEC | Wec Energy Group Inc | -0.3% | -3.05% | Trim |
| 47 | XOM | Exxon Mobil CORP | -0.3% | -0.92% | Trim |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | EXIT | Sold out |
| 49 | PFE | Pfizer Inc | -0.8% | EXIT | Sold out |
| 50 | AAPL | Apple Inc | -0.8% | +1.64% | Add |
According to official SEC Form 13F filings, Blossom Wealth Management reported a total U.S. public equity portfolio value of $71.0M across 70 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, SCHF, AAPL) accounted for 25.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
UBER
市值: $236.1K
Top Position Liquidated / Trimmed
PFE
前期市值: $384.0K
During Q2 2025, Blossom Wealth Management's top holdings by market value included NVDA (16.9%)、SCHF (4.1%)、AAPL (4.0%). The largest single position, NVDA, represented 16.9% of total portfolio value.
In Q2 2025, Blossom Wealth Management made 45 total portfolio adjustments, initiating 3 new buys, adding to 32 positions, trimming 8 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.