Blossom Wealth Management — Q3 2025 13F Holdings

Name: Blossom Wealth Management — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001839735

Total reported value

$67.4M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	18.16%	-2.98%	-0.07%
2	AAPL	Apple INC	Stock-Tech	4.58%	-0.77%	—
3	SCHF	Schwab Intl Equity ETF	ETF-Other	4.07%	+1.52%	+2.89%
4	SCHZ	Schwab US Aggregate Bond ETF	ETF-Other	3.22%	-0.22%	+5.09%
5	MSFT	Microsoft CORP	Stock-Tech	3.19%	-1.07%	-3.00%
6	SCHB	Schwab US Broad Market ETF	ETF-Other	2.86%	—	+1.38%
7	BSCP	Invesco Bulletshares 2025 Cb	ETF-Other	2.76%	—	+5.57%
8	IAGG	Ishares Intl Aggregate Bond	ETF-Other	2.69%	-0.17%	+8.60%
9	IAU	Ishares Gold Trust	ETF-Commodities	2.62%	+0.04%	+2.54%
10	SCHA	Schwab US Small-cap ETF	ETF-Other	2.39%	+0.54%	+3.33%
11	NFLX	Netflix INC	Stock-Comm Services	2.22%	—	—
12	VIG	Vanguard Dividend Apprec ETF	ETF-Other	1.97%	+0.80%	+2.17%
13	VGIT	Vanguard Intermediate-term T	ETF-Other	1.77%	—	+6.33%
14	AMZN	Amazon.com INC	Stock-Consumer Disc	1.74%	-0.36%	-0.41%
15	IBM	Intl Business Machines CORP	Stock-Tech	1.70%	-0.51%	+0.30%
16	VO	Vanguard Mid-cap ETF	ETF-Other	1.67%	—	+3.50%
17	V	Visa Inc-class A Shares	Stock-Financials	1.57%	-0.42%	—
18	DFSD	Dimensional Short Duration	ETF-Other	1.47%	—	+7.17%
19	HD	Home Depot INC	Stock-Consumer Disc	1.41%	-0.27%	-0.23%
20	JNJ	Johnson & Johnson	Stock-Healthcare	1.29%	-0.05%	+56.80%
21	BAC	Bank Of America CORP	Stock-Financials	1.27%	-0.45%	—
22	LHX	L3harris Technologies INC	Stock-Industrials	1.26%	—	-0.20%
23	WEC	Wec Energy Group INC	Stock-Utilities	1.19%	—	+1.42%
24	COST	Costco Wholesale CORP	Stock-Consumer Staples	1.15%	—	+1.18%
25	WTRG	Essential Utilities INC	Stock-Utilities	1.14%	—	+0.42%
26	DFEM	Dimensional Emrg Mrkt Core	ETF-Other	1.13%	—	+4.28%
27	XOM	Exxon Mobil CORP	Stock-Energy	1.08%	+0.18%	+0.51%
28	FNV	Franco-nevada CORP	Stock-Materials	1.05%	—	+1.15%
29	WMT	Walmart INC	Stock-Consumer Staples	1.04%	—	+0.56%
30	ECL	Ecolab INC	Stock-Materials	0.99%	—	—
31	VIGI	Vanguard Int Div App Indx Fd	ETF-Other	0.92%	-0.05%	+3.79%
32	SBUX	Starbucks CORP	Stock-Consumer Disc	0.92%	—	-0.07%
33	FAF	First American Financial	Stock-Financials	0.92%	-0.20%	+17.99%
34	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.90%	-0.23%	-2.13%
35	SCHO	Schwab Short-term US Treas	ETF-Other	0.88%	—	+4.94%
36	MOAT	Vaneck Morningstar Wide Moat	ETF-Other	0.85%	—	+4.50%
37	AMT	American Tower CORP	Stock-Real Estate	0.82%	—	+1.69%
38	RPM	Rpm International INC	Stock-Materials	0.81%	-0.17%	+0.47%
39	BSCQ	Invesco Bulletshares 2026 Cb	ETF-Other	0.81%	—	—
40	TJX	Tjx Companies INC	Stock-Consumer Disc	0.80%	-0.18%	-1.43%
41	APH	Amphenol Corp-cl A	Stock-Tech	0.78%	-0.20%	-0.26%
42	ADI	Analog Devices INC	Stock-Tech	0.77%	—	+0.41%
43	BSCR	Invesco Bulletshares 2027 Cb	ETF-Other	0.74%	—	+3.23%
44	XYL	Xylem INC	Stock-Industrials	0.71%	-0.18%	—
45	QCOM	Qualcomm INC	Stock-Tech	0.71%	-0.29%	—
46	ZTS	Zoetis INC	Stock-Healthcare	0.70%	-0.20%	-0.67%
47	ADP	Automatic Data Processing	Stock-Tech	0.68%	-0.23%	—
48	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.67%	—	—
49	AMGN	Amgen INC	Stock-Healthcare	0.64%	—	+1.97%
50	BDX	Becton Dickinson And Co	Stock-Healthcare	0.58%	-0.22%	+27.57%

1–50 of 71

Holding changes this quarter

Position changes disclosed by Blossom Wealth Management for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	NVDA	Nvidia CORP	+4.6%	-0.07%	Trim
2	JNJ	Johnson & Johnson	+0.4%	+56.80%	Add
3	APH	Amphenol Corp-cl A	+0.3%	-0.26%	Add
4	MSFT	Microsoft CORP	+0.2%	-3.00%	Trim
5	LHX	L3harris Technologies INC	+0.2%	-0.20%	Add
6	GOOGL	Alphabet Inc-cl A	+0.2%	-2.13%	Trim
7	FNV	Franco-nevada CORP	+0.2%	+1.15%	Add
8	IAU	Ishares Gold Trust	+0.1%	+2.54%	Add
9	SIVR	Abrdn Physical Silver Shares	+0.1%	+3.47%	Add
10	SCHA	Schwab US Small-cap ETF	+0.1%	+3.33%	Add
11	NFLX	Netflix INC	+0.1%	—	Unchanged
12	DFEM	Dimensional Emrg Mrkt Core	+0.1%	+4.28%	Add
13	IAGG	Ishares Intl Aggregate Bond	+0.1%	+8.60%	Add
14	BAC	Bank Of America CORP	0%	—	Add
15	XYL	Xylem INC	0%	—	Add
16	MOAT	Vaneck Morningstar Wide Moat	0%	+4.50%	Add
17	VEEV	Veeva Systems Inc-class A	0%	—	Unchanged
18	TXN	Texas Instruments INC	0%	—	Add
19	RGLD	Royal Gold INC	—	+2.48%	Add
20	SCHF	Schwab Intl Equity ETF	0%	+2.89%	Add
21	ADI	Analog Devices INC	0%	+0.41%	Add
22	DFIP	Dimensional Inflation-protec	0%	+7.00%	Add
23	SCHB	Schwab US Broad Market ETF	0%	+1.38%	Add
24	VO	Vanguard Mid-cap ETF	0%	+3.50%	Add
25	FAF	First American Financial	0%	+17.99%	Add
26	TJX	Tjx Companies INC	0%	-1.43%	Add
27	VGIT	Vanguard Intermediate-term T	0%	+6.33%	Add
28	WMT	Walmart INC	-0.1%	+0.56%	Add
29	VIGI	Vanguard Int Div App Indx Fd	-0.1%	+3.79%	Add
30	AMGN	Amgen INC	-0.1%	+1.97%	Add
31	DFSD	Dimensional Short Duration	-0.1%	+7.17%	Add
32	ECL	Ecolab INC	-0.1%	—	Add
33	VIG	Vanguard Dividend Apprec ETF	-0.1%	+2.17%	Add
34	HD	Home Depot INC	-0.2%	-0.23%	Add
35	SCHZ	Schwab US Aggregate Bond ETF	-0.2%	+5.09%	Add
36	AMZN	Amazon.com INC	-0.2%	-0.41%	Trim
37	IBM	Intl Business Machines CORP	-0.3%	+0.30%	Trim
38	AAPL	Apple INC	-0.3%	—	Add
39	SBUX	Starbucks CORP	-0.4%	-0.07%	Add
40	BSCP	Invesco Bulletshares 2025 Cb	-0.4%	+5.57%	Add
41	PFE	Pfizer INC	—	EXIT	Sold out
42	GLD	Spdr Gold Shares	—	NEW	New buy
43	TSLA	Tesla INC	—	NEW	New buy
44	UBER	Uber Technologies INC	—	NEW	New buy
45	QQQ	Invesco Qqq Trust Series 1	—	NEW	New buy
46	ELV	Elevance Health INC	—	EXIT	Sold out
47	META	Meta Platforms Inc-class A	—	NEW	New buy
48	CRM	Salesforce INC	—	EXIT	Sold out
49	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	Sold out
50	VTI	Vanguard Total Stock Mkt ETF	—	NEW	New buy