Blossom Wealth Management — Q4 2025 13F Holdings

Name: Blossom Wealth Management — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001839735

Total reported value

$67.4M

← Back to latest quarter

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	18.49%	-2.98%	-0.32%
2	AAPL	Apple INC	Stock-Tech	4.97%	-0.77%	-0.55%
3	SCHF	Schwab Intl Equity ETF	ETF-Other	4.11%	+1.52%	-4.38%
4	SCHZ	Schwab US Aggregate Bond ETF	ETF-Other	3.10%	-0.22%	-5.28%
5	MSFT	Microsoft CORP	Stock-Tech	3.05%	-1.07%	+0.10%
6	IAGG	Ishares Intl Aggregate Bond	ETF-Other	2.75%	-0.17%	+2.60%
7	SCHB	Schwab US Broad Market ETF	ETF-Other	2.68%	—	-10.43%
8	SCHA	Schwab US Small-cap ETF	ETF-Other	2.44%	+0.54%	-2.17%
9	IAU	Ishares Gold Trust	ETF-Commodities	2.37%	+0.04%	-20.44%
10	VIG	Vanguard Dividend Apprec ETF	ETF-Other	2.03%	+0.80%	-0.94%
11	AMZN	Amazon.com INC	Stock-Consumer Disc	1.91%	-0.36%	+1.87%
12	NFLX	Netflix INC	Stock-Comm Services	1.77%	—	+900.00%
13	VO	Vanguard Mid-cap ETF	ETF-Other	1.74%	—	+3.44%
14	IBM	Intl Business Machines CORP	Stock-Tech	1.72%	-0.51%	-5.59%
15	VGIT	Vanguard Intermediate-term T	ETF-Other	1.72%	—	-4.78%
16	V	Visa Inc-class A Shares	Stock-Financials	1.63%	-0.42%	-1.33%
17	JNJ	Johnson & Johnson	Stock-Healthcare	1.48%	-0.05%	—
18	DFSD	Dimensional Short Duration	ETF-Other	1.46%	—	-2.27%
19	BAC	Bank Of America CORP	Stock-Financials	1.42%	-0.45%	+2.46%
20	BSCR	Invesco Bulletshares 2027 Cb	ETF-Other	1.41%	—	+87.20%
21	VIGI	Vanguard Int Div App Indx Fd	ETF-Other	1.34%	-0.05%	+39.59%
22	LHX	L3harris Technologies INC	Stock-Industrials	1.23%	—	-0.39%
23	HD	Home Depot INC	Stock-Consumer Disc	1.19%	-0.27%	-2.78%
24	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.16%	-0.23%	-2.18%
25	DFEM	Dimensional Emrg Mrkt Core	ETF-Other	1.14%	—	-3.83%
26	XOM	Exxon Mobil CORP	Stock-Energy	1.11%	+0.18%	-5.77%
27	WMT	Walmart INC	Stock-Consumer Staples	1.10%	—	-4.40%
28	COST	Costco Wholesale CORP	Stock-Consumer Staples	1.08%	—	-1.68%
29	WEC	Wec Energy Group INC	Stock-Utilities	1.02%	—	-9.32%
30	WTRG	Essential Utilities INC	Stock-Utilities	1.01%	—	-10.62%
31	ECL	Ecolab INC	Stock-Materials	0.96%	—	-0.45%
32	FNV	Franco-nevada CORP	Stock-Materials	0.96%	—	-3.95%
33	SBUX	Starbucks CORP	Stock-Consumer Disc	0.93%	—	-0.74%
34	MOAT	Vaneck Morningstar Wide Moat	ETF-Other	0.89%	—	-1.42%
35	ADI	Analog Devices INC	Stock-Tech	0.88%	—	+1.28%
36	TJX	Tjx Companies INC	Stock-Consumer Disc	0.88%	-0.18%	+0.29%
37	FAF	First American Financial	Stock-Financials	0.86%	-0.20%	-4.12%
38	APH	Amphenol Corp-cl A	Stock-Tech	0.85%	-0.20%	-1.92%
39	BSCQ	Invesco Bulletshares 2026 Cb	ETF-Other	0.82%	—	-1.55%
40	SCHO	Schwab Short-term US Treas	ETF-Other	0.82%	—	-9.41%
41	MYCG	State Street My2027 Corporat	ETF-Other	0.77%	—	—
42	QCOM	Qualcomm INC	Stock-Tech	0.76%	-0.29%	+2.66%
43	AMT	American Tower CORP	Stock-Real Estate	0.76%	—	-0.42%
44	AMGN	Amgen INC	Stock-Healthcare	0.71%	—	-5.51%
45	RPM	Rpm International INC	Stock-Materials	0.70%	-0.17%	-4.21%
46	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.69%	—	—
47	XYL	Xylem INC	Stock-Industrials	0.67%	-0.18%	-1.00%
48	GLD	Spdr Gold Shares	ETF-Commodities	0.63%	—	—
49	ZTS	Zoetis INC	Stock-Healthcare	0.63%	-0.20%	+2.07%
50	ADP	Automatic Data Processing	Stock-Tech	0.62%	-0.23%	+3.09%

1–50 of 73

Holding changes this quarter

Position changes disclosed by Blossom Wealth Management for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BSCR	Invesco Bulletshares 2027 Cb	+0.7%	+87.20%	Add
2	VIGI	Vanguard Int Div App Indx Fd	+0.4%	+39.59%	Add
3	AAPL	Apple INC	+0.4%	-0.55%	Trim
4	NVDA	Nvidia CORP	+0.3%	-0.32%	Trim
5	GOOGL	Alphabet Inc-cl A	+0.3%	-2.18%	Trim
6	JNJ	Johnson & Johnson	+0.2%	—	Unchanged
7	AMZN	Amazon.com INC	+0.2%	+1.87%	Add
8	BAC	Bank Of America CORP	+0.2%	+2.46%	Add
9	ADI	Analog Devices INC	+0.1%	+1.28%	Add
10	QQQ	Invesco Qqq Trust Series 1	+0.1%	+21.25%	Add
11	TJX	Tjx Companies INC	+0.1%	+0.29%	Add
12	GLD	Spdr Gold Shares	+0.1%	—	Unchanged
13	ACN	Accenture plc	+0.1%	+4.81%	Add
14	AMGN	Amgen INC	+0.1%	-5.51%	Trim
15	APH	Amphenol Corp-cl A	+0.1%	-1.92%	Trim
16	VTI	Vanguard Total Stock Mkt ETF	+0.1%	+11.22%	Add
17	SCHF	Schwab Intl Equity ETF	0%	-4.38%	Trim
18	LHX	L3harris Technologies INC	0%	-0.39%	Trim
19	NEE	Nextera Energy INC	0%	-14.16%	Trim
20	ECL	Ecolab INC	0%	-0.45%	Trim
21	XYL	Xylem INC	0%	-1.00%	Trim
22	RGLD	Royal Gold INC	0%	-20.20%	Trim
23	VGIT	Vanguard Intermediate-term T	-0.1%	-4.78%	Trim
24	SCHO	Schwab Short-term US Treas	-0.1%	-9.41%	Trim
25	FAF	First American Financial	-0.1%	-4.12%	Trim
26	AMT	American Tower CORP	-0.1%	-0.42%	Trim
27	UBER	Uber Technologies INC	-0.1%	—	Unchanged
28	ADP	Automatic Data Processing	-0.1%	+3.09%	Add
29	COST	Costco Wholesale CORP	-0.1%	-1.68%	Trim
30	ZTS	Zoetis INC	-0.1%	+2.07%	Add
31	NOW	Servicenow INC	-0.1%	+400.00%	Add
32	FNV	Franco-nevada CORP	-0.1%	-3.95%	Trim
33	DUK	Duke Energy CORP	-0.1%	-14.03%	Trim
34	RPM	Rpm International INC	-0.1%	-4.21%	Trim
35	VEEV	Veeva Systems Inc-class A	-0.1%	—	Unchanged
36	SCHZ	Schwab US Aggregate Bond ETF	-0.1%	-5.28%	Trim
37	AWK	American Water Works Co INC	-0.1%	-21.97%	Trim
38	WTRG	Essential Utilities INC	-0.1%	-10.62%	Trim
39	MSFT	Microsoft CORP	-0.1%	+0.10%	Add
40	WEC	Wec Energy Group INC	-0.2%	-9.32%	Trim
41	SCHB	Schwab US Broad Market ETF	-0.2%	-10.43%	Trim
42	HD	Home Depot INC	-0.2%	-2.78%	Trim
43	IAU	Ishares Gold Trust	-0.3%	-20.44%	Trim
44	NFLX	Netflix INC	-0.5%	+900.00%	Add
45	BSCP	Invesco Bulletshares 2025 Cb	—	EXIT	Sold out
46	MYCG	State Street My2027 Corporat	—	NEW	New buy
47	TOST	Toast Inc-class A	—	NEW	New buy
48	GOOG	Alphabet Inc-cl C	—	NEW	New buy
49	CRM	Salesforce INC	—	NEW	New buy
50	VCSH	Vanguard S/t CORP Bond ETF	—	EXIT	Sold out