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CIK: 0001839735
Total reported value
$71.0M
$71.0M
73 檔
28.8%
At the close of Q4 2025, Blossom Wealth Management disclosed equity holdings valued at approximately $71.0M, spread across 73 reported holdings.
In Q4 2025, Blossom Wealth Management adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 18.49% | +0.83% | -0.32% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.97% | +0.34% | -0.55% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.11% | +0.38% | -4.38% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 3.10% | -0.37% | -5.28% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.05% | -0.10% | +0.10% | |
| 6 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.75% | -0.24% | +2.60% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.68% | +0.25% | -10.43% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.44% | +0.53% | -2.17% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 2.37% | -0.40% | -20.44% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.03% | +0.21% | -0.94% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.91% | +0.13% | +1.87% | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 1.77% | -0.46% | +900.00% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.74% | +0.10% | +3.44% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.72% | +0.09% | -5.59% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.72% | -0.14% | -4.78% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.63% | +0.10% | -1.33% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.48% | -0.05% | — | |
| 18 | DFSD | Dimensional Short Duration | ETF-Other | 1.46% | -0.11% | -2.27% | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 1.42% | +0.07% | +2.46% | |
| 20 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.41% | -0.03% | +87.20% | |
| 21 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.34% | +0.06% | +39.59% | |
| 22 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.23% | -0.26% | -0.39% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.19% | +0.01% | -2.78% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.16% | +0.17% | -2.18% | |
| 25 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.14% | +0.19% | -3.83% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.11% | -0.39% | -5.77% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 1.10% | -0.16% | -4.40% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.08% | -0.10% | -1.68% | |
| 29 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.02% | -0.08% | -9.32% | |
| 30 | WTRG | Essential Utilities Inc | Stock-Utilities | 1.01% | -0.12% | -10.62% | |
| 31 | ECL | Ecolab Inc | Stock-Materials | 0.96% | -0.02% | -0.45% | |
| 32 | FNV | Franco-nevada CORP | Stock-Materials | 0.96% | -0.17% | -3.95% | |
| 33 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.93% | +0.05% | -0.74% | |
| 34 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.89% | +0.04% | -1.42% | |
| 35 | ADI | Analog Devices Inc | Stock-Tech | 0.88% | +0.12% | +1.28% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.88% | -0.06% | +0.29% | |
| 37 | FAF | First American Financial | Stock-Financials | 0.86% | +0.03% | -4.12% | |
| 38 | APH | Amphenol Corp-cl A | Stock-Tech | 0.85% | +0.21% | -1.92% | |
| 39 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.82% | -0.10% | -1.55% | |
| 40 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.82% | -0.09% | -9.41% | |
| 41 | MYCG | State Street My2027 Corporat | ETF-Other | 0.77% | -0.01% | — | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.76% | +0.17% | +2.66% | |
| 43 | AMT | American Tower CORP | Stock-Real Estate | 0.76% | -0.09% | -0.42% | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.71% | -0.01% | -5.51% | |
| 45 | RPM | Rpm International Inc | Stock-Materials | 0.70% | +0.02% | -4.21% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.69% | -0.11% | — | |
| 47 | XYL | Xylem Inc | Stock-Industrials | 0.67% | -0.01% | -1.00% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.63% | -0.12% | — | |
| 49 | ZTS | Zoetis Inc | Stock-Healthcare | 0.63% | -0.43% | EXIT | |
| 50 | ADP | Automatic Data Processing | Stock-Tech | 0.62% | +0.03% | +3.09% |
| # | 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 |
According to official SEC Form 13F filings, Blossom Wealth Management reported a total U.S. public equity portfolio value of $71.0M across 73 disclosed positions in Q4 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, AAPL, SCHF) accounted for 28.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
MYCG
市值: $468.0K
Top Position Liquidated / Trimmed
BSCP
前期市值: $1.7M
During Q4 2025, Blossom Wealth Management's top holdings by market value included NVDA (18.5%)、AAPL (5.0%)、SCHF (4.1%). The largest single position, NVDA, represented 18.5% of total portfolio value.
In Q4 2025, Blossom Wealth Management made 46 total portfolio adjustments, initiating 4 new buys, adding to 14 positions, trimming 26 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.
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