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CIK: 0001839735
Total reported value
$71.0M
$71.0M
74 檔
29.9%
During the Q1 2026 filing period, Blossom Wealth Management (CIK: 0001839735) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $71.0M across 74 reported positions.
Blossom Wealth Management executed strategic sector rebalancing during Q1 2026, establishing 9 new positions while fully exiting 8 holdings and trimming 34 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 15.51% | +0.83% | -0.17% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.63% | +0.38% | +48.35% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.19% | +0.34% | +0.52% | |
| 4 | ZFEB | Inotr Eq Def Pr ETF - 1 Yr F | ETF-Other | 3.19% | -0.09% | — | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.98% | +0.53% | +33.05% | |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.88% | -0.37% | +4.00% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.83% | +0.21% | +58.74% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.69% | +0.25% | — | |
| 9 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.58% | -0.24% | +4.37% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 2.41% | -0.40% | +4.11% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.39% | +0.25% | +3.84% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.27% | +0.19% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.98% | -0.10% | -5.55% | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 1.66% | -0.46% | +1.78% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.64% | +0.10% | +5.66% | |
| 16 | PFEB | Innovator U.s. Equity Power | ETF-Other | 1.63% | +0.04% | — | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.60% | -0.14% | +4.05% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.55% | +0.13% | +0.14% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.43% | -0.05% | -8.98% | |
| 20 | DFSD | Dimensional Short Duration | ETF-Other | 1.37% | -0.11% | +3.86% | |
| 21 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.31% | -0.03% | +3.60% | |
| 22 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.29% | +0.06% | +11.10% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.29% | -0.39% | -8.06% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.21% | +0.09% | -4.31% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.21% | +0.10% | -4.09% | |
| 26 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.15% | -0.26% | -12.07% | |
| 27 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.10% | +0.19% | +2.56% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.08% | -0.10% | -3.69% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 1.02% | -0.16% | -7.37% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.97% | +0.07% | -13.78% | |
| 31 | FNV | Franco-nevada CORP | Stock-Materials | 0.96% | -0.17% | -6.08% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.17% | -2.76% | |
| 33 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.93% | -0.08% | -7.42% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.92% | +0.01% | -10.29% | |
| 35 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.90% | -0.12% | -5.07% | |
| 36 | ADI | Analog Devices Inc | Stock-Tech | 0.84% | +0.12% | -9.89% | |
| 37 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.80% | +0.05% | -9.66% | |
| 38 | ECL | Ecolab Inc | Stock-Materials | 0.80% | -0.02% | -8.57% | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.79% | +0.01% | — | |
| 40 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.79% | +0.04% | +5.27% | |
| 41 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.75% | -0.09% | +3.17% | |
| 42 | MYCG | State Street My2027 Corporat | ETF-Other | 0.75% | -0.01% | +7.68% | |
| 43 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.73% | -0.10% | -0.99% | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.70% | -0.06% | -14.04% | |
| 45 | AMT | American Tower CORP | Stock-Real Estate | 0.68% | -0.09% | +0.84% | |
| 46 | FAF | First American Financial | Stock-Financials | 0.66% | +0.03% | -12.90% | |
| 47 | APH | Amphenol Corp-cl A | Stock-Tech | 0.65% | +0.21% | -8.82% | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.64% | +0.01% | — | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | -0.11% | — | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.62% | -0.12% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | +1.5% | +48.35% | Add |
| 2 | VIG | Vanguard Dividend Apprec ETF | +0.8% | +58.74% | Add |
| 3 | SCHA | Schwab US Small-cap ETF | +0.5% | +33.05% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.2% | -8.06% | Trim |
| 5 | IAU | Ishares Gold Trust | 0% | +4.11% | Add |
| 6 | RGLD | Royal Gold Inc | 0% | +6.42% | Add |
| 7 | NEE | Nextera Energy Inc | 0% | +2.39% | Add |
| 8 | COST | Costco Wholesale CORP | — | -3.69% | Trim |
| 9 | FNV | Franco-nevada CORP | — | -6.08% | Trim |
| 10 | DUK | Duke Energy CORP | — | +0.41% | Add |
| 11 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 12 | MYCG | State Street My2027 Corporat | 0% | +7.68% | Add |
| 13 | SIVR | Abrdn Physical Silver Shares | 0% | +1.28% | Add |
| 14 | AWK | American Water Works Co Inc | 0% | — | Unchanged |
| 15 | VNQ | Vanguard Real Estate ETF | 0% | +3.54% | Add |
| 16 | DFEM | Dimensional Emrg Mrkt Core | 0% | +2.56% | Add |
| 17 | ADI | Analog Devices Inc | 0% | -9.89% | Trim |
| 18 | JNJ | Johnson & Johnson | -0.1% | -8.98% | Trim |
| 19 | VIGI | Vanguard Int Div App Indx Fd | -0.1% | +11.10% | Add |
| 20 | TXN | Texas Instruments Inc | -0.1% | -12.60% | Trim |
| 21 | GOOG | Alphabet Inc-cl C | -0.1% | +8.21% | Add |
| 22 | MCD | Mcdonald's CORP | -0.1% | — | Unchanged |
| 23 | SCHO | Schwab Short-term US Treas | -0.1% | +3.17% | Add |
| 24 | DFIP | Dimensional Inflation-protec | -0.1% | -2.63% | Trim |
| 25 | LHX | L3harris Technologies Inc | -0.1% | -12.07% | Trim |
| 26 | WMT | Walmart Inc | -0.1% | -7.37% | Trim |
| 27 | AMT | American Tower CORP | -0.1% | +0.84% | Add |
| 28 | DFSD | Dimensional Short Duration | -0.1% | +3.86% | Add |
| 29 | WM | Waste Management Inc | -0.1% | -9.99% | Trim |
| 30 | KO | Coca-cola Co/the | -0.1% | -12.25% | Trim |
| 31 | WEC | Wec Energy Group Inc | -0.1% | -7.42% | Trim |
| 32 | BSCQ | Invesco Bulletshares 2026 Cb | -0.1% | -0.99% | Trim |
| 33 | VO | Vanguard Mid-cap ETF | -0.1% | +5.66% | Add |
| 34 | TSLA | Tesla Inc | -0.1% | +7.00% | Add |
| 35 | BSCR | Invesco Bulletshares 2027 Cb | -0.1% | +3.60% | Add |
| 36 | AMGN | Amgen Inc | -0.1% | -11.89% | Trim |
| 37 | MOAT | Vaneck Morningstar Wide Moat | -0.1% | +5.27% | Add |
| 38 | NFLX | Netflix Inc | -0.1% | +1.78% | Add |
| 39 | WTRG | Essential Utilities Inc | -0.1% | -5.07% | Trim |
| 40 | VGIT | Vanguard Intermediate-term T | -0.1% | +4.05% | Add |
| 41 | SBUX | Starbucks CORP | -0.1% | -9.66% | Trim |
| 42 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -17.53% | Trim |
| 43 | ECL | Ecolab Inc | -0.2% | -8.57% | Trim |
| 44 | IAGG | Ishares Intl Aggregate Bond | -0.2% | +4.37% | Add |
| 45 | RPM | Rpm International Inc | -0.2% | -11.61% | Trim |
| 46 | XYL | Xylem Inc | -0.2% | -6.42% | Trim |
| 47 | TJX | Tjx Companies Inc | -0.2% | -14.04% | Trim |
| 48 | TOST | Toast Inc-class A | -0.2% | — | Unchanged |
| 49 | ZTS | Zoetis Inc | -0.2% | -19.46% | Trim |
| 50 | APH | Amphenol Corp-cl A | -0.2% | -8.82% | Trim |
According to official SEC Form 13F filings, Blossom Wealth Management reported a total U.S. public equity portfolio value of $71.0M across 74 disclosed positions in Q1 2026.
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 29.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
ZFEB
市值: $2.2M
Top Position Liquidated / Trimmed
ACN
前期市值: $309.9K
During Q1 2026, Blossom Wealth Management's top holdings by market value included NVDA (15.5%)、SCHF (5.6%)、AAPL (4.2%). The largest single position, NVDA, represented 15.5% of total portfolio value.
In Q1 2026, Blossom Wealth Management made 78 total portfolio adjustments, initiating 9 new buys, adding to 27 positions, trimming 34 holdings, and fully liquidating 8 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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