Blossom Wealth Management Portfolio Holdings

Blossom Wealth Management

  • $56.2 Million
  • Q2 2025

Blossom Wealth Management has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $56.2 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $9.53M, Schwab Strategic Tr Intl Eqty with a value of $2.32M, Apple Inc. with a value of $2.28M, Microsoft Corp with a value of $1.96M, and Schwab Us Aggregate Bond ETF with a value of $1.87M.

Examining the 13F form we can see an increase of $6.57M in the current position value, from $49.6M to 56.2M.

Below you can find more details about Blossom Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $56.2 Million
ETFs: $19.8 Million
Technology: $17.5 Million
Consumer Cyclical: $3.32 Million
Utilities: $2.2 Million
Healthcare: $2.2 Million
Financial Services: $2.19 Million
Communication Services: $2.18 Million
Consumer Defensive: $1.96 Million
Other: $4.82 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$416B
$9.53 Million 16.95% of portfolio
60,302
Q2 2025 Reduced 3.19%
$3.45T
$2.28 Million 4.06% of portfolio
11,125
Q2 2025 Added 1.64%
$3.77T
$1.96 Million 3.48% of portfolio
3,935
Q2 2025 Added 0.59%
$530B
$1.53 Million 2.73% of portfolio
1,146
Q1 2025 Reduced 8.17%
$253B
$1.1 Million 1.95% of portfolio
3,726
Q2 2025 Reduced 4.73%
$2.32T
$1.08 Million 1.93% of portfolio
4,932
Q2 2025 Reduced 1.56%
$575B
$1.01 Million 1.8% of portfolio
2,848
Q2 2025 Added 1.42%
$380B
$793,000 1.41% of portfolio
2,164
Q2 2025 Added 1.93%
$417B
$755,000 1.34% of portfolio
763
Q2 2025 Added 2.42%
$383B
$721,000 1.28% of portfolio
15,257
Q2 2025 Added 3.85%
$34.7B
$661,000 1.18% of portfolio
6,349
Q2 2025 Reduced 3.05%
$9.97B
$656,000 1.17% of portfolio
17,685
Q2 2025 Added 0.4%
$50.6B
$641,000 1.14% of portfolio
2,559
Q2 2025 Added 0.59%
$452B
$635,000 1.13% of portfolio
5,898
Q2 2025 Reduced 0.92%
$111B
$616,000 1.1% of portfolio
6,729
Q2 2025 Added 3.38%
$260B
$607,000 1.08% of portfolio
6,214
Q2 2025 Added 0.16%
$108B
$574,000 1.02% of portfolio
2,601
Q2 2025 Added 1.76%
$30.8B
$471,000 0.84% of portfolio
2,878
Q2 2025 Added 1.23%
$14.4B
$467,000 0.83% of portfolio
4,253
Q2 2025 Added 2.66%
$70.8B
$463,000 0.82% of portfolio
2,971
Q2 2025 Added 10.08%
$5.96B
$460,000 0.82% of portfolio
7,505
Q2 2025 Added 5.11%
$121B
$461,000 0.82% of portfolio
1,939
Q2 2025 Added 1.47%
$126B
$439,000 0.78% of portfolio
1,426
Q2 2025 Added 3.63%
$146B
$431,000 0.77% of portfolio
3,495
Q2 2025 Added 3.56%
$439B
$421,000 0.75% of portfolio
2,757
Q2 2025 Added 7.4%
$177B
$419,000 0.75% of portfolio
2,634
Q2 2025 Added 3.33%
$1.14T
$413,000 0.73% of portfolio
2,346
Q1 2025 Reduced 23.23%
$220B
$400,000 0.71% of portfolio
1,370
Q1 2024 Reduced 10.92%
$67.5B
$388,000 0.69% of portfolio
999
Q2 2025 Added 84.32%
$23.6B
$386,000 0.69% of portfolio
2,990
Q2 2025 Added 4.25%
$60.5B
$386,000 0.69% of portfolio
3,917
Q2 2025 Added 5.24%
$164B
$382,000 0.68% of portfolio
1,370
Q2 2025 Added 23.42%
$301B
$369,000 0.66% of portfolio
5,225
Q2 2025 Added 4.29%
$93.2B
$366,000 0.65% of portfolio
1,602
Q2 2025 Added 3.89%
$181B
$325,000 0.58% of portfolio
1,089
Q2 2025 Added 14.87%
$152B
$310,000 0.55% of portfolio
4,475
Q2 2025 Reduced 2.19%
$177B
$303,000 0.54% of portfolio
1,560
Q2 2025 Added 24.11%
$40.1B
$287,000 0.51% of portfolio
1,000
Q3 2024 Reduced 33.33%
$93B
$288,000 0.51% of portfolio
2,445
Q2 2025 Reduced 10.6%
$26.3B
$287,000 0.51% of portfolio
2,070
Q2 2025 Reduced 5.48%
$194B
$287,000 0.51% of portfolio
280
Q1 2024 New
$51.7B
$258,000 0.46% of portfolio
1,498
Q2 2025 Added 6.54%
$1.58T
$235,000 0.42% of portfolio
319
Q2 2025 New
$182B
$236,000 0.42% of portfolio
2,531
Q2 2025 New
$10.4B
$237,000 0.42% of portfolio
1,333
Q2 2025 Reduced 0.07%
$30.2B
$228,000 0.41% of portfolio
4,410
Q2 2021 New
$264B
$222,000 0.4% of portfolio
815
Q2 2025 Added 1.49%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $56.2 Million
  • Prior Value $49.6 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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