Blossom Wealth Management Portfolio Holdings

Blossom Wealth Management

  • $61.6 Million
  • Q3 2025

Blossom Wealth Management has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $61.6 Million distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $11.2M, Apple Inc. with a value of $2.83M, Schwab Strategic Tr Intl Eqty with a value of $2.52M, Schwab Us Aggregate Bond ETF with a value of $1.99M, and Microsoft Corp with a value of $1.98M.

Examining the 13F form we can see an increase of $5.43M in the current position value, from $56.2M to 61.6M.

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

Portfolio value $61.6 Million
ETFs: $22 Million
Technology: $19.6 Million
Consumer Cyclical: $3.7 Million
Utilities: $2.4 Million
Financial Services: $2.33 Million
Healthcare: $2.28 Million
Communication Services: $2.17 Million
Basic Materials: $2.03 Million
Other: $5.1 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$55.3B
$780,000 1.27% of portfolio
2,554
Q3 2025 Reduced 0.2%
$35.2B
$737,000 1.2% of portfolio
6,439
Q3 2025 Added 1.42%
$10.2B
$708,000 1.15% of portfolio
17,760
Q3 2025 Added 0.42%
$35.8B
$648,000 1.05% of portfolio
2,911
Q3 2025 Added 1.15%
$73.1B
$610,000 0.99% of portfolio
2,228
Q2 2025 Added 2.91%
$92.8B
$568,000 0.92% of portfolio
6,724
Q3 2025 Reduced 0.07%
$14.1B
$503,000 0.82% of portfolio
4,273
Q3 2025 Added 0.47%
$83.3B
$508,000 0.82% of portfolio
2,645
Q3 2025 Added 1.69%
$163B
$497,000 0.81% of portfolio
3,445
Q3 2025 Reduced 1.43%
$120B
$478,000 0.78% of portfolio
1,947
Q3 2025 Added 0.41%
$82.9B
$483,000 0.78% of portfolio
3,907
Q3 2025 Reduced 0.26%
$27.2B
$441,000 0.72% of portfolio
2,990
Q2 2025 Added 4.25%
$67.5B
$431,000 0.7% of portfolio
2,951
Q3 2025 Reduced 0.67%
$108B
$418,000 0.68% of portfolio
1,426
Q2 2025 Added 3.63%
$160B
$394,000 0.64% of portfolio
1,397
Q3 2025 Added 1.97%
$51B
$357,000 0.58% of portfolio
1,911
Q3 2025 Added 27.57%
$160B
$349,000 0.57% of portfolio
4,625
Q3 2025 Added 3.35%
$95.7B
$313,000 0.51% of portfolio
2,530
Q3 2025 Added 3.48%
$177B
$303,000 0.49% of portfolio
1,560
Q2 2025 Added 24.11%
$23.3B
$297,000 0.48% of portfolio
2,135
Q3 2025 Added 3.14%
$40.9B
$297,000 0.48% of portfolio
1,000
Q3 2024 Reduced 33.33%
$158B
$271,000 0.44% of portfolio
1,102
Q3 2025 Added 1.19%
$11.5B
$273,000 0.44% of portfolio
1,366
Q3 2025 Added 2.48%
$186B
$257,000 0.42% of portfolio
280
Q1 2024 New
$191B
$247,000 0.4% of portfolio
2,531
Q2 2025 New
$27.7B
$222,000 0.36% of portfolio
4,410
Q2 2021 New

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $61.6 Million
  • Prior Value $56.2 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
Track This Portfolio

Track Blossom Wealth Management Portfolio

Follow Blossom Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blossom Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Blossom Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email