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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$34.5B
$661,000 1.18% of portfolio
6,349
Q2 2025 Reduced 3.05%
$10.2B
$656,000 1.17% of portfolio
17,685
Q2 2025 Added 0.4%
$51.7B
$641,000 1.14% of portfolio
2,559
Q2 2025 Added 0.59%
$108B
$616,000 1.1% of portfolio
6,729
Q2 2025 Added 3.38%
$78.8B
$600,000 1.07% of portfolio
2,228
Q2 2025 Added 2.91%
$95.3B
$574,000 1.02% of portfolio
2,601
Q2 2025 Added 1.76%
$34.1B
$471,000 0.84% of portfolio
2,878
Q2 2025 Added 1.23%
$15.7B
$467,000 0.83% of portfolio
4,253
Q2 2025 Added 2.66%
$70.1B
$463,000 0.82% of portfolio
2,971
Q2 2025 Added 10.08%
$119B
$461,000 0.82% of portfolio
1,939
Q2 2025 Added 1.47%
$124B
$439,000 0.78% of portfolio
1,426
Q2 2025 Added 3.63%
$155B
$431,000 0.77% of portfolio
3,495
Q2 2025 Added 3.56%
$173B
$419,000 0.75% of portfolio
2,634
Q2 2025 Added 3.33%
$70.7B
$388,000 0.69% of portfolio
999
Q2 2025 Added 84.32%
$25.8B
$386,000 0.69% of portfolio
2,990
Q2 2025 Added 4.25%
$66.5B
$386,000 0.69% of portfolio
3,917
Q2 2025 Added 5.24%
$95.6B
$366,000 0.65% of portfolio
1,602
Q2 2025 Added 3.89%
$150B
$325,000 0.58% of portfolio
1,089
Q2 2025 Added 14.87%
$141B
$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%
$38.7B
$287,000 0.51% of portfolio
1,000
Q3 2024 Reduced 33.33%
$95.8B
$288,000 0.51% of portfolio
2,445
Q2 2025 Reduced 10.6%
$25.8B
$287,000 0.51% of portfolio
2,070
Q2 2025 Reduced 5.48%
$172B
$287,000 0.51% of portfolio
280
Q1 2024 New
$55.6B
$258,000 0.46% of portfolio
1,498
Q2 2025 Added 6.54%
$182B
$236,000 0.42% of portfolio
2,531
Q2 2025 New
$11.3B
$237,000 0.42% of portfolio
1,333
Q2 2025 Reduced 0.07%
$29.2B
$228,000 0.41% of portfolio
4,410
Q2 2021 New

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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