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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$427B
$9.53 Million 16.95% of portfolio
60,302
Q2 2025 Reduced 3.19%
$3.41T
$2.28 Million 4.06% of portfolio
11,125
Q2 2025 Added 1.64%
$3.8T
$1.96 Million 3.48% of portfolio
3,935
Q2 2025 Added 0.59%
$549B
$1.53 Million 2.73% of portfolio
1,146
Q1 2025 Reduced 8.17%
$255B
$1.1 Million 1.95% of portfolio
3,726
Q2 2025 Reduced 4.73%
$2.34T
$1.08 Million 1.93% of portfolio
4,932
Q2 2025 Reduced 1.56%
$574B
$1.01 Million 1.8% of portfolio
2,848
Q2 2025 Added 1.42%
$373B
$793,000 1.41% of portfolio
2,164
Q2 2025 Added 1.93%
$419B
$755,000 1.34% of portfolio
763
Q2 2025 Added 2.42%
$381B
$721,000 1.28% of portfolio
15,257
Q2 2025 Added 3.85%
$450B
$635,000 1.13% of portfolio
5,898
Q2 2025 Reduced 0.92%
$260B
$607,000 1.08% of portfolio
6,214
Q2 2025 Added 0.16%
$430B
$421,000 0.75% of portfolio
2,757
Q2 2025 Added 7.4%
$1.07T
$413,000 0.73% of portfolio
2,346
Q1 2025 Reduced 23.23%
$218B
$400,000 0.71% of portfolio
1,370
Q1 2024 Reduced 10.92%
$303B
$369,000 0.66% of portfolio
5,225
Q2 2025 Added 4.29%
$262B
$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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