Blossom Wealth Management

Est. AUM

$67.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$10.5M	59966	15.51%	SOLE
2	SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.8M	153471	5.63%	SOLE
3	APPLE INC	COM	$2.8M	11121	4.19%	SOLE
4	INNOVATOR ETFS TRUST	EQUITY DEF PROTN	$2.2M	84787	3.19%	SOLE
5	SCHWAB STRATEGIC TR	US SML CAP ETF	$2.0M	69117	2.98%	SOLE
6	SCHWAB STRATEGIC TR	US AGGREGATE B	$1.9M	83551	2.88%	SOLE
7	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.9M	8880	2.83%	SOLE
8	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.8M	3039	2.69%	SOLE
9	ISHARES TR	CORE INTL AGGR	$1.7M	34773	2.58%	SOLE
10	ISHARES GOLD TR	ISHARES NEW	$1.6M	18443	2.41%	SOLE
11	SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.6M	64166	2.39%	SOLE
12	SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.5M	50093	2.27%	SOLE
13	MICROSOFT CORP	COM	$1.3M	3609	1.98%	SOLE
14	NETFLIX INC.	COM	$1.1M	11664	1.66%	SOLE
15	VANGUARD INDEX FDS	MID CAP ETF	$1.1M	3847	1.64%	SOLE
16	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.1M	27468	1.63%	SOLE
17	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.1M	18124	1.60%	SOLE
18	AMAZON COM INC	COM	$1.0M	5011	1.55%	SOLE
19	JOHNSON & JOHNSON	COM	$962K	3935	1.43%	SOLE
20	DIMENSIONAL ETF TRUST	SHORT DURATION F	$920K	19219	1.36%	SOLE
21	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$881K	44908	1.31%	SOLE
22	VANGUARD WHITEHALL FDS	INTL DVD ETF	$872K	9852	1.29%	SOLE
23	EXXON MOBIL CORP	COM	$871K	5136	1.29%	SOLE
24	INTERNATIONAL BUSINESS MACHS	COM	$818K	3376	1.21%	SOLE
25	VISA INC	COM CL A	$815K	2695	1.21%	SOLE
26	L3HARRIS TECHNOLOGIES INC	COM	$772K	2237	1.15%	SOLE
27	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$742K	21474	1.10%	SOLE
28	COSTCO WHOLESALE CORPORATION	COM	$728K	731	1.08%	SOLE
29	WALMART INC	COM	$688K	5534	1.02%	SOLE
30	BANK AMERICA CORP	COM	$657K	13478	0.97%	SOLE
31	FRANCO NEV CORP	COM	$649K	2626	0.96%	SOLE
32	ALPHABET INC	CAP STK CL A	$628K	2184	0.93%	SOLE
33	WEC ENERGY GROUP INC	COM	$626K	5406	0.93%	SOLE
34	HOME DEPOT INC	COM	$619K	1883	0.92%	SOLE
35	ESSENTIAL UTILS INC	COM	$607K	15069	0.90%	SOLE
36	ANALOG DEVICES INC	COM	$565K	1777	0.84%	SOLE
37	STARBUCKS CORP	COM	$540K	6029	0.80%	SOLE
38	ECOLAB INC	COM	$539K	2028	0.80%	SOLE
39	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$533K	16186	0.79%	SOLE
40	VANECK ETF TRUST	MRNGSTR WDE MOAT	$531K	5491	0.79%	SOLE
41	SCHWAB STRATEGIC TR	SHT TM US TRES	$508K	20929	0.75%	SOLE
42	SSGA ACTIVE TR	STATE STREET MY	$503K	20125	0.75%	SOLE
43	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$490K	25075	0.73%	SOLE
44	TJX COS INC NEW	COM	$474K	2970	0.70%	SOLE
45	AMERICAN TOWER CORP	COM	$458K	2656	0.68%	SOLE
46	FIRST AMERN FINL CORP	COM	$446K	7395	0.66%	SOLE
47	AMPHENOL CORP	CL A	$441K	3494	0.65%	SOLE
48	VANGUARD INDEX FDS	MCAP VL IDXVIP	$431K	2339	0.64%	SOLE
49	MCDONALDS CORP	COM	$426K	1370	0.63%	SOLE
50	SPDR GOLD TR	GOLD SHS	$417K	969	0.62%	SOLE

1–50 of 74

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.