Universe · entity

Blossom Wealth Management

Institutional manager (13F) · CIK 1839735
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $60M
#IssuerValueShares
1NVIDIA CORPORATION$10M59,966
2SCHWAB STRATEGIC TR$4M153,471
3APPLE INC$3M11,121
4INNOVATOR ETFS TRUST$2M84,787
5SCHWAB STRATEGIC TR$2M69,117
6SCHWAB STRATEGIC TR$2M83,551
7VANGUARD SPECIALIZED FUNDS$2M8,880
8VANGUARD INDEX FDS$2M3,039
9ISHARES TR$2M34,773
10ISHARES GOLD TR$2M18,443
11SCHWAB STRATEGIC TR$2M64,166
12SCHWAB STRATEGIC TR$2M50,093
13MICROSOFT CORP$1M3,609
14NETFLIX INC.$1M11,664
15VANGUARD INDEX FDS$1M3,847
16INNOVATOR ETFS TRUST$1M27,468
17VANGUARD SCOTTSDALE FDS$1M18,124
18AMAZON COM INC$1M5,011
19JOHNSON & JOHNSON$962k3,935
20DIMENSIONAL ETF TRUST$920k19,219
21INVESCO EXCH TRD SLF IDX FD$881k44,908
22VANGUARD WHITEHALL FDS$872k9,852
23EXXON MOBIL CORP$871k5,136
24INTERNATIONAL BUSINESS MACHS$818k3,376
25VISA INC$815k2,695
26L3HARRIS TECHNOLOGIES INC$772k2,237
27DIMENSIONAL ETF TRUST$742k21,474
28COSTCO WHOLESALE CORPORATION$728k731
29WALMART INC$688k5,534
30BANK AMERICA CORP$657k13,478
31FRANCO NEV CORP$649k2,626
32ALPHABET INC$628k2,184
33WEC ENERGY GROUP INC$626k5,406
34HOME DEPOT INC$619k1,883
35ESSENTIAL UTILS INC$607k15,069
36ANALOG DEVICES INC$565k1,777
37STARBUCKS CORP$540k6,029
38ECOLAB INC$539k2,028
39SCHWAB STRATEGIC TR$533k16,186
40VANECK ETF TRUST$531k5,491
41SCHWAB STRATEGIC TR$508k20,929
42SSGA ACTIVE TR$503k20,125
43INVESCO EXCH TRD SLF IDX FD$490k25,075
44TJX COS INC NEW$474k2,970
45AMERICAN TOWER CORP$458k2,656
46FIRST AMERN FINL CORP$446k7,395
47AMPHENOL CORP$441k3,494
48VANGUARD INDEX FDS$431k2,339
49MCDONALDS CORP$426k1,370
50SPDR GOLD TR$417k969
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.