Universe · entity
Blossom Wealth Management
Institutional manager (13F) · CIK 1839735
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $60M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $10M | 59,966 |
| 2 | SCHWAB STRATEGIC TR | $4M | 153,471 |
| 3 | APPLE INC | $3M | 11,121 |
| 4 | INNOVATOR ETFS TRUST | $2M | 84,787 |
| 5 | SCHWAB STRATEGIC TR | $2M | 69,117 |
| 6 | SCHWAB STRATEGIC TR | $2M | 83,551 |
| 7 | VANGUARD SPECIALIZED FUNDS | $2M | 8,880 |
| 8 | VANGUARD INDEX FDS | $2M | 3,039 |
| 9 | ISHARES TR | $2M | 34,773 |
| 10 | ISHARES GOLD TR | $2M | 18,443 |
| 11 | SCHWAB STRATEGIC TR | $2M | 64,166 |
| 12 | SCHWAB STRATEGIC TR | $2M | 50,093 |
| 13 | MICROSOFT CORP | $1M | 3,609 |
| 14 | NETFLIX INC. | $1M | 11,664 |
| 15 | VANGUARD INDEX FDS | $1M | 3,847 |
| 16 | INNOVATOR ETFS TRUST | $1M | 27,468 |
| 17 | VANGUARD SCOTTSDALE FDS | $1M | 18,124 |
| 18 | AMAZON COM INC | $1M | 5,011 |
| 19 | JOHNSON & JOHNSON | $962k | 3,935 |
| 20 | DIMENSIONAL ETF TRUST | $920k | 19,219 |
| 21 | INVESCO EXCH TRD SLF IDX FD | $881k | 44,908 |
| 22 | VANGUARD WHITEHALL FDS | $872k | 9,852 |
| 23 | EXXON MOBIL CORP | $871k | 5,136 |
| 24 | INTERNATIONAL BUSINESS MACHS | $818k | 3,376 |
| 25 | VISA INC | $815k | 2,695 |
| 26 | L3HARRIS TECHNOLOGIES INC | $772k | 2,237 |
| 27 | DIMENSIONAL ETF TRUST | $742k | 21,474 |
| 28 | COSTCO WHOLESALE CORPORATION | $728k | 731 |
| 29 | WALMART INC | $688k | 5,534 |
| 30 | BANK AMERICA CORP | $657k | 13,478 |
| 31 | FRANCO NEV CORP | $649k | 2,626 |
| 32 | ALPHABET INC | $628k | 2,184 |
| 33 | WEC ENERGY GROUP INC | $626k | 5,406 |
| 34 | HOME DEPOT INC | $619k | 1,883 |
| 35 | ESSENTIAL UTILS INC | $607k | 15,069 |
| 36 | ANALOG DEVICES INC | $565k | 1,777 |
| 37 | STARBUCKS CORP | $540k | 6,029 |
| 38 | ECOLAB INC | $539k | 2,028 |
| 39 | SCHWAB STRATEGIC TR | $533k | 16,186 |
| 40 | VANECK ETF TRUST | $531k | 5,491 |
| 41 | SCHWAB STRATEGIC TR | $508k | 20,929 |
| 42 | SSGA ACTIVE TR | $503k | 20,125 |
| 43 | INVESCO EXCH TRD SLF IDX FD | $490k | 25,075 |
| 44 | TJX COS INC NEW | $474k | 2,970 |
| 45 | AMERICAN TOWER CORP | $458k | 2,656 |
| 46 | FIRST AMERN FINL CORP | $446k | 7,395 |
| 47 | AMPHENOL CORP | $441k | 3,494 |
| 48 | VANGUARD INDEX FDS | $431k | 2,339 |
| 49 | MCDONALDS CORP | $426k | 1,370 |
| 50 | SPDR GOLD TR | $417k | 969 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.