Blossom Wealth Management Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Blossom Wealth Management disclosed 72 stock positions valued at approximately $70.97M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, SCHWAB STRATEGIC TR, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 72
- Portfolio Value
- $70.97M
Holdings by Sector
Blossom Wealth Management Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 16.34% | 57,967 | -1,999 | -3.33% | $11,598,715 |
| SCHWAB STRATEGIC TR | SCHF | Other | 6.01% | 154,092 | +621 | +0.40% | $4,268,359 |
| APPLE INC | AAPL | Technology | 4.53% | 11,109 | -12 | -0.11% | $3,214,360 |
| SCHWAB STRATEGIC TR | SCHA | Other | 3.51% | 68,872 | -245 | -0.35% | $2,488,353 |
| INNOVATOR ETFS TRUST | ZFEB | Other | 3.10% | 84,787 | - | - | $2,203,190 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 3.04% | 9,108 | +228 | +2.57% | $2,155,135 |
| VANGUARD INDEX FDS | VOO | Other | 2.94% | 3,039 | - | - | $2,086,903 |
| SCHWAB STRATEGIC TR | SCHB | Other | 2.64% | 64,580 | +414 | +0.65% | $1,870,250 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 2.51% | 77,147 | -6,404 | -7.66% | $1,784,414 |
| SCHWAB STRATEGIC TR | SCHV | Other | 2.46% | 50,093 | - | - | $1,743,737 |
| ISHARES TR | IAGG | Other | 2.34% | 32,824 | -1,949 | -5.60% | $1,660,884 |
| ISHARES GOLD TR | IAU | Other | 2.01% | 18,846 | +403 | +2.19% | $1,423,061 |
| MICROSOFT CORP | MSFT | Technology | 1.88% | 3,572 | -37 | -1.03% | $1,332,447 |
| VANGUARD INDEX FDS | VO | Other | 1.74% | 15,283 | +11,436 | +297.27% | $1,231,351 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.68% | 5,007 | -4 | -0.08% | $1,193,312 |
| INNOVATOR ETFS TRUST | PFEB | Other | 1.67% | 27,468 | - | - | $1,182,772 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 1.46% | 17,537 | -587 | -3.24% | $1,034,620 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.38% | 3,855 | -80 | -2.03% | $979,123 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 1.35% | 10,278 | +426 | +4.32% | $959,775 |
| VISA INC | V | Financial Services | 1.31% | 2,714 | +19 | +0.71% | $931,206 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 1.30% | 3,270 | -106 | -3.14% | $919,562 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.29% | 22,508 | +1,034 | +4.82% | $914,711 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | Other | 1.28% | 46,224 | +1,316 | +2.93% | $906,684 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 1.26% | 18,757 | -462 | -2.40% | $895,647 |
| NETFLIX INC. | NFLX | Communication Services | 1.20% | 11,920 | +256 | +2.19% | $851,079 |
| ALPHABET INC | GOOGL | Communication Services | 1.10% | 2,183 | -1 | -0.05% | $780,139 |
| BANK OF AMER CORP | BAC | Financial Services | 1.04% | 13,005 | -473 | -3.51% | $741,042 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.98% | 743 | +12 | +1.64% | $694,958 |
| ANALOG DEVICES INC | ADI | Technology | 0.96% | 1,719 | -58 | -3.26% | $682,735 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.93% | 1,881 | -2 | -0.11% | $663,467 |
Showing 30 of 72 holdings in the latest reporting period.