Filed: 1/16/2026ACC: 0001839735-26-000001
📋 What this filing means
BLOSSOM WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $60.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$60.58M
Total AUM (reported)
806.07K
Total Shares
Allocation by class
COM$35.31M58.3%
INTL EQTY ETF$2.49M4.1%
US AGGREGATE B$1.88M3.1%
CORE INTL AGGR$1.67M2.8%
US BRD MKT ETF$1.62M2.7%
US SML CAP ETF$1.48M2.4%
CL A$1.48M2.4%
Portfolio Concentration
Top 3$16.70M27.6%
4–10$11.16M18.4%
11–25$13.53M22.3%
Rest$19.19M31.7%
Top 3 weight
27.6%
Top 10 weight
46.0%
Voting Authority Distribution
Total shares with voting rights: 806.07K
Sole
Full voting authority
806.07K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole73
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings73
Rows:
NVIDIA CORPORATION
SOLEShares60.07K
TypeSH
Market value$11.20M
18.49%
Sole
60.07K
Shared
0.00
None
0.00
APPLE INC
SOLEShares11.06K
TypeSH
Market value$3.01M
4.97%
Sole
11.06K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares103.45K
TypeSH
Market value$2.49M
4.11%
Sole
103.45K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares80.33K
TypeSH
Market value$1.88M
3.10%
Sole
80.33K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.82K
TypeSH
Market value$1.85M
3.05%
Sole
3.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares33.32K
TypeSH
Market value$1.67M
2.75%
Sole
33.32K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares61.80K
TypeSH
Market value$1.62M
2.68%
Sole
61.80K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares51.95K
TypeSH
Market value$1.48M
2.44%
Sole
51.95K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares17.71K
TypeSH
Market value$1.44M
2.37%
Sole
17.71K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares5.59K
TypeSH
Market value$1.23M
2.03%
Sole
5.59K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares5K
TypeSH
Market value$1.15M
1.91%
Sole
5K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares11.46K
TypeSH
Market value$1.07M
1.77%
Sole
11.46K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.64K
TypeSH
Market value$1.06M
1.74%
Sole
3.64K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares3.53K
TypeSH
Market value$1.05M
1.72%
Sole
3.53K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares17.42K
TypeSH
Market value$1.04M
1.72%
Sole
17.42K
Shared
0.00
None
0.00
VISA INC
SOLEShares2.81K
TypeSH
Market value$985.5K
1.63%
Sole
2.81K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares4.32K
TypeSH
Market value$894.6K
1.48%
Sole
4.32K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares18.50K
TypeSH
Market value$887.3K
1.46%
Sole
18.50K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares15.63K
TypeSH
Market value$859.8K
1.42%
Sole
15.63K
Shared
0.00
None
0.00
INVESCO EXCH TRD SLF IDX FD
SOLEShares43.35K
TypeSH
Market value$855.7K
1.41%
Sole
43.35K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares8.87K
TypeSH
Market value$811.0K
1.34%
Sole
8.87K
Shared
0.00
None
0.00
L3HARRIS TECHNOLOGIES INC
SOLEShares2.54K
TypeSH
Market value$746.9K
1.23%
Sole
2.54K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares2.10K
TypeSH
Market value$722.3K
1.19%
Sole
2.10K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.25K
TypeSH
Market value$703.0K
1.16%
Sole
2.25K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares20.94K
TypeSH
Market value$692.6K
1.14%
Sole
20.94K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 60.07K | SH | $11.20M 18.49% | 60.07K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 11.06K | SH | $3.01M 4.97% | 11.06K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 103.45K | SH | $2.49M 4.11% | 103.45K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 80.33K | SH | $1.88M 3.10% | 80.33K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.82K | SH | $1.85M 3.05% | 3.82K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE INTL AGGR | 33.32K | SH | $1.67M 2.75% | 33.32K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 61.80K | SH | $1.62M 2.68% | 61.80K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 51.95K | SH | $1.48M 2.44% | 51.95K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 17.71K | SH | $1.44M 2.37% | 17.71K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 5.59K | SH | $1.23M 2.03% | 5.59K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5K | SH | $1.15M 1.91% | 5K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 11.46K | SH | $1.07M 1.77% | 11.46K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 3.64K | SH | $1.06M 1.74% | 3.64K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 3.53K | SH | $1.05M 1.72% | 3.53K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 17.42K | SH | $1.04M 1.72% | 17.42K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 2.81K | SH | $985.5K 1.63% | 2.81K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 4.32K | SH | $894.6K 1.48% | 4.32K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 18.50K | SH | $887.3K 1.46% | 18.50K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 15.63K | SH | $859.8K 1.42% | 15.63K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2027 CB | 43.35K | SH | $855.7K 1.41% | 43.35K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 8.87K | SH | $811.0K 1.34% | 8.87K | 0.00 | 0.00 |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 2.54K | SH | $746.9K 1.23% | 2.54K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 2.10K | SH | $722.3K 1.19% | 2.10K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.25K | SH | $703.0K 1.16% | 2.25K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 20.94K | SH | $692.6K 1.14% | 20.94K | 0.00 | 0.00 |
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