Filed: 4/29/2026ACC: 0001839735-26-000002
📋 What this filing means
BLOSSOM WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 74 equity positions with a total reported market value of $67.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
74
Positions
$67.41M
Total AUM (reported)
1.06M
Total Shares
Allocation by class
COM$32.49M48.2%
INTL EQTY ETF$3.80M5.6%
EQUITY DEF PROTN$2.15M3.2%
US SML CAP ETF$2.01M3.0%
US AGGREGATE B$1.94M2.9%
DIV APP ETF$1.91M2.8%
S&P 500 ETF SHS$1.82M2.7%
Portfolio Concentration
Top 3$17.08M25.3%
4–10$13.19M19.6%
11–25$16.06M23.8%
Rest$21.07M31.3%
Top 3 weight
25.3%
Top 10 weight
44.9%
Voting Authority Distribution
Total shares with voting rights: 1.06M
Sole
Full voting authority
1.06M
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)
Sole74
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings74
Rows:
NVIDIA CORPORATION
SOLEShares59.97K
TypeSH
Market value$10.46M
15.51%
Sole
59.97K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares153.47K
TypeSH
Market value$3.80M
5.63%
Sole
153.47K
Shared
0.00
None
0.00
APPLE INC
SOLEShares11.12K
TypeSH
Market value$2.82M
4.19%
Sole
11.12K
Shared
0.00
None
0.00
INNOVATOR ETFS TRUST
SOLEShares84.79K
TypeSH
Market value$2.15M
3.19%
Sole
84.79K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares69.12K
TypeSH
Market value$2.01M
2.98%
Sole
69.12K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares83.55K
TypeSH
Market value$1.94M
2.88%
Sole
83.55K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares8.88K
TypeSH
Market value$1.91M
2.83%
Sole
8.88K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.04K
TypeSH
Market value$1.82M
2.69%
Sole
3.04K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares34.77K
TypeSH
Market value$1.74M
2.58%
Sole
34.77K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares18.44K
TypeSH
Market value$1.63M
2.41%
Sole
18.44K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares64.17K
TypeSH
Market value$1.61M
2.39%
Sole
64.17K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares50.09K
TypeSH
Market value$1.53M
2.27%
Sole
50.09K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.61K
TypeSH
Market value$1.34M
1.98%
Sole
3.61K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares11.66K
TypeSH
Market value$1.12M
1.66%
Sole
11.66K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.85K
TypeSH
Market value$1.10M
1.64%
Sole
3.85K
Shared
0.00
None
0.00
INNOVATOR ETFS TRUST
SOLEShares27.47K
TypeSH
Market value$1.10M
1.63%
Sole
27.47K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares18.12K
TypeSH
Market value$1.08M
1.60%
Sole
18.12K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares5.01K
TypeSH
Market value$1.04M
1.55%
Sole
5.01K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares3.94K
TypeSH
Market value$961.9K
1.43%
Sole
3.94K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares19.22K
TypeSH
Market value$920.2K
1.37%
Sole
19.22K
Shared
0.00
None
0.00
INVESCO EXCH TRD SLF IDX FD
SOLEShares44.91K
TypeSH
Market value$881.3K
1.31%
Sole
44.91K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares9.85K
TypeSH
Market value$871.5K
1.29%
Sole
9.85K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares5.14K
TypeSH
Market value$871.4K
1.29%
Sole
5.14K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares3.38K
TypeSH
Market value$818.3K
1.21%
Sole
3.38K
Shared
0.00
None
0.00
VISA INC
SOLEShares2.69K
TypeSH
Market value$814.6K
1.21%
Sole
2.69K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 59.97K | SH | $10.46M 15.51% | 59.97K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 153.47K | SH | $3.80M 5.63% | 153.47K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 11.12K | SH | $2.82M 4.19% | 11.12K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | EQUITY DEF PROTN | 84.79K | SH | $2.15M 3.19% | 84.79K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 69.12K | SH | $2.01M 2.98% | 69.12K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 83.55K | SH | $1.94M 2.88% | 83.55K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 8.88K | SH | $1.91M 2.83% | 8.88K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.04K | SH | $1.82M 2.69% | 3.04K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE INTL AGGR | 34.77K | SH | $1.74M 2.58% | 34.77K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 18.44K | SH | $1.63M 2.41% | 18.44K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 64.17K | SH | $1.61M 2.39% | 64.17K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 50.09K | SH | $1.53M 2.27% | 50.09K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.61K | SH | $1.34M 1.98% | 3.61K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 11.66K | SH | $1.12M 1.66% | 11.66K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 3.85K | SH | $1.10M 1.64% | 3.85K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 27.47K | SH | $1.10M 1.63% | 27.47K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 18.12K | SH | $1.08M 1.60% | 18.12K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.01K | SH | $1.04M 1.55% | 5.01K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 3.94K | SH | $961.9K 1.43% | 3.94K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 19.22K | SH | $920.2K 1.37% | 19.22K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2027 CB | 44.91K | SH | $881.3K 1.31% | 44.91K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 9.85K | SH | $871.5K 1.29% | 9.85K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 5.14K | SH | $871.4K 1.29% | 5.14K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 3.38K | SH | $818.3K 1.21% | 3.38K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 2.69K | SH | $814.6K 1.21% | 2.69K | 0.00 | 0.00 |
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