Blossom Wealth Management 13F Holdings · Q2 2026
Blossom Wealth Management reported 72 securities worth $70.97M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (16.34%), SCHF (6.01%), AAPL (4.53%). Among its top 25 positions this quarter: 10 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $11.6M | 16.34% | 57,967 | Trimmed |
| 2 | SCHF | SCHWAB STRATEGIC TR | $4.3M | 6.01% | 154,092 | Added |
| 3 | AAPL | APPLE INC | $3.2M | 4.53% | 11,109 | Trimmed |
| 4 | SCHA | SCHWAB STRATEGIC TR | $2.5M | 3.51% | 68,872 | Trimmed |
| 5 | ZFEB | INNOVATOR ETFS TRUST | $2.2M | 3.10% | 84,787 | Hold |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $2.2M | 3.04% | 9,108 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $2.1M | 2.94% | 3,039 | Hold |
| 8 | SCHB | SCHWAB STRATEGIC TR | $1.9M | 2.64% | 64,580 | Added |
| 9 | SCHZ | SCHWAB STRATEGIC TR | $1.8M | 2.51% | 77,147 | Trimmed |
| 10 | SCHV | SCHWAB STRATEGIC TR | $1.7M | 2.46% | 50,093 | Hold |
| 11 | IAGG | ISHARES TR | $1.7M | 2.34% | 32,824 | Trimmed |
| 12 | IAU | ISHARES GOLD TR | $1.4M | 2.01% | 18,846 | Added |
| 13 | MSFT | MICROSOFT CORP | $1.3M | 1.88% | 3,572 | Trimmed |
| 14 | VO | VANGUARD INDEX FDS | $1.2M | 1.74% | 15,283 | Added |
| 15 | AMZN | AMAZON COM INC | $1.2M | 1.68% | 5,007 | Trimmed |
| 16 | PFEB | INNOVATOR ETFS TRUST | $1.2M | 1.67% | 27,468 | Hold |
| 17 | VGIT | VANGUARD SCOTTSDALE FDS | $1.0M | 1.46% | 17,537 | Trimmed |
| 18 | JNJ | JOHNSON & JOHNSON | $979,123 | 1.38% | 3,855 | Trimmed |
| 19 | VIGI | VANGUARD WHITEHALL FDS | $959,775 | 1.35% | 10,278 | Added |
| 20 | V | VISA INC | $931,206 | 1.31% | 2,714 | Added |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | $919,562 | 1.30% | 3,270 | Trimmed |
| 22 | DFEM | DIMENSIONAL ETF TRUST | $914,711 | 1.29% | 22,508 | Added |
| 23 | BSCR | INVESCO EXCH TRD SLF IDX FD | $906,684 | 1.28% | 46,224 | Added |
| 24 | DFSD | DIMENSIONAL ETF TRUST | $895,647 | 1.26% | 18,757 | Trimmed |
| 25 | NFLX | NETFLIX INC. | $851,079 | 1.20% | 11,920 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR