Blossom Wealth Management
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Blossom Wealth Management reported 70 stock positions worth $56.4 million. Its top holding was Nvidia (NVDA) at 16.9% of the portfolio, followed by Schwab Intl Equity ETF (SCHF, 4.1%) and Apple (AAPL, 4.0%). Compared with Q1 2025, it opened 3 new positions, sold out of 2, added to 49 and reduced 12. The biggest buy was Microsoft (MSFT, shares +1%) and the biggest sale an exit from Pfizer (PFE).
- Most Recent 13F
- Q2 2026
- Location
- SAN RAMON, CA, CA
- CIK
- 0001839735
- Portfolio Value
- $56.4M (Q2 2025)
- SEC Filing
- 0001085146-25-003910 ↗ filed Jul 17, 2025
Holdings Value
Holdings 70 stocks · $56.4M
| NVDA Nvidia Corp. | 16.88% | 60,302 | $9.5M | Reduce -3.2% |
| SCHF Schwab Intl Equity ETF | 4.12% | 105,160 | $2.3M | Add +2.5% |
| AAPL Apple Inc. | 4.05% | 11,125 | $2.3M | Add +1.6% |
| MSFT Microsoft Corp. | 3.47% | 3,935 | $2.0M | Add +0.6% |
| SCHZ Schwab US Aggregate Bond ETF | 3.32% | 80,700 | $1.9M | Add +10.7% |
| SCHB Schwab US Broad Market ETF | 2.87% | 68,052 | $1.6M | Add +2.2% |
| BSCP Invesco Bulletshares 2025 CB | 2.86% | 78,114 | $1.6M | Add +3.9% |
| NFLX Netflix Inc. | 2.72% | 1,146 | $1.5M | No change |
| IAGG iShares Intl Aggregate Bond | 2.71% | 29,902 | $1.5M | Add +14.4% |
| IAU iShares Gold Trust | 2.40% | 21,715 | $1.4M | Add +3.2% |
| SCHA Schwab US Small-Cap ETF | 2.30% | 51,388 | $1.3M | Add +4.7% |
| VIG Vanguard Dividend Apprec ETF | 2.00% | 5,527 | $1.1M | Add +3.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.95% | 3,726 | $1.1M | Reduce -4.7% |
| AMZN Amazon.com Inc. | 1.92% | 4,932 | $1.1M | Reduce -1.6% |
| VGIT Vanguard Intermediate-Term T | 1.82% | 17,204 | $1.0M | Add +13.7% |
| V Visa Inc. Class A | 1.79% | 2,848 | $1.0M | Add +1.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.69% | 3,401 | $952K | Add +4.4% |
| DFSD Dimensional Short Duration | 1.50% | 17,668 | $848K | Add +9.2% |
| HD Home Depot Inc. | 1.41% | 2,164 | $793K | Add +1.9% |
| COST Costco Wholesale Corp. | 1.34% | 763 | $755K | Add +2.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.28% | 15,257 | $722K | Add +3.9% |
| WEC WEC Energy Group Inc. | 1.17% | 6,349 | $662K | Reduce -3.0% |
| WTRG Essential Utilities Inc. | 1.16% | 17,685 | $657K | Add +0.4% |
| LHX L3HARRIS Technologies Inc. | 1.14% | 2,559 | $642K | Add +0.6% |
| XOM Exxon Mobil Corp. | 1.13% | 5,898 | $636K | Reduce -0.9% |
| DFEM Dimensional Emrg MRKT Core | 1.10% | 20,878 | $620K | Add +4.6% |
| SBUX Starbucks Corp. | 1.09% | 6,729 | $617K | Add +3.4% |
| WMT Walmart Inc. | 1.08% | 6,214 | $608K | Add +0.2% |
| ECL Ecolab Inc. | 1.06% | 2,228 | $600K | Add +2.9% |
| AMT American Tower Corp. | 1.02% | 2,601 | $575K | Add +1.8% |
| VIGI Vanguard Int Div App Indx FD | 0.98% | 6,121 | $552K | Add +4.2% |
| SCHO Schwab Short-Term US Treas | 0.92% | 21,337 | $520K | Add +4.2% |
| BSCQ Invesco Bulletshares 2026 CB | 0.89% | 25,725 | $502K | Reduce -2.8% |
| MOAT Vaneck Morningstar Wide Moat | 0.84% | 5,063 | $475K | Add +6.2% |
| FNV Franco-Nevada Corp. | 0.84% | 2,878 | $472K | Add +1.2% |
| RPM RPM International Inc. | 0.83% | 4,253 | $467K | Add +2.7% |
| ZTS Zoetis Inc. | 0.82% | 2,971 | $463K | Add +10.1% |
| ADI Analog Devices Inc. | 0.82% | 1,939 | $462K | Add +1.5% |
| FAF First American Financial | 0.82% | 7,505 | $461K | Add +5.1% |
| BSCR Invesco Bulletshares 2027 CB | 0.78% | 22,430 | $441K | Reduce -10.0% |
| ADP Automatic Data Processing | 0.78% | 1,426 | $440K | Add +3.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.76% | 3,495 | $432K | Add +3.6% |
| JNJ Johnson & Johnson | 0.75% | 2,757 | $421K | Add +7.4% |
| QCOM Qualcomm Inc. | 0.74% | 2,634 | $419K | Add +3.3% |
| GOOGL Alphabet Inc. Class A | 0.73% | 2,346 | $413K | No change |
| MCD McDonald's Corp. | 0.71% | 1,370 | $400K | No change |
| ELV Elevance Health Inc. | 0.69% | 999 | $389K | Add +84.3% |
| APH Amphenol Corp. Class A | 0.69% | 3,917 | $387K | Add +5.2% |
| XYL Xylem Inc. | 0.69% | 2,990 | $387K | Add +4.3% |
| AMGN Amgen Inc. | 0.68% | 1,370 | $383K | Add +23.4% |
| KO The Coca-Cola Co. | 0.66% | 5,225 | $370K | Add +4.3% |
| WM Waste Management Inc. | 0.65% | 1,602 | $367K | Add +3.9% |
| VNQ Vanguard Real Estate ETF | 0.58% | 3,680 | $328K | Add +0.6% |
| ACN Accenture PLC Class A | 0.58% | 1,089 | $325K | Add +14.9% |
| DFIP Dimensional Inflation-Protec | 0.57% | 7,753 | $324K | Add +12.6% |
| TXN Texas Instruments Inc. | 0.57% | 1,560 | $324K | Add +24.1% |
| NEE Nextera Energy Inc. | 0.55% | 4,475 | $311K | Reduce -2.2% |
| DUK Duke Energy Corp. | 0.51% | 2,445 | $289K | Reduce -10.6% |
| VEEV Veeva Systems Inc. Class A | 0.51% | 1,000 | $288K | No change |
| AWK American Water Works Co. Inc. | 0.51% | 2,070 | $288K | Reduce -5.5% |
| NOW ServiceNow Inc. | 0.51% | 280 | $288K | No change |
| BDX Becton Dickinson and Co. | 0.46% | 1,498 | $258K | Add +6.5% |
| SIVR Abrdn Physical Silver Shares | 0.44% | 7,200 | $248K | Add +4.0% |
| RGLD Royal Gold Inc. | 0.42% | 1,333 | $237K | Reduce -0.1% |
| UBER Uber Technologies Inc. | 0.42% | 2,531 | $236K | New |
| META Meta Platforms Inc. Class A | 0.42% | 319 | $235K | New |
| GIS General Mills Inc. | 0.40% | 4,410 | $228K | No change |
| CRM Salesforce Inc. | 0.39% | 815 | $222K | Add +1.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.39% | 400 | $221K | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.36% | 2,526 | $201K | Reduce -1.6% |
Portfolio Sells Q1 2025 → Q2 2025
| PFE Pfizer Inc. | Sold out | 0.00% | −0.77 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.42 |
| XOM Exxon Mobil Corp. | Reduce -0.9% | 1.13% | −0.30 |
| WEC WEC Energy Group Inc. | Reduce -3.0% | 1.17% | −0.26 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -10.0% | 0.78% | −0.20 |
| DUK Duke Energy Corp. | Reduce -10.6% | 0.51% | −0.16 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -2.8% | 0.89% | −0.15 |
| AWK American Water Works Co. Inc. | Reduce -5.5% | 0.51% | −0.14 |
| NEE Nextera Energy Inc. | Reduce -2.2% | 0.55% | −0.10 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -1.6% | 0.36% | −0.05 |
| RGLD Royal Gold Inc. | Reduce -0.1% | 0.42% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -4.7% | 1.95% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -1.6% | 1.92% | +0.00 |
| NVDA Nvidia Corp. | Reduce -3.2% | 16.88% | +3.31 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +0.6% | 3.47% | +0.52 |
| UBER Uber Technologies Inc. | New | 0.42% | +0.42 |
| META Meta Platforms Inc. Class A | New | 0.42% | +0.42 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.39% | +0.39 |
| ELV Elevance Health Inc. | Add +84.3% | 0.69% | +0.21 |
| APH Amphenol Corp. Class A | Add +5.2% | 0.69% | +0.19 |
| TXN Texas Instruments Inc. | Add +24.1% | 0.57% | +0.12 |
| IAGG iShares Intl Aggregate Bond | Add +14.4% | 2.71% | +0.08 |
| LHX L3HARRIS Technologies Inc. | Add +0.6% | 1.14% | +0.07 |
| BAC Bank of America Corp. | Add +3.9% | 1.28% | +0.05 |
| ADI Analog Devices Inc. | Add +1.5% | 0.82% | +0.04 |
| SCHF Schwab Intl Equity ETF | Add +2.5% | 4.12% | +0.04 |
| DFEM Dimensional Emrg MRKT Core | Add +4.6% | 1.10% | +0.04 |
| VGIT Vanguard Intermediate-Term T | Add +13.7% | 1.82% | +0.02 |
| MOAT Vaneck Morningstar Wide Moat | Add +6.2% | 0.84% | −0.00 |
| VIGI Vanguard Int Div App Indx FD | Add +4.2% | 0.98% | −0.00 |
| XYL Xylem Inc. | Add +4.3% | 0.69% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +4.4% | 1.69% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Add +4.7% | 2.30% | −0.01 |
| DFIP Dimensional Inflation-Protec | Add +12.6% | 0.57% | −0.01 |
| SCHB Schwab US Broad Market ETF | Add +2.2% | 2.87% | −0.01 |
| SIVR Abrdn Physical Silver Shares | Add +4.0% | 0.44% | −0.01 |
| AMGN Amgen Inc. | Add +23.4% | 0.68% | −0.02 |
| ACN Accenture PLC Class A | Add +14.9% | 0.58% | −0.02 |
| WMT Walmart Inc. | Add +0.2% | 1.08% | −0.02 |
| CRM Salesforce Inc. | Add +1.5% | 0.39% | −0.04 |
| ECL Ecolab Inc. | Add +2.9% | 1.06% | −0.04 |
| DFSD Dimensional Short Duration | Add +9.2% | 1.50% | −0.04 |
| QCOM Qualcomm Inc. | Add +3.3% | 0.74% | −0.04 |
| TJX TJX Companies Inc. | Add +3.6% | 0.76% | −0.06 |
| FNV Franco-Nevada Corp. | Add +1.2% | 0.84% | −0.06 |
| ADP Automatic Data Processing | Add +3.6% | 0.78% | −0.07 |
| KO The Coca-Cola Co. | Add +4.3% | 0.66% | −0.07 |
| WM Waste Management Inc. | Add +3.9% | 0.65% | −0.07 |
| ZTS Zoetis Inc. | Add +10.1% | 0.82% | −0.07 |
| SCHZ Schwab US Aggregate Bond ETF | Add +10.7% | 3.32% | −0.07 |
| COST Costco Wholesale Corp. | Add +2.4% | 1.34% | −0.08 |
| VIG Vanguard Dividend Apprec ETF | Add +3.4% | 2.00% | −0.08 |
| SCHO Schwab Short-Term US Treas | Add +4.2% | 0.92% | −0.08 |
| VNQ Vanguard Real Estate ETF | Add +0.6% | 0.58% | −0.09 |
| IAU iShares Gold Trust | Add +3.2% | 2.40% | −0.10 |
| AMT American Tower Corp. | Add +1.8% | 1.02% | −0.10 |
| JNJ Johnson & Johnson | Add +7.4% | 0.75% | −0.11 |
| FAF First American Financial | Add +5.1% | 0.82% | −0.13 |
| RPM RPM International Inc. | Add +2.7% | 0.83% | −0.14 |
| HD Home Depot Inc. | Add +1.9% | 1.41% | −0.16 |
| V Visa Inc. Class A | Add +1.4% | 1.79% | −0.19 |
| BDX Becton Dickinson and Co. | Add +6.5% | 0.46% | −0.19 |
| SBUX Starbucks Corp. | Add +3.4% | 1.09% | −0.19 |
| WTRG Essential Utilities Inc. | Add +0.4% | 1.16% | −0.24 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 72 | $71.0M | NVDA, SCHF, AAPL, SCHA, ZFEB |
| Q1 2026 | 74 | $67.4M | NVDA, SCHF, AAPL, ZFEB, SCHA |
| Q4 2025 | 73 | $60.6M | NVDA, AAPL, SCHF, SCHZ, MSFT |
| Q3 2025 | 71 | $61.9M | NVDA, AAPL, SCHF, SCHZ, MSFT |
| Q2 2025 | 70 | $56.4M | NVDA, SCHF, AAPL, MSFT, SCHZ |
| Q1 2025 | 69 | $49.7M | NVDA, AAPL, SCHF, SCHZ, BSCP |
| Q4 2024 | 71 | $52.0M | NVDA, AAPL, SCHF, MSFT, SCHB |
| Q3 2024 | 66 | $49.6M | NVDA, AAPL, SCHF, MSFT, SCHB |
| Q2 2024 | 66 | $45.9M | NVDA, AAPL, MSFT, SCHF, SCHB |
| Q1 2024 | 62 | $41.5M | NVDA, AAPL, MSFT, SCHF, SCHB |