Holders — by stockHoldings — by fund
Blossom Wealth Management
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001839735
$71.0M
disclosed book value
72
positions
16.3%
largest position share
Positions, as of 2026-06-30
top 72 of 72 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 57,967 | $11.6M | 16.3% |
| 2 | SCHFSCHWAB STRATEGIC TR | 154,092 | $4.3M | 6% |
| 3 | AAPLAPPLE INC | 11,109 | $3.2M | 4.5% |
| 4 | SCHASCHWAB STRATEGIC TR | 68,872 | $2.5M | 3.5% |
| 5 | ZFEBINNOVATOR ETFS TRUST | 84,787 | $2.2M | 3.1% |
| 6 | VIGVANGUARD SPECIALIZED FUNDS | 9,108 | $2.2M | 3% |
| 7 | VOOVANGUARD INDEX FDS | 3,039 | $2.1M | 2.9% |
| 8 | SCHBSCHWAB STRATEGIC TR | 64,580 | $1.9M | 2.6% |
| 9 | SCHZSCHWAB STRATEGIC TR | 77,147 | $1.8M | 2.5% |
| 10 | SCHVSCHWAB STRATEGIC TR | 50,093 | $1.7M | 2.5% |
| 11 | IAGGISHARES TR | 32,824 | $1.7M | 2.3% |
| 12 | IAUISHARES GOLD TR | 18,846 | $1.4M | 2% |
| 13 | MSFTMICROSOFT CORP | 3,572 | $1.3M | 1.9% |
| 14 | VOVANGUARD INDEX FDS | 15,283 | $1.2M | 1.7% |
| 15 | AMZNAMAZON COM INC | 5,007 | $1.2M | 1.7% |
| 16 | PFEBINNOVATOR ETFS TRUST | 27,468 | $1.2M | 1.7% |
| 17 | VGITVANGUARD SCOTTSDALE FDS | 17,537 | $1.0M | 1.5% |
| 18 | JNJJOHNSON & JOHNSON | 3,855 | $979,123 | 1.4% |
| 19 | VIGIVANGUARD WHITEHALL FDS | 10,278 | $959,775 | 1.4% |
| 20 | VVISA INC | 2,714 | $931,206 | 1.3% |
| 21 | IBMINTERNATIONAL BUSINESS MACHS | 3,270 | $919,562 | 1.3% |
| 22 | DFEMDIMENSIONAL ETF TRUST | 22,508 | $914,711 | 1.3% |
| 23 | BSCRINVESCO EXCH TRD SLF IDX FD | 46,224 | $906,684 | 1.3% |
| 24 | DFSDDIMENSIONAL ETF TRUST | 18,757 | $895,647 | 1.3% |
| 25 | NFLXNETFLIX INC. | 11,920 | $851,079 | 1.2% |
| 26 | GOOGLALPHABET INC | 2,183 | $780,139 | 1.1% |
| 27 | BACBANK OF AMER CORP | 13,005 | $741,042 | 1% |
| 28 | COSTCOSTCO WHOLESALE CORPORATION | 743 | $694,958 | 1% |
| 29 | ADIANALOG DEVICES INC | 1,719 | $682,735 | 1% |
| 30 | HDHOME DEPOT INC | 1,881 | $663,467 | 0.9% |
| 31 | XOMEXXON MOBIL CORP | 4,662 | $637,389 | 0.9% |
| 32 | LHXL3HARRIS TECHNOLOGIES INC | 2,180 | $633,486 | 0.9% |
| 33 | APHAMPHENOL CORP | 3,450 | $608,304 | 0.9% |
| 34 | WMTWALMART INC | 5,368 | $608,005 | 0.9% |
| 35 | WECWEC ENERGY GROUP INC | 5,171 | $603,818 | 0.9% |
| 36 | SBUXSTARBUCKS CORP | 5,879 | $600,775 | 0.8% |
| 37 | MOATVANECK ETF TRUST | 5,662 | $588,627 | 0.8% |
| 38 | SCHESCHWAB STRATEGIC TR | 15,711 | $569,681 | 0.8% |
| 39 | FNVFRANCO NEV CORP | 2,703 | $563,413 | 0.8% |
| 40 | WTRGESSENTIAL UTILS INC | 14,521 | $556,300 | 0.8% |
| 41 | ECLECOLAB INC | 1,975 | $550,255 | 0.8% |
| 42 | MYCGSSGA ACTIVE TR | 20,995 | $524,665 | 0.7% |
| 43 | FAFFIRST AMERN FINL CORP | 7,160 | $491,104 | 0.7% |
| 44 | SCHOSCHWAB STRATEGIC TR | 19,403 | $468,388 | 0.7% |
| 45 | VOEVANGUARD INDEX FDS | 2,339 | $462,186 | 0.7% |
| 46 | TJXTJX COS INC NEW | 3,000 | $454,500 | 0.6% |
| 47 | QCOMQUALCOMM INC | 2,449 | $452,551 | 0.6% |
| 48 | BSCQINVESCO EXCH TRD SLF IDX FD | 22,825 | $445,658 | 0.6% |
| 49 | AMGNAMGEN INC | 1,181 | $427,664 | 0.6% |
| 50 | AMTAMERICAN TOWER CORP | 2,581 | $422,174 | 0.6% |
| 51 | TXNTEXAS INSTRS INC | 1,346 | $401,202 | 0.6% |
| 52 | RPMRPM INTL INC | 3,488 | $387,691 | 0.5% |
| 53 | KOCOCA COLA CO | 4,637 | $376,865 | 0.5% |
| 54 | MCDMCDONALDS CORP | 1,370 | $370,400 | 0.5% |
| 55 | GLDSPDR GOLD TR | 969 | $356,960 | 0.5% |
| 56 | VNQVANGUARD INDEX FDS | 3,596 | $346,762 | 0.5% |
| 57 | XYLXYLEM INC | 2,885 | $341,036 | 0.5% |
| 58 | DFIPDIMENSIONAL ETF TRUST | 8,204 | $338,456 | 0.5% |
| 59 | NEENEXTERA ENERGY INC | 3,745 | $328,699 | 0.5% |
| 60 | WMWASTE MGMT INC DEL | 1,442 | $321,393 | 0.5% |
| 61 | PEPPEPSICO INC | 2,373 | $321,304 | 0.5% |
| 62 | ASMLASML HLDG NV | 160 | $318,310 | 0.4% |
| 63 | SIVRABRDN SILVER ETF TRUST | 5,355 | $301,058 | 0.4% |
| 64 | GOOGALPHABET INC | 847 | $299,302 | 0.4% |
| 65 | ADPAUTOMATIC DATA PROCESSING IN | 1,335 | $298,973 | 0.4% |
| 66 | TOSTTOAST INC | 10,400 | $289,328 | 0.4% |
| 67 | TSLATESLA INC | 642 | $270,025 | 0.4% |
| 68 | QQQINVESCO QQQ TR | 357 | $262,895 | 0.4% |
| 69 | BDXBECTON DICKINSON & CO | 1,709 | $258,623 | 0.4% |
| 70 | DUKDUKE ENERGY CORP NEW | 1,984 | $251,135 | 0.4% |
| 71 | RGLDROYAL GOLD INC | 1,252 | $249,944 | 0.4% |
| 72 | MSIMOTOROLA SOLUTIONS INC | 527 | $218,858 | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.