Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Blossom Wealth Management (CIK 1839735) reported $67.4M across 74 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($10.5M, 15.51%), SCHF ($3.8M, 5.63%), AAPL ($2.8M, 4.19%), ZFEB ($2.2M, 3.19%), SCHA ($2.0M, 2.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $10.5M | 15.51% | 59,966 | Trimmed |
| 2 | SCHF | SCHWAB STRATEGIC TR | $3.8M | 5.63% | 153,471 | Added |
| 3 | AAPL | APPLE INC | $2.8M | 4.19% | 11,121 | Added |
| 4 | ZFEB | INNOVATOR ETFS TRUST | $2.2M | 3.19% | 84,787 | New |
| 5 | SCHA | SCHWAB STRATEGIC TR | $2.0M | 2.98% | 69,117 | Added |
| 6 | SCHZ | SCHWAB STRATEGIC TR | $1.9M | 2.88% | 83,551 | Added |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $1.9M | 2.83% | 8,880 | Added |
| 8 | VOO | VANGUARD INDEX FDS | $1.8M | 2.69% | 3,039 | New |
| 9 | IAGG | ISHARES TR | $1.7M | 2.58% | 34,773 | Added |
| 10 | IAU | ISHARES GOLD TR | $1.6M | 2.41% | 18,443 | Added |
| 11 | SCHB | SCHWAB STRATEGIC TR | $1.6M | 2.39% | 64,166 | Added |
| 12 | SCHV | SCHWAB STRATEGIC TR | $1.5M | 2.27% | 50,093 | New |
| 13 | MSFT | MICROSOFT CORP | $1.3M | 1.98% | 3,609 | Trimmed |
| 14 | NFLX | NETFLIX INC. | $1.1M | 1.66% | 11,664 | Added |
| 15 | VO | VANGUARD INDEX FDS | $1.1M | 1.64% | 3,847 | Added |
| 16 | PFEB | INNOVATOR ETFS TRUST | $1.1M | 1.63% | 27,468 | New |
| 17 | VGIT | VANGUARD SCOTTSDALE FDS | $1.1M | 1.60% | 18,124 | Added |
| 18 | AMZN | AMAZON COM INC | $1.0M | 1.55% | 5,011 | Added |
| 19 | JNJ | JOHNSON & JOHNSON | $961,871 | 1.43% | 3,935 | Trimmed |
| 20 | DFSD | DIMENSIONAL ETF TRUST | $920,206 | 1.37% | 19,219 | Added |
| 21 | BSCR | INVESCO EXCH TRD SLF IDX FD | $881,319 | 1.31% | 44,908 | Added |
| 22 | XOM | EXXON MOBIL CORP | $871,374 | 1.29% | 5,136 | Trimmed |
| 23 | VIGI | VANGUARD WHITEHALL FDS | $871,508 | 1.29% | 9,852 | Added |
| 24 | IBM | INTERNATIONAL BUSINESS MACHS | $818,312 | 1.21% | 3,376 | Trimmed |
| 25 | V | VISA INC | $814,578 | 1.21% | 2,695 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31