Blossom Wealth Management Top Holdings and 13F Report (2026) About Blossom Wealth ManagementInvestment ActivityBlossom Wealth Management has $67.41 million in total holdings as of March 31, 2026.Blossom Wealth Management owns shares of 74 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 16.91% of the portfolio was purchased this quarter.About 5.19% of the portfolio was sold this quarter.This quarter, Blossom Wealth Management has purchased 73 new stocks and bought additional shares in 27 stocks.Blossom Wealth Management sold shares of 34 stocks and completely divested from 8 stocks this quarter.Largest Holdings NVIDIA $10,458,133Schwab International Equity ETF $3,798,407Apple $2,822,520INNOVATOR ETFS TRUST $2,152,742Schwab US Small-Cap ETF $2,009,928 Largest New Holdings this Quarter 45784N775 - INNOVATOR ETFS TRUST $2,152,742 Holding922908363 - Vanguard S&P 500 ETF $1,815,683 Holding808524409 - Schwab U.S. Large-Cap Value ETF $1,527,837 Holding45782C417 - Innovator U.S. Equity Power Buffer ETF - February $1,101,467 Holding808524706 - Schwab Emerging Markets Equity ETF $533,329 Holding Largest Purchases this Quarter INNOVATOR ETFS TRUST 84,787 shares (about $2.15M)Vanguard S&P 500 ETF 3,039 shares (about $1.82M)Schwab U.S. Large-Cap Value ETF 50,093 shares (about $1.53M)Schwab International Equity ETF 50,019 shares (about $1.24M)Innovator U.S. Equity Power Buffer ETF - February 27,468 shares (about $1.10M) Largest Sales this Quarter L3Harris Technologies 307 shares (about $105.96K)Bank of America 2,155 shares (about $105.06K)Johnson & Johnson 388 shares (about $94.84K)Microsoft 212 shares (about $78.48K)TJX Companies 485 shares (about $77.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBlossom Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$10,458,133$17,440 ▼-0.2%59,96615.5%Computer and TechnologySCHFSchwab International Equity ETF$3,798,407$1,237,970 ▲48.3%153,4715.6%ETFAAPLApple$2,822,520$14,467 ▲0.5%11,1214.2%Computer and TechnologyINNOVATOR ETFS TRUST$2,152,742$2,152,742 ▲New Holding84,7873.2%EQUITY DEF PROTNSCHASchwab US Small-Cap ETF$2,009,928$499,305 ▲33.1%69,1173.0%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,940,058$74,699 ▲4.0%83,5512.9%ETFVIGVanguard Dividend Appreciation ETF$1,909,733$706,687 ▲58.7%8,8802.8%ETFVOOVanguard S&P 500 ETF$1,815,683$1,815,683 ▲New Holding3,0392.7%ETFIAGGiShares Core International Aggregate Bond ETF$1,740,041$72,808 ▲4.4%34,7732.6%ETFIAUiShares Gold Trust$1,625,935$64,180 ▲4.1%18,4432.4%FinanceSCHBSchwab US Broad Market ETF$1,610,578$59,513 ▲3.8%64,1662.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,527,837$1,527,837 ▲New Holding50,0932.3%ETFMSFTMicrosoft$1,336,043$78,482 ▼-5.5%3,6092.0%Computer and TechnologyNFLXNetflix$1,121,482$19,614 ▲1.8%11,6641.7%Consumer DiscretionaryVOVanguard Mid-Cap ETF$1,104,781$59,159 ▲5.7%3,8471.6%ETFPFEBInnovator U.S. Equity Power Buffer ETF - February$1,101,467$1,101,467 ▲New Holding27,4681.6%ETFVGITVanguard Intermediate-Term Treasury ETF$1,079,320$41,984 ▲4.0%18,1241.6%ETFAMZNAmazon.com$1,043,591$1,458 ▲0.1%5,0111.5%Retail/WholesaleJNJJohnson & Johnson$961,871$94,843 ▼-9.0%3,9351.4%MedicalDFSDDimensional Short-Duration Fixed Income ETF$920,206$34,234 ▲3.9%19,2191.4%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$881,319$30,635 ▲3.6%44,9081.3%ETFVIGIVanguard International Dividend Appreciation ETF$871,508$87,045 ▲11.1%9,8521.3%ETFXOMExxonMobil$871,374$76,347 ▼-8.1%5,1361.3%EnergyIBMInternational Business Machines$818,312$36,843 ▼-4.3%3,3761.2%Computer and TechnologyVVisa$814,578$34,759 ▼-4.1%2,6951.2%Business ServicesLHXL3Harris Technologies$772,128$105,965 ▼-12.1%2,2371.1%AerospaceDFEMDimensional Emerging Markets Core Equity 2 ETF$741,927$18,553 ▲2.6%21,4741.1%ETFCOSTCostco Wholesale$728,244$27,894 ▼-3.7%7311.1%Retail/WholesaleWALMART INC$687,793$54,685 ▼-7.4%5,5341.0%COMBACBank of America$657,077$105,060 ▼-13.8%13,4781.0%FinanceFNVFranco-Nevada$648,753$41,998 ▼-6.1%2,6261.0%Basic MaterialsGOOGLAlphabet$628,031$17,829 ▼-2.8%2,1840.9%Computer and TechnologyWECWEC Energy Group$625,853$50,128 ▼-7.4%5,4060.9%UtilitiesHDHome Depot$619,361$71,047 ▼-10.3%1,8830.9%Retail/WholesaleWTRGEssential Utilities$606,829$32,417 ▼-5.1%15,0690.9%UtilitiesADIAnalog Devices$565,335$62,037 ▼-9.9%1,7770.8%Computer and TechnologySBUXStarbucks$540,138$57,786 ▼-9.7%6,0290.8%Retail/WholesaleECLEcolab$539,489$50,544 ▼-8.6%2,0280.8%Basic MaterialsSCHESchwab Emerging Markets Equity ETF$533,329$533,329 ▲New Holding16,1860.8%ETFMOATVanEck Morningstar Wide Moat ETF$530,985$26,593 ▲5.3%5,4910.8%ETFSCHOSchwab Short-Term U.S. Treasury ETF$507,947$15,606 ▲3.2%20,9290.8%ETFSSGA ACTIVE TR$503,117$35,874 ▲7.7%20,1250.7%STATE STREET MYBSCQInvesco BulletShares 2026 Corporate Bond ETF$489,715$4,883 ▼-1.0%25,0750.7%ETFTJXTJX Companies$474,309$77,455 ▼-14.0%2,9700.7%Retail/WholesaleAMTAmerican Tower$458,372$3,797 ▲0.8%2,6560.7%FinanceFAFFirst American Financial$445,845$66,018 ▼-12.9%7,3950.7%FinanceAPHAmphenol$441,467$42,706 ▼-8.8%3,4940.7%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$431,031$431,031 ▲New Holding2,3390.6%ETFMCDMcDonald's$425,8590.0%1,3700.6%Retail/WholesaleGLDSPDR Gold Shares$416,9510.0%9690.6%FinanceAMGNAmgen$409,202$55,241 ▼-11.9%1,1630.6%MedicalNEENextEra Energy$377,557$8,824 ▲2.4%4,0650.6%UtilitiesSIVRabrdn Physical Silver Shares ETF$375,236$4,726 ▲1.3%5,2400.6%ETFRPMRPM International$359,629$47,215 ▼-11.6%3,6180.5%Basic MaterialsKOCocaCola$356,800$49,809 ▼-12.2%4,6920.5%Consumer StaplesDFIPDimensional Inflation-Protected Securities ETF$350,406$9,470 ▼-2.6%8,3990.5%ETFWMWaste Management$331,357$36,766 ▼-10.0%1,4420.5%Business ServicesXYLXylem$331,015$22,705 ▼-6.4%2,7700.5%Business ServicesQCOMQualcomm$319,246$28,976 ▼-8.3%2,4790.5%Computer and TechnologyVNQVanguard Real Estate ETF$314,264$10,733 ▲3.5%3,5430.5%ETFRGLDRoyal Gold$295,225$17,815 ▲6.4%1,1600.4%Basic MaterialsZTSZoetis$286,777$69,271 ▼-19.5%2,4260.4%MedicalDUKDuke Energy$285,973$1,178 ▲0.4%2,1840.4%UtilitiesTOSTToast$275,7040.0%10,4000.4%Computer and TechnologyADPAutomatic Data Processing$266,166$32,509 ▼-10.9%1,3100.4%Computer and TechnologyTXNTexas Instruments$261,312$37,663 ▼-12.6%1,3460.4%Computer and TechnologyBDXBecton, Dickinson and Company$260,373$40,094 ▼-13.3%1,6560.4%MedicalGOOGAlphabet$245,864$18,648 ▲8.2%8570.4%Computer and TechnologyTSLATesla$238,664$15,614 ▲7.0%6420.4%Auto/Tires/TrucksQQQInvesco QQQ$230,872$49,060 ▼-17.5%4000.3%FinancePEPPepsiCo$228,742$228,742 ▲New Holding1,4730.3%Consumer StaplesAWKAmerican Water Works$226,7260.0%1,6660.3%UtilitiesASMLASML$215,295$215,295 ▲New Holding1630.3%Computer and TechnologySSGA ACTIVE TR$208,873$208,873 ▲New Holding8,3700.3%STATE STREET MYACNAccenture$0$309,886 ▼-100.0%00.0%Computer and TechnologyVTIVanguard Total Stock Market ETF$0$236,030 ▼-100.0%00.0%ETFVEEVVeeva Systems$0$223,230 ▼-100.0%00.0%MedicalNOWServiceNow$0$214,466 ▼-100.0%00.0%Computer and TechnologyMETAMeta Platforms$0$210,479 ▼-100.0%00.0%Computer and TechnologyUBERUber Technologies$0$206,808 ▼-100.0%00.0%Computer and TechnologyGISGeneral Mills$0$205,065 ▼-100.0%00.0%Consumer StaplesCRMSalesforce$0$203,234 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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