§ 13F · FUND PROFILE
Blossom Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $62M (13F)Positions · 71Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 60K | $10M | 15.5% | ±0% |
| 2 | SCHF | SCHWAB STRATEGIC TR | 153K | $4M | 5.6% | +48% |
| 3 | AAPL | APPLE INC | 11K | $3M | 4.2% | +1% |
| 4 | ZFEB | INNOVATOR ETFS TRUST | 85K | $2M | 3.2% | NEW |
| 5 | SCHA | SCHWAB STRATEGIC TR | 69K | $2M | 3.0% | +33% |
| 6 | SCHZ | SCHWAB STRATEGIC TR | 84K | $2M | 2.9% | +4% |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | 9K | $2M | 2.8% | +59% |
| 8 | VOO | VANGUARD INDEX FDS | 3K | $2M | 2.7% | NEW |
| 9 | IAGG | ISHARES TR | 35K | $2M | 2.6% | +4% |
| 10 | IAU | ISHARES GOLD TR | 18K | $2M | 2.4% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BLOSSOM SIGNAL
AC read
Blossom Wealth Management is a Other fund managing $62 million in assets. The fund runs a portfolio of 71 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed