§ 13F · FUND PROFILE
Blossom Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $56.4T (13F)Positions · 70Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 60K | $11.2T | 18.5% | ±0% |
| 2 | AAPL | APPLE INC | 11K | $3.0T | 5.0% | −1% |
| 3 | SCHF | SCHWAB STRATEGIC TR | 103K | $2.5T | 4.1% | −4% |
| 4 | SCHZ | SCHWAB STRATEGIC TR | 80K | $1.9T | 3.1% | −5% |
| 5 | MSFT | MICROSOFT CORP | 4K | $1.8T | 3.1% | ±0% |
| 6 | IAGG | ISHARES TR | 33K | $1.7T | 2.8% | +3% |
| 7 | SCHB | SCHWAB STRATEGIC TR | 62K | $1.6T | 2.7% | −10% |
| 8 | SCHA | SCHWAB STRATEGIC TR | 52K | $1.5T | 2.4% | −2% |
| 9 | IAU | ISHARES GOLD TR | 18K | $1.4T | 2.4% | −20% |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 6K | $1.2T | 2.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BLOSSOM SIGNAL
AC read
Blossom Wealth Management is a Other fund managing $56428.5 trillion in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed