Latest Blossom Wealth Management Stock Portfolio

Blossom Wealth Management Performance:

2026 Q1: -1.52%YTD: -1.52%2025: 15.32%

Performance for 2026 Q1 is -1.52%, and YTD is -1.52%, and 2025 is 15.32%.

About Blossom Wealth Management and 13F Hedge Fund Stock Holdings

On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Blossom Wealth Management reported an equity portfolio of $67.4 Millions as of 31 Mar, 2026.

The top stock holdings of Blossom Wealth Management are NVDA, FNDA, AAPL. The fund has invested 15.5% of it's portfolio in NVIDIA CORPORATION and 5.6% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off ACCENTURE PLC IRELAND (ACN), VANGUARD INDEX FDS (VB) and VEEVA SYS INC (VEEV) stocks. They significantly reduced their stock positions in ZOETIS INC (ZTS), INVESCO QQQ TR (QQQ) and TJX COS INC NEW (TJX). Blossom Wealth Management opened new stock positions in INNOVATOR ETFS TRUST, VANGUARD INDEX FDS (VB) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SPECIALIZED FUNDS (VIG), SCHWAB STRATEGIC TR (FNDA) and VANGUARD WHITEHALL FDS (VIGI).

Blossom Wealth Management Annual Return Estimates Vs S&P 500

Our best estimate is that Blossom Wealth Management made a return of -1.52% in the last quarter. In trailing 12 months, it's portfolio return was 16.51%.

Performance
S&P 500

New Buys

Ticker	$ Bought
innovator etfs trust	2,152,740
vanguard index fds	1,815,680
schwab strategic tr	1,527,840
innovator etfs trust	1,101,470
schwab strategic tr	533,329
vanguard index fds	431,031
pepsico inc	228,742
asml hldg nv	215,295

New stocks bought by Blossom Wealth Management

Additions

Ticker	% Inc.
vanguard specialized funds	58.74
schwab strategic tr	48.35
schwab strategic tr	33.05
vanguard whitehall fds	11.1
alphabet inc	8.21
ssga active tr	7.68
tesla inc	7.00
royal gold inc	6.42

Additions to existing portfolio by Blossom Wealth Management

Reductions

Ticker	% Reduced
zoetis inc	-19.46
invesco qqq tr	-17.53
tjx cos inc new	-14.04
bank america corp	-13.78
becton dickinson & co	-13.34
first amern finl corp	-12.9
texas instrs inc	-12.6
coca cola co	-12.25

Blossom Wealth Management reduced stake in above stock

Sold off

Ticker	$ Sold
general mls inc	-205,065
uber technologies inc	-206,808
servicenow inc	-214,466
accenture plc ireland	-309,886
veeva sys inc	-223,230
salesforce inc	-203,234
vanguard index fds	-236,030
meta platforms inc	-210,479

Blossom Wealth Management got rid off the above stocks

Sector Distribution

Blossom Wealth Management has about 48.3% of it's holdings in Others sector.

Sector	%
Others	48.3
Technology	25.7
Consumer Cyclical	5
Utilities	3.1
Consumer Defensive	3
Communication Services	3
Healthcare	2.8
Financial Services	2.8
Industrials	2.5
Basic Materials	1.8
Energy	1.3

Market Cap. Distribution

Blossom Wealth Management has about 51% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	48.3
MEGA-CAP	37.6
LARGE-CAP	13.4

Stocks belong to which Index?

About 48.7% of the stocks held by Blossom Wealth Management either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	51.3
S&P 500	48.7

Top 5 Winners (%)		%
XOM	exxon mobil corp	39.3 %
FNV	franco nev corp	18.6 %
JNJ	johnson & johnson	17.3 %
LHX	l3harris technologies inc	16.5 %
ADI	analog devices inc	16.4 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	0.3 M
JNJ	johnson & johnson	0.2 M
IAU	ishares gold tr	0.1 M
LHX	l3harris technologies inc	0.1 M
FNV	franco nev corp	0.1 M

Top 5 Losers (%)		%
TOST	toast inc	-25.3 %
QCOM	qualcomm inc	-23.7 %
MSFT	microsoft corp	-22.8 %
ADP	automatic data processing in	-19.9 %
IBM	international business machs	-17.8 %

Top 5 Losers ($)		$
NVDA	nvidia corporation	-0.7 M
MSFT	microsoft corp	-0.4 M
AAPL	apple inc	-0.2 M
IBM	international business machs	-0.2 M
V	visa inc	-0.1 M

Blossom Wealth Management Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Blossom Wealth Management

Blossom Wealth Management has 74 stocks in it's portfolio. About 44.9% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Blossom Wealth Management last quarter.

Last Reported on: 29 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.19	11,121	2,822,520	added	0.52

ACN	accenture plc ireland	0.00	0.00	0.00	sold off	-100

ADI	analog devices inc	0.84	1,777	565,335	reduced	-9.89

ADP	automatic data processing in	0.40	1,310	266,166	reduced	-10.88

AFK	vaneck etf trust	0.79	5,491	530,985	added	5.27

AGT	ishares tr	2.58	34,773	1,740,040	added	4.37

AMGN	amgen inc	0.61	1,163	409,202	reduced	-11.89

AMT	american tower corp	0.68	2,656	458,372	added	0.84

AMZN	amazon com inc	1.55	5,011	1,043,590	added	0.14

APH	amphenol corp	0.66	3,494	441,467	reduced	-8.82

ASML	asml hldg nv	0.32	163	215,295	new

AWK	american wtr wks co inc new	0.34	1,666	226,726	unchanged	0.00

BAC	bank america corp	0.98	13,478	657,077	reduced	-13.78

BAPR	innovator etfs trust	1.63	27,468	1,101,470	new

BDX	becton dickinson & co	0.39	1,656	260,373	reduced	-13.34

BNDW	vanguard scottsdale fds	1.60	18,124	1,079,320	added	4.05

BSAE	invesco exch trd slf idx fd	1.31	44,908	881,319	added	3.6

BSAE	invesco exch trd slf idx fd	0.73	25,075	489,715	reduced	-0.99

COST	costco wholesale corporation	1.08	731	728,244	reduced	-3.69

CRM	salesforce inc	0.00	0.00	0.00	sold off	-100