Latest Blossom Wealth Management Stock Portfolio
Blossom Wealth Management Performance:
2025 Q3: 5.11%YTD: 10.48%2024: 22.63%
Performance for 2025 Q3 is 5.11%, and YTD is 10.48%, and 2024 is 22.63%.
About Blossom Wealth Management and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Blossom Wealth Management reported an equity portfolio of $61.9 Millions as of 30 Sep, 2025.
The top stock holdings of Blossom Wealth Management are NVDA, AAPL, FNDA. The fund has invested 18.2% of it's portfolio in NVIDIA CORPORATION and 4.6% of portfolio in APPLE INC.
The fund managers got completely rid off ELEVANCE HEALTH INC (ELV) and SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), MICROSOFT CORP (MSFT) and ALPHABET INC (GOOG). Blossom Wealth Management opened new stock positions in SPDR GOLD TR (GLD), TESLA INC (TSLA) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to JOHNSON & JOHNSON (JNJ), BECTON DICKINSON & CO (BDX) and FIRST AMERN FINL CORP (FAF).
The top stock holdings of Blossom Wealth Management are NVDA, AAPL, FNDA. The fund has invested 18.2% of it's portfolio in NVIDIA CORPORATION and 4.6% of portfolio in APPLE INC.
The fund managers got completely rid off ELEVANCE HEALTH INC (ELV) and SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), MICROSOFT CORP (MSFT) and ALPHABET INC (GOOG). Blossom Wealth Management opened new stock positions in SPDR GOLD TR (GLD), TESLA INC (TSLA) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to JOHNSON & JOHNSON (JNJ), BECTON DICKINSON & CO (BDX) and FIRST AMERN FINL CORP (FAF).
Blossom Wealth Management Annual Return Estimates Vs S&P 500
Our best estimate is that Blossom Wealth Management made a return of 5.11% in the last quarter. In trailing 12 months, it's portfolio return was 12.33%.
New Buys
| Ticker | $ Bought |
|---|---|
| spdr gold tr | 344,450 |
| tesla inc | 266,832 |
| vanguard index fds | 207,732 |
New stocks bought by Blossom Wealth Management
Additions
| Ticker | % Inc. |
|---|---|
| johnson & johnson | 56.8 |
| becton dickinson & co | 27.57 |
| first amern finl corp | 17.99 |
| ishares tr | 8.6 |
| dimensional etf trust | 7.17 |
| dimensional etf trust | 7.00 |
| vanguard scottsdale fds | 6.33 |
| invesco exch trd slf idx fd | 5.57 |
Additions to existing portfolio by Blossom Wealth Management
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard index fds | -5.05 |
| microsoft corp | -3.00 |
| alphabet inc | -2.13 |
| tjx cos inc new | -1.43 |
| zoetis inc | -0.67 |
| amazon com inc | -0.41 |
| amphenol corp new | -0.26 |
| home depot inc | -0.23 |
Blossom Wealth Management reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| elevance health inc | -388,571 |
| salesforce inc | -222,280 |
Blossom Wealth Management got rid off the above stocks
Sector Distribution
Blossom Wealth Management has about 37.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 37.1 |
| Technology | 31.6 |
| Consumer Cyclical | 6 |
| Utilities | 3.9 |
| Financial Services | 3.8 |
| Healthcare | 3.7 |
| Communication Services | 3.5 |
| Industrials | 3.2 |
| Consumer Defensive | 3.1 |
| Basic Materials | 2.2 |
| Energy | 1.1 |
Market Cap. Distribution
Blossom Wealth Management has about 61.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 41.4 |
| UNALLOCATED | 37.1 |
| LARGE-CAP | 20.1 |
| MID-CAP | 1.4 |
Stocks belong to which Index?
About 58.7% of the stocks held by Blossom Wealth Management either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 58.7 |
| Others | 41.3 |
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 71 stocks in it's portfolio. About 46.5% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Blossom Wealth Management last quarter.
Last Reported on: 22 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.58 | 11,125 | 2,832,860 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.44 | 1,102 | 271,753 | added | 1.19 | ||
| ADI | analog devices inc | 0.77 | 1,947 | 478,378 | added | 0.41 | ||
| ADP | automatic data processing in | 0.68 | 1,426 | 418,531 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.85 | 5,291 | 524,394 | added | 4.5 | ||
| AGT | ishares tr | 2.69 | 32,474 | 1,663,640 | added | 8.6 | ||
| AMGN | amgen inc | 0.64 | 1,397 | 394,233 | added | 1.97 | ||
| AMT | american tower corp new | 0.82 | 2,645 | 508,686 | added | 1.69 | ||
| AMZN | amazon com inc | 1.74 | 4,912 | 1,078,480 | reduced | -0.41 | ||
| APH | amphenol corp new | 0.78 | 3,907 | 483,491 | reduced | -0.26 | ||
| AWK | american wtr wks co inc new | 0.48 | 2,135 | 297,171 | added | 3.14 | ||
| BAC | bank america corp | 1.27 | 15,257 | 787,134 | unchanged | 0.00 | ||
| BDX | becton dickinson & co | 0.58 | 1,911 | 357,682 | added | 27.57 | ||
| BNDW | vanguard scottsdale fds | 1.77 | 18,293 | 1,097,670 | added | 6.33 | ||
| BNDW | vanguard scottsdale fds | 0.33 | 2,531 | 202,303 | added | 0.2 | ||
| BSAE | invesco exch trd slf idx fd | 2.76 | 82,463 | 1,706,160 | added | 5.57 | ||
| BSAE | invesco exch trd slf idx fd | 0.81 | 25,725 | 503,181 | unchanged | 0.00 | ||
| BSAE | invesco exch trd slf idx fd | 0.74 | 23,155 | 456,385 | added | 3.23 | ||
| COST | costco whsl corp new | 1.15 | 772 | 714,349 | added | 1.18 | ||
| CRM | salesforce inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||