DOSSIER · 13F-HR · Q2 2026

Blossom Wealth Management

$71M in tracked AUM across 72 positions as of Q2 2026.

BW
CIK 0001839735 · last filed Jun 30, 2026
Total AUM
$71M
as of Q2 2026
Holdings
72
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Blossom Wealth Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$12M58K16.3%
02
SCHF
SCHWAB STRATEGIC TR
$4M154K6.0%
03
AAPL
APPLE INC
$3M11K4.5%
04
SCHA
SCHWAB STRATEGIC TR
$2M69K3.5%
05
ZFEB
INNOVATOR ETFS TRUST
$2M85K3.1%
06
VIG
VANGUARD SPECIALIZED FUNDS
$2M9K3.0%
07
VOO
VANGUARD INDEX FDS
$2M3K2.9%
08
SCHB
SCHWAB STRATEGIC TR
$2M65K2.6%
09
SCHZ
SCHWAB STRATEGIC TR
$2M77K2.5%
10
SCHV
SCHWAB STRATEGIC TR
$2M50K2.5%

Filing history

2026Q2Jun 30
$71M 5.3%
72 positionsView →
2026Q1Mar 31
$67M 11.3%
74 positionsView →
2025Q4Dec 31
$61M 2.1%
73 positionsView →
2025Q3Sep 30
$62M 9.7%
71 positionsView →
2025Q2Jun 30
$56M 13.5%
70 positionsLocked
2025Q1Mar 31
$50M 4.3%
69 positionsLocked
2024Q4Dec 31
$52M 4.8%
71 positionsLocked
2024Q3Sep 30
$50M 8.0%
66 positionsLocked
2024Q2Jun 30
$46M 10.6%
66 positionsLocked
2024Q1Mar 31
$42M 12.0%
62 positionsLocked
2023Q4Dec 31
$37M 18.7%
62 positionsLocked
2023Q3Sep 30
$31M 14.3%
59 positionsLocked
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