Blossom Wealth Management
โขCIK: 1839735โขFiling: Q4 2025
**Blossom Wealth Management** manages $61M across a diversified portfolio of 73 positions. The fund exhibits significant concentration in technology leaders, notably holding $11.2M in NVDA and $3.0M in AAPL. Further allocations include substantial exposure to broad market and sector ETFs, such as SCHF ($2.5M) and SCHZ ($1.9M). This structure suggests a core focus on growth-oriented, large-cap technology names supplemented by systematic, diversified asset allocations.
Total AUM
$60.6M
QoQ Performance
-2.1%
Positions
63
Top 10 Concentration
46.0%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
NVDA18.5%
AAPL5.0%
SCHF4.1%
SCHZ3.1%
MSFT3.1%
IAGG2.8%
SCHB2.7%
SCHA2.4%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other48.7%
Technology32.2%
Consumer7.7%
Financial3.0%
Healthcare2.2%
Communication1.8%
Energy1.1%
Materials1.0%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
โ19 increased
โ40 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022