Data as of Q4 2025 (Dec 31, 2025)

Blossom Wealth Management

โ€ขCIK: 1839735โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

NFLX
NETFLIX INC
+900.0%
1.8% of portfolio
MYCG
SSGA ACTIVE TR
NEW
0.8% of portfolio
BSCR
INVESCO EXCH TRD SLF IDX FD
+87.2%
1.4% of portfolio
TOST
TOAST INC
NEW
0.6% of portfolio
GOOG
ALPHABET INC
NEW
0.4% of portfolio

๐Ÿ“‰ Biggest Sells

IAU*
ISHARES GOLD TR
-20.4%
2.4% of portfolio
SCHB
SCHWAB STRATEGIC TR
-10.4%
2.7% of portfolio
SIVR
ABRDN SILVER ETF TRUST
-30.6%
0.6% of portfolio
SCHF
SCHWAB STRATEGIC TR
-4.4%
4.1% of portfolio
SCHZ
SCHWAB STRATEGIC TR
-5.3%
3.1% of portfolio

Sector Breakdown

Other48.7%
Technology32.2%
Consumer7.7%
Financial3.0%
Healthcare2.2%
Communication1.8%
Energy1.1%
Materials1.0%

๐Ÿšช Exited Positionssold since Q3 2025

BSCP
INVESCO EXCH TRD SLF IDX FD
SOLD
$1.7M
VCSH
VANGUARD SCOTTSDALE FDS
SOLD
$202.3K

Changes from Q3 2025

NEW4 new positions
โ†‘19 increased
โ†“40 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023