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 2023