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Disclosery

13F-HR filed by Blossom Wealth Management

Blossom Wealth Management filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-16, with 73 holding rows worth $60,583,423.

Accession
0001839735-26-000001
Filer
CIK 1839735
Filed
2026-01-16
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 73 entries on the cover page, a total value of $60,583,423 stated on the cover page (in dollars after the unit check, H1), rows summing to $60,583,423 with VALUE read as dollars as filed, 13F file number 028-20453. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM60,066$11,202,376dollars as filed
Apple Inc037833100COM11,064$3,007,977dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF103,452$2,486,986dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B80,334$1,877,409dollars as filed
Microsoft Corp594918104COM3,821$1,847,985dollars as filed
ISHARES TR46435G672CORE INTL AGGR33,318$1,666,233dollars as filed
Schwab U.S. Broad Market ETF808524102SHS61,795$1,620,895dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS51,947$1,479,456dollars as filed
iShares Gold Trust464285204COM17,715$1,437,927dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS5,594$1,229,449dollars as filed
Amazon.com, Inc023135106COM5,004$1,154,968dollars as filed
Netflix, Inc64110L106COM11,460$1,074,478dollars as filed
Vanguard Mid-Cap ETF922908629SHS3,641$1,056,691dollars as filed
International Business Machines Corporation459200101COM3,528$1,045,030dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS17,419$1,043,987dollars as filed
Visa Inc92826C839COM2,810$985,530dollars as filed
Johnson & Johnson478160104COM4,323$894,645dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF18,504$887,267dollars as filed
Bank of America Corp060505104COM15,633$859,842dollars as filed
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF46138J783ETF43,347$855,670dollars as filed
Vanguard International Dividend Appreciation ETF921946810SHS8,868$810,979dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock2,544$746,855dollars as filed
Home Depot, Inc437076102COM2,099$722,272dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,246$702,998dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO20,937$692,596dollars as filed
EXXON MOBIL CORP30231G102COM5,586$672,219dollars as filed
Walmart Inc.931142103COM5,974$665,588dollars as filed
Costco Wholesale Corporation22160K105COM759$654,355dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock5,839$615,781dollars as filed
ESSENTIAL UTILS INC COM29670G102Stock15,874$608,927dollars as filed
ECOLAB INC COM278865100Stock2,218$582,269dollars as filed
FRANCO NEV CORP COM351858105Stock2,796$579,555dollars as filed
Starbucks Corporation855244109COM6,674$562,018dollars as filed
VANECK ETF TRUST92189F643MRNGSTR WDE MOAT5,216$540,175dollars as filed
Analog Devices,Inc.032654105COM1,972$534,806dollars as filed
TJX Companies Inc872540109COM3,455$530,723dollars as filed
FIRST AMERN FINL CORP31847R102COM8,490$521,626dollars as filed
AMPHENOL CORP NEW032095101COM3,832$517,856dollars as filed
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF46138J791ETF25,325$495,737dollars as filed
Schwab Short Term US Treasury ETF808524862SHS20,286$494,370dollars as filed
SSGA ACTIVE TR78470P812STATE STREET MY18,690$468,013dollars as filed
Qualcomm Incorporated747525103COM2,704$462,519dollars as filed
American Tower Corporation03027X100COM2,634$462,451dollars as filed
Amgen Inc.031162100COM1,320$432,049dollars as filed
RPM INTL INC COM749685103Stock4,093$425,672dollars as filed
McDonalds Corporation580135101COM1,370$418,780dollars as filed
XYLEM INC COM98419M100Stock2,960$403,093dollars as filed
SPDR GOLD TR78463V107GOLD SHS969$384,024dollars as filed
ZOETIS INC CL A98978V103Stock3,012$378,970dollars as filed
Automatic Data Processing,Inc.053015103COM1,470$378,128dollars as filed
Coca-Cola Company191216100COM5,347$373,785dollars as filed
BECTON DICKINSON & CO075887109COM1,911$370,868dollars as filed
TOASTINCCLASSCLASSA888787108STOK10,400$369,304dollars as filed
DIMENSIONAL ETF TRUST25434V856INFLATION PROTE8,626$358,453dollars as filed
Waste Management, Inc.94106L109COM1,602$351,975dollars as filed
ABRDN SILVER ETF TRUST003264108PHYSCL SILVR SHS5,174$349,969dollars as filed
NextEra Energy,Inc.65339F101COM3,970$318,712dollars as filed
Accenture Plc Class AG1151C101COM1,155$309,886dollars as filed
Vanguard Real Estate922908553SHS3,422$302,813dollars as filed
INVESCO QQQ TR46090E103COM485$297,940dollars as filed
Tesla Motors, Inc88160R101COM600$269,832dollars as filed
Texas Instruments Incorporated882508104COM1,540$267,175dollars as filed
Duke Energy Corporation26441C204COM2,175$254,932dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM792$248,553dollars as filed
ROYAL GOLD INC780287108COM1,090$242,296dollars as filed
VTI922908769COM704$236,030dollars as filed
VEEVA SYS INC CL A COM922475108Stock1,000$223,230dollars as filed
AMERICAN WTR WKS CO INC NEW COM030420103Stock1,666$217,413dollars as filed
ServiceNow,Inc.81762P102COM1,400$214,466dollars as filed
META PLATFORMS INC CL A30303M102COM319$210,479dollars as filed
Uber Technologies90353T100COM2,531$206,808dollars as filed
GENERAL MILLS INC COM370334104Stock4,410$205,065dollars as filed
Salesforce.com, Inc79466L302COM767$203,234dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001839735-26-000001this filing2026-01-16acceptance time not in the bulk data set