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Disclosery

13F-HR filed by Blossom Wealth Management

Blossom Wealth Management filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-24, with 72 holding rows worth $70,970,153.

Accession
0001839735-26-000004
Filer
CIK 1839735
Filed
2026-07-24
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 72 entries on the cover page, a total value of $70,970,153 stated on the cover page (in dollars after the unit check, H1), rows summing to $70,970,153 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 Corp67066G104COM57,967$11,598,715dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF154,092$4,268,359dollars as filed
Apple Inc037833100COM11,109$3,214,360dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS68,872$2,488,353dollars as filed
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY45784N775ETF84,787$2,203,190dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS9,108$2,155,135dollars as filed
Vanguard S&P 500 ETF922908363COM3,039$2,086,903dollars as filed
Schwab U.S. Broad Market ETF808524102SHS64,580$1,870,250dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B77,147$1,784,414dollars as filed
SCHWAB STRATEGIC TR808524409US LCAP VA ETF50,093$1,743,737dollars as filed
ISHARES TR46435G672CORE INTL AGGR32,824$1,660,884dollars as filed
iShares Gold Trust464285204COM18,846$1,423,061dollars as filed
Microsoft Corp594918104COM3,572$1,332,447dollars as filed
Vanguard Mid-Cap ETF922908629SHS15,283$1,231,351dollars as filed
Amazon.com, Inc023135106COM5,007$1,193,312dollars as filed
INNOVATOR ETFS TRUST45782C417US EQTY PWR BUF27,468$1,182,772dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS17,537$1,034,620dollars as filed
Johnson & Johnson478160104COM3,855$979,123dollars as filed
Vanguard International Dividend Appreciation ETF921946810SHS10,278$959,775dollars as filed
Visa Inc92826C839COM2,714$931,206dollars as filed
International Business Machines Corporation459200101COM3,270$919,562dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO22,508$914,711dollars as filed
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF46138J783ETF46,224$906,684dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF18,757$895,647dollars as filed
Netflix, Inc64110L106COM11,920$851,079dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,183$780,139dollars as filed
Bank of America Corp060505104COM13,005$741,042dollars as filed
Costco Wholesale Corporation22160K105COM743$694,958dollars as filed
Analog Devices,Inc.032654105COM1,719$682,735dollars as filed
Home Depot, Inc437076102COM1,881$663,467dollars as filed
EXXON MOBIL CORP30231G102COM4,662$637,389dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock2,180$633,486dollars as filed
AMPHENOL CORP NEW032095101COM3,450$608,304dollars as filed
Walmart Inc.931142103COM5,368$608,005dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock5,171$603,818dollars as filed
Starbucks Corporation855244109COM5,879$600,775dollars as filed
VANECK ETF TRUST92189F643MRNGSTR WDE MOAT5,662$588,627dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF15,711$569,681dollars as filed
FRANCO NEV CORP COM351858105Stock2,703$563,413dollars as filed
ESSENTIAL UTILS INC COM29670G102Stock14,521$556,300dollars as filed
ECOLAB INC COM278865100Stock1,975$550,255dollars as filed
SSGA ACTIVE TR78470P812STATE STREET MY20,995$524,665dollars as filed
FIRST AMERN FINL CORP31847R102COM7,160$491,104dollars as filed
Schwab Short Term US Treasury ETF808524862SHS19,403$468,388dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS2,339$462,186dollars as filed
TJX Companies Inc872540109COM3,000$454,500dollars as filed
Qualcomm Incorporated747525103COM2,449$452,551dollars as filed
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF46138J791ETF22,825$445,658dollars as filed
Amgen Inc.031162100COM1,181$427,664dollars as filed
American Tower Corporation03027X100COM2,581$422,174dollars as filed
Texas Instruments Incorporated882508104COM1,346$401,202dollars as filed
RPM INTL INC COM749685103Stock3,488$387,691dollars as filed
Coca-Cola Company191216100COM4,637$376,865dollars as filed
McDonalds Corporation580135101COM1,370$370,400dollars as filed
SPDR GOLD TR78463V107GOLD SHS969$356,960dollars as filed
Vanguard Real Estate922908553SHS3,596$346,762dollars as filed
XYLEM INC COM98419M100Stock2,885$341,036dollars as filed
DIMENSIONAL ETF TRUST25434V856INFLATION PROTE8,204$338,456dollars as filed
NextEra Energy,Inc.65339F101COM3,745$328,699dollars as filed
Waste Management, Inc.94106L109COM1,442$321,393dollars as filed
PepsiCo,Inc.713448108COM2,373$321,304dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK160$318,310dollars as filed
ABRDN SILVER ETF TRUST003264108PHYSCL SILVR SHS5,355$301,058dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM847$299,302dollars as filed
Automatic Data Processing,Inc.053015103COM1,335$298,973dollars as filed
TOASTINCCLASSCLASSA888787108STOK10,400$289,328dollars as filed
Tesla Motors, Inc88160R101COM642$270,025dollars as filed
INVESCO QQQ TR46090E103COM357$262,895dollars as filed
BECTON DICKINSON & CO075887109COM1,709$258,623dollars as filed
Duke Energy Corporation26441C204COM1,984$251,135dollars as filed
ROYAL GOLD INC780287108COM1,252$249,944dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock527$218,858dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001839735-26-000004this filing2026-07-24acceptance time not in the bulk data set