Blossom Wealth Management

CIK

1839735

Location

SAN RAMON, CA, CA

Portfolio Value

Micro $39,539,431

Diversification

Diversified

Filing Date

Global Rank

#7,204 / 8,517 ▲ 345

Top Industry

Semiconductors 35.3%

3Y Alpha vs SPY

+68.6%

Period ended 46 days ago

Filed Jul 24, 2026 · 22d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+574.5%

SPY

+75.3%

Annualised alpha

+68.3%

Max drawdown

−21.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

47 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

29.3%

+3.6 pts

Top 5

47.5%

+2.8 pts

Top 10

58.7%

+2.1 pts

HHI

1,037

Diversified+193

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	51.4%	$20,335,359	12
Consumer Cyclical	9.0%	$3,552,383	6
Unclassified	5.9%	$2,343,973	4
Financial Services	5.5%	$2,163,274	3
Consumer Defensive	5.1%	$2,001,185	4
Basic Materials	4.4%	$1,751,269	4
Utilities	4.4%	$1,739,948	4
Healthcare	4.2%	$1,665,339	3
Communication Services	4.1%	$1,631,226	2
Industrials	3.3%	$1,295,913	3
Energy	1.6%	$637,388	1
Real Estate	1.1%	$422,174	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
PEP	Pepsico Inc	+900	2,373	$321,304
IAU	Ishares Gold Trust	+403	18,846	$1,423,061
NFLX	Netflix Inc	+256	11,920	$851,088
SIVR	abrdn Silver ETF Trust	+115	5,355	$301,058
XYL	Xylem Inc.	+115	2,885	$341,035
RGLD	Royal Gold Inc	+92	1,252	$249,911
FNV	FRANCO NEVADA Corp	+77	2,703	$563,413
BDX	Becton Dickinson & Co	+53	1,709	$258,622
TJX	Tjx Companies Inc /De/	+30	3,000	$454,500
ADP	Automatic Data Processing Inc	+25	1,335	$298,973
V	Visa Inc.	+19	2,714	$931,146
AMGN	Amgen Inc	+18	1,181	$427,663
COST	Costco Wholesale Corp /New	+12	743	$695,054
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−1,999	57,967	$11,598,617
GOOGL	Alphabet Inc.	−858	2,183	$780,138
WTRG	Essential Utilities, Inc.	−548	14,521	$556,299
XOM	ExxonMobil Holdings Corp	−474	4,662	$637,388
BAC	Bank Of America Corp /De/	−473	13,005	$741,024
NEE	Nextera Energy Inc	−320	3,745	$328,698
WEC	Wec Energy Group, Inc.	−235	5,171	$603,817
FAF	First American Financial Corp	−235	7,160	$491,104
DUK	Duke Energy CORP	−200	1,984	$251,134
WMT	Walmart Inc.	−166	5,368	$607,979
SBUX	Starbucks Corp	−150	5,879	$600,775
RPM	Rpm International Inc/De/	−130	3,488	$387,691
IBM	International Business Machines Corp	−106	3,270	$919,556
JNJ	Johnson & Johnson	−80	3,855	$979,054
AMT	American Tower Corp /Ma/	−75	2,581	$422,174
ADI	Analog Devices Inc	−58	1,719	$682,735
LHX	L3harris Technologies, Inc. /De/	−57	2,180	$633,486
KO	Coca Cola Co	−55	4,637	$376,848
ECL	Ecolab Inc.	−53	1,975	$550,254
APH	Amphenol Corp /De/	−44	3,450	$608,304
QQQ	Invesco Qqq Trust, Series 1	−43	357	$262,894
MSFT	Microsoft Corp	−37	3,572	$1,332,427
QCOM	Qualcomm Inc/De	−30	2,449	$452,550
AAPL	Apple Inc.	−12	11,109	$3,214,500
AMZN	Amazon Com Inc	−4	5,007	$1,193,368
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
MSI	Motorola Solutions, Inc.	527	$218,857
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	8,880	$1,909,732
VIGI	Vanguard International Dividend Appreciation ETF	9,852	$871,507
ZTS	Zoetis Inc.	2,426	$286,777
AWK	American Water Works Company, Inc.	1,666	$226,725
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

47 tracked positions · $39,539,431 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	57,967	-1,999	$11,598,617	+10.9%	29.33%
AAPL	Apple Inc. Technology	Reduced	11,109	-12	$3,214,500	+13.9%	8.13%
IAU	Ishares Gold Trust	Added	18,846	+403	$1,423,061	−12.5%	3.60%
MSFT	Microsoft Corp Technology	Reduced	3,572	-37	$1,332,427	−0.3%	3.37%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,007	-4	$1,193,368	+14.3%	3.02%
JNJ	Johnson & Johnson Healthcare	Reduced	3,855	-80	$979,054	+1.8%	2.48%
V	Visa Inc. Financial Services	Added	2,714	+19	$931,146	+14.3%	2.35%
IBM	International Business Machines Corp Technology	Reduced	3,270	-106	$919,556	+12.4%	2.33%
NFLX	Netflix Inc Communication Services	Added	11,920	+256	$851,088	−24.1%	2.15%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,183	-858	$780,138	−10.7%	1.97%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	13,005	-473	$741,024	+12.8%	1.87%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	743	+12	$695,054	−4.6%	1.76%
ADI	Analog Devices Inc Technology	Reduced	1,719	-58	$682,735	+20.8%	1.73%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,881	-2	$663,391	+7.1%	1.68%
XOM	ExxonMobil Holdings Corp Energy	Reduced	4,662	-474	$637,388	−26.9%	1.61%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	2,180	-57	$633,486	−18.0%	1.60%
APH	Amphenol Corp /De/ Technology	Reduced	3,450	-44	$608,304	—	1.54%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,368	-166	$607,979	−11.6%	1.54%
WEC	Wec Energy Group, Inc. Utilities	Reduced	5,171	-235	$603,817	−3.5%	1.53%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	5,879	-150	$600,775	+11.2%	1.52%
FNV	FRANCO NEVADA Corp Basic Materials	Added	2,703	+77	$563,413	−13.2%	1.42%
WTRG	Essential Utilities, Inc. Utilities	Reduced	14,521	-548	$556,299	−8.3%	1.41%
ECL	Ecolab Inc. Basic Materials	Reduced	1,975	-53	$550,254	+2.0%	1.39%
FAF	First American Financial Corp Financial Services	Reduced	7,160	-235	$491,104	+10.2%	1.24%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	3,000	+30	$454,500	−4.2%	1.15%
QCOM	Qualcomm Inc/De Technology	Reduced	2,449	-30	$452,550	+41.8%	1.14%
AMGN	Amgen Inc Healthcare	Added	1,181	+18	$427,663	+4.5%	1.08%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	2,581	-75	$422,174	−7.9%	1.07%
TXN	Texas Instruments Inc Technology	Held	1,346	0	$401,202	+53.5%	1.01%
RPM	Rpm International Inc/De/ Basic Materials	Reduced	3,488	-130	$387,691	+7.8%	0.98%
KO	Coca Cola Co Consumer Defensive	Reduced	4,637	-55	$376,848	+5.6%	0.95%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,370	0	$370,324	−13.0%	0.94%
GLD	Spdr Gold Trust	Held	969	0	$356,960	−14.4%	0.90%
XYL	Xylem Inc. Industrials	Added	2,885	+115	$341,035	+3.0%	0.86%
NEE	Nextera Energy Inc Utilities	Reduced	3,745	-320	$328,698	−12.9%	0.83%
WM	Waste Management Inc Industrials	Held	1,442	0	$321,392	−3.0%	0.81%
PEP	Pepsico Inc Consumer Defensive	Added	2,373	+900	$321,304	+40.5%	0.81%
ASML	Asml Holding NV Technology	Reduced	160	-3	$318,310	+47.8%	0.81%
SIVR	abrdn Silver ETF Trust	Added	5,355	+115	$301,058	−19.8%	0.76%
ADP	Automatic Data Processing Inc Technology	Added	1,335	+25	$298,973	+12.3%	0.76%
TOST	Toast, Inc. Technology	Held	10,400	0	$289,328	+4.9%	0.73%
TSLA	Tesla, Inc. Consumer Cyclical	Held	642	0	$270,025	+13.1%	0.68%
QQQ	Invesco Qqq Trust, Series 1	Reduced	357	-43	$262,894	+13.9%	0.66%
BDX	Becton Dickinson & Co Healthcare	Added	1,709	+53	$258,622	−0.7%	0.65%
DUK	Duke Energy CORP Utilities	Reduced	1,984	-200	$251,134	−12.2%	0.64%
RGLD	Royal Gold Inc Basic Materials	Added	1,252	+92	$249,911	−15.3%	0.63%
MSI	Motorola Solutions, Inc. Technology	NEW	527	NEW	$218,857	NEW	0.55%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.