Blossom Wealth Management

CIK

1839735

Location

SAN RAMON, CA, CA

Portfolio Value

Micro $38,087,193

Diversification

Diversified

Filing Date

Global Rank

#6,805 / 8,232 ▲ 136

Top Industry

Semiconductors 32.7%

3Y Alpha vs SPY

-3.0%

Period ended 2 months ago

Filed Apr 29, 2026 · 45d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.9%

SPY

+76.5%

Annualised alpha

-2.9%

Max drawdown

−18.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

48 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

27.5%

+0.6 pts

Top 5

45.6%

+0.8 pts

Top 10

57.4%

+1.0 pts

HHI

931

Diversified+38

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	46.7%	$17,779,240	11
Consumer Cyclical	8.8%	$3,341,831	6
Unclassified	7.0%	$2,648,993	4
Utilities	5.6%	$2,122,934	5
Consumer Defensive	5.3%	$2,001,723	4
Healthcare	5.0%	$1,918,221	4
Financial Services	5.0%	$1,917,432	3
Basic Materials	4.8%	$1,843,078	4
Communication Services	4.6%	$1,749,524	2
Industrials	3.8%	$1,434,472	3
Energy	2.3%	$871,373	1
Real Estate	1.2%	$458,372	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+728	18,443	$1,625,934
NFLX	Netflix Inc	+204	11,664	$1,121,493
NEE	Nextera Energy Inc	+95	4,065	$377,557
RGLD	Royal Gold Inc	+70	1,160	$295,208
SIVR	abrdn Silver ETF Trust	+66	5,240	$375,236
AAPL	Apple Inc.	+57	11,121	$2,822,398
TSLA	Tesla, Inc.	+42	642	$238,663
AMT	American Tower Corp /Ma/	+22	2,656	$458,372
DUK	Duke Energy CORP	+9	2,184	$285,972
AMZN	Amazon Com Inc	+7	5,011	$1,043,640
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−2,155	13,478	$657,052
FAF	First American Financial Corp	−1,095	7,395	$445,844
WTRG	Essential Utilities, Inc.	−805	15,069	$606,828
KO	Coca Cola Co	−655	4,692	$356,826
SBUX	Starbucks Corp	−645	6,029	$540,138
ZTS	Zoetis Inc.	−586	2,426	$286,777
TJX	Tjx Companies Inc /De/	−485	2,970	$474,309
RPM	Rpm International Inc/De/	−475	3,618	$359,629
XOM	Exxon Mobil Corp	−450	5,136	$871,373
WMT	Walmart Inc.	−440	5,534	$687,765
WEC	Wec Energy Group, Inc.	−433	5,406	$625,852
JNJ	Johnson & Johnson	−388	3,935	$961,871
APH	Amphenol Corp /De/	−338	3,494	$441,466
LHX	L3harris Technologies, Inc. /De/	−307	2,237	$772,100
BDX	Becton Dickinson & Co	−255	1,656	$260,372
QCOM	Qualcomm Inc/De	−225	2,479	$319,245
HD	Home Depot, Inc.	−216	1,883	$619,299
MSFT	Microsoft Corp	−212	3,609	$1,335,943
ADI	Analog Devices Inc	−195	1,777	$565,334
TXN	Texas Instruments Inc	−194	1,346	$261,312
ECL	Ecolab Inc.	−190	2,028	$539,488
XYL	Xylem Inc.	−190	2,770	$331,015
FNV	FRANCO NEVADA Corp	−170	2,626	$648,753
ADP	Automatic Data Processing Inc	−160	1,310	$266,165
WM	Waste Management Inc	−160	1,442	$331,357
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
PEP	Pepsico Inc	1,473	$228,742
ASML	Asml Holding NV	163	$215,295
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
ACN	Accenture plc	1,155	$309,886
VEEV	Veeva Systems Inc	1,000	$223,230
NOW	ServiceNow, Inc.	1,400	$214,466
META	Meta Platforms, Inc.	319	$210,568
UBER	Uber Technologies, Inc	2,531	$206,808
GIS	General Mills Inc	4,410	$205,065
CRM	Salesforce, Inc.	767	$203,185
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

48 positions · $38,087,193 total · as of Mar 31, 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	59,966	-100	$10,458,070	−6.6%	27.46%
AAPL	Apple Inc. Technology	Added	11,121	+57	$2,822,398	−6.2%	7.41%
IAU	Ishares Gold Trust	Added	18,443	+728	$1,625,934	+13.1%	4.27%
MSFT	Microsoft Corp Technology	Reduced	3,609	-212	$1,335,943	−27.7%	3.51%
NFLX	Netflix Inc Communication Services	Added	11,664	+204	$1,121,493	+4.4%	2.94%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,011	+7	$1,043,640	−9.6%	2.74%
JNJ	Johnson & Johnson Healthcare	Reduced	3,935	-388	$961,871	+7.5%	2.53%
XOM	Exxon Mobil Corp Energy	Reduced	5,136	-450	$871,373	+29.6%	2.29%
IBM	International Business Machines Corp Technology	Reduced	3,376	-152	$818,308	−21.7%	2.15%
V	Visa Inc. Financial Services	Reduced	2,695	-115	$814,536	−17.3%	2.14%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	2,237	-307	$772,100	+3.4%	2.03%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	731	-28	$728,390	+11.3%	1.91%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,534	-440	$687,765	+3.3%	1.81%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	13,478	-2,155	$657,052	−23.6%	1.73%
FNV	FRANCO NEVADA Corp Basic Materials	Reduced	2,626	-170	$648,753	+11.9%	1.70%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,184	-62	$628,031	−10.7%	1.65%
WEC	Wec Energy Group, Inc. Utilities	Reduced	5,406	-433	$625,852	+1.6%	1.64%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,883	-216	$619,299	−14.3%	1.63%
WTRG	Essential Utilities, Inc. Utilities	Reduced	15,069	-805	$606,828	−0.3%	1.59%
ADI	Analog Devices Inc Technology	Reduced	1,777	-195	$565,334	+5.7%	1.48%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	6,029	-645	$540,138	−3.9%	1.42%
ECL	Ecolab Inc. Basic Materials	Reduced	2,028	-190	$539,488	−7.3%	1.42%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	2,970	-485	$474,309	−10.6%	1.25%
AMT	American Tower Corp /Ma/ Real Estate	Added	2,656	+22	$458,372	−0.9%	1.20%
FAF	First American Financial Corp Financial Services	Reduced	7,395	-1,095	$445,844	−14.5%	1.17%
APH	Amphenol Corp /De/ Technology	Reduced	3,494	-338	$441,466	−14.8%	1.16%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,370	0	$425,782	+1.7%	1.12%
GLD	Spdr Gold Trust	Held	969	0	$416,951	+8.6%	1.09%
AMGN	Amgen Inc Healthcare	Reduced	1,163	-157	$409,201	−5.3%	1.07%
NEE	Nextera Energy Inc Utilities	Added	4,065	+95	$377,557	+18.5%	0.99%
SIVR	abrdn Silver ETF Trust	Added	5,240	+66	$375,236	+7.2%	0.99%
RPM	Rpm International Inc/De/ Basic Materials	Reduced	3,618	-475	$359,629	−15.5%	0.94%
KO	Coca Cola Co Consumer Defensive	Reduced	4,692	-655	$356,826	−4.5%	0.94%
WM	Waste Management Inc Industrials	Reduced	1,442	-160	$331,357	−5.9%	0.87%
XYL	Xylem Inc. Industrials	Reduced	2,770	-190	$331,015	−17.9%	0.87%
QCOM	Qualcomm Inc/De Technology	Reduced	2,479	-225	$319,245	−31.0%	0.84%
RGLD	Royal Gold Inc Basic Materials	Added	1,160	+70	$295,208	+21.8%	0.78%
ZTS	Zoetis Inc. Healthcare	Reduced	2,426	-586	$286,777	−24.3%	0.75%
DUK	Duke Energy CORP Utilities	Added	2,184	+9	$285,972	+12.2%	0.75%
TOST	Toast, Inc. Technology	Held	10,400	0	$275,704	−25.3%	0.72%
ADP	Automatic Data Processing Inc Technology	Reduced	1,310	-160	$266,165	−29.6%	0.70%
TXN	Texas Instruments Inc Technology	Reduced	1,346	-194	$261,312	−2.2%	0.69%
BDX	Becton Dickinson & Co Healthcare	Reduced	1,656	-255	$260,372	−10.7%	0.68%
TSLA	Tesla, Inc. Consumer Cyclical	Added	642	+42	$238,663	−11.6%	0.63%
QQQ	Invesco Qqq Trust, Series 1	Reduced	400	-85	$230,872	−22.5%	0.61%
PEP	Pepsico Inc Consumer Defensive	NEW	1,473	NEW	$228,742	NEW	0.60%
AWK	American Water Works Company, Inc. Utilities	Held	1,666	0	$226,725	+4.3%	0.60%
ASML	Asml Holding NV Technology	NEW	163	NEW	$215,295	NEW	0.57%