Blossom Wealth Management
CIK
1839735
Location
SAN RAMON, CA, CA
Portfolio Value
Micro
$17,779,240
Diversification
Diversified
Filing Date
Global Rank
#6,805
/ 8,232
▲ 136
Top Industry
Semiconductors
32.7%
3Y Alpha vs SPY
-2.9%
Period ended 2 months ago
Filed Apr 29, 2026 · 46d
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+63.8%
SPY
+76.3%
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, 2025Top 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 |
|---|---|---|
| Technology | 46.7% | $17,779,240 |
| Consumer Cyclical | 8.8% | $3,341,831 |
| Unclassified | 7.0% | $2,648,993 |
| Utilities | 5.6% | $2,122,934 |
| Consumer Defensive | 5.3% | $2,001,723 |
| Healthcare | 5.0% | $1,918,221 |
| Financial Services | 5.0% | $1,917,432 |
| Basic Materials | 4.8% | $1,843,078 |
| Communication Services | 4.6% | $1,749,524 |
| Industrials | 3.8% | $1,434,472 |
| Energy | 2.3% | $871,373 |
| Real Estate | 1.2% | $458,372 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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. | ||||
11 positions ·
$17,779,240 total
· Technology only
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ASML |
Asml Holding NV
Technology
|
NEW | 163 | $215,295 | 1.21% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 1,346 | $261,312 | 1.47% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 1,310 | $266,165 | 1.50% | |
| TOST |
Toast, Inc.
Technology
|
Held | 10,400 | $275,704 | 1.55% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 2,479 | $319,245 | 1.80% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 3,494 | $441,466 | 2.48% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 1,777 | $565,334 | 3.18% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 3,376 | $818,308 | 4.60% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,609 | $1,335,943 | 7.51% | |
| AAPL |
Apple Inc.
Technology
|
Added | 11,121 | $2,822,398 | 15.87% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 59,966 | $10,458,070 | 58.82% |