Sponsored

The Analysis of Blossom Wealth Management's Holdings & P&L

Currently, Blossom Wealth Management holds 72 types of securities in its portfolio with a total value $71.0M. In the most recent quarter, they have increased their positions in VO (+11.4K shares, valued at $921.4K), MSI (+527 shares, valued at $218.9K), PEP (+900 shares, valued at $121.9K); decreased their positions in NVDA (-2.0K shares, valued at $400.0K), SCHZ (-6.4K shares, valued at $148.1K), IAGG (-1.9K shares, valued at $98.6K); initiated new positions in MSI (+527 shares, valued at $218.9K).

1M P&L

-967.1K-1.45%

3M P&L

+932.8K+1.44%

HY P&L

+2.7M+4.25%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A33.5M

49.8%

2Semiconductors13.1M

19.5%

3Consumer Electronics3.2M

4.8%

Top Industries by Stock Count

1N/A28 stocks

42.4%

2Semiconductors4 stocks

6.1%

3Internet Content & Information2 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION58.0K shares-3.33%2026-06-302026-07-24

SCHF SCHWAB STRATEGIC TR154.1K shares0.40%2026-06-302026-07-24

AAPL APPLE INC11.1K shares-0.11%2026-06-302026-07-24

SCHA SCHWAB STRATEGIC TR68.9K shares-0.35%2026-06-302026-07-24

ZFEB INNOVATOR ETFS TRUST84.8K shares0.00%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS9.1K shares2.57%2026-06-302026-07-24

VOO VANGUARD INDEX FDS3.0K shares0.00%2026-06-302026-07-24

SCHB SCHWAB STRATEGIC TR64.6K shares0.65%2026-06-302026-07-24

Sponsored

SCHZ SCHWAB STRATEGIC TR77.1K shares-7.66%2026-06-302026-07-24

SCHV SCHWAB STRATEGIC TR50.1K shares0.00%2026-06-302026-07-24

IAGG ISHARES TR32.8K shares-5.60%2026-06-302026-07-24

IAU ISHARES GOLD TR18.8K shares2.19%2026-06-302026-07-24

MSFT MICROSOFT CORP3.6K shares-1.03%2026-06-302026-07-24

VO VANGUARD INDEX FDS15.3K shares297.27%2026-06-302026-07-24

AMZN AMAZON COM INC5.0K shares-0.08%2026-06-302026-07-24

PFEB INNOVATOR ETFS TRUST27.5K shares0.00%2026-06-302026-07-24

Sponsored

VGIT VANGUARD SCOTTSDALE FDS17.5K shares-3.24%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON3.9K shares-2.03%2026-06-302026-07-24

VIGI VANGUARD WHITEHALL FDS10.3K shares4.32%2026-06-302026-07-24

VISA INC VISA INC2.7K shares0.71%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS3.3K shares-3.14%2026-06-302026-07-24

DFEM DIMENSIONAL ETF TRUST22.5K shares4.82%2026-06-302026-07-24

BSCR INVESCO EXCH TRD SLF IDX FD46.2K shares2.93%2026-06-302026-07-24

DFSD DIMENSIONAL ETF TRUST18.8K shares-2.40%2026-06-302026-07-24

Sponsored

NETFLIX INC. NETFLIX INC.11.9K shares2.19%2026-06-302026-07-24

GOOGL ALPHABET INC2.2K shares-0.05%2026-06-302026-07-24

BAC BANK OF AMER CORP13.0K shares-3.51%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION743 shares1.64%2026-06-302026-07-24

ADI ANALOG DEVICES INC1.7K shares-3.26%2026-06-302026-07-24

HD HOME DEPOT INC1.9K shares-0.11%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP4.7K shares-9.23%2026-06-302026-07-24

LHX L3HARRIS TECHNOLOGIES INC2.2K shares-2.55%2026-06-302026-07-24

Sponsored

APH AMPHENOL CORP3.5K shares-1.26%2026-06-302026-07-24

WMT WALMART INC5.4K shares-3.00%2026-06-302026-07-24

WEC WEC ENERGY GROUP INC5.2K shares-4.35%2026-06-302026-07-24

SBUX STARBUCKS CORP5.9K shares-2.49%2026-06-302026-07-24

MOAT VANECK ETF TRUST5.7K shares3.11%2026-06-302026-07-24

SCHE SCHWAB STRATEGIC TR15.7K shares-2.93%2026-06-302026-07-24

FNV FRANCO NEV CORP2.7K shares2.93%2026-06-302026-07-24

WTRG ESSENTIAL UTILS INC14.5K shares-3.64%2026-06-302026-07-24

Sponsored

ECL ECOLAB INC2.0K shares-2.61%2026-06-302026-07-24

MYCG SSGA ACTIVE TR21.0K shares4.32%2026-06-302026-07-24

FAF FIRST AMERN FINL CORP7.2K shares-3.18%2026-06-302026-07-24

SCHO SCHWAB STRATEGIC TR19.4K shares-7.29%2026-06-302026-07-24

VOE VANGUARD INDEX FDS2.3K shares0.00%2026-06-302026-07-24

TJX TJX COS INC NEW3.0K shares1.01%2026-06-302026-07-24

QCOM QUALCOMM INC2.4K shares-1.21%2026-06-302026-07-24

BSCQ INVESCO EXCH TRD SLF IDX FD22.8K shares-8.97%2026-06-302026-07-24

Sponsored

AMGN AMGEN INC1.2K shares1.55%2026-06-302026-07-24

AMT AMERICAN TOWER CORP2.6K shares-2.82%2026-06-302026-07-24

TXN TEXAS INSTRS INC1.3K shares0.00%2026-06-302026-07-24

RPM RPM INTL INC3.5K shares-3.59%2026-06-302026-07-24

KO COCA COLA CO4.6K shares-1.17%2026-06-302026-07-24

MCD MCDONALDS CORP1.4K shares0.00%2026-06-302026-07-24

GLD SPDR GOLD TR969 shares0.00%2026-06-302026-07-24

VNQ VANGUARD INDEX FDS3.6K shares1.50%2026-06-302026-07-24

Sponsored

XYL XYLEM INC2.9K shares4.15%2026-06-302026-07-24

DFIP DIMENSIONAL ETF TRUST8.2K shares-2.32%2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC3.7K shares-7.87%2026-06-302026-07-24

WASTE MGMT INC DEL WASTE MGMT INC DEL1.4K shares0.00%2026-06-302026-07-24

PEP PEPSICO INC2.4K shares61.10%2026-06-302026-07-24

ASML ASML HLDG NV160 shares-1.84%2026-06-302026-07-24

SIVR ABRDN SILVER ETF TRUST5.4K shares2.19%2026-06-302026-07-24

GOOG ALPHABET INC847 shares-1.17%2026-06-302026-07-24

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.3K shares1.91%2026-06-302026-07-24

TOST TOAST INC10.4K shares0.00%2026-06-302026-07-24

TSLA TESLA INC642 shares0.00%2026-06-302026-07-24

QQQ INVESCO QQQ TR357 shares-10.75%2026-06-302026-07-24

BDX BECTON DICKINSON & CO1.7K shares3.20%2026-06-302026-07-24

DUK DUKE ENERGY CORP NEW2.0K shares-9.16%2026-06-302026-07-24

RGLD ROYAL GOLD INC1.3K shares7.93%2026-06-302026-07-24

MSI MOTOROLA SOLUTIONS INC527 sharesnew addition2026-06-302026-07-24

Sponsored

NVDA

NVIDIA CORPORATION

-3.33%

Shares58.0K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

0.40%

Shares154.1K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-0.11%

Shares11.1K

Event2026-06-30

Filed2026-07-24

SCHA

SCHWAB STRATEGIC TR

-0.35%

Shares68.9K

Event2026-06-30

Filed2026-07-24

ZFEB

INNOVATOR ETFS TRUST

0.00%

Shares84.8K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

2.57%

Shares9.1K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

SCHB

SCHWAB STRATEGIC TR

0.65%

Shares64.6K

Event2026-06-30

Filed2026-07-24

SCHZ

SCHWAB STRATEGIC TR

-7.66%

Shares77.1K

Event2026-06-30

Filed2026-07-24

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares50.1K

Event2026-06-30

Filed2026-07-24

IAGG

ISHARES TR

-5.60%

Shares32.8K

Event2026-06-30

Filed2026-07-24

IAU

ISHARES GOLD TR

2.19%

Shares18.8K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

-1.03%

Shares3.6K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

297.27%

Shares15.3K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

-0.08%

Shares5.0K

Event2026-06-30

Filed2026-07-24

PFEB

INNOVATOR ETFS TRUST

0.00%

Shares27.5K

Event2026-06-30

Filed2026-07-24

VGIT

VANGUARD SCOTTSDALE FDS

-3.24%

Shares17.5K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

-2.03%

Shares3.9K

Event2026-06-30

Filed2026-07-24

VIGI

VANGUARD WHITEHALL FDS

4.32%

Shares10.3K

Event2026-06-30

Filed2026-07-24

VISA INC

0.71%

Shares2.7K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

-3.14%

Shares3.3K

Event2026-06-30

Filed2026-07-24

DFEM

DIMENSIONAL ETF TRUST

4.82%

Shares22.5K

Event2026-06-30

Filed2026-07-24

BSCR

INVESCO EXCH TRD SLF IDX FD

2.93%

Shares46.2K

Event2026-06-30

Filed2026-07-24

DFSD

DIMENSIONAL ETF TRUST

-2.40%

Shares18.8K

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

2.19%

Shares11.9K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

-0.05%

Shares2.2K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

-3.51%

Shares13.0K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

1.64%

Shares743

Event2026-06-30

Filed2026-07-24

ADI

ANALOG DEVICES INC

-3.26%

Shares1.7K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

-0.11%

Shares1.9K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

-9.23%

Shares4.7K

Event2026-06-30

Filed2026-07-24

LHX

L3HARRIS TECHNOLOGIES INC

-2.55%

Shares2.2K

Event2026-06-30

Filed2026-07-24

APH

AMPHENOL CORP

-1.26%

Shares3.5K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-3.00%

Shares5.4K

Event2026-06-30

Filed2026-07-24

WEC

WEC ENERGY GROUP INC

-4.35%

Shares5.2K

Event2026-06-30

Filed2026-07-24

SBUX

STARBUCKS CORP

-2.49%

Shares5.9K

Event2026-06-30

Filed2026-07-24

MOAT

VANECK ETF TRUST

3.11%

Shares5.7K

Event2026-06-30

Filed2026-07-24

SCHE

SCHWAB STRATEGIC TR

-2.93%

Shares15.7K

Event2026-06-30

Filed2026-07-24

FNV

FRANCO NEV CORP

2.93%

Shares2.7K

Event2026-06-30

Filed2026-07-24

WTRG

ESSENTIAL UTILS INC

-3.64%

Shares14.5K

Event2026-06-30

Filed2026-07-24

ECL

ECOLAB INC

-2.61%

Shares2.0K

Event2026-06-30

Filed2026-07-24

MYCG

SSGA ACTIVE TR

4.32%

Shares21.0K

Event2026-06-30

Filed2026-07-24

FAF

FIRST AMERN FINL CORP

-3.18%

Shares7.2K

Event2026-06-30

Filed2026-07-24

SCHO

SCHWAB STRATEGIC TR

-7.29%

Shares19.4K

Event2026-06-30

Filed2026-07-24

VOE

VANGUARD INDEX FDS

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW

1.01%

Shares3.0K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

-1.21%

Shares2.4K

Event2026-06-30

Filed2026-07-24

BSCQ

INVESCO EXCH TRD SLF IDX FD

-8.97%

Shares22.8K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

1.55%

Shares1.2K

Event2026-06-30

Filed2026-07-24

AMT

AMERICAN TOWER CORP

-2.82%

Shares2.6K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

RPM

RPM INTL INC

-3.59%

Shares3.5K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

-1.17%

Shares4.6K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

0.00%

Shares969

Event2026-06-30

Filed2026-07-24

VNQ

VANGUARD INDEX FDS

1.50%

Shares3.6K

Event2026-06-30

Filed2026-07-24

XYL

XYLEM INC

4.15%

Shares2.9K

Event2026-06-30

Filed2026-07-24

DFIP

DIMENSIONAL ETF TRUST

-2.32%

Shares8.2K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

-7.87%

Shares3.7K

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

61.10%

Shares2.4K

Event2026-06-30

Filed2026-07-24

ASML

ASML HLDG NV

-1.84%

Shares160

Event2026-06-30

Filed2026-07-24

SIVR

ABRDN SILVER ETF TRUST

2.19%

Shares5.4K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

-1.17%

Shares847

Event2026-06-30

Filed2026-07-24

ADP

AUTOMATIC DATA PROCESSING IN

1.91%

Shares1.3K

Event2026-06-30

Filed2026-07-24

TOST

TOAST INC

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

0.00%

Shares642

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

-10.75%

Shares357

Event2026-06-30

Filed2026-07-24

BDX

BECTON DICKINSON & CO

3.20%

Shares1.7K

Event2026-06-30

Filed2026-07-24

DUK

DUKE ENERGY CORP NEW

-9.16%

Shares2.0K

Event2026-06-30

Filed2026-07-24

RGLD

ROYAL GOLD INC

7.93%

Shares1.3K

Event2026-06-30

Filed2026-07-24

MSI

MOTOROLA SOLUTIONS INC

New

Shares527

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available