Sponsored

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

Currently, Blossom Wealth Management holds 74 types of securities in its portfolio with a total value $67.4M. In the most recent quarter, they have increased their positions in ZFEB (+84.8K shares, valued at $2.2M), N/A (+3.0K shares, valued at $1.8M), SCHV (+50.1K shares, valued at $1.5M); decreased their positions in LHX (-307 shares, valued at $106.0K), BAC (-2.2K shares, valued at $105.1K), JNJ (-388 shares, valued at $94.8K); initiated new positions in ZFEB (+84.8K shares, valued at $2.2M), N/A (+3.0K shares, valued at $1.8M), SCHV (+50.1K shares, valued at $1.5M).

1M P&L

+1.8M+2.81%

3M P&L

-1.1M-1.60%

HY P&L

+1.8M+2.79%

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/A28.1M

45.3%

2Semiconductors11.6M

18.7%

3Consumer Electronics2.8M

4.6%

Top Industries by Stock Count

1N/A26 stocks

38.8%

2Semiconductors4 stocks

6.0%

3Utilities - Regulated Water2 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION60.0K shares-0.17%2026-03-312026-04-29

SCHF SCHWAB STRATEGIC TR153.5K shares48.35%2026-03-312026-04-29

AAPL APPLE INC11.1K shares0.52%2026-03-312026-04-29

ZFEB INNOVATOR ETFS TRUST84.8K sharesnew addition2026-03-312026-04-29

SCHA SCHWAB STRATEGIC TR69.1K shares33.05%2026-03-312026-04-29

SCHZ SCHWAB STRATEGIC TR83.6K shares4.00%2026-03-312026-04-29

VIG VANGUARD SPECIALIZED FUNDS8.9K shares58.74%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS3.0K sharesnew addition2026-03-312026-04-29

Sponsored

IAGG ISHARES TR34.8K shares4.37%2026-03-312026-04-29

ISHARES GOLD TR ISHARES GOLD TR18.4K shares4.11%2026-03-312026-04-29

SCHB SCHWAB STRATEGIC TR64.2K shares3.84%2026-03-312026-04-29

SCHV SCHWAB STRATEGIC TR50.1K sharesnew addition2026-03-312026-04-29

MSFT MICROSOFT CORP3.6K shares-5.55%2026-03-312026-04-29

NFLX NETFLIX INC.11.7K shares1.78%2026-03-312026-04-29

VO VANGUARD INDEX FDS3.8K shares5.66%2026-03-312026-04-29

PFEB INNOVATOR ETFS TRUST27.5K sharesnew addition2026-03-312026-04-29

Sponsored

VGIT VANGUARD SCOTTSDALE FDS18.1K shares4.05%2026-03-312026-04-29

AMZN AMAZON COM INC5.0K shares0.14%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON3.9K shares-8.98%2026-03-312026-04-29

DFSD DIMENSIONAL ETF TRUST19.2K shares3.86%2026-03-312026-04-29

BSCR INVESCO EXCH TRD SLF IDX FD44.9K shares3.60%2026-03-312026-04-29

VIGI VANGUARD WHITEHALL FDS9.9K shares11.10%2026-03-312026-04-29

XOM EXXON MOBIL CORP5.1K shares-8.06%2026-03-312026-04-29

IBM INTERNATIONAL BUSINESS MACHS3.4K shares-4.31%2026-03-312026-04-29

Sponsored

V VISA INC2.7K shares-4.09%2026-03-312026-04-29

LHX L3HARRIS TECHNOLOGIES INC2.2K shares-12.07%2026-03-312026-04-29

DFEM DIMENSIONAL ETF TRUST21.5K shares2.56%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION731 shares-3.69%2026-03-312026-04-29

WMT WALMART INC5.5K shares-7.37%2026-03-312026-04-29

BAC BANK AMERICA CORP13.5K shares-13.78%2026-03-312026-04-29

FNV FRANCO NEV CORP2.6K shares-6.08%2026-03-312026-04-29

ALPHABET INC ALPHABET INC2.2K shares-2.76%2026-03-312026-04-29

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC5.4K shares-7.42%2026-03-312026-04-29

HD HOME DEPOT INC1.9K shares-10.29%2026-03-312026-04-29

WTRG ESSENTIAL UTILS INC15.1K shares-5.07%2026-03-312026-04-29

ADI ANALOG DEVICES INC1.8K shares-9.89%2026-03-312026-04-29

SBUX STARBUCKS CORP6.0K shares-9.66%2026-03-312026-04-29

ECL ECOLAB INC2.0K shares-8.57%2026-03-312026-04-29

SCHE SCHWAB STRATEGIC TR16.2K sharesnew addition2026-03-312026-04-29

MOAT VANECK ETF TRUST5.5K shares5.27%2026-03-312026-04-29

Sponsored

SCHO SCHWAB STRATEGIC TR20.9K shares3.17%2026-03-312026-04-29

MYCG SSGA ACTIVE TR20.1K shares7.68%2026-03-312026-04-29

BSCQ INVESCO EXCH TRD SLF IDX FD25.1K shares-0.99%2026-03-312026-04-29

TJX TJX COS INC NEW3.0K shares-14.04%2026-03-312026-04-29

AMT AMERICAN TOWER CORP2.7K shares0.84%2026-03-312026-04-29

FAF FIRST AMERN FINL CORP7.4K shares-12.90%2026-03-312026-04-29

APH AMPHENOL CORP3.5K shares-8.82%2026-03-312026-04-29

VOE VANGUARD INDEX FDS2.3K sharesnew addition2026-03-312026-04-29

Sponsored

MCD MCDONALDS CORP1.4K shares0.00%2026-03-312026-04-29

GLD SPDR GOLD TR969 shares0.00%2026-03-312026-04-29

AMGN AMGEN INC1.2K shares-11.89%2026-03-312026-04-29

NEE NEXTERA ENERGY INC4.1K shares2.39%2026-03-312026-04-29

SIVR ABRDN SILVER ETF TRUST5.2K shares1.28%2026-03-312026-04-29

RPM RPM INTL INC3.6K shares-11.61%2026-03-312026-04-29

KO COCA COLA CO4.7K shares-12.25%2026-03-312026-04-29

DFIP DIMENSIONAL ETF TRUST8.4K shares-2.63%2026-03-312026-04-29

Sponsored

WM WASTE MGMT INC DEL1.4K shares-9.99%2026-03-312026-04-29

XYL XYLEM INC2.8K shares-6.42%2026-03-312026-04-29

QCOM QUALCOMM INC2.5K shares-8.32%2026-03-312026-04-29

VNQ VANGUARD INDEX FDS3.5K shares3.54%2026-03-312026-04-29

RGLD ROYAL GOLD INC1.2K shares6.42%2026-03-312026-04-29

ZTS ZOETIS INC2.4K shares-19.46%2026-03-312026-04-29

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.2K shares0.41%2026-03-312026-04-29

TOST TOAST INC10.4K shares0.00%2026-03-312026-04-29

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.3K shares-10.88%2026-03-312026-04-29

TXN TEXAS INSTRS INC1.3K shares-12.60%2026-03-312026-04-29

BDX BECTON DICKINSON & CO1.7K shares-13.34%2026-03-312026-04-29

ALPHABET INC ALPHABET INC857 shares8.21%2026-03-312026-04-29

TSLA TESLA INC642 shares7.00%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR400 shares-17.53%2026-03-312026-04-29

PEP PEPSICO INC1.5K sharesnew addition2026-03-312026-04-29

AWK AMERICAN WTR WKS CO INC NEW1.7K shares0.00%2026-03-312026-04-29

Sponsored

ASML ASML HLDG NV163 sharesnew addition2026-03-312026-04-29

MYCH SSGA ACTIVE TR8.4K sharesnew addition2026-03-312026-04-29

NVDA

NVIDIA CORPORATION

-0.17%

Shares60.0K

Event2026-03-31

Filed2026-04-29

SCHF

SCHWAB STRATEGIC TR

48.35%

Shares153.5K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

0.52%

Shares11.1K

Event2026-03-31

Filed2026-04-29

ZFEB

INNOVATOR ETFS TRUST

New

Shares84.8K

Event2026-03-31

Filed2026-04-29

SCHA

SCHWAB STRATEGIC TR

33.05%

Shares69.1K

Event2026-03-31

Filed2026-04-29

SCHZ

SCHWAB STRATEGIC TR

4.00%

Shares83.6K

Event2026-03-31

Filed2026-04-29

VIG

VANGUARD SPECIALIZED FUNDS

58.74%

Shares8.9K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

New

Shares3.0K

Event2026-03-31

Filed2026-04-29

IAGG

ISHARES TR

4.37%

Shares34.8K

Event2026-03-31

Filed2026-04-29

ISHARES GOLD TR

4.11%

Shares18.4K

Event2026-03-31

Filed2026-04-29

SCHB

SCHWAB STRATEGIC TR

3.84%

Shares64.2K

Event2026-03-31

Filed2026-04-29

SCHV

SCHWAB STRATEGIC TR

New

Shares50.1K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

-5.55%

Shares3.6K

Event2026-03-31

Filed2026-04-29

NFLX

NETFLIX INC.

1.78%

Shares11.7K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

5.66%

Shares3.8K

Event2026-03-31

Filed2026-04-29

PFEB

INNOVATOR ETFS TRUST

New

Shares27.5K

Event2026-03-31

Filed2026-04-29

VGIT

VANGUARD SCOTTSDALE FDS

4.05%

Shares18.1K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

0.14%

Shares5.0K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

-8.98%

Shares3.9K

Event2026-03-31

Filed2026-04-29

DFSD

DIMENSIONAL ETF TRUST

3.86%

Shares19.2K

Event2026-03-31

Filed2026-04-29

BSCR

INVESCO EXCH TRD SLF IDX FD

3.60%

Shares44.9K

Event2026-03-31

Filed2026-04-29

VIGI

VANGUARD WHITEHALL FDS

11.10%

Shares9.9K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

-8.06%

Shares5.1K

Event2026-03-31

Filed2026-04-29

IBM

INTERNATIONAL BUSINESS MACHS

-4.31%

Shares3.4K

Event2026-03-31

Filed2026-04-29

VISA INC

-4.09%

Shares2.7K

Event2026-03-31

Filed2026-04-29

LHX

L3HARRIS TECHNOLOGIES INC

-12.07%

Shares2.2K

Event2026-03-31

Filed2026-04-29

DFEM

DIMENSIONAL ETF TRUST

2.56%

Shares21.5K

Event2026-03-31

Filed2026-04-29

COST

COSTCO WHOLESALE CORPORATION

-3.69%

Shares731

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

-7.37%

Shares5.5K

Event2026-03-31

Filed2026-04-29

BAC

BANK AMERICA CORP

-13.78%

Shares13.5K

Event2026-03-31

Filed2026-04-29

FNV

FRANCO NEV CORP

-6.08%

Shares2.6K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-2.76%

Shares2.2K

Event2026-03-31

Filed2026-04-29

WEC ENERGY GROUP INC

-7.42%

Shares5.4K

Event2026-03-31

Filed2026-04-29

HOME DEPOT INC

-10.29%

Shares1.9K

Event2026-03-31

Filed2026-04-29

WTRG

ESSENTIAL UTILS INC

-5.07%

Shares15.1K

Event2026-03-31

Filed2026-04-29

ADI

ANALOG DEVICES INC

-9.89%

Shares1.8K

Event2026-03-31

Filed2026-04-29

SBUX

STARBUCKS CORP

-9.66%

Shares6.0K

Event2026-03-31

Filed2026-04-29

ECL

ECOLAB INC

-8.57%

Shares2.0K

Event2026-03-31

Filed2026-04-29

SCHE

SCHWAB STRATEGIC TR

New

Shares16.2K

Event2026-03-31

Filed2026-04-29

MOAT

VANECK ETF TRUST

5.27%

Shares5.5K

Event2026-03-31

Filed2026-04-29

SCHO

SCHWAB STRATEGIC TR

3.17%

Shares20.9K

Event2026-03-31

Filed2026-04-29

MYCG

SSGA ACTIVE TR

7.68%

Shares20.1K

Event2026-03-31

Filed2026-04-29

BSCQ

INVESCO EXCH TRD SLF IDX FD

-0.99%

Shares25.1K

Event2026-03-31

Filed2026-04-29

TJX

TJX COS INC NEW

-14.04%

Shares3.0K

Event2026-03-31

Filed2026-04-29

AMT

AMERICAN TOWER CORP

0.84%

Shares2.7K

Event2026-03-31

Filed2026-04-29

FAF

FIRST AMERN FINL CORP

-12.90%

Shares7.4K

Event2026-03-31

Filed2026-04-29

APH

AMPHENOL CORP

-8.82%

Shares3.5K

Event2026-03-31

Filed2026-04-29

VOE

VANGUARD INDEX FDS

New

Shares2.3K

Event2026-03-31

Filed2026-04-29

MCD

MCDONALDS CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-29

GLD

SPDR GOLD TR

0.00%

Shares969

Event2026-03-31

Filed2026-04-29

AMGN

AMGEN INC

-11.89%

Shares1.2K

Event2026-03-31

Filed2026-04-29

NEE

NEXTERA ENERGY INC

2.39%

Shares4.1K

Event2026-03-31

Filed2026-04-29

SIVR

ABRDN SILVER ETF TRUST

1.28%

Shares5.2K

Event2026-03-31

Filed2026-04-29

RPM

RPM INTL INC

-11.61%

Shares3.6K

Event2026-03-31

Filed2026-04-29

COCA COLA CO

-12.25%

Shares4.7K

Event2026-03-31

Filed2026-04-29

DFIP

DIMENSIONAL ETF TRUST

-2.63%

Shares8.4K

Event2026-03-31

Filed2026-04-29

WASTE MGMT INC DEL

-9.99%

Shares1.4K

Event2026-03-31

Filed2026-04-29

XYL

XYLEM INC

-6.42%

Shares2.8K

Event2026-03-31

Filed2026-04-29

QCOM

QUALCOMM INC

-8.32%

Shares2.5K

Event2026-03-31

Filed2026-04-29

VNQ

VANGUARD INDEX FDS

3.54%

Shares3.5K

Event2026-03-31

Filed2026-04-29

RGLD

ROYAL GOLD INC

6.42%

Shares1.2K

Event2026-03-31

Filed2026-04-29

ZTS

ZOETIS INC

-19.46%

Shares2.4K

Event2026-03-31

Filed2026-04-29

DUKE ENERGY CORP NEW

0.41%

Shares2.2K

Event2026-03-31

Filed2026-04-29

TOST

TOAST INC

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-29

ADP

AUTOMATIC DATA PROCESSING IN

-10.88%

Shares1.3K

Event2026-03-31

Filed2026-04-29

TXN

TEXAS INSTRS INC

-12.60%

Shares1.3K

Event2026-03-31

Filed2026-04-29

BDX

BECTON DICKINSON & CO

-13.34%

Shares1.7K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

8.21%

Shares857

Event2026-03-31

Filed2026-04-29

TSLA

TESLA INC

7.00%

Shares642

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

-17.53%

Shares400

Event2026-03-31

Filed2026-04-29

PEP

PEPSICO INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-29

AWK

AMERICAN WTR WKS CO INC NEW

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-29

ASML

ASML HLDG NV

New

Shares163

Event2026-03-31

Filed2026-04-29

MYCH

SSGA ACTIVE TR

New

Shares8.4K

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available