13F holdings · Q2 2026

Blossom Wealth Management

San Ramon, CA, CA · files as Blossom Wealth Management

Holdings as of Jun 30, 2026Filed Jul 24, 2026Next filing due Nov 16, 2026CIK 1839735

Blossom Wealth Management reported 72 stocks worth $71M in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are NVDA (16.3%), SCHF (6.0%) and AAPL (4.5%). Compared with Q1 2026, the fund opened new positions in MSI, added to SCHF, VIG and SCHB, trimmed NVDA, AAPL and SCHA and sold out of ZTS, AWK and MYCH.

Reported value$71M+5.3% vs last quarter

Stocks held721 new · 3 sold out

Top 5 weight33.5%spread out

Turnover5%of the portfolio changed

🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#	Stock	Value	Weight	Shares	Change	Shares, 8 qtrs	Held
1	NVDA Nvidia Corporation	$11.6M	16.3%	58K	−1,999 (−3%)		8 of 8
2	SCHF Schwab International	$4.3M	6.0%	154K	+621 (+0%)		8 of 8
3	AAPL Apple Inc	$3.2M	4.5%	11K	−12 (−0%)		8 of 8
4	SCHA Schwab US Small Cap ETF	$2.5M	3.5%	69K	−245 (−0%)		8 of 8
5	ZFEB Innovator Etfs Trust	$2.2M	3.1%	85K	No change		2 of 8
6	VIG Vanguard Dividend Appreciation ETF	$2.2M	3.0%	9,108	+228 (+3%)		8 of 8
7	VOO Vanguard S&P 500 ETF	$2.1M	2.9%	3,039	No change		2 of 8
8	SCHB Schwab US Broad Market ETF	$1.9M	2.6%	65K	+414 (+1%)		8 of 8
9	SCHZ Schwab US Aggregate Bond	$1.8M	2.5%	77K	−6,404 (−8%)		8 of 8
10	SCHV Schwab US Large Cap	$1.7M	2.5%	50K	No change		2 of 8
11	ABCD Example Holdings Inc	100	153	206	259	312	365
12	WXYZ Example Holdings Inc	137	190	243	296	349	402
13	QRST Example Holdings Inc	174	227	280	333	386	439
14	LMNO Example Holdings Inc	211	264	317	370	423	476

🔒 62 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026

Stock	Value last quarter	Shares sold
ZTS Zoetis Inc	$287K	2,426
AWK American Wtr Wks Co Inc New	$227K	1,666
MYCH Ssga Active TR	$209K	8,370

Reported value

last 8 quarters

$49.6MQ3 '24

$52MQ4 '24

$49.7MQ1 '25

$56.4MQ2 '25

$61.9MQ3 '25

$60.6MQ4 '25

$67.4MQ1 '26

$71MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC

Filed	Form	Quarter
Jul 24, 2026	13F-HR	Q2 2026	SEC filing ↗

Other superinvestors

All hedge fund holdings →

Blossom Wealth Management 13F FAQ

What does Blossom Wealth Management own?

Blossom Wealth Management reported 72 stocks worth $71M in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are NVDA (16.3%), SCHF (6.0%) and AAPL (4.5%). The table above lists every position in the filing (the top 10 without an account).

What did Blossom Wealth Management buy and sell in Q2 2026?

Compared with Q1 2026: 1 new positions, 23 added to, 35 trimmed and 3 sold out. New positions include MSI. It sold all of ZTS, AWK and MYCH.

When will Blossom Wealth Management file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Blossom Wealth Management's portfolio worth?

The Q2 2026 filing reports $71M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.