Blossom Wealth Management reported 51 positions worth $43.23M for the quarter ended Sep 30, 2026, up 9.2% on the prior quarter. It opened 4 new positions, added to 34, trimmed 9 and exited 0. Its largest holding is Nvidia Corp at 30.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| VEEV Veeva Systems Inc | +1,000 | – | $285.45K | 0.66% |
| LLY ELI LILLY & Co | +237 | – | $273.78K | 0.633% |
| META Meta Platforms, Inc. | +319 | – | $231.47K | 0.535% |
| BRK-B Berkshire Hathaway Inc | +419 | – | $208.60K | 0.483% |
| IAU Ishares Gold Trust | +1,467 | +7.8% | $114.57K | 3.67% |
| FNV FRANCO NEVADA Corp | +205 | +7.6% | $48.81K | 1.6% |
| AAPL Apple Inc. | +139 | +1.3% | $46.29K | 8.67% |
| WEC Wec Energy Group, Inc. | +420 | +8.1% | $42.33K | 1.3% |
| V Visa Inc. | +116 | +4.3% | $41.69K | 2.35% |
| GOOGL Alphabet Inc. | +104 | +4.8% | $35.78K | 1.82% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | -180 | -0.3% | $41.11K | 30.53% |
| ADI Analog Devices Inc | -102 | -5.9% | $40.46K | 1.48% |
| WTRG Essential Utilities, Inc. | -527 | -3.6% | $20.65K | 1.27% |
| MSFT Microsoft Corp | -20 | -0.6% | $10.26K | 4.21% |
| APH Amphenol Corp | -96 | -1.4% | $8.09K | 1.33% |
| ASML Asml Holding Nv | -4 | -2.5% | $7.25K | 0.654% |
| XOM ExxonMobil Holdings Corp | -42 | -0.9% | $6.84K | 1.74% |
| FAF First American Financial Corp | -45 | -0.6% | $2.73K | 1% |
| BAC Bank Of America Corp | -18 | -0.1% | $979.78 | 1.64% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 57.8K | $13.20M | 30.53% | -180 | -0.3% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 11.2K | $3.75M | 8.67% | +139 | +1.3% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 3,552 | $1.82M | 4.21% | -20 | -0.6% | Reduced | 0% |
| 4 | IAU Ishares Gold Trust | Others | 20.3K | $1.59M | 3.67% | +1,467 | +7.8% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 5,111 | $1.27M | 2.95% | +104 | +2.1% | Added | 0% |
| 6 | JNJ Johnson & Johnson | Healthcare | 3,923 | $1.04M | 2.4% | +68 | +1.8% | Added | 0% |
| 7 | V Visa Inc. | Financial Services | 2,830 | $1.02M | 2.35% | +116 | +4.3% | Added | 0% |
| 8 | NFLX Netflix Inc | Technology | 12.1K | $844.48K | 1.95% | +217 | +1.8% | Added | 0% |
| 9 | GOOGL Alphabet Inc. | Technology | 2,287 | $786.91K | 1.82% | +104 | +4.8% | Added | 0% |
| 10 | XOM ExxonMobil Holdings Corp | Energy | 4,620 | $751.91K | 1.74% | -42 | -0.9% | Reduced | 0% |
| 11 | IBM International Business Machines Corp | Technology | 3,368 | $740.73K | 1.71% | +98 | +3.0% | Added | 0% |
| 12 | BAC Bank Of America Corp | Financial Services | 13.0K | $706.91K | 1.64% | -18 | -0.1% | Reduced | 0% |
| 13 | COST Costco Wholesale Corp | Consumer Staples | 772 | $702.74K | 1.63% | +29 | +3.9% | Added | 0% |
| 14 | FNV FRANCO NEVADA Corp | Financial Services | 2,908 | $692.42K | 1.6% | +205 | +7.6% | Added | 0% |
| 15 | ADI Analog Devices Inc | Technology | 1,617 | $641.48K | 1.48% | -102 | -5.9% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Blossom Wealth Management.
As of its Q3 2026 13F filing, Blossom Wealth Management’s five largest positions were Nvidia Corp (NVDA) at 30.5%, Apple Inc. (AAPL) at 8.7%, Microsoft Corp (MSFT) at 4.2%, Ishares Gold Trust (IAU) at 3.7%, Amazon Com Inc (AMZN) at 2.9% of the reported portfolio.
Blossom Wealth Management reported a 13F portfolio worth $43.23M across 51 positions for Q3 2026. That is up 9.2% from the previous quarter.
Its largest purchases by value were Veeva Systems Inc ($285.45K), ELI LILLY & Co ($273.78K), Meta Platforms, Inc. ($231.47K). It opened 4 new positions.
Its largest sales by value were Nvidia Corp ($41.11K), Analog Devices Inc ($40.46K), Essential Utilities, Inc. ($20.65K). It exited 0 positions entirely.
From the Form 13F-HR reports Blossom Wealth Management files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.