Blossom Wealth Management
Blossom Wealth Management LLC is a registered investment adviser headquartered in Dublin, California, United States. Founded in 2011, the firm has 3 employees, all focused on investment advisory roles. Blossom primarily serves individuals, including high net worth clients, providing wealth management and investment advice.
Investment Strategy
Blossom Wealth Management LLC provides discretionary investment management services, focusing on public equities across technology and consumer sectors. Their client base consists mainly of individuals and high net worth individuals for whom they build customized portfolios leveraging diversified holdings such as major technology firms, consumer stocks, and select ETFs. Blossom emphasizes long-term asset growth, risk mitigation, and personalized financial planning.
Latest 13F Filing Activity
Blossom Wealth Management filed their most recent 13F report on Sep 30, 2025 disclosing 71 equity positions with a total 13F market value of $62M. The fund increased holdings in Nvidia Corporation, Apple Inc., Johnson & Johnson among other positions. Blossom Wealth Management reduced exposure to Elevance Health Inc., Salesforce Inc., Netflix Inc. among others.
Top Holdings
Equity Positions (71)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 18.16% | $11.2M | 60,258 | $44.23 | $186.58 | +$1.7M |
A AAPL | APPLE INC | 4.58% | $2.8M | 11,125 | $169.61 | $254.63 | +$550.3K |
S SCHF | SCHWAB STRATEGIC TR | 4.07% | $2.5M | 108,195 | $18.72 | $23.28 | +$194.7K |
S SCHZ | SCHWAB STRATEGIC TR | 3.22% | $2.0M | 84,810 | $25.10 | $23.47 | +$115.0K |
M MSFT | MICROSOFT CORP | 3.19% | $2.0M | 3,817 | $276.21 | $517.95 | +$19.7K |