Loading…
CIK 0001839735 • 6 13F filings • Apr 23, 2025 – Jul 24, 2026
Import this data to Google Sheets with:
=jivedata("blossom-wealth-management","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | $225K | 0.5% | 6,925 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $296K | 0.6% | 948 SH | |
| ALPHABET INC | CAP STK CL A | $363K | 0.7% | 2,346 SH | |
| AMAZON COM INC | COM | $953K | 1.9% | 5,010 SH | |
| AMERICAN TOWER CORP NEW | COM | $556K | 1.1% | 2,556 SH | |
| AMERICAN WTR WKS CO INC NEW | COM | $323K | 0.6% | 2,190 SH | |
| AMGEN INC | COM | $346K | 0.7% | 1,110 SH | |
| AMPHENOL CORP NEW | CL A | $244K | 0.5% | 3,722 SH | |
| ANALOG DEVICES INC | COM | $385K | 0.8% | 1,911 SH | |
| APPLE INC | COM | $2.4M | 4.9% | 10,945 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $420K | 0.8% | 1,376 SH | |
| BANK AMERICA CORP | COM | $613K | 1.2% | 14,692 SH | |
| BECTON DICKINSON & CO | COM | $322K | 0.6% | 1,406 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $210K | 0.4% | 395 SH | |
| COCA COLA CO | COM | $359K | 0.7% | 5,010 SH | |
| COSTCO WHSL CORP NEW | COM | $704K | 1.4% | 745 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $528K | 1.1% | 19,956 SH | |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $290K | 0.6% | 6,886 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $769K | 1.5% | 16,186 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $334K | 0.7% | 2,735 SH | |
| ECOLAB INC | COM | $549K | 1.1% | 2,165 SH | |
| ELEVANCE HEALTH INC | COM | $236K | 0.5% | 542 SH | |
| ESSENTIAL UTILS INC | COM | $696K | 1.4% | 17,615 SH | |
| EXXON MOBIL CORP | COM | $708K | 1.4% | 5,953 SH | |
| FIRST AMERN FINL CORP | COM | $469K | 0.9% | 7,140 SH | |
| FRANCO NEV CORP | COM | $448K | 0.9% | 2,843 SH | |
| GENERAL MLS INC | COM | $264K | 0.5% | 4,410 SH | |
| HOME DEPOT INC | COM | $778K | 1.6% | 2,123 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $973K | 2.0% | 3,911 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | $1.6M | 3.1% | 75,181 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $516K | 1.0% | 26,474 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $488K | 1.0% | 24,930 SH | |
| ISHARES GOLD TR | ISHARES NEW | $1.2M | 2.5% | 21,050 SH | |
| ISHARES TR | CORE INTL AGGR | $1.3M | 2.6% | 26,144 SH | |
| JOHNSON & JOHNSON | COM | $426K | 0.9% | 2,567 SH | |
| L3HARRIS TECHNOLOGIES INC | COM | $532K | 1.1% | 2,544 SH | |
| MCDONALDS CORP | COM | $428K | 0.9% | 1,370 SH | |
| MICROSOFT CORP | COM | $1.5M | 3.0% | 3,912 SH | |
| NETFLIX INC | COM | $1.1M | 2.1% | 1,146 SH | |
| NEXTERA ENERGY INC | COM | $324K | 0.7% | 4,575 SH | |
| NVIDIA CORPORATION | COM | $6.8M | 13.6% | 62,287 SH | |
| PFIZER INC | COM | $384K | 0.8% | 15,153 SH | |
| QUALCOMM INC | COM | $392K | 0.8% | 2,549 SH | |
| ROYAL GOLD INC | COM | $218K | 0.4% | 1,334 SH | |
| RPM INTL INC | COM | $479K | 1.0% | 4,143 SH | |
| SALESFORCE INC | COM | $216K | 0.4% | 803 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.0M | 4.1% | 102,553 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $499K | 1.0% | 20,484 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $1.7M | 3.4% | 72,932 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.4M | 2.9% | 66,577 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.1M | 2.3% | 49,073 SH | |
| SERVICENOW INC | COM | $223K | 0.4% | 280 SH | |
| STARBUCKS CORP | COM | $638K | 1.3% | 6,509 SH | |
| TEXAS INSTRS INC | COM | $226K | 0.5% | 1,257 SH | |
| TJX COS INC NEW | COM | $411K | 0.8% | 3,375 SH | |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $419K | 0.8% | 4,766 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $842K | 1.7% | 3,257 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $331K | 0.7% | 3,660 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $898K | 1.8% | 15,127 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $203K | 0.4% | 2,566 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.0M | 2.1% | 5,345 SH | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $487K | 1.0% | 5,875 SH | |
| VEEVA SYS INC | CL A COM | $232K | 0.5% | 1,000 SH | |
| VISA INC | COM CL A | $984K | 2.0% | 2,808 SH | |
| WALMART INC | COM | $545K | 1.1% | 6,204 SH | |
| WASTE MGMT INC DEL | COM | $357K | 0.7% | 1,542 SH | |
| WEC ENERGY GROUP INC | COM | $714K | 1.4% | 6,549 SH | |
| XYLEM INC | COM | $343K | 0.7% | 2,868 SH | |
| ZOETIS INC | CL A | $444K | 0.9% | 2,699 SH |
| 13F-HR |
| 0001839735-26-000004 |
| $71.0M |
| View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003910 | $56.4M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001839735-26-000002 | $67.4M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002251 | $49.7M | View |