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Portfolio (Quarterly) Guide ↗

Blossom Wealth Management

· CIK 0001839735
13F Portfolio $61M AUM 73 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 4 New 16 Added 36 Reduced 2 Exited
Page 2 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VIGI VANGUARD WHITEHALL FDS 8,868.0 $811K 1.34% +3K +39.6% $91.45 +1.2%
22 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,544.0 $747K 1.23% $293.58 +5.2%
23 HD HOME DEPOT INC Consumer Cyclical 2,099.0 $722K 1.19% -60.0 -2.8% $344.10 -13.1%
24 GOOGL ALPHABET INC Communication Services 2,246.0 $703K 1.16% -50.0 -2.2% $313.00 +28.3%
25 DFEM DIMENSIONAL ETF TRUST 20,937.0 $693K 1.14% -834.0 -3.8% $33.08 +18.0%
26 XOM EXXON MOBIL CORP Energy 5,586.0 $672K 1.11% -342.0 -5.8% $120.34 +33.5%
27 WMT WALMART INC Consumer Defensive 5,974.0 $666K 1.10% -275.0 -4.4% $111.41 +18.7%
28 COST COSTCO WHSL CORP NEW Consumer Defensive 759.0 $654K 1.08% -13.0 -1.7% $862.13 +23.4%
29 WEC WEC ENERGY GROUP INC Utilities 5,839.0 $616K 1.02% -600.0 -9.3% $105.46 +3.3%
30 WTRG ESSENTIAL UTILS INC Utilities 15,874.0 $609K 1.00% -2K -10.6% $38.36 -3.3%
31 ECL ECOLAB INC Basic Materials 2,218.0 $582K 0.96% $262.52 -5.7%
32 FNV FRANCO NEV CORP Basic Materials 2,796.0 $580K 0.96% -115.0 -4.0% $207.28 +7.9%
33 SBUX STARBUCKS CORP Consumer Cyclical 6,674.0 $562K 0.93% -50.0 -0.7% $84.21 +26.9%
34 MOAT VANECK ETF TRUST 5,216.0 $540K 0.89% -75.0 -1.4% $103.56 -3.2%
35 ADI ANALOG DEVICES INC Technology 1,972.0 $535K 0.88% +25.0 +1.3% $271.20 +55.0%
36 TJX TJX COS INC NEW Consumer Cyclical 3,455.0 $531K 0.88% $153.61 -2.3%
37 FAF FIRST AMERN FINL CORP Financial Services 8,490.0 $522K 0.86% -365.0 -4.1% $61.44 +11.7%
38 APH AMPHENOL CORP NEW Technology 3,832.0 $518K 0.85% -75.0 -1.9% $135.14 -9.9%
39 BSCQ INVESCO EXCH TRD SLF IDX FD 25,325.0 $496K 0.82% -400.0 -1.6% $19.58 -0.3%
40 SCHO SCHWAB STRATEGIC TR 20,286.0 $494K 0.82% -2K -9.4% $24.37 -1.0%
Page 2 of 4  ·  73 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 48.1%
Financial Services 11.5%
Consumer Cyclical 8.7%
Healthcare 5.5%
Communication Services 5.3%
Utilities 4.8%
Industrials 4.5%
Consumer Defensive 4.5%
Basic Materials 4.4%
Energy 1.6%