Blossom Wealth Management

Q4 2025 13F-HR Holdings

Location
San Ramon, Ca, CA
Holdings as of
12/31/2025
Date filed
1/16/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$60,583
Net value change ($000)
-1,328 (-2.1%)
New positions
4
Sold out positions
2
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/22/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MYCG 468 NEW
BSCR 400 87.7%
TOST 369 NEW
GOOGL 249 NEW
VIGI 242 42.5%
CRM 203 NEW
AAPL 175 6.2%
GOOGL 145 26.0%
JNJ 93 11.6%
AMZN 77 7.1%
Top Reduces (Value $000, Stocks/ETFs)
BSCP -1,706 -100.0%
NFLX -300 -21.8%
VCSH -202 -100.0%
IAU -182 -11.2%
SCHB -153 -8.6%
HD -153 -17.5%
MSFT -129 -6.5%
WEC -122 -16.5%
SCHZ -113 -5.7%
WTRG -100 -14.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type