Blossom Wealth Management

Q1 2026 13F-HR Holdings

Location
San Ramon, Ca, CA
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
74
Total value ($000)
$67,409
Net value change ($000)
+6,826 (11.3%)
New positions
9
Sold out positions
8
Turnover %
14.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
ZFEB 2,153 NEW
VOO 1,816 NEW
SCHV 1,528 NEW
SCHWAB STRATEGIC TRUST 1,311 52.7%
PFEB 1,101 NEW
VIG 681 55.4%
SCHE 533 NEW
SCHA 531 35.9%
VOE 431 NEW
PEP 229 NEW
Top Reduces (Value $000, Stocks/ETFs)
NVDA -744 -6.6%
MSFT -512 -27.7%
ACN -310 -100.0%
VTI -236 -100.0%
IBM -227 -21.7%
VEEV -223 -100.0%
NOW -214 -100.0%
META -210 -100.0%
UBER -207 -100.0%
GIS -205 -100.0%
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