Blossom Wealth Management

Q3 2026 13F-HR Holdings

Location
San Ramon, Ca, CA
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
77
Total value ($000)
$74,520
Net value change ($000)
+3,550 (5.0%)
New positions
6
Sold out positions
1
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
NVDA 1,599 13.8%
XOM 752 NEW
AAPL 532 16.6%
MSFT 490 36.8%
VEEV 285 NEW
LLY 274 NEW
META 231 NEW
MYCH 212 NEW
BRK-B 209 NEW
IAU 163 11.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -637 -100.0%
SCHA -230 -9.2%
IBM -179 -19.5%
HD -109 -16.4%
LHX -89 -14.1%
BSCQ -75 -16.8%
SCHV -64 -3.7%
FAF -59 -12.0%
MCD -54 -14.6%
TJX -50 -11.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type