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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 INVESCO EXCH TRD SLF IDX FD 82,463 $1.7M 2.76% SOLD
2 VCSH VANGUARD SCOTTSDALE FDS 2,531 $202K 0.33% SOLD
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%