Blossom Wealth Management ETF holdings
San Ramon, Ca, CA
Reported $33.5M in 28 ETFs in its Form 13F for June 30, 2026.
ETF value
$33.5M
ETFs held
28
Change from prior quarter
+5.5%
With price moves
ETFs as a share of its 13F
47.2%
of $71.0M
Top 10 of 28 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHF | Schwab International Equity ETF | $4.3M | 154,092 | +621 shares |
| SCHA | Schwab U.S. Small-Cap ETF | $2.5M | 68,872 | −245 shares |
| ZFEB | Innovator Equity Defined Protection ETF - 1 Yr February | $2.2M | 84,787 | No change |
| VIG | Vanguard Dividend Appreciation ETF | $2.2M | 9,108 | +228 shares |
| VOO | Vanguard S&P 500 ETF | $2.1M | 3,039 | No change |
| SCHB | Schwab U.S. Broad Market ETF | $1.9M | 64,580 | +414 shares |
| SCHZ | Schwab U.S. Aggregate Bond ETF | $1.8M | 77,147 | −6,404 shares |
| SCHV | Schwab U.S. Large-Cap Value ETF | $1.7M | 50,093 | No change |
| IAGG | iShares Core International Aggregate Bond ETF | $1.7M | 32,824 | −1,949 shares |
| IAU | iShares Gold Trust | $1.4M | 18,846 | +403 shares |
18 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001839735. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Blossom Wealth Management own?
Blossom Wealth Management reported 28 ETF positions worth $33.5M in its Form 13F for June 30, 2026. The largest was SCHF, at $4.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.