13F Filings History of Blossom Wealth Management

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$60,583,423
Signature - Title
James E. Salter - COO
Location
San Ramon, Ca, CA
Summary
This page shows a list of all the recent 13F filings made by Blossom Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Blossom Wealth Management reported 73 stock holdings with total value $60,583,423 as of Q4 2025. Top holdings included NVDA, AAPL, SCHF, SCHZ, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 73 $60,583,423 +$3,320,774 -$3,776,436 -$455,662 NVDA, AAPL, SCHF, SCHZ, MSFT 13F-HR 16 Jan 2026, 15:46
Q3 2025 71 $61,911,192 +$2,216,193 -$729,096 +$1,487,097 NVDA, AAPL, SCHF, SCHZ, MSFT 13F-HR 22 Oct 2025, 12:00
Q2 2025 70 $56,428,503 +$2,513,872 -$1,131,280 +$1,382,592 NVDA, SCHF, AAPL, MSFT, SCHZ 13F-HR 16 Jul 2025, 17:59
Q1 2025 69 $49,720,081 +$2,240,714 -$3,101,308 -$860,594 NVDA, AAPL, SCHF, SCHZ, BSCP 13F-HR 22 Apr 2025, 21:31
Q4 2024 71 $51,963,587 +$7,001,159 -$1,282,982 +$5,718,177 NVDA, AAPL, SCHF, MSFT, SCHB 13F-HR 23 Jan 2025, 18:04
Q3 2024 66 $49,606,896 +$1,868,539 -$618,165 +$1,250,374 NVDA, AAPL, SCHF, MSFT, SCHB 13F-HR 22 Oct 2024, 10:47
Q2 2024 66 $45,935,901 +$8,801,363 -$122,877 +$8,678,486 NVDA, AAPL, MSFT, SCHF, SCHB 13F-HR 19 Jul 2024, 17:26
Q1 2024 62 $41,533,804 +$1,189,905 -$732,764 +$457,141 NVDA, AAPL, MSFT, SCHF, SCHB 13F-HR 22 Apr 2024, 19:50
Q4 2023 62 $37,090,151 +$5,443,953 -$2,480,996 +$2,962,957 NVDA, AAPL, MSFT, SCHF, SCHB 13F-HR 26 Jan 2024, 17:26
Q3 2023 59 $31,234,495 +$5,717,578 -$642,741 +$5,074,837 NVDA, AAPL, SCHB, SCHF, MSFT 13F-HR 19 Oct 2023, 11:35
Q2 2023 54 $27,317,699 +$2,990,606 -$796,399 +$2,194,207 SCHB, SCHF, SCHZ, MSFT, AAPL 13F-HR 20 Jul 2023, 10:20
Q1 2023 53 $24,582,745 +$3,397,791 -$162,771 +$3,235,020 SCHF, SCHB, SCHZ, BSCN, MSFT 13F-HR 19 Apr 2023, 20:21
Q4 2022 44 $20,721,207 +$3,140,731 -$1,425,990 +$1,714,741 SCHF, SCHB, SCHZ, BSCN, IAGG 13F-HR 19 Jan 2023, 21:14
Q3 2022 39 $17,773,000 +$85,604 -$1,164,482 -$1,078,878 BSCM, SCHF, SCHZ, BSCN, SCHB 13F-HR 20 Oct 2022, 18:57
Q2 2022 44 $19,754,000 +$633,860 -$1,169,296 -$535,436 BSCM, SCHF, SCHZ, BSCN, SCHB 13F-HR 21 Jul 2022, 20:51
Q1 2022 49 $22,181,000 +$4,082,854 -$362,253 +$3,720,601 SCHF, BSCM, SCHB, SCHZ, BSCN Restatement 02 May 2022, 11:52
Q4 2021 44 $20,306,000 +$5,012,208 -$2,465,617 +$2,546,591 SCHF, SCHB, SCHZ, BSCM, MSFT 13F-HR 19 Jan 2022, 21:36
Q3 2021 35 $16,816,000 +$3,842,525 -$133,201 +$3,709,324 SCHB, SCHF, AMZN, SCHZ, BSCM 13F-HR 19 Oct 2021, 13:22
Q2 2021 29 $13,293,000 +$4,303,862 -$52,425 +$4,251,437 SCHB, AMZN, SCHF, SCHZ, SCHO 13F-HR 19 Jul 2021, 19:23
Q1 2021 19 $8,603,000 +$4,092,932 -$28,649 +$4,064,283 SCHB, AMZN, SCHZ, SCHF, SCHO 13F-HR 14 Apr 2021, 13:42
Q4 2020 10 $4,472,000 $0 $0 $0 SCHO, SCHB, SCHZ, SCHF, AAPL 13F-HR 22 Jan 2021, 17:26