Blossom Wealth Management logo

Blossom Wealth Management

RIA/Wealth

Blossom Wealth Management is a RIA/Wealth led by George Albert Salter, reporting $335.7M in AUM as of Q3 2025 with 32% Technology concentration and 18% allocation to NVDA.

CEOGeorge Albert Salter
Portfolio Value
$61.9M
Positions
71
Top Holding
NVDA at 18.16%
Last Reported
Q3 2025
Address

Top Holdings

Largest long holdings in Blossom Wealth Management's portfolio (46.5% of total portfolio)

See all holdings
HoldingSectorPositionWeightTradedOwnership
1
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$11.2M
18.16%
-$8.2K
Sold
0.00%
60.3K shares
2
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$2.8M
4.58%
0.00%
11.1K shares
ETF
ETF
$2.5M
4.07%
+$70.7K
Bought
108.2K shares
ETF
ETF
$2.0M
3.22%
+$96.5K
Bought
84.8K shares
Software - Infrastructure
Technology
$2.0M
3.19%
-$61.1K
Sold
0.00%
3.8K shares
ETF
ETF
$1.8M
2.86%
+$24.1K
Bought
69.0K shares
ETF
ETF
$1.7M
2.76%
+$90.0K
Bought
82.5K shares
ETF
ETF
$1.7M
2.69%
+$131.8K
Bought
32.5K shares
Unknown
Unknown
$1.6M
2.62%
+$40.2K
Bought
22.3K shares
ETF
ETF
$1.5M
2.39%
+$47.7K
Bought
53.1K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Blossom Wealth Management's latest filing

See all changes
Market Value
$61.9M
Prior: $56.4M
Q/Q Change
+9.72%
+$5.5M
Net Flows % of MV
+1.97%
Turnover Ratio
2.38%
New Purchases
2 stocks
$552.2K
Added To
39 stocks
+$1.4M
Sold Out Of
2 stocks
$610.9K
Reduced Holdings
11 stocks
-$118.2K

Increased Positions

PositionShares Δ
New
New
+56.8%
+27.57%
+17.99%

Decreased Positions

PositionShares Δ
Sold
Sold
-5.05%
-3.0%
-2.13%

Analytics

Portfolio insights and performance metrics for Blossom Wealth Management

View analytics

Sector Allocation

Technology: 31.60%TechnologyETF: 30.40%ETFConsumer Cyclical: 6.00%Utilities: 3.90%Financial Services: 3.80%Healthcare: 3.70%Communication Services: 3.50%Basic Materials: 3.30%Industrials: 3.20%Consumer Defensive: 3.10%Energy: 1.10%Real Estate: 0.80%
Technology
31.60%
ETF
30.40%
Consumer Cyclical
6.00%
Utilities
3.90%
Financial Services
3.80%
Healthcare
3.70%
Communication Services
3.50%
Basic Materials
3.30%
Industrials
3.20%
Consumer Defensive
3.10%
Energy
1.10%
Real Estate
0.80%

Market Cap Distribution

Mega Cap (> $200B): 43.77%Mega Cap (> $200B)Large Cap ($10B - $200B): 18.01%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.92%Nano Cap (< $50M): 1.26%N/A (ETF or Unknown): 36.04%N/A (ETF or Unknown)
Mega Cap (> $200B)
43.77%
Large Cap ($10B - $200B)
18.01%
Mid Cap ($2B - $10B)
0.92%
Nano Cap (< $50M)
1.26%
N/A (ETF or Unknown)
36.04%

Portfolio Concentration

Top 10 Holdings %
46.53%
Top 20 Holdings %
63.36%
Top 50 Holdings %
90.27%
Top 100 Holdings %
100.0%

Cookie Preferences

We use cookies for analytics. See our Privacy and Cookie Policy.