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Blom & Howell Financial Planning

Latest statistics and disclosures from Blom & Howell Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHG, JPST, VUSB, CGDV, CGGO, and represent 41.03% of Blom & Howell Financial Planning's stock portfolio.
Added to shares of these 10 stocks: VUG, JPST, SCHG, VIG, BIV, CGDV, RDVY, CGGO, CGMS, CGDG.
Started 6 new stock positions in UNH, AMAT, SGOV, VGLT, XMMO, MTB.
Reduced shares in these 10 stocks: VUSB, VTV, VEA, VGIT, VBR, VB, VYM, AMD, TBUX, IWB.
Blom & Howell Financial Planning was a net buyer of stock by $9.8M.
Blom & Howell Financial Planning has $120M in assets under management (AUM), dropping by 17.89%.
Central Index Key (CIK): 0002136102

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Portfolio Holdings for Blom & Howell Financial Planning

Blom & Howell Financial Planning holds 67 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	9.9	$12M	+12%	351k	33.84	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	8.4	$10M	+29%	200k	50.57	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	8.3	$10M	-21%	200k	49.78	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	7.3	$8.8M	+11%	178k	49.28	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	7.1	$8.6M	+8%	202k	42.33	View chart
Vanguard Specialized Funds Div App Etf (VIG)	7.0	$8.4M	+13%	36k	236.62	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	6.3	$7.5M	+12%	93k	81.06	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	4.1	$4.9M	+25%	64k	76.70	View chart
Vanguard Index Fds Value Etf (VTV)	3.4	$4.0M	-20%	19k	217.93	View chart
T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX)	2.8	$3.3M		67k	49.77	View chart
Vanguard Index Fds Growth Etf (VUG)	2.6	$3.2M	+413%	37k	86.14	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	2.3	$2.7M	+28%	99k	27.33	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.2	$2.6M	+6%	16k	161.54	View chart
Advanced Micro Devices (AMD)	2.0	$2.4M		4.2k	580.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.0	$2.4M	-20%	33k	71.25	View chart
Vanguard Wellington Us Momentum (VFMO)	1.6	$1.9M	+7%	7.5k	249.52	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.5	$1.8M	-19%	31k	58.98	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	1.2	$1.5M	+10%	34k	43.14	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.2	$1.5M	+55%	39k	37.51	View chart
Costco Wholesale Corporation (COST)	1.1	$1.3M		1.4k	935.76	View chart
Johnson & Johnson (JNJ)	1.0	$1.3M		4.9k	253.95	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.9	$1.1M	+61%	32k	34.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$1.1M	-8%	3.5k	303.14	View chart
Apple (AAPL)	0.7	$836k		2.9k	289.32	View chart
Broadcom (AVGO)	0.7	$819k		2.2k	377.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$805k	+2%	2.2k	370.10	View chart
Dell Technologies CL C (DELL)	0.7	$783k		1.8k	431.46	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.6	$684k		344.00	1989.44	View chart
Microsoft Corporation (MSFT)	0.5	$613k		1.6k	373.00	View chart
Amazon (AMZN)	0.5	$596k		2.5k	238.34	View chart
T Rowe Price Exchange-traded Price Eqt Income (TEQI)	0.5	$592k	+3%	12k	50.38	View chart
Cisco Systems (CSCO)	0.5	$567k		4.8k	117.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$542k	+192%	6.7k	80.56	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$538k	-25%	2.2k	242.96	View chart
Corning Incorporated (GLW)	0.4	$534k		2.1k	255.43	View chart
Tesla Motors (TSLA)	0.4	$490k		1.2k	420.60	View chart
Chevron Corporation (CVX)	0.4	$467k		2.8k	165.79	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.4	$456k	NEW	4.5k	100.67	View chart
Wal-Mart Stores (WMT)	0.4	$449k		4.0k	113.26	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$432k		1.5k	290.55	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$418k		17k	24.14	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$401k	+482%	4.6k	87.91	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$400k		938.00	426.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$400k		1.1k	357.37	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$396k	-10%	2.5k	158.03	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.3	$381k		4.1k	93.38	View chart
Realty Income (O)	0.3	$356k		5.7k	61.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$351k	+16%	702.00	500.39	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$314k	-3%	766.00	409.50	View chart
Public Service Enterprise (PEG)	0.3	$301k		3.7k	81.16	View chart
Cummins (CMI)	0.2	$286k		400.00	714.08	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$282k	+8%	1.8k	156.99	View chart
Intuitive Surgical Com New (ISRG)	0.2	$270k		679.00	397.68	View chart
TJX Companies (TJX)	0.2	$255k		1.7k	151.52	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$249k	NEW	1.5k	170.15	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$249k		4.9k	50.58	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$238k		1.2k	197.58	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$238k	NEW	4.3k	55.18	View chart
UnitedHealth (UNH)	0.2	$228k	NEW	549.00	415.63	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.2	$226k	-2%	9.1k	24.88	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$221k		2.1k	107.63	View chart
Applied Materials (AMAT)	0.2	$216k	NEW	299.00	723.00	View chart
Raytheon Technologies Corp (RTX)	0.2	$215k		1.1k	189.73	View chart
O'reilly Automotive (ORLY)	0.2	$213k		2.3k	92.09	View chart
Vici Pptys (VICI)	0.2	$208k	-2%	7.8k	26.55	View chart
Exxon Mobil Corporation (XOM)	0.2	$201k		1.5k	136.71	View chart
M&T Bank Corporation (MTB)	0.2	$200k	NEW	841.00	238.01	View chart

Past Filings by Blom & Howell Financial Planning

SEC 13F filings are viewable for Blom & Howell Financial Planning going back to 2026

Blom & Howell Financial Planning 2026 Q2 filed Aug. 5, 2026
Blom & Howell Financial Planning 2025 Q4 filed July 10, 2026
Blom & Howell Financial Planning 2026 Q1 filed July 10, 2026

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