Q2 2026 13F · SEC CIK 2136102

Blom & Howell Financial Planning, Inc.

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $120.1M
Reported positions: 67
Holdings vs S&P 500, 3 yrs: —
Assets under management: $161.5M

Blom & Howell Financial Planning, Inc. is a wealth manager that reported 67 positions worth $120.1M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Schwab Strategic Tr (SCHG, 9.9%), J P Morgan Exchange Traded F (JPST, 8.4%), Vanguard Bd Index Fds (VUSB, 8.3%).

Blom & Howell Financial Planning, Inc. holdings largest 50 of 67 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Blom & Howell Financial Planning, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SCHGSchwab Strategic Tr	9.9%	8.9%	351,261	+12.4%	$11.9M
JPSTJ P Morgan Exchange Traded F	8.4%	7.6%	200,054	+30.0%	$10.1M
VUSBVanguard Bd Index Fds	8.3%	12.4%	199,993	-21.0%	$10.0M
CGDVCapital Group Dividend Value	7.3%	6.6%	177,695	+11.9%	$8.8M
CGGOCapital Group Gbl Growth Eqt	7.1%	6.1%	202,039	+8.1%	$8.6M
VIGVanguard Specialized Funds	7.0%	6.6%	35,500	+13.8%	$8.4M
RDVYFirst Tr Exchange Traded Fd	6.3%	5.5%	92,702	+13.0%	$7.5M
BIVVanguard Bd Index Fds	4.1%	3.9%	63,985	+25.3%	$4.9M
VTVVanguard Index Fds	3.4%	4.5%	18,565	-20.3%	$4.0M
TBUXT Rowe Price Exchange-Traded	2.8%	3.3%	66,733	-0.4%	$3.3M
VUGVanguard Index Fds	2.6%	3.1%	36,781	+414.0%	$3.2M
CGMSCapital Grp Fixed Incm ETF T	2.3%	2.1%	99,386	+28.1%	$2.7M
SPMOInvesco Exch Traded Fd Tr II	2.2%	1.7%	16,217	+6.3%	$2.6M
AMDAdvanced Micro Devices Inc	2.0%	0.8%	4,172	-1.3%	$2.4M
VEAVanguard Ftse Developed Markets Index Fu	2.0%	2.6%	33,442	-20.4%	$2.4M
VFMOVanguard Wellington Fd	1.6%	1.4%	7,518	+7.0%	$1.9M
VGITVanguard Scottsdale Fds	1.5%	2.3%	31,081	-20.0%	$1.8M
SDVYFirst Tr Exchange Traded Fd	1.2%	1.2%	34,416	+10.7%	$1.5M
CGDGCapital Group Divid Growers ETF	1.2%	0.9%	38,956	+55.2%	$1.5M
COSTCostco Wholesale Corporation	1.1%	1.4%	1,389	-0.8%	$1.3M
JNJJohnson & Johnson	1.0%	1.2%	4,931	-0.5%	$1.3M
PHYLPgim ETF Tr	0.9%	0.7%	32,214	+61.4%	$1.1M
VBVanguard Index Fds	0.9%	1.0%	3,483	-8.4%	$1.1M
AAPLApple Inc	0.7%	0.7%	2,891	+0.5%	$836K
AVGOBroadcom Inc	0.7%	0.7%	2,169	-0.3%	$819K
VTIVanguard Index Fds	0.7%	0.7%	2,175	+2.1%	$805K
DELLDell Technologies Inc	0.7%	0.3%	1,815	-0.8%	$783K
ASMLAsml Hldg NV	0.6%	0.4%	344	+0.0%	$684K
MSFTMicrosoft Corp	0.5%	0.6%	1,642	-0.1%	$612K
AMZNAmazon Com Inc	0.5%	0.5%	2,501	-0.6%	$596K
TEQIT Rowe Price Exchange-Traded	0.5%	0.5%	11,752	+3.5%	$592K
CSCOCisco Sys Inc	0.5%	0.4%	4,828	-2.0%	$567K
VOVanguard Index Fds	0.5%	0.6%	6,722	+192.0%	$542K
VBRVanguard Index Fds	0.4%	0.6%	2,216	-25.5%	$538K
GLWCorning Inc	0.4%	0.3%	2,092	-1.1%	$534K
TSLATesla Inc	0.4%	0.4%	1,164	+0.4%	$490K
CVXChevron Corporation	0.4%	0.6%	2,814	+0.8%	$467K
SGOVIshares Tr	0.4%	—	4,525	—	$456K
WMTWalmart Inc	0.4%	0.5%	3,962	-0.6%	$449K
IWYIshares Tr	0.4%	0.4%	1,487	-1.7%	$432K
SCHOSchwab Strategic Tr	0.3%	0.4%	17,310	-0.3%	$418K
MGKVanguard World Fd	0.3%	0.3%	4,564	+482.9%	$401K
IWVIshares Tr	0.3%	0.3%	938	-0.7%	$400K
GOOGLAlphabet Inc	0.3%	0.3%	1,119	-0.2%	$400K
VYMVanguard Whitehall Fds	0.3%	0.4%	2,505	-10.4%	$396K
VIGIVanguard Whitehall Fds	0.3%	0.4%	4,084	-1.1%	$381K
ORealty Income Corp.	0.3%	0.4%	5,746	-1.7%	$356K
BRK-BBerkshire Hathaway Inc Del	0.3%	0.3%	702	+16.2%	$351K
IWBIshares Tr	0.3%	0.3%	766	-3.8%	$314K
PEGPublic Svc Enterprise Group	0.3%	0.3%	3,705	-2.0%	$301K

What Blom & Howell Financial Planning, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$120.1M	67
Q1 2026	$101.8M	61

Questions about Blom & Howell Financial Planning, Inc.'s portfolio

What stocks does Blom & Howell Financial Planning, Inc. own?

Blom & Howell Financial Planning, Inc.'s latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 67 positions worth $120.1M. The largest are Schwab Strategic Tr (SCHG) at 9.9%, J P Morgan Exchange Traded F (JPST) at 8.4%, Vanguard Bd Index Fds (VUSB) at 8.3%, Capital Group Dividend Value (CGDV) at 7.3% and Capital Group Gbl Growth Eqt (CGGO) at 7.1%.

What did Blom & Howell Financial Planning, Inc. buy last quarter?

In Q2 2026, Blom & Howell Financial Planning, Inc. added Vanguard World Fd (MGK) (+482.9% shares), Vanguard Index Fds (VUG) (+414.0% shares) and Vanguard Index Fds (VO) (+192.0% shares), compared with its Q1 2026 filing.

What did Blom & Howell Financial Planning, Inc. sell last quarter?

In Q2 2026, Blom & Howell Financial Planning, Inc. cut from its top 50 Intuitive Surgical Inc (ISRG), Vanguard Index Fds (VBR) (-25.5% shares), Vanguard Bd Index Fds (VUSB) (-21.0% shares) and Vanguard Ftse Developed Markets Index Fu (VEA) (-20.4% shares), compared with its Q1 2026 filing.

When is Blom & Howell Financial Planning, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Blom & Howell Financial Planning, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Blom & Howell Financial Planning, Inc. manage?

Blom & Howell Financial Planning, Inc. reported $161.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $120.1M.