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Blom & Howell Financial Planning, Inc. — 13F Holdings & Portfolio

CIK 2136102 · latest 13F-HR filed 2026-08-05

Backtest portfolio

Blom & Howell Financial Planning, Inc. manages $120.1M in 13F-reported U.S. long-equity assets across 67 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SCHG (9.90%), JPST (8.43%), VUSB (8.29%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 0, added to 34, and trimmed 13.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
3340 TULLY RD.
STE. B4
MODESTO, CA 95356
Phone
(209) 857-5207
Filing Manager
Blom & Howell Financial Planning, Inc.
MODESTO, CA
Signatory
Michael Howell
Owner/CCO
Loading holdings…
AUM

$120.1M

Long-equity book

Holdings

67

Distinct positions

Period

2026-06-30

Filed 2026-08-05

Q/Q Activity

+6 / −0 / ↑34 / ↓13

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SCHWAB STRATEGIC TR$2.8M +30.6%
  • J P MORGAN EXCHANGE TRADED F$2.3M +29.9%
  • CAPITAL GROUP GBL GROWTH EQT$2.3M +37.1%
  • CAPITAL GROUP DIVIDEND VALUE$2.0M +29.6%
  • FIRST TR EXCHANGE TRADED FD$1.9M +34.1%
Show all 34 →

Top Trims

  • VANGUARD BD INDEX FDS-$2.6M -21.0%
  • VANGUARD INDEX FDS-$523.8K -11.5%
  • VANGUARD SCOTTSDALE FDS-$479.8K -20.7%
  • VANGUARD TAX-MANAGED FDS-$309.9K -11.5%
  • VANGUARD INDEX FDS-$119.6K -18.1%
Show all 13 →

New Positions

  • ISHARES TR$455.5K
  • INVESCO EXCHANGE TRADED FD T$249.4K
  • VANGUARD SCOTTSDALE FDS$237.7K
  • UNITEDHEALTH GROUP INC$228.2K
  • APPLIED MATLS INC$216.2K
Show all 6 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SCHWAB STRATEGIC TR SCHG 808524300 $11.9M 9.90% 351,261 SH
2 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $10.1M 8.43% 200,054 SH
3 VANGUARD BD INDEX FDS VUSB 92203C303 $10.0M 8.29% 199,993 SH
4 CAPITAL GROUP DIVIDEND VALUE CGDV 14020W106 $8.8M 7.29% 177,695 SH
5 CAPITAL GROUP GBL GROWTH EQT CGGO 14020X104 $8.6M 7.12% 202,039 SH
6 VANGUARD SPECIALIZED FUNDS VIG 921908844 $8.4M 7.00% 35,500 SH
7 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $7.5M 6.26% 92,702 SH
8 VANGUARD BD INDEX FDS BIV 921937819 $4.9M 4.09% 63,985 SH
9 VANGUARD INDEX FDS VTV 922908744 $4.0M 3.37% 18,565 SH
10 T ROWE PRICE EXCHANGE-TRADED TBUX 87283Q701 $3.3M 2.77% 66,733 SH
11 VANGUARD INDEX FDS VUG 922908736 $3.2M 2.64% 36,781 SH
12 CAPITAL GRP FIXED INCM ETF T CGMS 14020Y300 $2.7M 2.26% 99,386 SH
13 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $2.6M 2.18% 16,217 SH
14 ADVANCED MICRO DEVICES INC AMD 007903107 $2.4M 2.02% 4,172 SH
15 VANGUARD TAX-MANAGED FDS VEA 921943858 $2.4M 1.98% 33,442 SH
16 VANGUARD WELLINGTON FD VFMO 921935508 $1.9M 1.56% 7,518 SH
17 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $1.8M 1.53% 31,081 SH
18 FIRST TR EXCHANGE TRADED FD SDVY 33741X102 $1.5M 1.24% 34,416 SH
19 CAPITAL GROUP DIVIDEND GROWE CGDG 14021L109 $1.5M 1.22% 38,956 SH
20 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.3M 1.08% 1,389 SH
21 JOHNSON & JOHNSON JNJ 478160104 $1.3M 1.04% 4,931 SH
22 PGIM ETF TR PHYL 69344A206 $1.1M 0.94% 32,214 SH
23 VANGUARD INDEX FDS VB 922908751 $1.1M 0.88% 3,483 SH
24 APPLE INC AAPL 037833100 $836.4K 0.70% 2,891 SH
25 BROADCOM INC AVGO 11135F101 $819.4K 0.68% 2,169 SH
26 VANGUARD INDEX FDS VTI 922908769 $805.0K 0.67% 2,175 SH
27 DELL TECHNOLOGIES INC DELL 24703L202 $783.1K 0.65% 1,815 SH
28 ASML HLDG NV ASML N07059210 $684.4K 0.57% 344 SH
29 MICROSOFT CORP MSFT 594918104 $612.5K 0.51% 1,642 SH
30 AMAZON COM INC AMZN 023135106 $596.1K 0.50% 2,501 SH
31 T ROWE PRICE EXCHANGE-TRADED TEQI 87283Q206 $592.1K 0.49% 11,752 SH
32 CISCO SYS INC CSCO 17275R102 $567.1K 0.47% 4,828 SH
33 VANGUARD INDEX FDS VO 922908629 $541.6K 0.45% 6,722 SH
34 VANGUARD INDEX FDS VBR 922908611 $538.4K 0.45% 2,216 SH
35 CORNING INC GLW 219350105 $534.4K 0.45% 2,092 SH
36 TESLA INC TSLA 88160R101 $489.6K 0.41% 1,164 SH
37 CHEVRON CORPORATION CVX 166764100 $466.5K 0.39% 2,814 SH
38 ISHARES TR SGOV 46436E718 $455.5K 0.38% 4,525 SH
39 WALMART INC WMT 931142103 $448.8K 0.37% 3,962 SH
40 ISHARES TR IWY 464289438 $432.0K 0.36% 1,487 SH
41 SCHWAB STRATEGIC TR SCHO 808524862 $417.9K 0.35% 17,310 SH
42 VANGUARD WORLD FD MGK 921910816 $401.2K 0.33% 4,564 SH
43 ISHARES TR IWV 464287689 $399.9K 0.33% 938 SH
44 ALPHABET INC GOOGL 02079K305 $399.9K 0.33% 1,119 SH
45 VANGUARD WHITEHALL FDS VYM 921946406 $395.9K 0.33% 2,505 SH
46 VANGUARD WHITEHALL FDS VIGI 921946810 $381.4K 0.32% 4,084 SH
47 REALTY INCOME CORP O 756109104 $356.0K 0.30% 5,746 SH
48 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $351.3K 0.29% 702 SH
49 ISHARES TR IWB 464287622 $313.7K 0.26% 766 SH
50 PUBLIC SVC ENTERPRISE GROUP PEG 744573106 $300.7K 0.25% 3,705 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $120.1M 67 0002136102-26-000003
2026-03-31 2026-07-10 $101.8M 61 0002136102-26-000002
2025-12-31 2026-07-10 $100.6M 62 0002136102-26-000001