Institutional
Blom & Howell Financial Planning, Inc.
CIK 0002136102
$101.8M
Reported AUM
61
Positions
Q1 2026
Period
2026-07-10
Filed
Editorial summary
Summary for Blom & Howell Financial Planning, Inc. · Q1 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VUSB | VANGUARD BD INDEX FDS | $49.75 | 0.02% | 4.05% | 18.81% | $12.6M | 12.38% | — | HELD |
| 2 | SCHG | SCHWAB STRATEGIC TR | $33.79 | 1.65% | 14.36% | 75.82% | $9.1M | 8.94% | — | HELD |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | $50.54 | 0.00% | 3.90% | 19.93% | $7.8M | 7.65% | — | HELD |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $49.23 | 1.63% | 23.64% | 102.27% | $6.8M | 6.63% | — | HELD |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $240.06 | 0.63% | 18.96% | 61.34% | $6.7M | 6.59% | — | HELD |
| 6 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $39.48 | 3.81% | 20.61% | 63.86% | $6.2M | 6.12% | — | HELD |
| 7 | RDVY | FIRST TR EXCHANGE TRADED FD | $80.80 | 1.24% | 28.67% | 75.22% | $5.6M | 5.50% | — | HELD |
| 8 | VTV | VANGUARD INDEX FDS | $220.54 | 0.34% | 27.43% | 74.17% | $4.6M | 4.49% | — | HELD |
| 9 | BIV | VANGUARD BD INDEX FDS | $75.69 | 0.11% | 1.49% | -0.98% | $3.9M | 3.87% | — | HELD |
| 10 | TBUX | T ROWE PRICE ETF INC | $49.77 | 0.06% | 3.97% | 20.67% | $3.3M | 3.27% | — | HELD |
| 11 | VUG | VANGUARD INDEX FDS | $84.27 | 2.68% | 11.12% | 64.94% | $3.1M | 3.07% | — | HELD |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $71.11 | 3.13% | 26.64% | 53.50% | $2.7M | 2.64% | — | HELD |
| 13 | VGIT | VANGUARD SCOTTSDALE FDS | $58.45 | 0.03% | 1.25% | -0.79% | $2.3M | 2.27% | — | HELD |
| 14 | CGMS | CAPITAL GRP FIXED INCM ETF T | $27.19 | 0.26% | 3.83% | 28.70% | $2.1M | 2.07% | — | HELD |
| 15 | SPMO | INVESCO EXCH TRADED FD TR II | $143.42 | 5.17% | 21.45% | 127.27% | $1.7M | 1.68% | — | HELD |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $954.15 | -2.04% | 0.49% | 120.47% | $1.4M | 1.37% | — | HELD |
| 17 | VFMO | VANGUARD WELLINGTON FD | $223.88 | 4.30% | 25.76% | 69.71% | $1.4M | 1.36% | — | HELD |
| 18 | SDVY | FIRST TR EXCHANGE TRADED FD | $43.73 | 0.16% | 24.56% | 60.52% | $1.2M | 1.20% | — | HELD |
| 19 | JNJ | JOHNSON & JOHNSON | $255.84 | -3.65% | 56.99% | 69.37% | $1.2M | 1.19% | — | HELD |
| 20 | VB | VANGUARD INDEX FDS | $295.82 | 0.96% | 25.00% | 39.48% | $996K | 0.98% | — | HELD |
| 21 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $38.43 | 0.81% | 18.06% | 66.28% | $901K | 0.88% | — | HELD |
| 22 | AMD | ADVANCED MICRO DEVICES INC | $485.46 | 13.01% | 188.39% | 347.27% | $860K | 0.84% | — | HELD |
| 23 | AAPL | APPLE INC | $333.60 | -1.36% | 67.77% | 128.17% | $730K | 0.72% | — | HELD |
| 24 | PHYL | PGIM ETF TR | $34.77 | 0.35% | 4.66% | 19.93% | $691K | 0.68% | — | HELD |
| 25 | VTI | VANGUARD INDEX FDS | $366.33 | 1.64% | 19.26% | 65.80% | $684K | 0.67% | — | HELD |
| 26 | AVGO | BROADCOM INC | $388.15 | 4.81% | 34.78% | 753.17% | $674K | 0.66% | — | HELD |
| 27 | VO | VANGUARD INDEX FDS | $80.99 | 0.46% | 15.49% | 39.87% | $661K | 0.65% | — | HELD |
| 28 | VBR | VANGUARD INDEX FDS | $245.11 | 0.04% | 27.15% | 55.29% | $647K | 0.63% | — | HELD |
| 29 | MSFT | MICROSOFT CORP | $451.14 | 15.52% | -24.89% | 34.54% | $609K | 0.60% | — | HELD |
| 30 | CVX | CHEVRON CORPORATION | $192.59 | 0.38% | 31.24% | 138.73% | $578K | 0.57% | — | HELD |
| 31 | AMZN | AMAZON COM INC | $235.66 | 3.98% | — | — | $524K | 0.51% | — | HELD |
| 32 | TEQI | T ROWE PRICE ETF INC | $51.76 | 0.52% | — | — | $511K | 0.50% | — | HELD |
| 33 | WMT | WALMART INC | $111.12 | -2.71% | — | — | $495K | 0.49% | — | HELD |
| 34 | ASML | ASML HLDG NV | $1651.44 | 6.50% | — | — | $454K | 0.45% | — | HELD |
| 35 | TSLA | TESLA INC | $308.80 | 3.51% | — | — | $431K | 0.42% | — | HELD |
| 36 | SCHO | SCHWAB STRATEGIC TR | $24.11 | 0.08% | — | — | $422K | 0.41% | — | HELD |
| 37 | VYM | VANGUARD WHITEHALL FDS | $161.96 | 0.18% | — | — | $414K | 0.41% | — | HELD |
| 38 | CSCO | CISCO SYS INC | $113.56 | 0.96% | — | — | $382K | 0.38% | — | HELD |
| 39 | IWY | ISHARES TR | $274.05 | 3.19% | — | — | $376K | 0.37% | — | HELD |
| 40 | VIGI | VANGUARD WHITEHALL FDS | $98.05 | 1.57% | — | — | $365K | 0.36% | — | HELD |
| 41 | O | REALTY INCOME CORP | $64.43 | -1.69% | — | — | $358K | 0.35% | — | HELD |
| 42 | IWV | ISHARES TR | $422.43 | 1.59% | — | — | $350K | 0.34% | — | HELD |
| 43 | GOOGL | ALPHABET INC | $333.62 | -0.92% | — | — | $322K | 0.32% | — | HELD |
| 44 | ISRG | INTUITIVE SURGICAL INC | $352.97 | -0.04% | — | — | $313K | 0.31% | — | HELD |
| 45 | PEG | PUBLIC SVC ENTERPRISE GROUP | $77.55 | -0.26% | — | — | $306K | 0.30% | — | HELD |
| 46 | DELL | DELL TECHNOLOGIES INC | $404.81 | 9.51% | — | — | $300K | 0.29% | — | HELD |
| 47 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $289K | 0.28% | — | HELD |
| 48 | MGK | VANGUARD WORLD FD | $85.38 | 2.73% | — | — | $288K | 0.28% | — | HELD |
| 49 | GLW | CORNING INC | $135.22 | 9.00% | — | — | $288K | 0.28% | — | HELD |
| 50 | IWB | ISHARES TR | $405.77 | 1.63% | — | — | $284K | 0.28% | — | HELD |
| 51 | TJX | TJX COS INC NEW | $159.27 | -1.46% | — | — | $269K | 0.26% | — | HELD |
| 52 | XOM | EXXON MOBIL CORP | $157.13 | 0.25% | — | — | $250K | 0.25% | — | HELD |
| 53 | VTEB | VANGUARD MUN BD FDS | $49.65 | -0.10% | — | — | $245K | 0.24% | — | HELD |
| 54 | UCON | FIRST TR EXCHNG TRADED FD VI | $24.59 | 0.11% | — | — | $230K | 0.23% | — | HELD |
| 55 | VT | VANGUARD INTL EQUITY INDEX F | $155.45 | 2.12% | — | — | $229K | 0.22% | — | HELD |
| 56 | VOE | VANGUARD INDEX FDS | $205.22 | -0.34% | — | — | $224K | 0.22% | — | HELD |
| 57 | RTX | RTX CORPORATION | $214.38 | -0.40% | — | — | $219K | 0.22% | — | HELD |
| 58 | VICI | VICI PPTYS INC | $26.31 | -3.02% | — | — | $219K | 0.22% | — | HELD |
| 59 | MUB | ISHARES TR | $105.76 | 0.00% | — | — | $217K | 0.21% | — | HELD |
| 60 | CMI | CUMMINS INC | $632.98 | 4.45% | — | — | $215K | 0.21% | — | HELD |
| 61 | ORLY | OREILLY AUTOMOTIVE INC | $87.36 | -3.61% | — | — | $215K | 0.21% | — | HELD |
Source: SEC EDGAR · accession 0002136102-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.