Blom & Howell Financial Planning, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Blom & Howell Financial Planning, Inc. reported 67 stock positions worth $120.1 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 9.9% of the portfolio, followed by JPMorgan Ultra-Short Income (JPST, 8.4%) and Vanguard Ultra Short Bond Et (VUSB, 8.3%). Compared with Q1 2026, it opened 6 new positions, added to 23 and reduced 36. The biggest buy was Cap Group Global Growth (CGGO, shares +8%) and the biggest sale Vanguard Ultra Short Bond Et (VUSB, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- MODESTO, CA
- CIK
- 0002136102
- Portfolio Value
- $120.1M (Q2 2026)
- SEC Filing
- 0002136102-26-000003 ↗ filed Aug 5, 2026
Holdings Value
Holdings 67 stocks · $120.1M
| SCHG Schwab US Large-Cap Growth | 9.90% | 351,261 | $11.9M | Add +12.4% |
| JPST JPMorgan Ultra-Short Income | 8.43% | 200,054 | $10.1M | Add +30.0% |
| VUSB Vanguard Ultra Short Bond Et | 8.29% | 199,993 | $10.0M | Reduce -21.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 7.29% | 177,695 | $8.8M | Add +11.9% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 7.12% | 202,039 | $8.6M | Add +8.1% |
| VIG Vanguard Dividend Apprec ETF | 7.00% | 35,500 | $8.4M | Add +13.8% |
| RDVY First Trust Rising Dividend | 6.26% | 92,702 | $7.5M | Add +13.0% |
| BIV Vanguard Intermediate-Term B | 4.09% | 63,985 | $4.9M | Add +25.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.37% | 18,565 | $4.0M | Reduce -20.3% |
| TBUX T Rowe Price Ultra Short-Ter | 2.77% | 66,733 | $3.3M | Reduce -0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.64% | 36,781 | $3.2M | Reduce -14.3% |
| CGMS Cap Group US Multi-Sect Bond | 2.26% | 99,386 | $2.7M | Add +28.1% |
| SPMO Invesco S&P 500 Momentum ETF | 2.18% | 16,217 | $2.6M | Add +6.3% |
| AMD Advanced Micro Devices | 2.02% | 4,172 | $2.4M | Reduce -1.4% |
| VEA Vanguard Ftse Developed ETF | 1.98% | 33,442 | $2.4M | Reduce -20.4% |
| VFMO Vanguard US Momentum Factor | 1.56% | 7,518 | $1.9M | Add +7.0% |
| VGIT Vanguard Intermediate-Term T | 1.53% | 31,081 | $1.8M | Reduce -20.0% |
| SDVY First Trust Smid Cap Rising | 1.24% | 34,416 | $1.5M | Add +10.7% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 1.22% | 38,956 | $1.5M | Add +55.2% |
| COST Costco Wholesale Corp. | 1.08% | 1,389 | $1.3M | Reduce -0.8% |
| JNJ Johnson & Johnson | 1.04% | 4,931 | $1.3M | Reduce -0.5% |
| PHYL Pgim Active High Yield Bond | 0.94% | 32,214 | $1.1M | Add +61.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.88% | 3,483 | $1.1M | Reduce -8.4% |
| AAPL Apple Inc. | 0.70% | 2,891 | $836K | Add +0.5% |
| AVGO Broadcom Inc. | 0.68% | 2,169 | $819K | Reduce -0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.67% | 2,175 | $805K | Add +2.1% |
| DELL Dell Technologies -C | 0.65% | 1,815 | $783K | Reduce -0.8% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.57% | 344 | $684K | No change |
| MSFT Microsoft Corp. | 0.51% | 1,642 | $612K | Reduce -0.1% |
| AMZN Amazon.com Inc. | 0.50% | 2,501 | $596K | Reduce -0.6% |
| TEQI T Rowe Price Equity Income E | 0.49% | 11,752 | $592K | Add +3.5% |
| CSCO Cisco Systems Inc. | 0.47% | 4,828 | $567K | Reduce -2.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.45% | 6,722 | $542K | Reduce -27.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.45% | 2,216 | $538K | Reduce -25.5% |
| GLW Corning Inc. | 0.45% | 2,092 | $534K | Reduce -1.1% |
| TSLA Tesla Inc. | 0.41% | 1,164 | $490K | Add +0.4% |
| CVX Chevron Corp. | 0.39% | 2,814 | $467K | Add +0.8% |
| SGOV iShares 0-3 Month Treasury B | 0.38% | 4,525 | $456K | New |
| WMT Walmart Inc. | 0.37% | 3,962 | $449K | Reduce -0.6% |
| IWY iShares Russell Top 200 Grow | 0.36% | 1,487 | $432K | Reduce -1.7% |
| SCHO Schwab Short-Term US Treas | 0.35% | 17,310 | $418K | Reduce -0.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.33% | 4,564 | $401K | Add +16.6% |
| IWV iShares Russell 3000 ETF | 0.33% | 938 | $400K | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 0.33% | 1,119 | $400K | Reduce -0.2% |
| VYM Vanguard High DVD Yield ETF | 0.33% | 2,505 | $396K | Reduce -10.4% |
| VIGI Vanguard Int Div App Indx FD | 0.32% | 4,084 | $381K | Reduce -1.1% |
| O Realty Income Corp. | 0.30% | 5,746 | $356K | Reduce -1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 702 | $351K | Add +16.2% |
| IWB iShares Russell 1000 ETF | 0.26% | 766 | $314K | Reduce -3.8% |
| PEG Public Service Enterprise GP | 0.25% | 3,705 | $301K | Reduce -2.0% |
| CMI Cummins Inc. | 0.24% | 400 | $286K | No change |
| VT Vanguard Tot World STK ETF | 0.23% | 1,794 | $282K | Add +8.6% |
| ISRG Intuitive Surgical Inc. | 0.22% | 679 | $270K | Reduce -0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.21% | 1,680 | $255K | Reduce -0.1% |
| XMMO Invesco S&P Midcap Momentum | 0.21% | 1,466 | $249K | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.21% | 4,928 | $249K | Add +0.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.20% | 1,203 | $238K | Reduce -1.1% |
| VGLT Vanguard Long-Term Treasury | 0.20% | 4,307 | $238K | New |
| UNH Unitedhealth Group Inc. | 0.19% | 549 | $228K | New |
| UCON First Trust Smith Unconstrai | 0.19% | 9,077 | $226K | Reduce -2.1% |
| MUB iShares National Muni Bond E | 0.18% | 2,050 | $221K | Add +0.4% |
| AMAT Applied Materials Inc. | 0.18% | 299 | $216K | New |
| RTX RTX Corp. | 0.18% | 1,131 | $215K | Reduce -0.4% |
| ORLY O'reilly Automotive Inc. | 0.18% | 2,313 | $213K | Reduce -0.5% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.17% | 7,835 | $208K | Reduce -2.3% |
| XOM Exxon Mobil Corp. | 0.17% | 1,468 | $201K | Reduce -0.4% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.17% | 841 | $200K | New |
Portfolio Sells Q1 2026 → Q2 2026
| VUSB Vanguard Ultra Short Bond Et | Reduce -21.0% | 8.29% | −4.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -20.3% | 3.37% | −1.12 |
| VGIT Vanguard Intermediate-Term T | Reduce -20.0% | 1.53% | −0.74 |
| VEA Vanguard Ftse Developed ETF | Reduce -20.4% | 1.98% | −0.66 |
| TBUX T Rowe Price Ultra Short-Ter | Reduce -0.4% | 2.77% | −0.51 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -14.3% | 2.64% | −0.43 |
| COST Costco Wholesale Corp. | Reduce -0.8% | 1.08% | −0.29 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -27.0% | 0.45% | −0.20 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -25.5% | 0.45% | −0.19 |
| JNJ Johnson & Johnson | Reduce -0.5% | 1.04% | −0.15 |
| WMT Walmart Inc. | Reduce -0.6% | 0.37% | −0.11 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -8.4% | 0.88% | −0.10 |
| MSFT Microsoft Corp. | Reduce -0.1% | 0.51% | −0.09 |
| ISRG Intuitive Surgical Inc. | Reduce -0.1% | 0.22% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -0.4% | 0.17% | −0.08 |
| VYM Vanguard High DVD Yield ETF | Reduce -10.4% | 0.33% | −0.08 |
| SCHO Schwab Short-Term US Treas | Reduce -0.3% | 0.35% | −0.07 |
| O Realty Income Corp. | Reduce -1.7% | 0.30% | −0.05 |
| TJX TJX Companies Inc. | Reduce -0.1% | 0.21% | −0.05 |
| PEG Public Service Enterprise GP | Reduce -2.0% | 0.25% | −0.05 |
| VICI Vici Properties Inc. | Reduce -2.3% | 0.17% | −0.04 |
| VIGI Vanguard Int Div App Indx FD | Reduce -1.1% | 0.32% | −0.04 |
| UCON First Trust Smith Unconstrai | Reduce -2.1% | 0.19% | −0.04 |
| RTX RTX Corp. | Reduce -0.4% | 0.18% | −0.04 |
| ORLY O'reilly Automotive Inc. | Reduce -0.5% | 0.18% | −0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -1.1% | 0.20% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 0.50% | −0.02 |
| IWB iShares Russell 1000 ETF | Reduce -3.8% | 0.26% | −0.02 |
| IWV iShares Russell 3000 ETF | Reduce -0.7% | 0.33% | −0.01 |
| IWY iShares Russell Top 200 Grow | Reduce -1.7% | 0.36% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 0.33% | +0.02 |
| AVGO Broadcom Inc. | Reduce -0.3% | 0.68% | +0.02 |
| CSCO Cisco Systems Inc. | Reduce -2.0% | 0.47% | +0.10 |
| GLW Corning Inc. | Reduce -1.1% | 0.45% | +0.16 |
| DELL Dell Technologies -C | Reduce -0.8% | 0.65% | +0.36 |
| AMD Advanced Micro Devices | Reduce -1.4% | 2.02% | +1.17 |
Portfolio Buys Q1 2026 → Q2 2026
| CGGO Cap Group Global Growth | Add +8.1% | 7.12% | +1.00 |
| SCHG Schwab US Large-Cap Growth | Add +12.4% | 9.90% | +0.96 |
| JPST JPMorgan Ultra-Short Income | Add +30.0% | 8.43% | +0.78 |
| RDVY First Trust Rising Dividend | Add +13.0% | 6.26% | +0.76 |
| CGDV Cap Group Dividend Value | Add +11.9% | 7.29% | +0.66 |
| SPMO Invesco S&P 500 Momentum ETF | Add +6.3% | 2.18% | +0.50 |
| VIG Vanguard Dividend Apprec ETF | Add +13.8% | 7.00% | +0.41 |
| SGOV iShares 0-3 Month Treasury B | New | 0.38% | +0.38 |
| CGDG Cap Group Dividend Growers | Add +55.2% | 1.22% | +0.33 |
| PHYL Pgim Active High Yield Bond | Add +61.4% | 0.94% | +0.26 |
| BIV Vanguard Intermediate-Term B | Add +25.3% | 4.09% | +0.22 |
| XMMO Invesco S&P Midcap Momentum | New | 0.21% | +0.21 |
| VFMO Vanguard US Momentum Factor | Add +7.0% | 1.56% | +0.20 |
| VGLT Vanguard Long-Term Treasury | New | 0.20% | +0.20 |
| UNH Unitedhealth Group Inc. | New | 0.19% | +0.19 |
| CGMS Cap Group US Multi-Sect Bond | Add +28.1% | 2.26% | +0.19 |
| AMAT Applied Materials Inc. | New | 0.18% | +0.18 |
| MTB M & T Bank Corp. | New | 0.17% | +0.17 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +16.6% | 0.33% | +0.05 |
| SDVY First Trust Smid Cap Rising | Add +10.7% | 1.24% | +0.03 |
| VT Vanguard Tot World STK ETF | Add +8.6% | 0.23% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +16.2% | 0.29% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.1% | 0.67% | −0.00 |
| TEQI T Rowe Price Equity Income E | Add +3.5% | 0.49% | −0.01 |
| TSLA Tesla Inc. | Add +0.4% | 0.41% | −0.02 |
| AAPL Apple Inc. | Add +0.5% | 0.70% | −0.02 |
| MUB iShares National Muni Bond E | Add +0.4% | 0.18% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +0.3% | 0.21% | −0.03 |
| CVX Chevron Corp. | Add +0.8% | 0.39% | −0.18 |