Blom & Howell Financial Planning, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed July 10, 2026), Blom & Howell Financial Planning, Inc. reported 62 stock positions worth $100.6 million. Its top holding was Vanguard Ultra Short Bond Et (VUSB) at 13.9% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 8.4%) and Cap Group Dividend Value (CGDV, 6.2%).
- Most Recent 13F
- Q2 2026
- Location
- MODESTO, CA
- CIK
- 0002136102
- Portfolio Value
- $100.6M (Q4 2025)
- SEC Filing
- 0002136102-26-000001 ↗ filed Jul 10, 2026
Holdings Value
Holdings 62 stocks · $100.6M
| VUSB Vanguard Ultra Short Bond Et | 13.92% | 281,095 | $14.0M | — |
| SCHG Schwab US Large-Cap Growth | 8.45% | 260,591 | $8.5M | — |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 6.15% | 141,895 | $6.2M | — |
| JPST JPMorgan Ultra-Short Income | 5.87% | 116,832 | $5.9M | — |
| VIG Vanguard Dividend Apprec ETF | 5.67% | 25,962 | $5.7M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.47% | 28,843 | $5.5M | — |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 5.27% | 153,033 | $5.3M | — |
| RDVY First Trust Rising Dividend | 4.97% | 72,019 | $5.0M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.89% | 8,017 | $3.9M | — |
| TBUX T Rowe Price Ultra Short-Ter | 3.37% | 68,005 | $3.4M | — |
| VEA Vanguard Ftse Developed ETF | 3.31% | 53,342 | $3.3M | — |
| VGIT Vanguard Intermediate-Term T | 3.07% | 51,489 | $3.1M | — |
| BIV Vanguard Intermediate-Term B | 2.63% | 33,962 | $2.6M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 2.05% | 8,010 | $2.1M | — |
| CGMS Cap Group US Multi-Sect Bond | 1.67% | 60,716 | $1.7M | — |
| SPMO Invesco S&P 500 Momentum ETF | 1.55% | 13,075 | $1.6M | — |
| COST Costco Wholesale Corp. | 1.20% | 1,401 | $1.2M | — |
| VFMO Vanguard US Momentum Factor | 1.19% | 6,246 | $1.2M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.02% | 3,553 | $1.0M | — |
| JNJ Johnson & Johnson | 1.02% | 4,940 | $1.0M | — |
| PHYL Pgim Active High Yield Bond | 1.00% | 28,465 | $1.0M | — |
| AMD Advanced Micro Devices | 0.92% | 4,304 | $922K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.88% | 4,177 | $885K | — |
| MSFT Microsoft Corp. | 0.81% | 1,683 | $814K | — |
| AAPL Apple Inc. | 0.80% | 2,954 | $803K | — |
| AVGO Broadcom Inc. | 0.77% | 2,251 | $779K | — |
| AMZN Amazon.com Inc. | 0.77% | 3,370 | $778K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.70% | 2,090 | $701K | — |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.69% | 19,361 | $690K | — |
| VYM Vanguard High DVD Yield ETF | 0.53% | 3,690 | $530K | — |
| TSLA Tesla Inc. | 0.52% | 1,172 | $527K | — |
| TEQI T Rowe Price Equity Income E | 0.51% | 11,312 | $511K | — |
| GOOGL Alphabet Inc. Class A | 0.50% | 1,598 | $500K | — |
| WMT Walmart Inc. | 0.47% | 4,247 | $473K | — |
| IWY iShares Russell Top 200 Grow | 0.44% | 1,599 | $443K | — |
| CVX Chevron Corp. | 0.43% | 2,872 | $438K | — |
| SCHO Schwab Short-Term US Treas | 0.43% | 17,578 | $428K | — |
| ISRG Intuitive Surgical Inc. | 0.42% | 752 | $426K | — |
| VIGI Vanguard Int Div App Indx FD | 0.39% | 4,305 | $394K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.38% | 356 | $381K | — |
| CSCO Cisco Systems Inc. | 0.38% | 4,926 | $379K | — |
| IWV iShares Russell 3000 ETF | 0.36% | 949 | $367K | — |
| O Realty Income Corp. | 0.33% | 5,865 | $331K | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.32% | 781 | $322K | — |
| SCHD Schwab US DVD Equity ETF | 0.31% | 11,343 | $311K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 605 | $304K | — |
| UCON First Trust Smith Unconstrai | 0.30% | 12,075 | $304K | — |
| PEG Public Service Enterprise GP | 0.30% | 3,780 | $304K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 1,971 | $303K | — |
| IWB iShares Russell 1000 ETF | 0.30% | 807 | $301K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.26% | 5,194 | $261K | — |
| INTU Intuit Inc. | 0.25% | 384 | $254K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 349 | $238K | — |
| DELL Dell Technologies -C | 0.23% | 1,861 | $234K | — |
| VT Vanguard Tot World STK ETF | 0.23% | 1,649 | $233K | — |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.22% | 8,020 | $226K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.22% | 1,252 | $222K | — |
| MUB iShares National Muni Bond E | 0.22% | 2,035 | $218K | — |
| GLW Corning Inc. | 0.21% | 2,425 | $212K | — |
| RTX RTX Corp. | 0.21% | 1,152 | $211K | — |
| ORLY O'reilly Automotive Inc. | 0.21% | 2,305 | $210K | — |
| CMI Cummins Inc. | 0.20% | 398 | $203K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.