Blom & Howell Financial Planning, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed July 10, 2026), Blom & Howell Financial Planning, Inc. reported 61 stock positions worth $101.8 million. Its top holding was Vanguard Ultra Short Bond Et (VUSB) at 12.4% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 8.9%) and JPMorgan Ultra-Short Income (JPST, 7.6%). Compared with Q4 2025, it opened 2 new positions, sold out of 3, added to 19 and reduced 37. The biggest buy was JPMorgan Ultra-Short Income (JPST, shares +32%) and the biggest sale Vanguard Ultra Short Bond Et (VUSB, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- MODESTO, CA
- CIK
- 0002136102
- Portfolio Value
- $101.8M (Q1 2026)
- SEC Filing
- 0002136102-26-000002 ↗ filed Jul 10, 2026
Holdings Value
Holdings 61 stocks · $101.8M
| VUSB Vanguard Ultra Short Bond Et | 12.38% | 253,177 | $12.6M | Reduce -9.9% |
| SCHG Schwab US Large-Cap Growth | 8.94% | 312,404 | $9.1M | Add +19.9% |
| JPST JPMorgan Ultra-Short Income | 7.65% | 153,912 | $7.8M | Add +31.7% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 6.63% | 158,814 | $6.8M | Add +11.9% |
| VIG Vanguard Dividend Apprec ETF | 6.59% | 31,188 | $6.7M | Add +20.1% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 6.12% | 186,936 | $6.2M | Add +22.1% |
| RDVY First Trust Rising Dividend | 5.50% | 82,054 | $5.6M | Add +13.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.49% | 23,291 | $4.6M | Reduce -19.3% |
| BIV Vanguard Intermediate-Term B | 3.87% | 51,070 | $3.9M | Add +50.4% |
| TBUX T Rowe Price Ultra Short-Ter | 3.27% | 67,021 | $3.3M | Reduce -1.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.07% | 7,156 | $3.1M | Reduce -10.7% |
| VEA Vanguard Ftse Developed ETF | 2.64% | 42,021 | $2.7M | Reduce -21.2% |
| VGIT Vanguard Intermediate-Term T | 2.27% | 38,841 | $2.3M | Reduce -24.6% |
| CGMS Cap Group US Multi-Sect Bond | 2.07% | 77,557 | $2.1M | Add +27.7% |
| SPMO Invesco S&P 500 Momentum ETF | 1.68% | 15,257 | $1.7M | Add +16.7% |
| COST Costco Wholesale Corp. | 1.37% | 1,400 | $1.4M | Reduce -0.1% |
| VFMO Vanguard US Momentum Factor | 1.36% | 7,025 | $1.4M | Add +12.5% |
| SDVY First Trust Smid Cap Rising | 1.20% | 31,092 | $1.2M | New |
| JNJ Johnson & Johnson | 1.19% | 4,958 | $1.2M | Add +0.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.98% | 3,801 | $996K | Reduce -52.5% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.89% | 25,107 | $901K | Add +29.7% |
| AMD Advanced Micro Devices | 0.84% | 4,229 | $860K | Reduce -1.7% |
| AAPL Apple Inc. | 0.72% | 2,877 | $730K | Reduce -2.6% |
| PHYL Pgim Active High Yield Bond | 0.68% | 19,954 | $691K | Reduce -29.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.67% | 2,131 | $684K | Add +2.0% |
| AVGO Broadcom Inc. | 0.66% | 2,176 | $674K | Reduce -3.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.65% | 2,302 | $661K | Reduce -35.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.63% | 2,976 | $647K | Reduce -28.8% |
| MSFT Microsoft Corp. | 0.60% | 1,644 | $609K | Reduce -2.3% |
| CVX Chevron Corp. | 0.57% | 2,793 | $578K | Reduce -2.8% |
| AMZN Amazon.com Inc. | 0.51% | 2,515 | $524K | Reduce -25.4% |
| TEQI T Rowe Price Equity Income E | 0.50% | 11,360 | $511K | Add +0.4% |
| WMT Walmart Inc. | 0.49% | 3,984 | $495K | Reduce -6.2% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.45% | 344 | $454K | Reduce -3.4% |
| TSLA Tesla Inc. | 0.42% | 1,159 | $431K | Reduce -1.1% |
| SCHO Schwab Short-Term US Treas | 0.41% | 17,368 | $422K | Reduce -1.2% |
| VYM Vanguard High DVD Yield ETF | 0.41% | 2,796 | $414K | Reduce -24.2% |
| CSCO Cisco Systems Inc. | 0.38% | 4,926 | $382K | No change |
| IWY iShares Russell Top 200 Grow | 0.37% | 1,513 | $376K | Reduce -5.4% |
| VIGI Vanguard Int Div App Indx FD | 0.36% | 4,129 | $365K | Reduce -4.1% |
| O Realty Income Corp. | 0.35% | 5,844 | $358K | Reduce -0.4% |
| IWV iShares Russell 3000 ETF | 0.34% | 945 | $350K | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 0.32% | 1,121 | $322K | Reduce -29.9% |
| ISRG Intuitive Surgical Inc. | 0.31% | 680 | $313K | Reduce -9.6% |
| PEG Public Service Enterprise GP | 0.30% | 3,780 | $306K | No change |
| DELL Dell Technologies -C | 0.29% | 1,830 | $300K | Reduce -1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 604 | $289K | Reduce -0.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.28% | 783 | $288K | Add +0.3% |
| GLW Corning Inc. | 0.28% | 2,115 | $288K | Reduce -12.8% |
| IWB iShares Russell 1000 ETF | 0.28% | 796 | $284K | Reduce -1.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.26% | 1,682 | $269K | Reduce -14.7% |
| XOM Exxon Mobil Corp. | 0.25% | 1,474 | $250K | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.24% | 4,913 | $245K | Reduce -5.4% |
| UCON First Trust Smith Unconstrai | 0.23% | 9,270 | $230K | Reduce -23.2% |
| VT Vanguard Tot World STK ETF | 0.22% | 1,652 | $229K | Add +0.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.22% | 1,216 | $224K | Reduce -2.9% |
| RTX RTX Corp. | 0.22% | 1,136 | $219K | Reduce -1.4% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.22% | 8,020 | $219K | No change |
| MUB iShares National Muni Bond E | 0.21% | 2,042 | $217K | Add +0.3% |
| CMI Cummins Inc. | 0.21% | 400 | $215K | Add +0.5% |
| ORLY O'reilly Automotive Inc. | 0.21% | 2,324 | $215K | Add +0.8% |
Portfolio Sells Q4 2025 → Q1 2026
| VUSB Vanguard Ultra Short Bond Et | Reduce -9.9% | 12.38% | −1.55 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -52.5% | 0.98% | −1.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -19.3% | 4.49% | −0.99 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -10.7% | 3.07% | −0.82 |
| VGIT Vanguard Intermediate-Term T | Reduce -24.6% | 2.27% | −0.80 |
| VEA Vanguard Ftse Developed ETF | Reduce -21.2% | 2.64% | −0.67 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -35.2% | 0.65% | −0.38 |
| PHYL Pgim Active High Yield Bond | Reduce -29.9% | 0.68% | −0.33 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.31 |
| AMZN Amazon.com Inc. | Reduce -25.4% | 0.51% | −0.26 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.25 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -28.8% | 0.63% | −0.24 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.24 |
| MSFT Microsoft Corp. | Reduce -2.3% | 0.60% | −0.21 |
| GOOGL Alphabet Inc. Class A | Reduce -29.9% | 0.32% | −0.18 |
| VYM Vanguard High DVD Yield ETF | Reduce -24.2% | 0.41% | −0.12 |
| ISRG Intuitive Surgical Inc. | Reduce -9.6% | 0.31% | −0.12 |
| AVGO Broadcom Inc. | Reduce -3.3% | 0.66% | −0.11 |
| TSLA Tesla Inc. | Reduce -1.1% | 0.42% | −0.10 |
| TBUX T Rowe Price Ultra Short-Ter | Reduce -1.4% | 3.27% | −0.09 |
| AAPL Apple Inc. | Reduce -2.6% | 0.72% | −0.08 |
| UCON First Trust Smith Unconstrai | Reduce -23.2% | 0.23% | −0.08 |
| AMD Advanced Micro Devices | Reduce -1.7% | 0.84% | −0.07 |
| IWY iShares Russell Top 200 Grow | Reduce -5.4% | 0.37% | −0.07 |
| TJX TJX Companies Inc. | Reduce -14.7% | 0.26% | −0.04 |
| VIGI Vanguard Int Div App Indx FD | Reduce -4.1% | 0.36% | −0.03 |
| IWB iShares Russell 1000 ETF | Reduce -1.4% | 0.28% | −0.02 |
| IWV iShares Russell 3000 ETF | Reduce -0.4% | 0.34% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -5.4% | 0.24% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 0.28% | −0.02 |
| SCHO Schwab Short-Term US Treas | Reduce -1.2% | 0.41% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -2.9% | 0.22% | −0.00 |
| RTX RTX Corp. | Reduce -1.4% | 0.22% | +0.01 |
| WMT Walmart Inc. | Reduce -6.2% | 0.49% | +0.02 |
| O Realty Income Corp. | Reduce -0.4% | 0.35% | +0.02 |
| DELL Dell Technologies -C | Reduce -1.7% | 0.29% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -3.4% | 0.45% | +0.07 |
| GLW Corning Inc. | Reduce -12.8% | 0.28% | +0.07 |
| CVX Chevron Corp. | Reduce -2.8% | 0.57% | +0.13 |
| COST Costco Wholesale Corp. | Reduce -0.1% | 1.37% | +0.17 |
Portfolio Buys Q4 2025 → Q1 2026
| JPST JPMorgan Ultra-Short Income | Add +31.7% | 7.65% | +1.77 |
| BIV Vanguard Intermediate-Term B | Add +50.4% | 3.87% | +1.24 |
| SDVY First Trust Smid Cap Rising | New | 1.20% | +1.20 |
| VIG Vanguard Dividend Apprec ETF | Add +20.1% | 6.59% | +0.92 |
| CGGO Cap Group Global Growth | Add +22.1% | 6.12% | +0.86 |
| RDVY First Trust Rising Dividend | Add +13.9% | 5.50% | +0.53 |
| SCHG Schwab US Large-Cap Growth | Add +19.9% | 8.94% | +0.49 |
| CGDV Cap Group Dividend Value | Add +11.9% | 6.63% | +0.48 |
| CGMS Cap Group US Multi-Sect Bond | Add +27.7% | 2.07% | +0.41 |
| XOM Exxon Mobil Corp. | New | 0.25% | +0.25 |
| CGDG Cap Group Dividend Growers | Add +29.7% | 0.89% | +0.20 |
| JNJ Johnson & Johnson | Add +0.4% | 1.19% | +0.17 |
| VFMO Vanguard US Momentum Factor | Add +12.5% | 1.36% | +0.17 |
| SPMO Invesco S&P 500 Momentum ETF | Add +16.7% | 1.68% | +0.13 |
| CMI Cummins Inc. | Add +0.5% | 0.21% | +0.01 |
| ORLY O'reilly Automotive Inc. | Add +0.8% | 0.21% | +0.00 |
| MUB iShares National Muni Bond E | Add +0.3% | 0.21% | −0.00 |
| TEQI T Rowe Price Equity Income E | Add +0.4% | 0.50% | −0.01 |
| VT Vanguard Tot World STK ETF | Add +0.2% | 0.22% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.0% | 0.67% | −0.03 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +0.3% | 0.28% | −0.04 |