Blom & Howell Financial Planning, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$101.8M
Q ending 2026-03-31
Prior quarter
$100.6M
Q ending 2025-12-31
Change
+1.2% QoQ
Positions
61
reported holdings
Largest positions
All 61 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Bd Index Fds | VUSB | Shares | $12.6M | 253K |
| Schwab Strategic Tr | SCHG | Shares | $9.1M | 312K |
| J P Morgan Exchange Traded F | JPST | Shares | $7.8M | 154K |
| Capital Group Dividend Value | CGDV | Shares | $6.8M | 159K |
| Vanguard Specialized Funds | VIG | Shares | $6.7M | 31K |
| Capital Group Gbl Growth Eqt | CGGO | Shares | $6.2M | 187K |
| First Tr Exchange Traded Fd | RDVY | Shares | $5.6M | 82K |
| Vanguard Index Fds | VTV | Shares | $4.6M | 23K |
| Vanguard Bd Index Fds | BIV | Shares | $3.9M | 51K |
| T Rowe Price Etf Inc | TBUX | Shares | $3.3M | 67K |
| Vanguard Index Fds | VUG | Shares | $3.1M | 7K |
| Vanguard Tax-Managed Fds | VEA | Shares | $2.7M | 42K |
| Vanguard Scottsdale Fds | VGIT | Shares | $2.3M | 39K |
| Capital Grp Fixed Incm Etf T | CGMS | Shares | $2.1M | 78K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $1.7M | 15K |
| Costco Wholesale Corporation | COST | Shares | $1.4M | 1K |
| Vanguard Wellington Fd | VFMO | Shares | $1.4M | 7K |
| First Tr Exchange Traded Fd | SDVY | Shares | $1.2M | 31K |
| Johnson & Johnson | JNJ | Shares | $1.2M | 5K |
| Vanguard Index Fds | VB | Shares | $996K | 4K |
| Capital Group Dividend Growe | CGDG | Shares | $901K | 25K |
| Advanced Micro Devices Inc | AMD | Shares | $860K | 4K |
| Apple Inc | AAPL | Shares | $730K | 3K |
| Pgim Etf Tr | PHYL | Shares | $691K | 20K |
| Vanguard Index Fds | VTI | Shares | $684K | 2K |
| Broadcom Inc | AVGO | Shares | $674K | 2K |
| Vanguard Index Fds | VO | Shares | $661K | 2K |
| Vanguard Index Fds | VBR | Shares | $647K | 3K |
| Microsoft Corp | MSFT | Shares | $609K | 2K |
| Chevron Corporation | CVX | Shares | $578K | 3K |
| Amazon Com Inc | AMZN | Shares | $524K | 3K |
| T Rowe Price Etf Inc | TEQI | Shares | $511K | 11K |
| Walmart Inc | WMT | Shares | $495K | 4K |
| Asml Hldg Nv | Shares | $454K | 344 | |
| Tesla Inc | TSLA | Shares | $431K | 1K |
| Schwab Strategic Tr | SCHO | Shares | $422K | 17K |
| Vanguard Whitehall Fds | VYM | Shares | $414K | 3K |
| Cisco Sys Inc | CSCO | Shares | $382K | 5K |
| Ishares Tr | IWY | Shares | $376K | 2K |
| Vanguard Whitehall Fds | VIGI | Shares | $365K | 4K |
| Realty Income Corp | O | Shares | $358K | 6K |
| Ishares Tr | IWV | Shares | $350K | 945 |
| Alphabet Inc | GOOGL | Shares | $322K | 1K |
| Intuitive Surgical Inc | ISRG | Shares | $313K | 680 |
| Public Svc Enterprise Group | PEG | Shares | $306K | 4K |
| Dell Technologies Inc | DELL | Shares | $300K | 2K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $289K | 604 |
| Vanguard World Fd | MGK | Shares | $288K | 783 |
| Corning Inc | GLW | Shares | $288K | 2K |
| Ishares Tr | IWB | Shares | $284K | 796 |
| Tjx Cos Inc New | TJX | Shares | $269K | 2K |
| Exxon Mobil Corp | XOM | Shares | $250K | 1K |
| Vanguard Mun Bd Fds | VTEB | Shares | $245K | 5K |
| First Tr Exchng Traded Fd Vi | UCON | Shares | $230K | 9K |
| Vanguard Intl Equity Index F | VT | Shares | $229K | 2K |
| Vanguard Index Fds | VOE | Shares | $224K | 1K |
| Rtx Corporation | RTX | Shares | $219K | 1K |
| Vici Pptys Inc | VICI | Shares | $219K | 8K |
| Ishares Tr | MUB | Shares | $217K | 2K |
| Cummins Inc | CMI | Shares | $215K | 400 |
| Oreilly Automotive Inc | ORLY | Shares | $215K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.