DOSSIER · 13F-HR · Q2 2026

Blom & Howell Financial Planning, Inc.

$120M in tracked AUM across 67 positions as of Q2 2026.

B&
CIK 0002136102 · last filed Jun 30, 2026
Total AUM
$120M
as of Q2 2026
Holdings
67
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Blom & Howell Financial Planning, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHG
SCHWAB STRATEGIC TR
$12M351K9.9%
02
JPST
J P MORGAN EXCHANGE TRADED F
$10M200K8.4%
03
VUSB
VANGUARD BD INDEX FDS
$10M200K8.3%
04
CGDV
CAPITAL GROUP DIVIDEND VALUE
$9M178K7.3%
05
CGGO
CAPITAL GROUP GBL GROWTH EQT
$9M202K7.1%
06
VIG
VANGUARD SPECIALIZED FUNDS
$8M36K7.0%
07
RDVY
FIRST TR EXCHANGE TRADED FD
$8M93K6.3%
08
BIV
VANGUARD BD INDEX FDS
$5M64K4.1%
09
VTV
VANGUARD INDEX FDS
$4M19K3.4%
10
TBUX
T ROWE PRICE EXCHANGE-TRADED
$3M67K2.8%

Filing history

2026Q2Jun 30
$120M 17.9%
67 positionsView →
2026Q1Mar 31
$102M 1.2%
61 positionsView →
2025Q4Dec 31
$101M
62 positionsView →