Holders — by stockHoldings — by fund
Blom & Howell Financial Planning, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002136102
$120.1M
disclosed book value
67
positions
9.9%
largest position share
Positions, as of 2026-06-30
top 67 of 67 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SCHGSCHWAB STRATEGIC TR | 351,261 | $11.9M | 9.9% |
| 2 | JPSTJ P MORGAN EXCHANGE TRADED F | 200,054 | $10.1M | 8.4% |
| 3 | VUSBVANGUARD BD INDEX FDS | 199,993 | $10.0M | 8.3% |
| 4 | CGDVCAPITAL GROUP DIVIDEND VALUE | 177,695 | $8.8M | 7.3% |
| 5 | CGGOCAPITAL GROUP GBL GROWTH EQT | 202,039 | $8.6M | 7.1% |
| 6 | VIGVANGUARD SPECIALIZED FUNDS | 35,500 | $8.4M | 7% |
| 7 | RDVYFIRST TR EXCHANGE TRADED FD | 92,702 | $7.5M | 6.3% |
| 8 | BIVVANGUARD BD INDEX FDS | 63,985 | $4.9M | 4.1% |
| 9 | VTVVANGUARD INDEX FDS | 18,565 | $4.0M | 3.4% |
| 10 | TBUXT ROWE PRICE EXCHANGE-TRADED | 66,733 | $3.3M | 2.8% |
| 11 | VUGVANGUARD INDEX FDS | 36,781 | $3.2M | 2.6% |
| 12 | CGMSCAPITAL GRP FIXED INCM ETF T | 99,386 | $2.7M | 2.3% |
| 13 | SPMOINVESCO EXCH TRADED FD TR II | 16,217 | $2.6M | 2.2% |
| 14 | AMDADVANCED MICRO DEVICES INC | 4,172 | $2.4M | 2% |
| 15 | VEAVANGUARD TAX-MANAGED FDS | 33,442 | $2.4M | 2% |
| 16 | VFMOVANGUARD WELLINGTON FD | 7,518 | $1.9M | 1.6% |
| 17 | VGITVANGUARD SCOTTSDALE FDS | 31,081 | $1.8M | 1.5% |
| 18 | SDVYFIRST TR EXCHANGE TRADED FD | 34,416 | $1.5M | 1.2% |
| 19 | CGDGCAPITAL GROUP DIVIDEND GROWE | 38,956 | $1.5M | 1.2% |
| 20 | COSTCOSTCO WHOLESALE CORPORATION | 1,389 | $1.3M | 1.1% |
| 21 | JNJJOHNSON & JOHNSON | 4,931 | $1.3M | 1% |
| 22 | PHYLPGIM ETF TR | 32,214 | $1.1M | 0.9% |
| 23 | VBVANGUARD INDEX FDS | 3,483 | $1.1M | 0.9% |
| 24 | AAPLAPPLE INC | 2,891 | $836,415 | 0.7% |
| 25 | AVGOBROADCOM INC | 2,169 | $819,353 | 0.7% |
| 26 | VTIVANGUARD INDEX FDS | 2,175 | $804,977 | 0.7% |
| 27 | DELLDELL TECHNOLOGIES INC | 1,815 | $783,100 | 0.7% |
| 28 | ASML HLDG NV | 344 | $684,367 | 0.6% |
| 29 | MSFTMICROSOFT CORP | 1,642 | $612,470 | 0.5% |
| 30 | AMZNAMAZON COM INC | 2,501 | $596,088 | 0.5% |
| 31 | TEQIT ROWE PRICE EXCHANGE-TRADED | 11,752 | $592,055 | 0.5% |
| 32 | CSCOCISCO SYS INC | 4,828 | $567,109 | 0.5% |
| 33 | VOVANGUARD INDEX FDS | 6,722 | $541,555 | 0.5% |
| 34 | VBRVANGUARD INDEX FDS | 2,216 | $538,399 | 0.4% |
| 35 | GLWCORNING INC | 2,092 | $534,360 | 0.4% |
| 36 | TSLATESLA INC | 1,164 | $489,578 | 0.4% |
| 37 | CVXCHEVRON CORPORATION | 2,814 | $466,520 | 0.4% |
| 38 | SGOVISHARES TR | 4,525 | $455,532 | 0.4% |
| 39 | WMTWALMART INC | 3,962 | $448,754 | 0.4% |
| 40 | IWYISHARES TR | 1,487 | $432,049 | 0.4% |
| 41 | SCHOSCHWAB STRATEGIC TR | 17,310 | $417,863 | 0.3% |
| 42 | MGKVANGUARD WORLD FD | 4,564 | $401,233 | 0.3% |
| 43 | IWVISHARES TR | 938 | $399,944 | 0.3% |
| 44 | GOOGLALPHABET INC | 1,119 | $399,897 | 0.3% |
| 45 | VYMVANGUARD WHITEHALL FDS | 2,505 | $395,865 | 0.3% |
| 46 | VIGIVANGUARD WHITEHALL FDS | 4,084 | $381,383 | 0.3% |
| 47 | OREALTY INCOME CORP | 5,746 | $356,024 | 0.3% |
| 48 | BRK/BBERKSHIRE HATHAWAY INC DEL | 702 | $351,274 | 0.3% |
| 49 | IWBISHARES TR | 766 | $313,677 | 0.3% |
| 50 | PEGPUBLIC SVC ENTERPRISE GROUP | 3,705 | $300,698 | 0.3% |
| 51 | CMICUMMINS INC | 400 | $285,631 | 0.2% |
| 52 | VTVANGUARD INTL EQUITY INDEX F | 1,794 | $281,639 | 0.2% |
| 53 | ISRGINTUITIVE SURGICAL INC | 679 | $270,025 | 0.2% |
| 54 | TJXTJX COS INC NEW | 1,680 | $254,546 | 0.2% |
| 55 | XMMOINVESCO EXCHANGE TRADED FD T | 1,466 | $249,447 | 0.2% |
| 56 | VTEBVANGUARD MUN BD FDS | 4,928 | $249,255 | 0.2% |
| 57 | VOEVANGUARD INDEX FDS | 1,203 | $237,691 | 0.2% |
| 58 | VGLTVANGUARD SCOTTSDALE FDS | 4,307 | $237,677 | 0.2% |
| 59 | UNHUNITEDHEALTH GROUP INC | 549 | $228,181 | 0.2% |
| 60 | UCONFIRST TR EXCHNG TRADED FD VI | 9,077 | $225,840 | 0.2% |
| 61 | MUBISHARES TR | 2,050 | $220,651 | 0.2% |
| 62 | AMATAPPLIED MATLS INC | 299 | $216,177 | 0.2% |
| 63 | RTXRTX CORPORATION | 1,131 | $214,585 | 0.2% |
| 64 | ORLYOREILLY AUTOMOTIVE INC | 2,313 | $213,004 | 0.2% |
| 65 | VICIVICI PPTYS INC | 7,835 | $208,019 | 0.2% |
| 66 | EXMOCEXXON MOBIL CORP | 1,468 | $200,683 | 0.2% |
| 67 | MTBM & T BK CORP | 841 | $200,166 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.