§ 13F · FUND PROFILE
Blom & Howell Financial Planning, Inc..
AUM · $120M (13F)Positions · 67Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 351K | $12M | 9.9% | +12% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 200K | $10M | 8.4% | +30% |
| 3 | VUSB | VANGUARD BD INDEX FDS | 200K | $10M | 8.3% | −21% |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 178K | $9M | 7.3% | +12% |
| 5 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 202K | $9M | 7.1% | +8% |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | 36K | $8M | 7.0% | +14% |
| 7 | RDVY | FIRST TR EXCHANGE TRADED FD | 93K | $8M | 6.3% | +13% |
| 8 | BIV | VANGUARD BD INDEX FDS | 64K | $5M | 4.1% | +25% |
| 9 | VTV | VANGUARD INDEX FDS | 19K | $4M | 3.4% | −20% |
| 10 | TBUX | T ROWE PRICE EXCHANGE-TRADED | 67K | $3M | 2.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BLOM SIGNAL
AC read
Blom & Howell Financial Planning, Inc. is a institutional fund managing $120 million in assets. The fund runs a portfolio of 67 positions.
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