Blom & Howell Financial Planning, Inc.
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Feb 2026 to Nov 2026 | $161,476,118 | Individuals and high net worth (96%) |
| Apr 2025 to Jan 2026 | $143,765,079 | Individuals and high net worth (96%) |
| Feb 2024 to Mar 2025 | $127,370,240 | Individuals and high net worth (99%) |
| May 2023 to Jan 2024 | $107,819,817 | Individuals and high net worth (99%) |
| Mar 2023 to Apr 2023 | $107,819,817 | Individuals and high net worth (99%) |
| May 2022 to Feb 2023 | $115,057,000 | Individuals and high net worth (96%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 86.2%; sector active share 72.0% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
67 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 84.9% | $101,935,681 |
| Technology | 6.2% | $7,477,030 |
| Financial Services | 2.6% | $3,171,133 |
| Healthcare | 1.5% | $1,750,530 |
| Consumer Defensive | 1.5% | $1,748,103 |
| Consumer Cyclical | 1.3% | $1,553,190 |
| Energy | 0.6% | $667,152 |
| Real Estate | 0.5% | $564,041 |
| Industrials | 0.4% | $499,868 |
| Communication Services | 0.3% | $399,897 |
| Utilities | 0.3% | $300,697 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JPST | JPMorgan Ultra-Short Income ETF | +46,142 | 200,054 | $10,116,730 | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | +38,857 | 351,261 | $11,886,672 | |
| VUG | VANGUARD GROWTH INDEX FUND | +29,625 | 36,781 | $3,168,315 | |
| CGMS | Capital Group U.S. Multi-Sector Income ETF | +21,829 | 99,386 | $2,716,219 | |
| CGDV | Capital Group Dividend Value ETF | +18,881 | 177,695 | $8,756,809 | |
| CGGO | Capital Group Global Growth Equity ETF | +15,103 | 202,039 | $8,552,310 | |
| CGDG | Capital Group Dividend Growers ETF | +13,849 | 38,956 | $1,461,239 | |
| BIV | Vanguard Bond Index Funds | +12,915 | 63,985 | $4,907,649 | |
| PHYL | PGIM Active High Yield Bond ETF | +12,260 | 32,214 | $1,123,624 | |
| RDVY | First Trust Rising Dividend Achievers ETF | +10,648 | 92,702 | $7,514,424 | |
| VO | VANGUARD MID-CAP INDEX FUND | +4,420 | 6,722 | $541,591 | |
| VIG | Vanguard Specialized Funds | +4,312 | 35,500 | $8,400,010 | |
| MGK | VANGUARD MEGA CAP GROWTH INDEX FUND | +3,781 | 4,564 | $401,221 | |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | +3,324 | 34,416 | $1,484,706 | |
| SPMO | Invesco Ltd. | +960 | 16,217 | $2,619,694 | |
| VFMO | VANGUARD U.S. MOMENTUM FACTOR ETF | +493 | 7,518 | $1,875,816 | |
| TEQI | T. Rowe Price Equity Income ETF | +392 | 11,752 | $592,065 | |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND | +142 | 1,794 | $281,568 | |
| BRK-B | Berkshire Hathaway Inc | +98 | 702 | $351,273 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +44 | 2,175 | $804,837 | |
| CVX | Chevron Corp | +21 | 2,814 | $466,448 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | +15 | 4,928 | $249,258 | |
| AAPL | Apple Inc. | +14 | 2,891 | $836,539 | |
| MUB | iShares National Muni Bond ETF | +8 | 2,050 | $220,621 | |
| TSLA | Tesla, Inc. | +5 | 1,164 | $489,578 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | −53,184 | 199,993 | $9,955,651 | |
| VEA | Vanguard FTSE Developed Markets ETF | −8,579 | 33,442 | $2,382,742 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | −7,760 | 31,081 | $1,833,157 | |
| VTV | VANGUARD VALUE INDEX FUND | −4,726 | 18,565 | $4,045,870 | |
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | −760 | 2,216 | $538,465 | |
| VB | Vanguard Index Funds | −318 | 3,483 | $1,055,766 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | −291 | 2,505 | $395,865 | |
| TBUX | T. Rowe Price Ultra Short-Term Bond ETF | −288 | 66,733 | $3,321,301 | |
| UCON | First Trust Smith Unconstrained Bond ETF | −193 | 9,077 | $225,835 | |
| VICI | Vici Properties Inc. | −185 | 7,835 | $208,019 | |
| CSCO | Cisco Systems, Inc. | −98 | 4,828 | $567,096 | |
| O | Realty Income Corp | −98 | 5,746 | $356,022 | |
| PEG | Public Service Enterprise Group Inc | −75 | 3,705 | $300,697 | |
| SCHO | Schwab Short-Term U.S. Treasury ETF | −58 | 17,310 | $417,863 | |
| AMD | Advanced Micro Devices Inc | −57 | 4,172 | $2,423,556 | |
| VIGI | Vanguard Whitehall Funds | −45 | 4,084 | $381,363 | |
| IWB | iShares Russell 1000 ETF | −30 | 766 | $313,677 | |
| JNJ | Johnson & Johnson | −27 | 4,931 | $1,252,326 | |
| — | −26 | 1,487 | $432,151 | ||
| GLW | Corning Inc | −23 | 2,092 | $534,359 | |
| WMT | Walmart Inc. | −22 | 3,962 | $448,736 | |
| DELL | Dell Technologies Inc. | −15 | 1,815 | $783,099 | |
| AMZN | Amazon Com Inc | −14 | 2,501 | $596,088 | |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND | −13 | 1,203 | $237,712 | |
| ORLY | O Reilly Automotive Inc | −11 | 2,313 | $213,004 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SGOV | iShares 0-3 Month Treasury Bond ETF | 4,525 | $455,531 | |
| XMMO | Victory Portfolios II | 1,466 | $249,425 | |
| VGLT | VANGUARD LONG-TERM TREASURY INDEX FUND | 4,307 | $237,660 | |
| UNH | Unitedhealth Group Inc | 549 | $228,180 | |
| AMAT | Applied Materials Inc | 299 | $216,177 | |
| MTB | M&T Bank Corp | 841 | $200,166 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SCHG |
Schwab U.S. Large-Cap Growth ETF
|
Added | 351,261 | $11,886,672 | 9.90% | |
| JPST |
JPMorgan Ultra-Short Income ETF
|
Added | 200,054 | $10,116,730 | 8.43% | |
| VUSB |
VANGUARD ULTRA-SHORT BOND ETF
|
Reduced | 199,993 | $9,955,651 | 8.29% | |
| CGDV |
Capital Group Dividend Value ETF
|
Added | 177,695 | $8,756,809 | 7.29% | |
| CGGO |
Capital Group Global Growth Equity ETF
|
Added | 202,039 | $8,552,310 | 7.12% | |
| VIG |
Vanguard Specialized Funds
|
Added | 35,500 | $8,400,010 | 7.00% | |
| RDVY |
First Trust Rising Dividend Achievers ETF
|
Added | 92,702 | $7,514,424 | 6.26% | |
| BIV |
Vanguard Bond Index Funds
|
Added | 63,985 | $4,907,649 | 4.09% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Reduced | 18,565 | $4,045,870 | 3.37% | |
| TBUX |
T. Rowe Price Ultra Short-Term Bond ETF
|
Reduced | 66,733 | $3,321,301 | 2.77% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 36,781 | $3,168,315 | 2.64% | |
| CGMS |
Capital Group U.S. Multi-Sector Income ETF
|
Added | 99,386 | $2,716,219 | 2.26% | |
| SPMO |
Invesco Ltd.
Financial Services
|
Added | 16,217 | $2,619,694 | 2.18% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 4,172 | $2,423,556 | 2.02% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 33,442 | $2,382,742 | 1.98% | |
| VFMO |
VANGUARD U.S. MOMENTUM FACTOR ETF
|
Added | 7,518 | $1,875,816 | 1.56% | |
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
Reduced | 31,081 | $1,833,157 | 1.53% | |
| SDVY |
First Trust SMID Cap Rising Dividend Achievers ETF
|
Added | 34,416 | $1,484,706 | 1.24% | |
| CGDG |
Capital Group Dividend Growers ETF
|
Added | 38,956 | $1,461,239 | 1.22% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Reduced | 1,389 | $1,299,367 | 1.08% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 4,931 | $1,252,326 | 1.04% | |
| PHYL |
PGIM Active High Yield Bond ETF
|
Added | 32,214 | $1,123,624 | 0.94% | |
| VB |
Vanguard Index Funds
|
Reduced | 3,483 | $1,055,766 | 0.88% | |
| AAPL |
Apple Inc.
Technology
|
Added | 2,891 | $836,539 | 0.70% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 2,169 | $819,339 | 0.68% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 2,175 | $804,837 | 0.67% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 1,815 | $783,099 | 0.65% | |
| ASML |
Asml Holding NV
Technology
|
Held | 344 | $684,367 | 0.57% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,642 | $612,498 | 0.51% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,501 | $596,088 | 0.50% | |
| TEQI |
T. Rowe Price Equity Income ETF
|
Added | 11,752 | $592,065 | 0.49% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 4,828 | $567,096 | 0.47% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 6,722 | $541,591 | 0.45% | |
| VBR |
VANGUARD SMALL-CAP VALUE INDEX FUND
|
Reduced | 2,216 | $538,465 | 0.45% | |
| GLW |
Corning Inc
Technology
|
Reduced | 2,092 | $534,359 | 0.45% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,164 | $489,578 | 0.41% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,814 | $466,448 | 0.39% | |
| SGOV |
iShares 0-3 Month Treasury Bond ETF
|
NEW | 4,525 | $455,531 | 0.38% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 3,962 | $448,736 | 0.37% | |
|
|
Reduced | 1,487 | $432,151 | 0.36% | ||
| SCHO |
Schwab Short-Term U.S. Treasury ETF
|
Reduced | 17,310 | $417,863 | 0.35% | |
| MGK |
VANGUARD MEGA CAP GROWTH INDEX FUND
|
Added | 4,564 | $401,221 | 0.33% | |
| IWV |
iShares Russell 3000 ETF
|
Reduced | 938 | $399,963 | 0.33% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,119 | $399,897 | 0.33% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Reduced | 2,505 | $395,865 | 0.33% | |
| VIGI |
Vanguard Whitehall Funds
|
Reduced | 4,084 | $381,363 | 0.32% | |
| O |
Realty Income Corp
Real Estate
|
Reduced | 5,746 | $356,022 | 0.30% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 702 | $351,273 | 0.29% | |
| IWB |
iShares Russell 1000 ETF
|
Reduced | 766 | $313,677 | 0.26% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Reduced | 3,705 | $300,697 | 0.25% |
Showing the top 50 of 67 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.