Blom & Howell Financial Planning
Blom & Howell Financial Planning reported 67 stocks worth $120M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are SCHG (9.9%), JPST (8.4%) and VUSB (8.3%). Compared with Q1 2026, the fund opened new positions in SGOV, XMMO and VGLT, added to SCHG, JPST and CGDV and trimmed VUSB, VTV and TBUX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHG Schwab Strategic TR | $11.9M | 9.9% | 351K | +39K (+12%) | 3 of 3 | |
| 2 |  JPST J P Morgan Exchange Traded F | $10.1M | 8.4% | 200K | +46K (+30%) | 3 of 3 | |
| 3 |  VUSB Van Ultra Shrt Bnd | $10M | 8.3% | 200K | −53K (−21%) | 3 of 3 | |
| 4 |  CGDV Capital Group Dividend | $8.8M | 7.3% | 178K | +19K (+12%) | 3 of 3 | |
| 5 |  CGGO Capital Group Gbl Growth Eqt | $8.6M | 7.1% | 202K | +15K (+8%) | 3 of 3 | |
| 6 |  VIG Vanguard Dividend Appreciation ETF | $8.4M | 7.0% | 36K | +4,312 (+14%) | 3 of 3 | |
| 7 |  RDVY First TR Exchange Traded FD | $7.5M | 6.3% | 93K | +11K (+13%) | 3 of 3 | |
| 8 |  BIV Vanguard Intermediate | $4.9M | 4.1% | 64K | +13K (+25%) | 3 of 3 | |
| 9 |  VTV Vanguard Index Fds | $4M | 3.4% | 19K | −4,726 (−20%) | 3 of 3 | |
| 10 |  TBUX T Rowe Price ETF Inc | $3.3M | 2.8% | 67K | −288 (−0%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Blom & Howell Financial Planning 13F FAQ
What does Blom & Howell Financial Planning own?
Blom & Howell Financial Planning reported 67 stocks worth $120M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are SCHG (9.9%), JPST (8.4%) and VUSB (8.3%). The table above lists every position in the filing (the top 10 without an account).
What did Blom & Howell Financial Planning buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 25 added to, 34 trimmed and 0 sold out. New positions include SGOV, XMMO and VGLT.
When will Blom & Howell Financial Planning file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Blom & Howell Financial Planning's portfolio worth?
The Q2 2026 filing reports $120M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.