2026 Q2 Portfolio Activity
In 2026 Q2, Blom & Howell Financial Planning, Inc. maintained a portfolio of 62 distinct positions.
Position History
hover any row below to update
Loading…
Total Positions
62
Quarter
2026 Q2
Top Holding
VUSB (13.9%)
Top 10 Concentration
63.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 62
Blom & Howell Financial Planning, Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VUSB
VANGUARD BD IND...
|
ETF | 13.92% | — |
#1
Prev: #—
|
9.5 |
—
|
281,095 | — |
NEW
|
281,095 | $14,009,799 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 8.45% | — |
#2
Prev: #—
|
8.4 |
—
|
260,591 | — |
NEW
|
260,591 | $8,500,490 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
CGDV
CAPITAL GROUP D...
|
Unknown | 6.15% | — |
#3
Prev: #—
|
7.0 |
—
|
141,895 | — |
NEW
|
141,895 | $6,192,282 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 5.87% | — |
#4
Prev: #—
|
6.3 |
—
|
116,832 | — |
NEW
|
116,832 | $5,910,547 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 5.67% | — |
#5
Prev: #—
|
6.3 |
—
|
25,962 | — |
NEW
|
25,962 | $5,705,837 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 5.47% | — |
#6
Prev: #—
|
5.7 |
—
|
28,843 | — |
NEW
|
28,843 | $5,508,657 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
CGGO
CAPITAL GROUP G...
|
Unknown | 5.27% | — |
#7
Prev: #—
|
5.6 |
—
|
153,033 | — |
NEW
|
153,033 | $5,302,595 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
RDVY
FIRST TR EXCHAN...
|
ETF | 4.97% | — |
#8
Prev: #—
|
5.5 |
—
|
72,019 | — |
NEW
|
72,019 | $5,003,149 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 3.89% | — |
#9
Prev: #—
|
5.1 |
—
|
8,017 | — |
NEW
|
8,017 | $3,911,009 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
TBUX
T ROWE PRICE ET...
|
ETF | 3.37% | — |
#10
Prev: #—
|
4.8 |
—
|
68,005 | — |
NEW
|
68,005 | $3,390,040 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 3.31% | — |
#11
Prev: #—
|
4.8 |
—
|
53,342 | — |
NEW
|
53,342 | $3,332,259 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 3.07% | — |
#12
Prev: #—
|
4.7 |
—
|
51,489 | — |
NEW
|
51,489 | $3,085,726 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 2.63% | — |
#13
Prev: #—
|
4.6 |
—
|
33,962 | — |
NEW
|
33,962 | $2,644,931 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 2.05% | — |
#14
Prev: #—
|
4.3 |
—
|
8,010 | — |
NEW
|
8,010 | $2,066,182 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
CGMS
CAPITAL GRP FIX...
|
ETF | 1.67% | — |
#15
Prev: #—
|
4.2 |
—
|
60,716 | — |
NEW
|
60,716 | $1,676,979 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
SPMO
INVESCO EXCH TR...
|
Bond/Debt | 1.55% | — |
#16
Prev: #—
|
4.1 |
—
|
13,075 | — |
NEW
|
13,075 | $1,560,135 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 1.20% | — |
#17
Prev: #—
|
4.0 |
—
|
1,401 | — |
NEW
|
1,401 | $1,208,180 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VFMO
VANGUARD WELLIN...
|
Bond/Debt | 1.19% | — |
#18
Prev: #—
|
4.0 |
—
|
6,246 | — |
NEW
|
6,246 | $1,194,518 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 1.02% | — |
#19
Prev: #—
|
3.9 |
—
|
3,553 | — |
NEW
|
3,553 | $1,031,182 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.02% | — |
#20
Prev: #—
|
3.9 |
—
|
4,940 | — |
NEW
|
4,940 | $1,022,251 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
PHYL
PGIM ETF TR
|
ETF | 1.00% | — |
#21
Prev: #—
|
3.9 |
—
|
28,465 | — |
NEW
|
28,465 | $1,009,927 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.92% | — |
#22
Prev: #—
|
3.9 |
—
|
4,304 | — |
NEW
|
4,304 | $921,745 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.88% | — |
#23
Prev: #—
|
3.9 |
—
|
4,177 | — |
NEW
|
4,177 | $884,545 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.81% | — |
#24
Prev: #—
|
3.8 |
—
|
1,683 | — |
NEW
|
1,683 | $813,974 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AAPL
APPLE INC
|
Technology | 0.80% | — |
#25
Prev: #—
|
3.8 |
—
|
2,954 | — |
NEW
|
2,954 | $803,151 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.77% | — |
#26
Prev: #—
|
3.8 |
—
|
2,251 | — |
NEW
|
2,251 | $779,071 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.77% | — |
#27
Prev: #—
|
3.8 |
—
|
3,370 | — |
NEW
|
3,370 | $777,863 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.70% | — |
#28
Prev: #—
|
3.8 |
—
|
2,090 | — |
NEW
|
2,090 | $700,796 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
CGDG
CAPITAL GROUP D...
|
ETF | 0.69% | — |
#29
Prev: #—
|
3.8 |
—
|
19,361 | — |
NEW
|
19,361 | $690,033 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.53% | — |
#30
Prev: #—
|
3.7 |
—
|
3,690 | — |
NEW
|
3,690 | $529,588 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.52% | — |
#31
Prev: #—
|
3.7 |
—
|
1,172 | — |
NEW
|
1,172 | $527,072 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
TEQI
T ROWE PRICE ET...
|
ETF | 0.51% | — |
#32
Prev: #—
|
3.7 |
—
|
11,312 | — |
NEW
|
11,312 | $510,949 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.50% | — |
#33
Prev: #—
|
3.7 |
—
|
1,598 | — |
NEW
|
1,598 | $500,174 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.47% | — |
#34
Prev: #—
|
3.7 |
—
|
4,247 | — |
NEW
|
4,247 | $473,158 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
IWY
ISHARES TR
|
ETF | 0.44% | — |
#35
Prev: #—
|
3.7 |
—
|
1,599 | — |
NEW
|
1,599 | $442,821 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 0.44% | — |
#36
Prev: #—
|
3.7 |
—
|
2,872 | — |
NEW
|
2,872 | $437,785 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
SCHO
SCHWAB STRATEGI...
|
ETF | 0.43% | — |
#37
Prev: #—
|
3.7 |
—
|
17,578 | — |
NEW
|
17,578 | $428,381 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.42% | — |
#38
Prev: #—
|
3.7 |
—
|
752 | — |
NEW
|
752 | $425,903 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VIGI
VANGUARD WHITEH...
|
Bond/Debt | 0.39% | — |
#39
Prev: #—
|
3.7 |
—
|
4,305 | — |
NEW
|
4,305 | $393,722 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
ASML
ASML HOLDING N ...
|
Technology | 0.38% | — |
#40
Prev: #—
|
3.7 |
—
|
356 | — |
NEW
|
356 | $380,870 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.38% | — |
#41
Prev: #—
|
3.7 |
—
|
4,926 | — |
NEW
|
4,926 | $379,458 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
IWV
ISHARES TR
|
ETF | 0.36% | — |
#42
Prev: #—
|
3.6 |
—
|
949 | — |
NEW
|
949 | $366,959 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
O
REALTY INCOME C...
|
Real Estate | 0.33% | — |
#43
Prev: #—
|
3.6 |
—
|
5,865 | — |
NEW
|
5,865 | $330,612 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
MGK
VANGUARD WORLD ...
|
Warrant | 0.32% | — |
#44
Prev: #—
|
3.6 |
—
|
781 | — |
NEW
|
781 | $322,413 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.31% | — |
#45
Prev: #—
|
3.6 |
—
|
11,343 | — |
NEW
|
11,343 | $311,140 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.30% | — |
#46
Prev: #—
|
3.6 |
—
|
605 | — |
NEW
|
605 | $304,103 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
UCON
FIRST TR EXCHNG...
|
ETF | 0.30% | — |
#47
Prev: #—
|
3.6 |
—
|
12,075 | — |
NEW
|
12,075 | $303,922 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
PEG
PUBLIC SVC ENTE...
|
Utilities | 0.30% | — |
#48
Prev: #—
|
3.6 |
—
|
3,780 | — |
NEW
|
3,780 | $303,535 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.30% | — |
#49
Prev: #—
|
3.6 |
—
|
1,971 | — |
NEW
|
1,971 | $302,765 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
IWB
ISHARES TR
|
ETF | 0.30% | — |
#50
Prev: #—
|
3.6 |
—
|
807 | — |
NEW
|
807 | $301,366 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 |
Showing 1-50 of 62 holdings