Blom & Howell Financial Planning, Inc.

MODESTO, CA · CIK 2136102 · 13F filing filed 2026-08-05

SEC-registered investment adviser since 2022 · corporation

Assets managed$161.5m
Staff3 · 2 in investment roles
Main clients (by assets)High net worth individuals 53%, Individuals 44%, Companies 4%
Form ADV · 2026-05-19SEC adviser record

$120.1m reported value +17.9% vs Q1 2026

67positions

64.5%in top 10

6 new 23 added 36 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	351,261	$11.9m9.90%	9.90%	Added +38.9k	+38,857 12.4%
2	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	200,054	$10.1m8.43%	8.43%	Added +46.1k	+46,142 30.0%
3	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	199,993	$10.0m8.29%	8.29%	Reduced -53.2k	-53,184 -21.0%
4	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	177,695	$8.8m7.29%	7.29%	Added +18.9k	+18,881 11.9%
5	CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO	CGGO	202,039	$8.6m7.12%	7.12%	Added +15.1k	+15,103 8.1%
6	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	35,500	$8.4m7.00%	7.00%	Added +4.3k	+4,312 13.8%
7	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	92,702	$7.5m6.26%	6.26%	Added +10.6k	+10,648 13.0%
8	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	63,985	$4.9m4.09%	4.09%	Added +12.9k	+12,915 25.3%
9	VANGUARD INDEX FDS VALUE ETF VTV	VTV	18,565	$4.0m3.37%	3.37%	Reduced -4.7k	-4,726 -20.3%
10	T ROWE PRICE ETF INC ULTRA SHRT TRM TBUX	TBUX	66,733	$3.3m2.77%	2.77%	Reduced -288	-288 -0.4%
11	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	36,781	$3.2m2.64%	2.64%	Reduced -6.2k	-6,155 -14.3%
12	CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR CGMS	CGMS	99,386	$2.7m2.26%	2.26%	Added +21.8k	+21,829 28.1%
13	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	16,217	$2.6m2.18%	2.18%	Added +960	+960 6.3%
14	ADVANCED MICRO DEVICES INC COM AMD	AMD	4,172	$2.4m2.02%	2.02%	Reduced -57	-57 -1.4%
15	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	33,442	$2.4m1.98%	1.98%	Reduced -8.6k	-8,579 -20.4%
16	VANGUARD WELLINGTON FD US MOMENTUM VFMO	VFMO	7,518	$1.9m1.56%	1.56%	Added +493	+493 7.0%
17	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	31,081	$1.8m1.53%	1.53%	Reduced -7.8k	-7,760 -20.0%
18	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	34,416	$1.5m1.24%	1.24%	Added +3.3k	+3,324 10.7%
19	CAPITAL GROUP DIVIDEND GROWE SHS ETF CGDG	CGDG	38,956	$1.5m1.22%	1.22%	Added +13.8k	+13,849 55.2%
20	COSTCO WHSL CORP NEW COM COST	COST	1,389	$1.3m1.08%	1.08%	Reduced -11	-11 -0.8%
21	JOHNSON & JOHNSON COM JNJ	JNJ	4,931	$1.3m1.04%	1.04%	Reduced -27	-27 -0.5%
22	PGIM ETF TR ACTV HY BD ETF PHYL	PHYL	32,214	$1.1m0.94%	0.94%	Added +12.3k	+12,260 61.4%
23	VANGUARD INDEX FDS SMALL CP ETF VB	VB	3,483	$1.1m0.88%	0.88%	Reduced -318	-318 -8.4%
24	APPLE INC COM AAPL	AAPL	2,891	$836.4k0.70%	0.70%	Added +14	+14 0.5%
25	BROADCOM INC COM AVGO	AVGO	2,169	$819.4k0.68%	0.68%	Reduced -7	-7 -0.3%
26	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,175	$805.0k0.67%	0.67%	Added +44	+44 2.1%
27	DELL TECHNOLOGIES INC CL C DELL	DELL	1,815	$783.1k0.65%	0.65%	Reduced -15	-15 -0.8%
28	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	344	$684.4k0.57%	0.57%	Unchanged
29	MICROSOFT CORP COM MSFT	MSFT	1,642	$612.5k0.51%	0.51%	Reduced -2	-2 -0.1%
30	AMAZON COM INC COM AMZN	AMZN	2,501	$596.1k0.50%	0.50%	Reduced -14	-14 -0.6%
31	T ROWE PRICE ETF INC PRICE EQT INCOME TEQI	TEQI	11,752	$592.1k0.49%	0.49%	Added +392	+392 3.5%
32	CISCO SYS INC COM CSCO	CSCO	4,828	$567.1k0.47%	0.47%	Reduced -98	-98 -2.0%
33	VANGUARD INDEX FDS MID CAP ETF VO	VO	6,722	$541.6k0.45%	0.45%	Reduced -2.5k	-2,486 -27.0%
34	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	2,216	$538.4k0.45%	0.45%	Reduced -760	-760 -25.5%
35	CORNING INC COM GLW	GLW	2,092	$534.4k0.45%	0.45%	Reduced -23	-23 -1.1%
36	TESLA INC COM TSLA	TSLA	1,164	$489.6k0.41%	0.41%	Added +5	+5 0.4%
37	CHEVRON CORP NEW COM CVX	CVX	2,814	$466.5k0.39%	0.39%	Added +21	+21 0.8%
38	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	4,525	$455.5k0.38%	0.38%	New
39	WALMART INC COM WMT	WMT	3,962	$448.8k0.37%	0.37%	Reduced -22	-22 -0.6%
40	ISHARES TR RUS TP200 GR ETF IWY	IWY	1,487	$432.0k0.36%	0.36%	Reduced -26	-26 -1.7%
41	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	17,310	$417.9k0.35%	0.35%	Reduced -58	-58 -0.3%
42	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	4,564	$401.2k0.33%	0.33%	Added +649	+649 16.6%
43	ISHARES TR RUSSELL 3000 ETF IWV	IWV	938	$399.9k0.33%	0.33%	Reduced -7	-7 -0.7%
44	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,119	$399.9k0.33%	0.33%	Reduced -2	-2 -0.2%
45	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	2,505	$395.9k0.33%	0.33%	Reduced -291	-291 -10.4%
46	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	4,084	$381.4k0.32%	0.32%	Reduced -45	-45 -1.1%
47	REALTY INCOME CORP COM O	O	5,746	$356.0k0.30%	0.30%	Reduced -98	-98 -1.7%
48	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	702	$351.3k0.29%	0.29%	Added +98	+98 16.2%
49	ISHARES TR RUS 1000 ETF IWB	IWB	766	$313.7k0.26%	0.26%	Reduced -30	-30 -3.8%
50	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	3,705	$300.7k0.25%	0.25%	Reduced -75	-75 -2.0%
51	CUMMINS INC COM CMI	CMI	400	$285.6k0.24%	0.24%	Unchanged
52	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	1,794	$281.6k0.23%	0.23%	Added +142	+142 8.6%
53	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	679	$270.0k0.22%	0.22%	Reduced -1	-1 -0.1%
54	TJX COS INC NEW COM TJX	TJX	1,680	$254.5k0.21%	0.21%	Reduced -2	-2 -0.1%
55	INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM XMMO	XMMO	1,466	$249.4k0.21%	0.21%	New
56	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	4,928	$249.3k0.21%	0.21%	Added +15	+15 0.3%
57	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	1,203	$237.7k0.20%	0.20%	Reduced -13	-13 -1.1%
58	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	4,307	$237.7k0.20%	0.20%	New
59	UNITEDHEALTH GROUP INC COM UNH	UNH	549	$228.2k0.19%	0.19%	New
60	FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI UCON	UCON	9,077	$225.8k0.19%	0.19%	Reduced -193	-193 -2.1%
61	ISHARES TR NATIONAL MUN ETF MUB	MUB	2,050	$220.7k0.18%	0.18%	Added +8	+8 0.4%
62	APPLIED MATLS INC COM AMAT	AMAT	299	$216.2k0.18%	0.18%	New
63	RTX CORPORATION COM RTX	RTX	1,131	$214.6k0.18%	0.18%	Reduced -5	-5 -0.4%
64	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	2,313	$213.0k0.18%	0.18%	Reduced -11	-11 -0.5%
65	VICI PPTYS INC COM VICI	VICI	7,835	$208.0k0.17%	0.17%	Reduced -185	-185 -2.3%
66	EXXON MOBIL CORP COM XOM	XOM	1,468	$200.7k0.17%	0.17%	Reduced -6	-6 -0.4%
67	M & T BK CORP COM MTB	MTB	841	$200.2k0.17%	0.17%	New