BLOM & HOWELL FINANCIAL PLANNING, INC.

Filed: 7/10/2026ACC: 0002136102-26-000001

📋 What this filing means

BLOM & HOWELL FINANCIAL PLANNING, INC. filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $100.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$100.64M

Total AUM (reported)

1.58M

Total Shares

Allocation by class

VANGUARD ULTRA$14.01M13.9%

SHS CREATION UNI$11.49M11.4%

COM$10.40M10.3%

US LCAP GR ETF$8.50M8.4%

ULTRA SHRT ETF$5.91M5.9%

DIV APP ETF$5.71M5.7%

VALUE ETF$5.51M5.5%

Portfolio Concentration

Top 3$28.70M28.5%

4–10$34.73M34.5%

11–25$23.26M23.1%

Rest$13.95M13.9%

Top 3 weight

28.5%

Top 10 weight

63.0%

Voting Authority Distribution

Total shares with voting rights: 1.58M

Sole

Full voting authority

1.14M

% of voting shares72.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

437.14K

% of voting shares27.6%

Investment Discretion (by position count)

Sole62

Shared0

Other0

Dominant voting typeSole · 72.4% of voting shares

Institutional Holdings62

Rows:

VANGUARD BD INDEX FDS

SOLE

VANGUARD ULTRA

Shares281.10K

TypeSH

Market value$14.01M

13.92%

Sole

267.51K

Shared

0.00

None

13.59K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares260.59K

TypeSH

Market value$8.50M

8.45%

Sole

157.51K

Shared

0.00

None

103.08K

CAPITAL GROUP DIVIDEND VALUE

SOLE

SHS CREATION UNI

Shares141.90K

TypeSH

Market value$6.19M

6.15%

Sole

84.30K

Shared

0.00

None

57.60K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares116.83K

TypeSH

Market value$5.91M

5.87%

Sole

74.67K

Shared

0.00

None

42.17K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares25.96K

TypeSH

Market value$5.71M

5.67%

Sole

16.50K

Shared

0.00

None

9.46K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares28.84K

TypeSH

Market value$5.51M

5.47%

Sole

28.17K

Shared

0.00

None

674.00

CAPITAL GROUP GBL GROWTH EQT

SOLE

SHS CREATION UNI

Shares153.03K

TypeSH

Market value$5.30M

5.27%

Sole

94.40K

Shared

0.00

None

58.63K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares72.02K

TypeSH

Market value$5.00M

4.97%

Sole

43.89K

Shared

0.00

None

28.13K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares8.02K

TypeSH

Market value$3.91M

3.89%

Sole

7.73K

Shared

0.00

None

283.00

T ROWE PRICE ETF INC

SOLE

ULTRA SHRT TRM

Shares68K

TypeSH

Market value$3.39M

3.37%

Sole

40.86K

Shared

0.00

None

27.15K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares53.34K

TypeSH

Market value$3.33M

3.31%

Sole

52.93K

Shared

0.00

None

408.00

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares51.49K

TypeSH

Market value$3.09M

3.07%

Sole

48.96K

Shared

0.00

None

2.53K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares33.96K

TypeSH

Market value$2.64M

2.63%

Sole

23.08K

Shared

0.00

None

10.88K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares8.01K

TypeSH

Market value$2.07M

2.05%

Sole

5.78K

Shared

0.00

None

2.23K

CAPITAL GRP FIXED INCM ETF T

SOLE

US MULTI-SECTOR

Shares60.72K

TypeSH

Market value$1.68M

1.67%

Sole

35.23K

Shared

0.00

None

25.48K

INVESCO EXCH TRADED FD TR II

SOLE

S&P 500 MOMNTM

Shares13.07K

TypeSH

Market value$1.56M

1.55%

Sole

7.89K

Shared

0.00

None

5.19K

COSTCO WHSL CORP NEW

SOLE

COM

Shares1.40K

TypeSH

Market value$1.21M

1.20%

Sole

1.37K

Shared

0.00

None

30.00

VANGUARD WELLINGTON FD

SOLE

US MOMENTUM

Shares6.25K

TypeSH

Market value$1.19M

1.19%

Sole

3.89K

Shared

0.00

None

2.35K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares3.55K

TypeSH

Market value$1.03M

1.02%

Sole

3.55K

Shared

0.00

None

0.00

JOHNSON & JOHNSON

SOLE

COM

Shares4.94K

TypeSH

Market value$1.02M

1.02%

Sole

4.94K

Shared

0.00

None

0.00

PGIM ETF TR

SOLE

ACTV HY BD ETF

Shares28.46K

TypeSH

Market value$1.01M

1.00%

Sole

15.77K

Shared

0.00

None

12.69K

ADVANCED MICRO DEVICES INC

SOLE

COM

Shares4.30K

TypeSH

Market value$921.7K

0.92%

Sole

3.87K

Shared

0.00

None

434.00

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares4.18K

TypeSH

Market value$884.5K

0.88%

Sole

4.18K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares1.68K

TypeSH

Market value$814.0K

0.81%

Sole

1.52K

Shared

0.00

None

168.00

APPLE INC

SOLE

COM

Shares2.95K

TypeSH

Market value$803.2K

0.80%

Sole

2.85K

Shared

0.00

None

102.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD BD INDEX FDSSOLE	VANGUARD ULTRA	281.10K	SH	$14.01M 13.92%	267.51K	13.59K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	260.59K	SH	$8.50M 8.45%	157.51K	103.08K
CAPITAL GROUP DIVIDEND VALUESOLE	SHS CREATION UNI	141.90K	SH	$6.19M 6.15%	84.30K	57.60K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	116.83K	SH	$5.91M 5.87%	74.67K	42.17K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	25.96K	SH	$5.71M 5.67%	16.50K	9.46K
VANGUARD INDEX FDSSOLE	VALUE ETF	28.84K	SH	$5.51M 5.47%	28.17K	674.00
CAPITAL GROUP GBL GROWTH EQTSOLE	SHS CREATION UNI	153.03K	SH	$5.30M 5.27%	94.40K	58.63K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	72.02K	SH	$5.00M 4.97%	43.89K	28.13K
VANGUARD INDEX FDSSOLE	GROWTH ETF	8.02K	SH	$3.91M 3.89%	7.73K	283.00
T ROWE PRICE ETF INCSOLE	ULTRA SHRT TRM	68K	SH	$3.39M 3.37%	40.86K	27.15K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	53.34K	SH	$3.33M 3.31%	52.93K	408.00
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	51.49K	SH	$3.09M 3.07%	48.96K	2.53K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	33.96K	SH	$2.64M 2.63%	23.08K	10.88K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	8.01K	SH	$2.07M 2.05%	5.78K	2.23K
CAPITAL GRP FIXED INCM ETF TSOLE	US MULTI-SECTOR	60.72K	SH	$1.68M 1.67%	35.23K	25.48K
INVESCO EXCH TRADED FD TR IISOLE	S&P 500 MOMNTM	13.07K	SH	$1.56M 1.55%	7.89K	5.19K
COSTCO WHSL CORP NEWSOLE	COM	1.40K	SH	$1.21M 1.20%	1.37K	30.00
VANGUARD WELLINGTON FDSOLE	US MOMENTUM	6.25K	SH	$1.19M 1.19%	3.89K	2.35K
VANGUARD INDEX FDSSOLE	MID CAP ETF	3.55K	SH	$1.03M 1.02%	3.55K	0.00
JOHNSON & JOHNSONSOLE	COM	4.94K	SH	$1.02M 1.02%	4.94K	0.00
PGIM ETF TRSOLE	ACTV HY BD ETF	28.46K	SH	$1.01M 1.00%	15.77K	12.69K
ADVANCED MICRO DEVICES INCSOLE	COM	4.30K	SH	$921.7K 0.92%	3.87K	434.00
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	4.18K	SH	$884.5K 0.88%	4.18K	0.00
MICROSOFT CORPSOLE	COM	1.68K	SH	$814.0K 0.81%	1.52K	168.00
APPLE INCSOLE	COM	2.95K	SH	$803.2K 0.80%	2.85K	102.00

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