Blom & Howell Financial Planning, Inc.

Q1 2026 13F-HR Holdings

Location
Modesto, CA
Holdings as of
3/31/2026
Date filed
7/10/2026
Form type
13F-HR
Num holdings
61
Total value ($000)
$101,849
Net value change ($000)
+1,211 (1.2%)
New positions
2
Sold out positions
3
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JPST 1,878 31.8%
BIV 1,297 49.0%
SDVY 1,226 NEW
VIG 1,001 17.5%
CGGO 935 17.6%
SCHG 600 7.1%
RDVY 600 12.0%
CGDV 564 9.1%
CGMS 435 25.9%
XOM 250 NEW
Top Reduces (Value $000, Stocks/ETFs)
VUSB -1,406 -10.0%
VB -1,070 -51.8%
VTV -939 -17.0%
VUG -785 -20.1%
VGIT -773 -25.0%
VEA -639 -19.2%
VO -370 -35.9%
PHYL -319 -31.6%
SCHD -311 -100.0%
AMZN -254 -32.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type