Blom & Howell Financial Planning, Inc.

Q2 2026 13F-HR Holdings

Location
Modesto, CA
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
67
Total value ($000)
$120,068
Net value change ($000)
+18,219 (17.9%)
New positions
6
Sold out positions
0
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SCHG 2,787 30.6%
JPST 2,328 29.9%
CGGO 2,314 37.1%
CGDV 2,001 29.6%
RDVY 1,911 34.1%
VIG 1,693 25.2%
AMD 1,564 181.9%
BIV 966 24.5%
SPMO 910 53.2%
CGMS 604 28.6%
Top Reduces (Value $000, Stocks/ETFs)
VUSB -2,648 -21.0%
VTV -524 -11.5%
VGIT -480 -20.8%
VEA -310 -11.5%
VO -119 -18.0%
CVX -111 -19.2%
VBR -109 -16.8%
COST -95 -6.8%
XOM -49 -19.6%
WMT -46 -9.3%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type