Blom & Howell Financial Planning, Inc.

Q3 2026 13F-HR Holdings

Location
Modesto, CA
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
64
Total value ($000)
$120,239
Net value change ($000)
+171 (0.1%)
New positions
4
Sold out positions
8
Turnover %
6.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VGIT 4,530 247.1%
LMBS 4,082 NEW
VUSB 1,586 15.9%
SCHG 1,572 13.2%
VIG 1,001 11.9%
CGDV 702 8.0%
CGDG 388 26.6%
VGSH 266 NEW
XOM 239 NEW
AMGN 223 NEW
Top Reduces (Value $000, Stocks/ETFs)
JPST -8,961 -88.6%
BIV -4,220 -86.0%
PHYL -1,124 -100.0%
VTV -902 -22.3%
CGMS -654 -24.1%
VFMO -557 -29.7%
VEA -526 -22.1%
SPMO -420 -16.0%
TBUX -384 -11.6%
VUG -354 -11.2%
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