Blom & Howell Financial Planning, Inc.
All 13F Filings
- Location
- Modesto, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 120,068
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 67 | 120,068 | 13F-HR | Blom & Howell Financial Planning, Inc. |
| Q1 2026 | 7/10/2026 | 61 | 101,849 | 13F-HR | Blom & Howell Financial Planning, Inc. |
| Q4 2025 | 7/10/2026 | 62 | 100,638 | 13F-HR | Blom & Howell Financial Planning, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 36.74 K | 30.6% | 11.6 K | 0 | 11.6 K |
| ETFs | 83.34 K | 69.4% | 6.617 K | 0 | 6.617 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
120,068
Holdings
67
QoQ value change ($000)
18,219
(17.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.