Blom & Howell Financial Planning, Inc.
All 13F Filings
- Location
- Modesto, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 101,849
- 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 |
|---|---|---|---|---|---|
| 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 | 25.13 K | 24.7% | 1.09 K | 0 | 1.09 K |
| ETFs | 76.72 K | 75.3% | 122 | 0 | 122 |
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Fund Snapshot
Q1 2026
Latest filed
7/10/2026
Total value ($000)
101,849
Holdings
61
QoQ value change ($000)
1,211
(1.2%)
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.