Blom & Howell Financial Planning, Inc.
- SEC CIK
- 0002136102
- Latest filing
- Aug 4, 2026
The latest 13F from Blom & Howell Financial Planning, Inc. covers Q2 2026 (filed Aug 4, 2026): 67 long positions worth $120.1M. The top 10 holdings make up 64.5% of the portfolio, and the largest is Schwab U.S. Large-Cap Growth ETF at 9.9%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 6
- Est. +$1.59M
- Added
- 23
- Est. +$10.2M
- Reduced
- 36
- Est. −$5.96M
- Sold out
- 0
Top 5 holdings
Share of this quarter's portfolio value
- Schwab U.S. Large-Cap Growth ETF8085243009.9%$11.9M
- JPMorgan Ultra-Short Income ETF46641Q8378.4%$10.1M
- Vanguard BD Index FDS92203C3038.3%$9.96M
- Capital Group Dividend Value14020W1067.3%$8.76M
- Capital Group GBL Growth EQT14020X1047.1%$8.55M
Biggest buys
New and added positions, by estimated amount bought
- JPMorgan Ultra-Short Income ETF46641Q837+$2.33MAdded
- Schwab U.S. Large-Cap Growth ETF808524300+$1.31MAdded
- Vanguard Dividend Appreciation ETF921908844+$1.02MAdded
- Vanguard Intermediate-Term Bond ETF921937819+$990.6KAdded
- Capital Group Dividend Value14020W106+$930.5KAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Capital Group GBL Growth EQT14020X104+1.00 pp6.1% → 7.1%
- Schwab U.S. Large-Cap Growth ETF808524300+0.96 pp8.9% → 9.9%
- JPMorgan Ultra-Short Income ETF46641Q837+0.78 pp7.6% → 8.4%
- First Trust Rising Dividend Achievers ETF33738R506+0.76 pp5.5% → 6.3%
- Capital Group Dividend Value14020W106+0.66 pp6.6% → 7.3%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Vanguard BD Index FDS92203C303−$2.65MReduced
- Vanguard Morningstar Value ETF922908744−$1.03MReduced
- Vanguard Ftse Developed Markets ETF921943858−$611.3KReduced
- Vanguard Morningstar Growth ETF922908736−$530.2KReducedConverted for a 6-for-1 split
- Vanguard Scottsdale FDS92206C706−$457.7KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Vanguard BD Index FDS92203C303−4.08 pp12.4% → 8.3%
- Vanguard Morningstar Value ETF922908744−1.12 pp4.5% → 3.4%
- Vanguard Scottsdale FDS92206C706−0.74 pp2.3% → 1.5%
- Vanguard Ftse Developed Markets ETF921943858−0.66 pp2.6% → 2.0%
- T Rowe Price Exchange-Traded87283Q701−0.51 pp3.3% → 2.8%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $120.1M
- +$18.2M (+17.9%) vs. prior quarter
- Positions
- 67
- +6 vs. prior quarter
- Top 10 concentration
- 64.5%
- Top 10 as share of value
- Turnover
- 5.4%
- Q2 2026, one quarter
- Average holding period
- 3.0 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.
13F filings by quarter
3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $120.1M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 4, 2026 | 67 | $120.1M | Schwab U.S. Large-Cap Growth ETFJPMorgan Ultra-Short Income ETFVanguard BD Index FDS | vs. Q1 2026 | SEC |
| Q1 2026 | Jul 10, 2026 | 61 | $101.8M | Vanguard BD Index FDSSchwab U.S. Large-Cap Growth ETFJPMorgan Ultra-Short Income ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Jul 10, 2026 | 62 | $100.6M | Vanguard BD Index FDSSchwab U.S. Large-Cap Growth ETFCapital Group Dividend Value | – | SEC |