StockDriftsStockDriftsTop 50 Blom & Howell Financial Planning, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 9.9% | 351.3K | $11.9M | +12.44%(+38.86K) | $31.92(+12.09%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 8.43% | 200.1K | $10.1M | +29.98%(+46.14K) | $50.63(-0.34%) | 2026-06-30 | |
| VUSB | VANGUARD BD INDEX FDS | 8.29% | 200.0K | $10.0M | -21.01%(-53.18K) | $49.92(-0.49%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 7.29% | 177.7K | $8.8M | +11.89%(+18.88K) | $43.13(+18.96%) | 2026-06-30 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 7.12% | 202.0K | $8.6M | +8.08%(+15.10K) | $34.55(+17.60%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 7% | 35.5K | $8.4M | +13.83%(+4.31K) | $218.44(+12.89%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 6.26% | 92.7K | $7.5M | +12.98%(+10.65K) | $69.04(+20.99%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 4.09% | 64.0K | $4.9M | +25.29%(+12.91K) | $77.63(-2.70%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.37% | 18.6K | $4.0M | -20.29%(-4.73K) | $188.74(+19.64%) | 2026-06-30 | |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | 2.77% | 66.7K | $3.3M | -0.43%(-288) | $49.84(+0.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.31% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.14% |
Blom & Howell Financial Planning, Inc. reports $120.07M in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (9.9%), JPST (8.4%) and VUSB (8.3%). The top 20 holdings account for 82.23% of reported assets. Its disclosed equity book has returned +8.31% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Blom & Howell Financial Planning, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2136102). View Blom & Howell Financial Planning, Inc.’s 13F filings on SEC