13F-HR filed by Blom & Howell Financial Planning, Inc.
Blom & Howell Financial Planning, Inc. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-07-10, with 62 holding rows worth $100,637,722.
- Accession
- 0002136102-26-000001
- Filer
- CIK 2136102
- Filed
- 2026-07-10
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 62 entries on the cover page, a total value of $100,637,722 stated on the cover page (in dollars after the unit check, H1), rows summing to $100,637,722 with VALUE read as dollars as filed, 13F file number 028-27040. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Ultra-Short Bond ETF | 92203C303 | SHS | 281,095 | $14,009,799 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 260,591 | $8,500,490 | dollars as filed | |
| CAPITAL GROUP DIVIDEND VALUE | 14020W106 | SHS CREAT UNIT | 141,895 | $6,192,282 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 116,832 | $5,910,547 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 25,962 | $5,705,837 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 28,843 | $5,508,657 | dollars as filed | |
| CAPITAL GROUP GBL GROWTH EQT | 14020X104 | SHS CREAT UNIT | 153,033 | $5,302,595 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R506 | RISNG DIVD ACHIV | 72,019 | $5,003,149 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 8,017 | $3,911,009 | dollars as filed | |
| T ROWE PRICE EXCHANGE-TRADED | 87283Q701 | ULTRA SHRT TRM | 68,005 | $3,390,040 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 53,342 | $3,332,259 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 51,489 | $3,085,726 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 33,962 | $2,644,931 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 8,010 | $2,066,182 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y300 | US MULTI-SECTOR | 60,716 | $1,676,979 | dollars as filed | |
| Invesco S&P 500 Momentum ETF | 46138E339 | SHS | 13,075 | $1,560,135 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,401 | $1,208,180 | dollars as filed | |
| Vanguard U.S. Momentum Factor ETF | 921935508 | SHS | 6,246 | $1,194,518 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 3,553 | $1,031,182 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 4,940 | $1,022,251 | dollars as filed | |
| PGIM ETF TR | 69344A206 | ACTV HY BD ETF | 28,465 | $1,009,927 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 4,304 | $921,745 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 4,177 | $884,545 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,683 | $813,974 | dollars as filed | |
| Apple Inc | 037833100 | COM | 2,954 | $803,151 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,251 | $779,071 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,370 | $777,863 | dollars as filed | |
| VTI | 922908769 | COM | 2,090 | $700,796 | dollars as filed | |
| CAPITAL GROUP DIVIDEND GROWE | 14021L109 | SHS ETF | 19,361 | $690,033 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 3,690 | $529,588 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,172 | $527,072 | dollars as filed | |
| T ROWE PRICE ETF EXCHANGE TRADED FDS INC EQUITY INCOME ETF | 87283Q206 | ETF | 11,312 | $510,949 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,598 | $500,174 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 4,247 | $473,158 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 1,599 | $442,821 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,872 | $437,785 | dollars as filed | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 17,578 | $428,381 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 752 | $425,903 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 4,305 | $393,722 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 356 | $380,870 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 4,926 | $379,458 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 949 | $366,959 | dollars as filed | |
| REALTY INCOME CORP COM | 756109104 | REIT | 5,865 | $330,612 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 781 | $322,413 | dollars as filed | |
| SCHD | 808524797 | COM | 11,343 | $311,140 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 605 | $304,103 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F888 | TCW UNCONSTRAI | 12,075 | $303,922 | dollars as filed | |
| PUBLIC SVC ENTERPRISE GROUP COM | 744573106 | Stock | 3,780 | $303,535 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 1,971 | $302,765 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 807 | $301,366 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 5,194 | $261,207 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 384 | $254,369 | dollars as filed | |
| SPY | 78462F103 | SHS | 349 | $238,015 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 1,861 | $234,263 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 1,649 | $232,586 | dollars as filed | |
| VICI PPTYS INC COM | 925652109 | REIT | 8,020 | $225,522 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 1,252 | $222,021 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 2,035 | $218,005 | dollars as filed | |
| CORNING INC | 219350105 | COM | 2,425 | $212,333 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,152 | $211,277 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 2,305 | $210,239 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 398 | $203,336 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002136102-26-000001 | this filing | 2026-07-10 | acceptance time not in the bulk data set |