Blom & Howell Financial Planning, Inc. holds a focused book of 67 stocks worth $120.1M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Ishares 0-3 Month Treasury B and trimmed Vanguard Ultra Short Bond Et. Their largest long position is Schwab US Large-Cap Growth at 10% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
13% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Blom & Howell Financial Planning, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 70 / 67 | $406.4B |
| LPL Financial LLC | 70 / 67 | $69.8B |
| ENVESTNET ASSET MANAGEMENT INC | 70 / 67 | $60.5B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 70 / 67 | $26.3B |
| STIFEL FINANCIAL CORP | 70 / 67 | $24.0B |
| Cetera Investment Advisers | 70 / 67 | $20.5B |
| OSAIC HOLDINGS, INC. | 70 / 67 | $15.7B |
| Kestra Advisory Services, LLC | 70 / 67 | $7.1B |
Ranked by how many of Blom & Howell Financial Planning, Inc.'s top 67 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LCAP GR ETF | $11.9M | 351.3K | 9.9% | ▲+12% Added · +39K sh | |
| 2 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $10.1M | 200.1K | 8.4% | ▲+30% Added · +46K sh | |
| 3 | Vanguard BD Index FDS VANGUARD ULTRA | $10.0M | 200.0K | 8.3% | ▼−21% Reduced · −53K sh | |
| 4 | Capital Group Dividend Value SHS CREAT UNIT | $8.8M | 177.7K | 7.3% | ▲+12% Added · +19K sh | |
| 5 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $8.6M | 202.0K | 7.1% | ▲+8.1% Added · +15K sh | |
| 6 | Vanguard Specialized Funds DIV APP ETF | $8.4M | 35.5K | 7.0% | ▲+14% Added · +4K sh | |
| 7 | First TR Exchange Traded FD RISNG DIVD ACHIV | $7.5M | 92.7K | 6.3% | ▲+13% Added · +11K sh | |
| 8 | Vanguard BD Index FDS INTERMED TERM | $4.9M | 64.0K | 4.1% | ▲+25% Added · +13K sh | |
| 9 | Vanguard Index FDS VALUE ETF | $4.0M | 18.6K | 3.4% | ▼−20% Reduced · −5K sh | |
| 10 | T Rowe Price Exchange-Traded ULTRA SHRT TRM | $3.3M | 66.7K | 2.8% | ▼−0.4% Reduced · −288 sh | |
| 11 | Vanguard Index FDS GROWTH ETF | $3.2M | 36.8K | 2.6% | ▲+414% Added · +30K sh | |
| 12 | Capital Grp Fixed Incm ETF T US MULTI-SECTOR | $2.7M | 99.4K | 2.3% | ▲+28% Added · +22K sh | |
| 13 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $2.6M | 16.2K | 2.2% | ▲+6.3% Added · +960 sh | |
| 14 | Advanced Micro Devices Inc COM | $2.4M | 4.2K | 2.0% | ▼−1.3% Reduced · −57 sh | |
| 15 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.4M | 33.4K | 2.0% | ▼−20% Reduced · −9K sh | |
| 16 | Vanguard Wellington FD US MOMENTUM | $1.9M | 7.5K | 1.6% | ▲+7.0% Added · +493 sh | |
| 17 | Vanguard Scottsdale FDS INTER TERM TREAS | $1.8M | 31.1K | 1.5% | ▼−20% Reduced · −8K sh | |
| 18 | First TR Exchange Traded FD SMID RISNG ETF | $1.5M | 34.4K | 1.2% | ▲+11% Added · +3K sh | |
| 19 | Capital Group Dividend Growe SHS ETF | $1.5M | 39.0K | 1.2% | ▲+55% Added · +14K sh | |
| 20 | Costco Wholesale Corporation COM | $1.3M | 1.4K | 1.1% | ▼−0.8% Reduced · −11 sh | |
| 21 | Johnson & Johnson COM | $1.3M | 4.9K | 1.0% | ▼−0.5% Reduced · −27 sh | |
| 22 | Pgim ETF TR ACTV HY BD ETF | $1.1M | 32.2K | 0.9% | ▲+61% Added · +12K sh | |
| 23 | Vanguard Index FDS SMALL CP ETF | $1.1M | 3.5K | 0.9% | ▼−8.4% Reduced · −318 sh | |
| 24 | Apple Inc COM | $836K | 2.9K | 0.7% | ▲+0.5% Added · +14 sh | |
| 25 | Broadcom Inc COM | $819K | 2.2K | 0.7% | ▼−0.3% Reduced · −7 sh | |
| 26 | Vanguard Index FDS TOTAL STK MKT | $805K | 2.2K | 0.7% | ▲+2.1% Added · +44 sh | |
| 27 | Dell Technologies Inc CL C | $783K | 1.8K | 0.7% | ▼−0.8% Reduced · −15 sh | |
| 28 | ASML Hldg NV N Y REGISTRY SHS | $684K | 344 | 0.6% | —Held | |
| 29 | Microsoft Corp COM | $612K | 1.6K | 0.5% | ▼−0.1% Reduced · −2 sh | |
| 30 | Amazon Com Inc COM | $596K | 2.5K | 0.5% | ▼−0.6% Reduced · −14 sh | |
| 31 | T Rowe Price Exchange-Traded PRICE EQT INCOME | $592K | 11.8K | 0.5% | ▲+3.5% Added · +392 sh | |
| 32 | Cisco Sys Inc COM | $567K | 4.8K | 0.5% | ▼−2.0% Reduced · −98 sh | |
| 33 | Vanguard Index FDS MID CAP ETF | $542K | 6.7K | 0.5% | ▲+192% Added · +4K sh | |
| 34 | Vanguard Index FDS SM CP VAL ETF | $538K | 2.2K | 0.4% | ▼−26% Reduced · −760 sh | |
| 35 | Corning Inc COM | $534K | 2.1K | 0.4% | ▼−1.1% Reduced · −23 sh | |
| 36 | Tesla Inc COM | $490K | 1.2K | 0.4% | ▲+0.4% Added · +5 sh | |
| 37 | Chevron Corporation COM | $467K | 2.8K | 0.4% | ▲+0.8% Added · +21 sh | |
| 38 | Ishares TR 0-3 MTH TREASURY | $456K | 4.5K | 0.4% | ▲New New position | |
| 39 | Walmart Inc COM | $449K | 4.0K | 0.4% | ▼−0.6% Reduced · −22 sh | |
| 40 | Ishares TR RUS TP200 GR ETF | $432K | 1.5K | 0.4% | ▼−1.7% Reduced · −26 sh | |
| 41 | Schwab Strategic TR SHT TM US TRES | $418K | 17.3K | 0.3% | ▼−0.3% Reduced · −58 sh | |
| 42 | Vanguard World FD MEGA GRWTH IND | $401K | 4.6K | 0.3% | ▲+483% Added · +4K sh | |
| 43 | Ishares TR RUSSELL 3000 ETF | $400K | 938 | 0.3% | ▼−0.7% Reduced · −7 sh | |
| 44 | Alphabet Inc CAP STK CL A | $400K | 1.1K | 0.3% | ▼−0.2% Reduced · −2 sh | |
| 45 | Vanguard Whitehall FDS HIGH DIV YLD | $396K | 2.5K | 0.3% | ▼−10% Reduced · −291 sh | |
| 46 | Vanguard Whitehall FDS INTL DVD ETF | $381K | 4.1K | 0.3% | ▼−1.1% Reduced · −45 sh | |
| 47 | Realty Income Corp COM | $356K | 5.7K | 0.3% | ▼−1.7% Reduced · −98 sh | |
| 48 | Berkshire Hathaway Inc Del CL B NEW | $351K | 702 | 0.3% | ▲+16% Added · +98 sh | |
| 49 | Ishares TR RUS 1000 ETF | $314K | 766 | 0.3% | ▼−3.8% Reduced · −30 sh | |
| 50 | Public SVC Enterprise Group COM | $301K | 3.7K | 0.3% | ▼−2.0% Reduced · −75 sh |
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Use Arkolith to show Blom & Howell Financial Planning, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.