Blom & Howell Financial Planning, Inc. holds a focused book of 61 stocks worth $101.8M as of Q1 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened FIRST TR EXCHANGE TRADED FD and trimmed VANGUARD BD INDEX FDS. Their largest long position is VANGUARD BD INDEX FDS at 12% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2136102/holdings"
Use Arkolith to show Blom & Howell Financial Planning, Inc.'s latest holdings, largest changes, and filing provenance.
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.
0% 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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard BD Index FDS VANGUARD ULTRA | $12.6M | 253.2K | 12.4% | ▼−9.9% Reduced · −28K sh | |
| 2 | Schwab Strategic TR US LCAP GR ETF | $9.1M | 312.4K | 8.9% | ▲+20% Added · +52K sh | |
| 3 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $7.8M | 153.9K | 7.6% | ▲+32% Added · +37K sh | |
| 4 | Capital Group Dividend Value SHS CREATION UNI | $6.8M | 158.8K | 6.6% | ▲+12% Added · +17K sh | |
| 5 | Vanguard Specialized Funds DIV APP ETF | $6.7M | 31.2K | 6.6% | ▲+20% Added · +5K sh | |
| 6 | Capital Group GBL Growth Eqt SHS CREATION UNI | $6.2M | 186.9K | 6.1% | ▲+22% Added · +34K sh | |
| 7 | First TR Exchange Traded FD RISNG DIVD ACHIV | $5.6M | 82.1K | 5.5% | ▲+14% Added · +10K sh | |
| 8 | Vanguard Index FDS VALUE ETF | $4.6M | 23.3K | 4.5% | ▼−19% Reduced · −6K sh | |
| 9 | Vanguard BD Index FDS INTERMED TERM | $3.9M | 51.1K | 3.9% | ▲+50% Added · +17K sh | |
| 10 | T Rowe Price ETF Inc ULTRA SHRT TRM | $3.3M | 67.0K | 3.3% | ▼−1.4% Reduced · −984 sh | |
| 11 | Vanguard Index FDS GROWTH ETF | $3.1M | 7.2K | 3.1% | ▼−11% Reduced · −861 sh | |
| 12 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.7M | 42.0K | 2.6% | ▼−21% Reduced · −11K sh | |
| 13 | Vanguard Scottsdale FDS INTER TERM TREAS | $2.3M | 38.8K | 2.3% | ▼−25% Reduced · −13K sh | |
| 14 | Capital Grp Fixed Incm ETF T US MULTI-SECTOR | $2.1M | 77.6K | 2.1% | ▲+28% Added · +17K sh | |
| 15 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $1.7M | 15.3K | 1.7% | ▲+17% Added · +2K sh | |
| 16 | Costco Wholesale Corporation COM | $1.4M | 1.4K | 1.4% | ▼−0.1% Reduced · −1 sh | |
| 17 | Vanguard Wellington FD US MOMENTUM | $1.4M | 7.0K | 1.4% | ▲+12% Added · +779 sh | |
| 18 | First TR Exchange Traded FD SMID RISNG ETF | $1.2M | 31.1K | 1.2% | ▲New New position | |
| 19 | Johnson & Johnson COM | $1.2M | 5.0K | 1.2% | ▲+0.4% Added · +18 sh | |
| 20 | Vanguard Index FDS SMALL CP ETF | $996K | 3.8K | 1.0% | ▼−53% Reduced · −4K sh | |
| 21 | Capital Group Dividend Growe SHS ETF | $901K | 25.1K | 0.9% | ▲+30% Added · +6K sh | |
| 22 | Advanced Micro Devices Inc COM | $860K | 4.2K | 0.8% | ▼−1.7% Reduced · −75 sh | |
| 23 | Apple Inc COM | $730K | 2.9K | 0.7% | ▼−2.6% Reduced · −77 sh | |
| 24 | Pgim ETF TR ACTV HY BD ETF | $691K | 20.0K | 0.7% | ▼−30% Reduced · −9K sh | |
| 25 | Vanguard Index FDS TOTAL STK MKT | $684K | 2.1K | 0.7% | ▲+2.0% Added · +41 sh | |
| 26 | Broadcom Inc COM | $674K | 2.2K | 0.7% | ▼−3.3% Reduced · −75 sh | |
| 27 | Vanguard Index FDS MID CAP ETF | $661K | 2.3K | 0.6% | ▼−35% Reduced · −1K sh | |
| 28 | Vanguard Index FDS SM CP VAL ETF | $647K | 3.0K | 0.6% | ▼−29% Reduced · −1K sh | |
| 29 | Microsoft Corp COM | $609K | 1.6K | 0.6% | ▼−2.3% Reduced · −39 sh | |
| 30 | Chevron Corporation COM | $578K | 2.8K | 0.6% | ▼−2.8% Reduced · −79 sh | |
| 31 | Amazon Com Inc COM | $524K | 2.5K | 0.5% | ▼−25% Reduced · −855 sh | |
| 32 | T Rowe Price ETF Inc PRICE EQT INCOME | $511K | 11.4K | 0.5% | ▲+0.4% Added · +48 sh | |
| 33 | Walmart Inc COM | $495K | 4.0K | 0.5% | ▼−6.2% Reduced · −263 sh | |
| 34 | Asml Hldg NV N Y REGISTRY SHS | $454K | 344 | 0.4% | ▼−3.4% Reduced · −12 sh | |
| 35 | Tesla Inc COM | $431K | 1.2K | 0.4% | ▼−1.1% Reduced · −13 sh | |
| 36 | Schwab Strategic TR SHT TM US TRES | $422K | 17.4K | 0.4% | ▼−1.2% Reduced · −210 sh | |
| 37 | Vanguard Whitehall FDS HIGH DIV YLD | $414K | 2.8K | 0.4% | ▼−24% Reduced · −894 sh | |
| 38 | Cisco Sys Inc COM | $382K | 4.9K | 0.4% | —Held | |
| 39 | Ishares TR RUS TP200 GR ETF | $376K | 1.5K | 0.4% | ▼−5.4% Reduced · −86 sh | |
| 40 | Vanguard Whitehall FDS INTL DVD ETF | $365K | 4.1K | 0.4% | ▼−4.1% Reduced · −176 sh | |
| 41 | Realty Income Corp COM | $358K | 5.8K | 0.4% | ▼−0.3% Reduced · −21 sh | |
| 42 | Ishares TR RUSSELL 3000 ETF | $350K | 945 | 0.3% | ▼−0.4% Reduced · −4 sh | |
| 43 | Alphabet Inc CAP STK CL A | $322K | 1.1K | 0.3% | ▼−30% Reduced · −477 sh | |
| 44 | Intuitive Surgical Inc COM NEW | $313K | 680 | 0.3% | ▼−9.6% Reduced · −72 sh | |
| 45 | Public SVC Enterprise Group COM | $306K | 3.8K | 0.3% | —Held | |
| 46 | Dell Technologies Inc CL C | $300K | 1.8K | 0.3% | ▼−1.7% Reduced · −31 sh | |
| 47 | Berkshire Hathaway Inc Del CL B NEW | $289K | 604 | 0.3% | ▼−0.2% Reduced · −1 sh | |
| 48 | Vanguard World FD MEGA GRWTH IND | $288K | 783 | 0.3% | ▲+0.3% Added · +2 sh | |
| 49 | Corning Inc COM | $288K | 2.1K | 0.3% | ▼−13% Reduced · −310 sh | |
| 50 | Ishares TR RUS 1000 ETF | $284K | 796 | 0.3% | ▼−1.4% Reduced · −11 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.