Blom & Howell Financial Planning, Inc. has reported its quarterly holdings through a recent 13F-HR filing, revealing a total of $120.2 million in assets under management as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and portfolio adjustments, which may influence trends in the financial planning industry.

The firm’s filing, dated November 10, 2026, showcases a diverse array of investments, including substantial stakes in well-known technology companies and exchange-traded funds (ETFs). This indicates a strategic focus on growth sectors and stability, aligning with broader market trends.

Background

Blom & Howell Financial Planning, Inc. is a financial services firm based in Modesto, California. The company operates under the Central Index Key (CIK) number 0002136102. It specializes in financial planning and investment management, serving a range of clients. The firm has consistently filed its quarterly 13F-HR reports, with the most recent submissions occurring on August 5, 2026, and July 10, 2026.

What the Filing Says

The filing indicates that Blom & Howell holds a total of 64 different positions, with a combined value of $120,239,478. The firm’s investments reflect a commitment to managing a diversified portfolio. Notable holdings include:

  • Advanced Micro Devices Inc - $2,485,581
  • Alphabet Inc - $384,681
  • Amazon.com Inc - $621,131
  • Apple Inc - $665,943
  • Microsoft Corp - $724,781

These investments suggest a strategic emphasis on technology and growth-oriented sectors.

Impact

This filing may impact various stakeholders, including clients, competitors, and industry analysts. Clients can gain insights into the firm’s investment philosophy and potential future performance. Competitors may analyze these holdings to inform their own strategies, particularly in the technology sector where Blom & Howell has made significant investments.

What's Next

The filing does not specify what actions Blom & Howell Financial Planning will take next. However, industry observers will likely keep an eye on future filings to see how the firm adjusts its portfolio in response to market changes.