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William Howard & Co Financial Advisors

Latest statistics and disclosures from William Howard & Co Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IEF, IWM, ICF, IWV, and represent 57.10% of William Howard & Co Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IBIT, EEM, BND, VTI, PFF, TIP, IWD, SHY, IEI, SCHV.
Started 2 new stock positions in IBIT, EEM.
Reduced shares in these 10 stocks: IVV, IEF, AAPL, IWV, IWC, , NVDA, IWM, AMZN, VOO.
Sold out of its positions in META, IWC.
William Howard & Co Financial Advisors was a net seller of stock by $-3.5M.
William Howard & Co Financial Advisors has $118M in assets under management (AUM), dropping by 2.53%.
Central Index Key (CIK): 0002023493

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Portfolio Holdings for William Howard & Co Financial Advisors

William Howard & Co Financial Advisors holds 56 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	23.5	$28M	-5%	41k	669.29	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	10.9	$13M	-3%	133k	96.46	View chart
Ishares Tr Russell 2000 Etf (IWM)	9.8	$12M		48k	241.96	View chart
Ishares Tr Select Us Reit (ICF)	8.4	$9.8M		160k	61.62	View chart
Ishares Tr Russell 3000 Etf (IWV)	4.6	$5.4M	-4%	14k	378.94	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.1	$4.8M		55k	87.31	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.7	$4.4M		59k	74.37	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	3.2	$3.7M		23k	164.54	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	3.0	$3.5M		29k	119.51	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.4	$2.9M		31k	93.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.8	$2.1M	-2%	36k	59.92	View chart
Stryker Corporation (SYK)	1.7	$2.0M		5.5k	369.67	View chart
Amphenol Corp Cl A (APH)	1.5	$1.7M		14k	123.75	View chart
Apple (AAPL)	1.5	$1.7M	-13%	6.7k	254.64	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.4	$1.7M		20k	82.96	View chart
Ishares Tr Tips Bd Etf (TIP)	1.3	$1.5M		13k	111.22	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.2	$1.4M		15k	91.42	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$1.1M	-2%	17k	65.92	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.9	$1.1M		22k	47.74	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$1.0M		1.7k	600.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$946k		2.0k	468.45	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$936k		9.3k	100.25	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.7	$878k		28k	31.62	View chart
Community Trust Ban (CTBI)	0.7	$870k		16k	55.95	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.7	$805k		8.1k	99.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$780k		3.8k	203.59	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.6	$701k	-2%	16k	44.31	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.6	$651k	-10%	8.5k	76.72	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.5	$624k		13k	49.99	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.5	$600k		13k	46.24	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$569k		3.9k	145.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$567k	-14%	925.00	612.46	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$532k		8.2k	65.26	View chart
Visa Com Cl A (V)	0.3	$369k		1.1k	341.38	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$369k	-5%	3.1k	118.81	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$366k	+4%	1.1k	328.18	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$334k		680.00	490.38	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$326k		7.6k	42.96	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$319k		11k	27.90	View chart
NVIDIA Corporation (NVDA)	0.3	$308k	-36%	1.7k	186.58	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$300k		5.5k	54.18	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$282k		11k	26.34	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$272k		3.8k	72.25	View chart
Microsoft Corporation (MSFT)	0.2	$262k	-18%	505.00	517.95	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$261k	-15%	814.00	320.04	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$260k		8.1k	31.91	View chart
Amazon (AMZN)	0.2	$252k	-36%	1.1k	219.57	View chart
International Business Machines (IBM)	0.2	$250k		887.00	282.16	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$245k		8.4k	29.11	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$237k	NEW	3.6k	65.00	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$228k		1.3k	176.81	View chart
Moody's Corporation (MCO)	0.2	$226k		475.00	476.48	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$220k		715.00	307.79	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$220k		2.0k	110.45	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$216k	NEW	4.1k	53.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$215k	-29%	428.00	502.74	View chart

Past Filings by William Howard & Co Financial Advisors

SEC 13F filings are viewable for William Howard & Co Financial Advisors going back to 2024

William Howard & Co Financial Advisors 2025 Q3 filed Oct. 21, 2025
William Howard & Co Financial Advisors 2025 Q2 filed July 11, 2025
William Howard & Co Financial Advisors 2025 Q1 filed April 25, 2025
William Howard & Co Financial Advisors 2024 Q4 filed Jan. 28, 2025
William Howard & Co Financial Advisors 2024 Q3 filed Oct. 28, 2024
William Howard & Co Financial Advisors 2024 Q2 filed Aug. 7, 2024
William Howard & Co Financial Advisors 2024 Q1 filed May 15, 2024

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