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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 56.62% of William Howard & Co Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VXUS, BND, IEFA, ICF, VTI, SCZ, IWM, IBIT, FNDF, PFF.
Started 1 new stock position in VXUS.
Reduced shares in these 10 stocks: IVV, IEF, APH, IEMG, VEA, IWV, QQQ, SCHV, VOO, EEM.
William Howard & Co Financial Advisors was a net seller of stock by $-179k.
William Howard & Co Financial Advisors has $119M in assets under management (AUM), dropping by 0.95%.
Central Index Key (CIK): 0002023493

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Portfolio Holdings for William Howard & Co Financial Advisors

William Howard & Co Financial Advisors holds 57 positions in its portfolio as reported in the December 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		41k	684.95	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	10.5	$13M	-2%	130k	96.16	View chart
Ishares Tr Russell 2000 Etf (IWM)	9.9	$12M		48k	246.16	View chart
Ishares Tr Select Us Reit (ICF)	8.1	$9.6M		160k	59.67	View chart
Ishares Tr Russell 3000 Etf (IWV)	4.7	$5.5M		14k	386.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.2	$5.0M		56k	89.46	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.8	$4.5M	+2%	61k	74.07	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	3.2	$3.8M		23k	167.94	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	2.9	$3.5M		29k	119.35	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.5	$2.9M		31k	96.03	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$2.2M		35k	62.47	View chart
Stryker Corporation (SYK)	1.6	$1.9M		5.5k	351.47	View chart
Apple (AAPL)	1.5	$1.8M		6.7k	271.87	View chart
Amphenol Corp Cl A (APH)	1.5	$1.8M	-5%	13k	135.14	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.4	$1.7M		21k	82.82	View chart
Ishares Tr Tips Bd Etf (TIP)	1.2	$1.5M		13k	109.91	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.1	$1.3M		15k	88.49	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$1.1M	-3%	17k	67.22	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.9	$1.0M		23k	45.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$1.0M		1.7k	614.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$957k		2.0k	473.35	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$933k		9.3k	99.88	View chart
Community Trust Ban (CTBI)	0.7	$879k		16k	56.50	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.7	$870k		28k	30.96	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.7	$826k		8.1k	102.54	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.7	$813k		16k	51.27	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$810k		3.9k	210.32	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.6	$682k	+3%	8.8k	77.53	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.5	$622k		13k	49.84	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.5	$597k		13k	46.04	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$582k		3.9k	148.67	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$575k		917.00	627.20	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$539k		8.2k	66.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$403k	+7%	1.2k	335.21	View chart
Visa Com Cl A (V)	0.3	$380k		1.1k	350.71	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$373k		3.1k	120.19	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$354k	+3%	7.8k	45.21	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$328k		12k	28.48	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$319k		680.00	468.76	View chart
NVIDIA Corporation (NVDA)	0.3	$308k		1.7k	186.50	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$300k		5.6k	53.76	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$289k		11k	26.91	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$286k		3.8k	75.76	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$266k		8.1k	32.62	View chart
Amazon (AMZN)	0.2	$265k		1.1k	230.82	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$263k		814.00	323.01	View chart
International Business Machines (IBM)	0.2	$263k		887.00	296.21	View chart
Microsoft Corporation (MSFT)	0.2	$244k		505.00	483.62	View chart
Moody's Corporation (MCO)	0.2	$243k		475.00	510.85	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$235k	-5%	7.9k	29.61	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$234k		1.3k	181.21	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$226k		719.00	314.66	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$224k		2.0k	110.96	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$222k		4.0k	54.71	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$221k	NEW	2.9k	75.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$215k		428.00	502.65	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$202k	+12%	4.1k	49.65	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 Q4 filed Jan. 21, 2026
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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