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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, IWM, IEF, ICF, IWV, and represent 56.98% of William Howard & Co Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IWF, MRVL, BND, ITOT, IEFA, TIP, PFF, ICF, IWD, SHY.
Started 1 new stock position in MRVL.
Reduced shares in these 10 stocks: IWN, IVV, IWM, EFA, AAPL, SCZ, VOO, IJH, IEF, VEA.
Sold out of its position in IWN.
William Howard & Co Financial Advisors was a net buyer of stock by $543k.
William Howard & Co Financial Advisors has $129M in assets under management (AUM), dropping by 11.06%.
Central Index Key (CIK): 0002023493

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Positions held by William Howard & Co Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for William Howard & Co Financial Advisors

William Howard & Co Financial Advisors holds 54 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	23.4	$30M		40k	748.87	View chart
Ishares Tr Russell 2000 Etf (IWM)	11.1	$14M		48k	300.45	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	9.5	$12M		129k	94.57	View chart
Ishares Tr Select Us Reit (ICF)	8.5	$11M		161k	67.63	View chart
Ishares Tr Russell 3000 Etf (IWV)	4.6	$5.9M		14k	426.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.2	$5.4M		56k	96.58	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.5	$4.6M		62k	73.41	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	3.3	$4.2M		23k	188.09	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	2.7	$3.4M		29k	117.45	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.4	$3.1M	-3%	30k	103.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.0	$2.6M		37k	71.25	View chart
Amphenol Corp Cl A (APH)	1.8	$2.3M		13k	176.32	View chart
Apple (AAPL)	1.4	$1.8M		6.3k	289.38	View chart
Stryker Corporation (SYK)	1.3	$1.7M		5.5k	314.84	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.3	$1.7M		21k	82.11	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.2	$1.5M		16k	96.43	View chart
Ishares Tr Tips Bd Etf (TIP)	1.2	$1.5M		14k	109.43	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$1.3M		16k	82.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$1.2M		1.7k	736.60	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.9	$1.2M		16k	72.90	View chart
Community Trust Ban (CTBI)	0.9	$1.1M		16k	72.36	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.8	$1.0M		23k	44.85	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$1.0M	+300%	8.1k	124.17	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$940k		3.9k	242.40	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$925k		9.3k	98.98	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.7	$887k		8.1k	110.15	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.7	$868k		29k	30.49	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.5	$695k	-3%	8.4k	82.26	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$680k	+5%	4.1k	164.26	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.5	$621k		13k	49.78	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$620k		8.0k	77.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$620k	-2%	902.00	686.97	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.5	$590k		13k	45.49	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.4	$519k		680.00	763.14	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$467k		1.3k	370.17	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$460k		3.1k	148.30	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$417k		12k	36.13	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$415k		7.9k	52.76	View chart
Visa Com Cl A (V)	0.3	$371k		1.1k	343.09	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$363k		1.1k	343.82	View chart
Amazon (AMZN)	0.3	$355k		1.5k	238.34	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$346k		3.8k	91.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$333k		5.6k	59.69	View chart
NVIDIA Corporation (NVDA)	0.3	$330k		1.7k	200.10	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$321k		814.00	393.96	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$317k		11k	29.43	View chart
Marvell Technology (MRVL)	0.2	$286k	NEW	960.00	297.89	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$277k		2.0k	137.55	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$274k		4.0k	68.41	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$266k		7.9k	33.84	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$266k		7.6k	34.81	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$250k		2.9k	85.49	View chart
International Business Machines (IBM)	0.2	$239k		850.00	281.21	View chart
Moody's Corporation (MCO)	0.2	$215k		475.00	452.92	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 2026 Q2 filed July 9, 2026
William Howard & Co Financial Advisors 2026 Q1 filed April 30, 2026
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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