Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 56.66% of William Howard & Co Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IWM, VV, VEA, VNQ, AMZN, ICF, BND, VTI, VOO, PFF.
Reduced shares in these 10 stocks: IVV, MSFT, BRK.B, IBIT, IWV, IEF, AAPL, IWN, IEFA, IEMG.
Sold out of its positions in BRK.B, IBIT, MSFT.
William Howard & Co Financial Advisors was a net seller of stock by $-844k.
William Howard & Co Financial Advisors has $116M in assets under management (AUM), dropping by -2.40%.
Central Index Key (CIK): 0002023493

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for William Howard & Co Financial Advisors

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	22.8	$26M		40k	653.20	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	10.6	$12M		129k	95.44	View chart
Ishares Tr Russell 2000 Etf (IWM)	10.3	$12M		48k	248.00	View chart
Ishares Tr Select Us Reit (ICF)	8.6	$10M		161k	61.89	View chart
Ishares Tr Russell 3000 Etf (IWV)	4.4	$5.1M	-3%	14k	370.68	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.4	$5.0M		56k	90.53	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.9	$4.5M		61k	73.64	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	3.0	$3.5M		23k	155.11	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	3.0	$3.5M		29k	118.60	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.6	$3.0M		31k	97.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.0	$2.4M	+3%	37k	64.08	View chart
Stryker Corporation (SYK)	1.6	$1.8M		5.5k	328.59	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.5	$1.7M		21k	82.57	View chart
Amphenol Corp Cl A (APH)	1.4	$1.7M		13k	126.35	View chart
Apple (AAPL)	1.4	$1.6M	-4%	6.4k	253.80	View chart
Ishares Tr Tips Bd Etf (TIP)	1.3	$1.5M		13k	110.36	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.2	$1.4M	+6%	16k	88.70	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$1.1M		16k	69.75	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.9	$1.0M		23k	44.45	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$960k		1.7k	577.34	View chart
Community Trust Ban (CTBI)	0.8	$945k		16k	60.72	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$927k		9.3k	99.27	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.7	$867k		16k	54.65	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$863k		2.0k	426.41	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.7	$855k		28k	30.32	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$826k		3.9k	213.69	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.7	$824k		8.1k	102.25	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.6	$688k		8.8k	78.41	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.5	$621k		13k	49.78	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.5	$591k		13k	45.62	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$560k		3.9k	142.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$552k		924.00	597.68	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$552k		8.2k	67.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$405k	+4%	1.3k	320.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$386k		3.1k	124.33	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$383k		7.8k	48.93	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$335k		12k	29.08	View chart
Visa Com Cl A (V)	0.3	$327k		1.1k	302.24	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$315k	+46%	1.1k	298.78	View chart
Amazon (AMZN)	0.3	$308k	+28%	1.5k	208.27	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$305k		3.8k	80.62	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$302k		5.6k	54.05	View chart
NVIDIA Corporation (NVDA)	0.2	$288k		1.7k	174.40	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$276k		11k	25.64	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$266k		680.00	390.41	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$255k		814.00	313.81	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$232k	-4%	7.6k	30.50	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$231k		2.0k	114.83	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$230k		4.0k	56.79	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$229k	-3%	7.8k	29.13	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$226k		2.9k	77.11	View chart
Moody's Corporation (MCO)	0.2	$207k		475.00	436.25	View chart
International Business Machines (IBM)	0.2	$206k	-4%	850.00	242.39	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$205k	-16%	1.1k	189.59	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 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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z