William Howard & Co Financial Advisors

William Howard & Co Financial Advisors as of Dec. 31, 2025

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