William Howard & Co Financial Advisors

William Howard & Co Financial Advisors as of March 31, 2026

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