William Howard & Co Financial Advisors

William Howard & Co Financial Advisors as of June 30, 2026

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