William Howard & Co Financial Advisors Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$115.8M
Q ending 2026-03-31
Prior quarter
$118.6M
Q ending 2025-12-31
Change
-2.4% QoQ · +8.5% YoY
Positions
54
reported holdings
Largest positions
All 54 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $26.3M | 40K |
| Ishares Tr | IEF | Shares | $12.3M | 129K |
| Ishares Tr | IWM | Shares | $11.9M | 48K |
| Ishares Tr | ICF | Shares | $10.0M | 161K |
| Ishares Tr | IWV | Shares | $5.1M | 14K |
| Ishares Tr | IEFA | Shares | $5.0M | 56K |
| Vanguard Bd Index Fds | BND | Shares | $4.5M | 61K |
| Ishares Tr | IUSG | Shares | $3.5M | 23K |
| Ishares Tr | IEI | Shares | $3.5M | 29K |
| Ishares Tr | EFA | Shares | $3.0M | 31K |
| Vanguard Tax-Managed Fds | VEA | Shares | $2.4M | 37K |
| Stryker Corporation | SYK | Shares | $1.8M | 5K |
| Ishares Tr | SHY | Shares | $1.7M | 20K |
| Amphenol Corp | APH | Shares | $1.7M | 13K |
| Apple Inc | AAPL | Shares | $1.6M | 6K |
| Ishares Tr | TIP | Shares | $1.5M | 13K |
| Vanguard Index Fds | VNQ | Shares | $1.4M | 16K |
| Ishares Inc | IEMG | Shares | $1.1M | 16K |
| Vanguard Intl Equity Index F | VNQI | Shares | $1.0M | 23K |
| Invesco Qqq Tr | QQQ | Shares | $960K | 2K |
| Community Tr Bancorp Inc | CTBI | Shares | $945K | 16K |
| Ishares Tr | AGG | Shares | $927K | 9K |
| Ea Series Trust | FRDM | Shares | $867K | 16K |
| Ishares Tr | IWF | Shares | $863K | 2K |
| Ishares Tr | PFF | Shares | $855K | 28K |
| Ishares Tr | IWD | Shares | $826K | 4K |
| Ishares Tr | IUSV | Shares | $824K | 8K |
| Ishares Tr | SCZ | Shares | $688K | 9K |
| Vanguard Bd Index Fds | VUSB | Shares | $621K | 12K |
| Fidelity Merrimack Str Tr | FBND | Shares | $591K | 13K |
| Ishares Tr | ITOT | Shares | $560K | 4K |
| Vanguard Index Fds | VOO | Shares | $552K | 924 |
| Ishares Tr | IJH | Shares | $552K | 8K |
| Vanguard Index Fds | VTI | Shares | $405K | 1K |
| Ishares Tr | IJR | Shares | $386K | 3K |
| Schwab Strategic Tr | FNDF | Shares | $383K | 8K |
| Schwab Strategic Tr | SCHA | Shares | $335K | 12K |
| Visa Inc | V | Shares | $327K | 1K |
| Vanguard Index Fds | VV | Shares | $315K | 1K |
| Amazon Com Inc | AMZN | Shares | $308K | 1K |
| American Centy Etf Tr | AVLV | Shares | $305K | 4K |
| Vanguard Intl Equity Index F | VWO | Shares | $301K | 6K |
| Nvidia Corporation | NVDA | Shares | $288K | 2K |
| Schwab Strategic Tr | SCHX | Shares | $276K | 11K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $265K | 680 |
| Ishares Tr | IWO | Shares | $255K | 814 |
| Schwab Strategic Tr | SCHV | Shares | $232K | 8K |
| Vanguard Admiral Fds Inc | VIOO | Shares | $231K | 2K |
| Ishares Tr | EEM | Shares | $230K | 4K |
| Schwab Strategic Tr | SCHG | Shares | $229K | 8K |
| Vanguard Star Fds | VXUS | Shares | $226K | 3K |
| Moodys Corp | MCO | Shares | $207K | 475 |
| International Business Machs | IBM | Shares | $206K | 850 |
| Ishares Tr | IWN | Shares | $205K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.