§ 13F · FUND PROFILE
William Howard & Co Financial Advisors Inc.
AUM · $129M (13F)Positions · 54Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$286K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 40K | $30M | 23.4% | ±0% |
| 2 | IWM | ISHARES TR | 48K | $14M | 11.1% | −1% |
| 3 | IEF | ISHARES TR | 129K | $12M | 9.5% | ±0% |
| 4 | ICF | ISHARES TR | 161K | $11M | 8.5% | ±0% |
| 5 | IWV | ISHARES TR | 14K | $6M | 4.6% | ±0% |
| 6 | IEFA | ISHARES TR | 56K | $5M | 4.2% | ±0% |
| 7 | BND | VANGUARD BD INDEX FDS | 62K | $5M | 3.5% | +2% |
| 8 | IUSG | ISHARES TR | 23K | $4M | 3.3% | ±0% |
| 9 | IEI | ISHARES TR | 29K | $3M | 2.7% | ±0% |
| 10 | EFA | ISHARES TR | 30K | $3M | 2.4% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WILLIAM SIGNAL
AC read
William Howard & Co Financial Advisors Inc is a Other fund managing $129 million in assets. The fund runs a portfolio of 54 positions.
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