§ 13F · FUND PROFILE
William Howard & Co Financial Advisors Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $118M (13F)Positions · 56Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 40K | $26M | 22.8% | −1% |
| 2 | IEF | ISHARES TR | 129K | $12M | 10.6% | −1% |
| 3 | IWM | ISHARES TR | 48K | $12M | 10.3% | +1% |
| 4 | ICF | ISHARES TR | 161K | $10M | 8.6% | ±0% |
| 5 | IWV | ISHARES TR | 14K | $5M | 4.4% | −3% |
| 6 | IEFA | ISHARES TR | 56K | $5M | 4.4% | −1% |
| 7 | BND | VANGUARD BD INDEX FDS | 61K | $4M | 3.9% | +1% |
| 8 | IUSG | ISHARES TR | 23K | $4M | 3.0% | ±0% |
| 9 | IEI | ISHARES TR | 29K | $3M | 3.0% | ±0% |
| 10 | EFA | ISHARES TR | 31K | $3M | 2.6% | ±0% |
§ 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 $118 million in assets. The fund runs a portfolio of 56 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed