§ 13F · FUND PROFILE
William Howard & Co Financial Advisors Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $114.6T (13F)Positions · 56Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$220.7B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 41K | $27.9T | 23.5% | −1% |
| 2 | IEF | ISHARES TR | 130K | $12.5T | 10.5% | −2% |
| 3 | IWM | ISHARES TR | 48K | $11.7T | 9.9% | ±0% |
| 4 | ICF | ISHARES TR | 160K | $9.6T | 8.1% | ±0% |
| 5 | IWV | ISHARES TR | 14K | $5.5T | 4.7% | ±0% |
| 6 | IEFA | ISHARES TR | 56K | $5.0T | 4.2% | +2% |
| 7 | BND | VANGUARD BD INDEX FDS | 61K | $4.5T | 3.8% | +2% |
| 8 | IUSG | ISHARES TR | 23K | $3.8T | 3.2% | ±0% |
| 9 | IEI | ISHARES TR | 29K | $3.5T | 2.9% | ±0% |
| 10 | EFA | ISHARES TR | 31K | $2.9T | 2.5% | ±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 $114612.1 trillion in assets. The fund runs a portfolio of 56 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed