William Howard & Co Financial Advisors Inc Top Holdings and 13F Report (2026) About William Howard & Co Financial Advisors IncInvestment ActivityWilliam Howard & Co Financial Advisors Inc has $128.59 million in total holdings as of June 30, 2026.William Howard & Co Financial Advisors Inc owns shares of 54 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 0.97% of the portfolio was purchased this quarter.About 0.54% of the portfolio was sold this quarter.This quarter, William Howard & Co Financial Advisors Inc has purchased 54 new stocks and bought additional shares in 23 stocks.William Howard & Co Financial Advisors Inc sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $30,049,333iShares Russell 2000 ETF $14,298,289iShares 7-10 Year Treasury Bond ETF $12,159,492iShares Select U.S. REIT ETF $10,883,155iShares Russell 3000 ETF $5,874,956 Largest New Holdings this Quarter 573874104 - Marvell Technology $285,974 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 6,078 shares (about $754.71K)Marvell Technology 960 shares (about $285.97K)Vanguard Total Bond Market ETF 1,215 shares (about $89.19K)iShares Core S&P Total U.S. Stock Market ETF 209 shares (about $34.33K)iShares Core MSCI EAFE ETF 279 shares (about $26.95K) Largest Sales this Quarter iShares Core S&P 500 ETF 203 shares (about $152.02K)iShares Russell 2000 ETF 484 shares (about $145.42K)iShares MSCI EAFE ETF 929 shares (about $96.50K)Apple 100 shares (about $28.94K)iShares MSCI EAFE Small-Cap ETF 327 shares (about $26.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWilliam Howard & Co Financial Advisors Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$30,049,333$152,021 â–¼-0.5%40,12623.4%ETFIWMiShares Russell 2000 ETF$14,298,289$145,420 â–¼-1.0%47,58911.1%FinanceIEFiShares 7-10 Year Treasury Bond ETF$12,159,492$8,700 â–¼-0.1%128,5769.5%ETFICFiShares Select U.S. REIT ETF$10,883,155$6,154 â–²0.1%160,9228.5%ETFIWViShares Russell 3000 ETF$5,874,956$1,279 â–²0.0%13,7784.6%ETFIEFAiShares Core MSCI EAFE ETF$5,409,780$26,946 â–²0.5%56,0134.2%ETFBNDVanguard Total Bond Market ETF$4,557,656$89,193 â–²2.0%62,0853.5%ETFIUSGiShares Core S&P U.S. Growth ETF$4,244,4390.0%22,5663.3%ManufacturingIEIiShares 3-7 Year Treasury Bond ETF$3,427,149$1,762 â–²0.1%29,1802.7%ETFEFAiShares MSCI EAFE ETF$3,074,316$96,504 â–¼-3.0%29,5952.4%FinanceVEAVanguard FTSE Developed Markets ETF$2,610,659$5,985 â–¼-0.2%36,6412.0%ETFAPHAmphenol$2,327,0710.0%13,1981.8%Computer and TechnologyAAPLApple$1,825,110$28,938 â–¼-1.6%6,3071.4%Computer and TechnologySYKStryker$1,728,4720.0%5,4901.3%MedicalSHYiShares 1-3 Year Treasury Bond ETF$1,685,156$3,120 â–²0.2%20,5231.3%ManufacturingVNQVanguard Real Estate ETF$1,546,567$1,543 â–¼-0.1%16,0381.2%ETFTIPiShares TIPS Bond ETF$1,481,968$14,445 â–²1.0%13,5421.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,347,549$663 â–²0.0%16,2671.0%ETFQQQInvesco QQQ$1,224,2320.0%1,6621.0%FinanceFRDMFreedom 100 Emerging Markets ETF$1,158,036$2,114 â–²0.2%15,8850.9%ETFCTBICommunity Trust Bancorp$1,125,7050.0%15,5570.9%FinanceVNQIVanguard Global ex-U.S. Real Estate ETF$1,011,7660.0%22,5580.8%ETFIWFiShares Russell 1000 Growth ETF$1,006,035$754,713 â–²300.3%8,1020.8%ETFIWDiShares Russell 1000 Value ETF$940,035$3,151 â–²0.3%3,8780.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$924,4730.0%9,3400.7%FinanceIUSViShares Core S&P U.S. Value ETF$887,3680.0%8,0560.7%ManufacturingPFFiShares Preferred and Income Securities ETF$867,556$7,409 â–²0.9%28,4540.7%ETFSCZiShares MSCI EAFE Small-Cap ETF$694,888$26,900 â–¼-3.7%8,4470.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$679,889$34,331 â–²5.3%4,1390.5%ETFVUSBVanguard Ultra-Short Bond ETF$621,0550.0%12,4760.5%ETFIJHiShares Core S&P Mid-Cap ETF$620,264$10,024 â–¼-1.6%8,0440.5%ETFVOOVanguard S&P 500 ETF$619,644$15,113 â–¼-2.4%9020.5%ETFFBNDFidelity Total Bond ETF$589,7320.0%12,9640.5%ETFCRWDCrowdStrike$518,9350.0%6800.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$467,1490.0%1,2620.4%ETFIJRiShares Core S&P Small-Cap ETF$460,172$148 â–²0.0%3,1030.4%ETFSCHASchwab US Small-Cap ETF$417,194$1,156 â–²0.3%11,5470.3%ETFFNDFSchwab Fundamental International Equity ETF$415,004$2,321 â–²0.6%7,8660.3%ETFVVisa$371,2230.0%1,0820.3%Business ServicesVVVanguard Large-Cap ETF$363,419$1,031 â–²0.3%1,0570.3%ETFAMZNAmazon.com$355,127$2,860 â–²0.8%1,4900.3%Retail/WholesaleAVLVAvantis U.S. Large Cap Value ETF$345,992$1,095 â–²0.3%3,7930.3%ETFVWOVanguard FTSE Emerging Markets ETF$333,073$119 â–²0.0%5,5800.3%ETFNVDANVIDIA$330,1630.0%1,6500.3%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$320,6830.0%8140.2%ETFSCHXSchwab US Large-Cap ETF$317,278$824 â–²0.3%10,7810.2%ETFMRVLMarvell Technology$285,974$285,974 â–²New Holding9600.2%Computer and TechnologyVIOOVanguard S&P Small-Cap 600 ETF$277,0160.0%2,0140.2%ETFEEMiShares MSCI Emerging Markets ETF$273,845$3,078 â–¼-1.1%4,0030.2%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$265,883$271 â–²0.1%7,8570.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$265,585$1,218 â–²0.5%7,6300.2%ETFVXUSVanguard Total International Stock ETF$250,1470.0%2,9260.2%ETFIBMInternational Business Machines$239,0290.0%8500.2%Computer and TechnologyMCOMoody's$215,1370.0%4750.2%FinanceIWNiShares Russell 2000 Value ETF$0$204,947 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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