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 $115.78 million in total holdings as of March 31, 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 0.49% of the portfolio was purchased this quarter.About 1.22% of the portfolio was sold this quarter.This quarter, William Howard & Co Financial Advisors Inc has purchased 57 new stocks and bought additional shares in 19 stocks.William Howard & Co Financial Advisors Inc sold shares of 12 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $26,342,854iShares 7-10 Year Treasury Bond ETF $12,280,062iShares Russell 2000 ETF $11,922,287iShares Select U.S. REIT ETF $9,953,825iShares Russell 3000 ETF $5,106,161 Largest Purchases this Quarter iShares Russell 2000 ETF 487 shares (about $120.78K)Vanguard Large-Cap ETF 335 shares (about $100.09K)Vanguard FTSE Developed Markets ETF 1,409 shares (about $90.29K)Vanguard Real Estate ETF 1,000 shares (about $88.70K)Amazon.com 331 shares (about $68.94K) Largest Sales this Quarter iShares Core S&P 500 ETF 410 shares (about $267.81K)iShares Russell 3000 ETF 496 shares (about $183.86K)iShares 7-10 Year Treasury Bond ETF 997 shares (about $95.15K)Apple 326 shares (about $82.74K)iShares Russell 2000 Value ETF 208 shares (about $39.43K) 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$26,342,854$267,812 ▼-1.0%40,32922.8%ETFIEFiShares 7-10 Year Treasury Bond ETF$12,280,062$95,154 ▼-0.8%128,66810.6%ETFIWMiShares Russell 2000 ETF$11,922,287$120,778 ▲1.0%48,07310.3%FinanceICFiShares Select U.S. REIT ETF$9,953,825$34,782 ▲0.4%160,8318.6%ETFIWViShares Russell 3000 ETF$5,106,161$183,859 ▼-3.5%13,7754.4%ETFIEFAiShares Core MSCI EAFE ETF$5,045,530$29,150 ▼-0.6%55,7344.4%ETFBNDVanguard Total Bond Market ETF$4,482,500$24,891 ▲0.6%60,8703.9%ETFIUSGiShares Core S&P U.S. Growth ETF$3,500,2120.0%22,5663.0%ManufacturingIEIiShares 3-7 Year Treasury Bond ETF$3,459,009$949 ▲0.0%29,1653.0%ETFEFAiShares MSCI EAFE ETF$2,964,804$4,954 ▼-0.2%30,5242.6%FinanceVEAVanguard FTSE Developed Markets ETF$2,353,338$90,289 ▲4.0%36,7252.0%ETFSYKStryker$1,803,9590.0%5,4901.6%MedicalSHYiShares 1-3 Year Treasury Bond ETF$1,691,451$1,982 ▲0.1%20,4851.5%ManufacturingAPHAmphenol$1,667,5670.0%13,1981.4%Computer and TechnologyAAPLApple$1,626,125$82,740 ▼-4.8%6,4071.4%Computer and TechnologyTIPiShares TIPS Bond ETF$1,479,9400.0%13,4101.3%ETFVNQVanguard Real Estate ETF$1,424,033$88,703 ▲6.6%16,0541.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,134,030$15,833 ▼-1.4%16,2591.0%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$1,002,7430.0%22,5580.9%ETFQQQInvesco QQQ$959,5350.0%1,6620.8%FinanceCTBICommunity Trust Bancorp$944,6210.0%15,5570.8%FinanceAGGiShares Core U.S. Aggregate Bond ETF$927,1820.0%9,3400.8%FinanceFRDMFreedom 100 Emerging Markets ETF$866,5290.0%15,8560.7%ETFIWFiShares Russell 1000 Growth ETF$863,051$853 ▲0.1%2,0240.7%ETFPFFiShares Preferred and Income Securities ETF$855,351$3,608 ▲0.4%28,2110.7%ETFIWDiShares Russell 1000 Value ETF$825,921$2,992 ▲0.4%3,8650.7%ETFIUSViShares Core S&P U.S. Value ETF$823,7260.0%8,0560.7%ManufacturingSCZiShares MSCI EAFE Small-Cap ETF$687,956$1,960 ▼-0.3%8,7740.6%ETFVUSBVanguard Ultra-Short Bond ETF$621,1180.0%12,4760.5%ETFFBNDFidelity Total Bond ETF$591,4180.0%12,9640.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$559,787$2,279 ▲0.4%3,9300.5%ETFVOOVanguard S&P 500 ETF$552,260$4,184 ▲0.8%9240.5%ETFIJHiShares Core S&P Mid-Cap ETF$551,984$540 ▲0.1%8,1740.5%ETFVTIVanguard Total Stock Market ETF$404,928$18,931 ▲4.9%1,2620.3%ETFIJRiShares Core S&P Small-Cap ETF$385,6580.0%3,1020.3%ETFFNDFSchwab Fundamental International Equity ETF$382,7110.0%7,8220.3%ETFSCHASchwab US Small-Cap ETF$334,831$494 ▲0.1%11,5150.3%ETFVVisa$327,0240.0%1,0820.3%Business ServicesVVVanguard Large-Cap ETF$314,911$100,090 ▲46.6%1,0540.3%ETFAMZNAmazon.com$307,823$68,937 ▲28.9%1,4780.3%Retail/WholesaleAVLVAvantis U.S. Large Cap Value ETF$304,825$806 ▲0.3%3,7810.3%ETFVWOVanguard FTSE Emerging Markets ETF$301,4660.0%5,5780.3%ETFNVDANVIDIA$287,7620.0%1,6500.2%Computer and TechnologySCHXSchwab US Large-Cap ETF$275,696$820 ▲0.3%10,7530.2%ETFCRWDCrowdStrike$265,4790.0%6800.2%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$255,4410.0%8140.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$231,651$10,797 ▼-4.5%7,5950.2%ETFVIOOVanguard S&P Small-Cap 600 ETF$231,2770.0%2,0140.2%ETFEEMiShares MSCI Emerging Markets ETF$229,8860.0%4,0480.2%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$228,646$8,681 ▼-3.7%7,8490.2%ETFVXUSVanguard Total International Stock ETF$225,6140.0%2,9260.2%ETFMCOMoody's$207,2190.0%4750.2%FinanceIBMInternational Business Machines$206,031$8,968 ▼-4.2%8500.2%Computer and TechnologyIWNiShares Russell 2000 Value ETF$204,947$39,435 ▼-16.1%1,0810.2%ETFMSFTMicrosoft$0$244,228 ▼-100.0%00.0%Computer and TechnologyBRK.BBerkshire Hathaway$0$215,134 ▼-100.0%00.0%FinanceISHARES BITCOIN TRUST ETF$0$202,373 ▼-100.0%00.0%SHS BEN INTShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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