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CIK: 0002023493
Total reported value
$128.6M
$128.6M
56 檔
52.2%
In Q3 2025, William Howard & Co Financial Advisors Inc's U.S. equity holdings reached a combined market value of $128.6M, distributed across 56 disclosed stock positions.
William Howard & Co Financial Advisors Inc executed strategic sector rebalancing during Q3 2025, establishing 5 new positions while fully exiting 1 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 23.45% | +0.62% | -5.05% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 10.88% | -1.15% | -3.96% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 9.78% | +0.82% | -1.30% | |
| 4 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 8.38% | -0.14% | -0.27% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-Other | 4.62% | +0.16% | -4.69% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.09% | -0.15% | -0.43% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 3.74% | -0.33% | +0.87% | |
| 8 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 3.16% | +0.28% | — | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.96% | -0.32% | +0.04% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.43% | -0.17% | -1.72% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.82% | — | -2.52% | |
| 12 | SYK | Stryker CORP | Stock-Healthcare | 1.73% | -0.22% | — | |
| 13 | APH | Amphenol Corp-cl A | Stock-Tech | 1.47% | +0.37% | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.46% | +0.02% | -13.88% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.44% | -0.15% | +0.20% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.26% | -0.13% | +0.54% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.17% | -0.03% | -0.60% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.96% | +0.07% | -2.98% | |
| 19 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.91% | -0.08% | — | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.86% | +0.12% | +0.06% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.81% | +0.03% | +0.10% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.80% | -0.08% | — | |
| 23 | PFF | Ishares Preferred & Income S | ETF-Other | 0.75% | -0.07% | +1.00% | |
| 24 | CTBI | Community Trust Bancorp Inc | Stock-Other | 0.74% | +0.06% | -0.23% | |
| 25 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.69% | -0.02% | — | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.66% | +0.02% | +0.45% | |
| 27 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.60% | +0.15% | -2.02% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.55% | -0.05% | -10.63% | |
| 29 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.53% | -0.06% | — | |
| 30 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.51% | -0.05% | — | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.48% | +0.05% | -1.34% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | — | -14.35% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.45% | — | +0.14% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.31% | +0.01% | — | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.31% | +0.03% | -5.17% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | +0.01% | +4.11% | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.28% | +0.17% | — | |
| 38 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.28% | -0.01% | — | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.27% | +0.03% | +0.32% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | +0.01% | -36.05% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.26% | — | +0.20% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.24% | +0.01% | +0.27% | |
| 43 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.23% | +0.01% | +0.27% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | — | -18.02% | |
| 45 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.22% | +0.03% | -15.03% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.22% | +0.01% | +0.09% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | +0.01% | -36.73% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.21% | +0.01% | — | |
| 49 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.21% | +0.01% | +0.51% | |
| 50 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.20% | — | — |
According to official SEC Form 13F filings, William Howard & Co Financial Advisors Inc reported a total U.S. public equity portfolio value of $128.6M across 56 disclosed positions in Q3 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEF, IWM) accounted for 52.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
IBIT
市值: $236.5K
Top Position Liquidated / Trimmed
IWC
前期市值: $210.4K
During Q3 2025, William Howard & Co Financial Advisors Inc's top holdings by market value included IVV (23.4%)、IEF (10.9%)、IWM (9.8%). The largest single position, IVV, represented 23.4% of total portfolio value.
In Q3 2025, William Howard & Co Financial Advisors Inc made 45 total portfolio adjustments, initiating 5 new buys, adding to 16 positions, trimming 23 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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