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CIK: 0002023493
Total reported value
$128.6M
$128.6M
54 檔
51.0%
As reported in its official Q1 2026 Form 13F filing, William Howard & Co Financial Advisors Inc's tracked investment portfolio stood at $128.6M with 54 total positions.
During Q1 2026, William Howard & Co Financial Advisors Inc performed routine portfolio adjustments (0 new buys, 19 additions, 12 trims, and 3 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 22.75% | +0.62% | -1.01% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 10.61% | -1.15% | -0.77% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 10.30% | +0.82% | +1.02% | |
| 4 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 8.60% | -0.14% | +0.35% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-Other | 4.41% | +0.16% | -3.48% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.36% | -0.15% | -0.57% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 3.87% | -0.33% | +0.56% | |
| 8 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 3.02% | +0.28% | — | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.99% | -0.32% | +0.03% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.56% | -0.17% | -0.17% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.03% | — | +3.99% | |
| 12 | SYK | Stryker CORP | Stock-Healthcare | 1.56% | -0.22% | — | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.46% | -0.15% | +0.12% | |
| 14 | APH | Amphenol Corp-cl A | Stock-Tech | 1.44% | +0.37% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.40% | +0.02% | -4.84% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.28% | -0.13% | — | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.23% | -0.03% | +6.64% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.98% | +0.07% | -1.38% | |
| 19 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.87% | -0.08% | — | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.83% | +0.12% | — | |
| 21 | CTBI | Community Trust Bancorp Inc | Stock-Other | 0.82% | +0.06% | — | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.80% | -0.08% | — | |
| 23 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.75% | +0.15% | — | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.75% | +0.03% | +0.10% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-Other | 0.74% | -0.07% | +0.42% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.71% | +0.02% | +0.36% | |
| 27 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.71% | -0.02% | — | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.59% | -0.05% | -0.28% | |
| 29 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.54% | -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% | +0.41% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | — | +0.76% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.48% | — | +0.10% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.35% | +0.01% | +4.90% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.33% | +0.03% | — | |
| 36 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.33% | -0.01% | — | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.29% | +0.03% | +0.15% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.28% | +0.01% | — | |
| 39 | VV | Vanguard Large-cap ETF | ETF-Other | 0.27% | +0.01% | +46.59% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | +0.01% | +28.86% | |
| 41 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.26% | +0.01% | +0.27% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.26% | — | — | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | +0.01% | — | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.24% | +0.01% | +0.30% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.23% | +0.17% | — | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.22% | +0.03% | — | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.20% | +0.01% | -4.45% | |
| 48 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.20% | +0.02% | — | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.20% | +0.01% | — | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.20% | +0.01% | -3.66% |
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 54 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IEF, IWM) accounted for 51.0% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
MSFT
前期市值: $244.2K
During Q1 2026, William Howard & Co Financial Advisors Inc's top holdings by market value included IVV (22.8%)、IEF (10.6%)、IWM (10.3%). The largest single position, IVV, represented 22.8% of total portfolio value.
In Q1 2026, William Howard & Co Financial Advisors Inc made 34 total portfolio adjustments, initiating 0 new buys, adding to 19 positions, trimming 12 holdings, and fully liquidating 3 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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