William Howard & Co Financial Advisors Inc
William Howard & Co Financial Advisors Inc reported 54 positions worth $128.6M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: IVV (23.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $30.0M | 23.37% | 40,126 | — | — | |
| ▸ 2 | IWM | SH | $14.3M | 11.12% | 47,589 | — | — | |
| ▸ 3 | IEF | SH | $12.2M | 9.46% | 128,576 | — | — | |
| ▸ 4 | ICF | SH | $10.9M | 8.46% | 160,922 | — | — | |
| ▸ 5 | IWV | SH | $5.9M | 4.57% | 13,778 | — | — | |
| ▸ 6 | IEFA | SH | $5.4M | 4.21% | 56,013 | — | — | |
| ▸ 7 | BND | SH | $4.6M | 3.54% | 62,085 | — | — | |
| ▸ 8 | IUSG | SH | $4.2M | 3.30% | 22,566 | — | — | |
| ▸ 9 | IEI | SH | $3.4M | 2.67% | 29,180 | — | — | |
| ▸ 10 | EFA | SH | $3.1M | 2.39% | 29,595 | — | — |
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Frequently Asked Questions
What stocks does William Howard & Co Financial Advisors Inc hold as of Q2 2026?
William Howard & Co Financial Advisors Inc reported 54 positions worth $128.6M in its Q2 2026 13F filing. Largest positions: IVV (23.4%), IWM (11.1%), IEF (9.5%), ICF (8.5%) and IWV (4.6%).
What did William Howard & Co Financial Advisors Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did William Howard & Co Financial Advisors Inc sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.