William Howard & Co Financial Advisors Inc

Est. AUM

$115.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$26.3M	40329	22.75%	SOLE
2	ISHARES TR	7-10 YR TRSY BD	$12.3M	128668	10.61%	SOLE
3	ISHARES TR	RUSSELL 2000 ETF	$11.9M	48073	10.30%	SOLE
4	ISHARES TR	SELECT US REIT	$10.0M	160831	8.60%	SOLE
5	ISHARES TR	RUSSELL 3000 ETF	$5.1M	13775	4.41%	SOLE
6	ISHARES TR	CORE MSCI EAFE	$5.0M	55734	4.36%	SOLE
7	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$4.5M	60870	3.87%	SOLE
8	ISHARES TR	CORE S&P US GWT	$3.5M	22566	3.02%	SOLE
9	ISHARES TR	3 7 YR TREAS BD	$3.5M	29165	2.99%	SOLE
10	ISHARES TR	MSCI EAFE ETF	$3.0M	30524	2.56%	SOLE
11	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.4M	36725	2.03%	SOLE
12	STRYKER CORPORATION	COM	$1.8M	5490	1.56%	SOLE
13	ISHARES TR	1 3 YR TREAS BD	$1.7M	20485	1.46%	SOLE
14	AMPHENOL CORP	CL A	$1.7M	13198	1.44%	SOLE
15	APPLE INC	COM	$1.6M	6407	1.40%	SOLE
16	ISHARES TR	TIPS BD ETF	$1.5M	13410	1.28%	SOLE
17	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.4M	16054	1.23%	SOLE
18	ISHARES INC	CORE MSCI EMKT	$1.1M	16259	0.98%	SOLE
19	VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$1.0M	22558	0.87%	SOLE
20	INVESCO QQQ TR	UNIT SER 1	$960K	1662	0.83%	SOLE
21	COMMUNITY TR BANCORP INC	COM	$945K	15557	0.82%	SOLE
22	ISHARES TR	CORE US AGGBD ET	$927K	9340	0.80%	SOLE
23	EA SERIES TRUST	FREEDOM 100 EM	$867K	15856	0.75%	SOLE
24	ISHARES TR	RUS 1000 GRW ETF	$863K	2024	0.75%	SOLE
25	ISHARES TR	PFD AND INCM SEC	$855K	28211	0.74%	SOLE
26	ISHARES TR	RUS 1000 VAL ETF	$826K	3865	0.71%	SOLE
27	ISHARES TR	CORE S&P US VLU	$824K	8056	0.71%	SOLE
28	ISHARES TR	EAFE SML CP ETF	$688K	8774	0.59%	SOLE
29	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$621K	12476	0.54%	SOLE
30	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$591K	12964	0.51%	SOLE
31	ISHARES TR	CORE S&P TTL STK	$560K	3930	0.48%	SOLE
32	VANGUARD INDEX FDS	S&P 500 ETF SHS	$552K	924	0.48%	SOLE
33	ISHARES TR	CORE S&P MCP ETF	$552K	8174	0.48%	SOLE
34	VANGUARD INDEX FDS	TOTAL STK MKT	$405K	1262	0.35%	SOLE
35	ISHARES TR	CORE S&P SCP ETF	$386K	3102	0.33%	SOLE
36	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$383K	7822	0.33%	SOLE
37	SCHWAB STRATEGIC TR	US SML CAP ETF	$335K	11515	0.29%	SOLE
38	VISA INC	COM CL A	$327K	1082	0.28%	SOLE
39	VANGUARD INDEX FDS	LARGE CAP ETF	$315K	1054	0.27%	SOLE
40	AMAZON COM INC	COM	$308K	1478	0.27%	SOLE
41	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$305K	3781	0.26%	SOLE
42	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$301K	5578	0.26%	SOLE
43	NVIDIA CORPORATION	COM	$288K	1650	0.25%	SOLE
44	SCHWAB STRATEGIC TR	US LRG CAP ETF	$276K	10753	0.24%	SOLE
45	CROWDSTRIKE HLDGS INC	CL A	$265K	680	0.23%	SOLE
46	ISHARES TR	RUS 2000 GRW ETF	$255K	814	0.22%	SOLE
47	SCHWAB STRATEGIC TR	US LCAP VA ETF	$232K	7595	0.20%	SOLE
48	VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$231K	2014	0.20%	SOLE
49	ISHARES TR	MSCI EMG MKT ETF	$230K	4048	0.20%	SOLE
50	SCHWAB STRATEGIC TR	US LCAP GR ETF	$229K	7849	0.20%	SOLE

1–50 of 54

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.