StockDriftsStockDriftsTop 50 William Howard & Co Financial Advisors Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 23.37% | 40.1K | $30.0M | -0.50%(-203) | $501.68(+55.26%) | 2026-06-30 | |
| IWM | ISHARES TR | 11.12% | 47.6K | $14.3M | -1.01%(-484) | $206.16(+47.34%) | 2026-06-30 | |
| IEF | ISHARES TR | 9.46% | 128.6K | $12.2M | -0.07%(-92) | $95.53(-2.68%) | 2026-06-30 | |
| ICF | ISHARES TR | 8.46% | 160.9K | $10.9M | +0.06%(+91) | $58.33(+18.39%) | 2026-06-30 | |
| IWV | ISHARES TR | 4.57% | 13.8K | $5.9M | +0.02%(+3) | $287.31(+52.51%) | 2026-06-30 | |
| IEFA | ISHARES TR | 4.21% | 56.0K | $5.4M | +0.50%(+279) | $72.96(+38.87%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 3.54% | 62.1K | $4.6M | +2.00%(+1.22K) | $73.17(-1.26%) | 2026-06-30 | |
| IUSG | ISHARES TR | 3.3% | 22.6K | $4.2M | +0.00%(+0) | $110.65(+75.55%) | 2026-06-30 | |
| IEI | ISHARES TR | 2.67% | 29.2K | $3.4M | +0.05%(+15) | $116.48(+0.12%) | 2026-06-30 | |
| EFA | ISHARES TR | 2.39% | 29.6K | $3.1M | -3.04%(-929) | $77.64(+39.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.04% |
| Top 20 Holdings Unweighted | — | — | — | — | +29.68% |
William Howard & Co Financial Advisors Inc reports $128.59M in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are IVV (23.4%), IWM (11.1%) and IEF (9.5%). The top 20 holdings account for 86.25% of reported assets. Its disclosed equity book has returned +28.04% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from William Howard & Co Financial Advisors Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2023493). View William Howard & Co Financial Advisors Inc’s 13F filings on SEC