William Howard & Co Financial Advisors
William Howard & Co Financial Advisors reported 54 stocks worth $129M in its 13F filing for Q2 2026, filed Jul 9, 2026. Its largest holdings are IVV (23.4%), IWM (11.1%) and IEF (9.5%). Compared with Q1 2026, the fund opened new positions in MRVL, added to IEFA, BND and SHY, trimmed IVV, IWM and EFA and sold out of IWN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $30M | 23.4% | 40K | −203 (−1%) | 8 of 8 | |
| 2 |  IWM Ishares TR | $14.3M | 11.1% | 48K | −484 (−1%) | 8 of 8 | |
| 3 |  IEF Ishares TR | $12.2M | 9.5% | 129K | No change | 8 of 8 | |
| 4 |  ICF Ishares Select U.s. REIT ETF | $10.9M | 8.5% | 161K | No change | 8 of 8 | |
| 5 |  IWV Ishares Russell 3000 ETF | $5.9M | 4.6% | 14K | No change | 8 of 8 | |
| 6 |  IEFA Ishares TR | $5.4M | 4.2% | 56K | +279 (+1%) | 8 of 8 | |
| 7 |  BND Vanguard BD Index Fds | $4.6M | 3.5% | 62K | +1,215 (+2%) | 8 of 8 | |
| 8 |  IUSG Ishares TR | $4.2M | 3.3% | 23K | No change | 8 of 8 | |
| 9 |  IEI Ishares TR | $3.4M | 2.7% | 29K | No change | 8 of 8 | |
| 10 |  EFA Ishares TR | $3.1M | 2.4% | 30K | −929 (−3%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IWN Ishares TR | $205K | 1,081 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 9, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →William Howard & Co Financial Advisors 13F FAQ
What does William Howard & Co Financial Advisors own?
William Howard & Co Financial Advisors reported 54 stocks worth $129M in its 13F filing for Q2 2026, filed Jul 9, 2026. Its largest holdings are IVV (23.4%), IWM (11.1%) and IEF (9.5%). The table above lists every position in the filing (the top 10 without an account).
What did William Howard & Co Financial Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 17 added to, 9 trimmed and 1 sold out. New positions include MRVL. It sold all of IWN.
When will William Howard & Co Financial Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is William Howard & Co Financial Advisors's portfolio worth?
The Q2 2026 filing reports $129M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.