account_balance

Investment manager · 13F filer · SEC CIK 2023493

William Howard & Co Financial Advisors Inc

Reported value$124Mas of Sep 30, 2026
Positions51 2 new, 5 sold out
Top 10 weight73.7%IVV alone is 24%
FiledNov 435 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 24.4% Held
IWM iShares Tr 10.7% Held
IEF iShares Tr 9.2% Held
ICF iShares Tr 8.2% Held
IWV iShares Tr 4.5% Trimmed −5%
IEFA iShares Tr 4.5% Added +2%
BND Vanguard Bd Index FDS 3.6% Added +2%
IUSG iShares Tr 3.5% Held
IEI iShares Tr 2.6% Trimmed −2%
EFA iShares Tr 2.5% Held
VEA Vanguard Tax-Managed FDS 2.1% Held
APH Amphenol Corp 1.7% Trimmed −5%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 4, 2026, compared with the Jul 9, 2026 filing
add_circleNew
arrow_upwardAdded
  • VNQ +4%
  • IEMG +3%
  • BND +2%
  • IEFA +2%
arrow_downwardTrimmed
  • AAPL −9%
  • AGG −6%
  • IWV −5%
  • APH −5%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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