Data as of Q4 2025 (Dec 31, 2025)

William Howard & Co Financial Advisors Inc

•CIK: 2023493•Filing: Q4 2025

William Howard & Co Financial Advisors Inc manages $119M across a portfolio of 57 positions. The fund exhibits a notable allocation to broad market indices, with the top holdings including IVV at $27.9M and IEF at $12.5M. Significant weightings are also observed in IWM ($11.7M) and ICF ($9.6M), suggesting a core focus on U.S. equity and fixed income exposure. This concentrated approach highlights tactical positioning across major asset classes.

Total AUM
$118.6M
QoQ Performance
+0.9%
Positions
26
Top 10 Concentration
73.2%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
IEF
IWM
ICF
IVV23.5%
IEF10.5%
IWM9.9%
ICF8.1%
IWV4.7%
IEFA4.2%
BND3.8%
IUSG3.2%

📈 Biggest Buys

VXUS
VANGUARD STAR FDS
NEW
0.2% of portfolio
BND
VANGUARD BD INDEX FDS
+2.3%
3.8% of portfolio
IEFA
ISHARES TR
+1.7%
4.2% of portfolio
ICF
ISHARES TR
+0.3%
8.1% of portfolio
VTI
VANGUARD INDEX FDS
+7.9%
0.3% of portfolio

📉 Biggest Sells

IVV
ISHARES TR
-1.1%
23.5% of portfolio
IEF
ISHARES TR
-2.2%
10.5% of portfolio
APH
AMPHENOL CORP NEW
-5.1%
1.5% of portfolio
IEMG
ISHARES INC
-3.6%
0.9% of portfolio
VEA
VANGUARD TAX-MANAGED FDS
-0.9%
1.9% of portfolio

Sector Breakdown

Other73.0%
ETF24.0%
Technology2.2%
Financial0.5%
Consumer0.2%

Changes from Q3 2025

NEW1 new position
↑27 increased
↓10 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

📌 Top Holdings

IVV23.5%
ISHARES TR
$27.9M
IEF10.5%
ISHARES TR
$12.5M
IWM9.9%
ISHARES TR
$11.7M
ICF8.1%
ISHARES TR
$9.6M
IWV4.7%
ISHARES TR
$5.5M

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