Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
William Howard & Co Financial Advisors Inc (CIK 2023493) reported $115.8M across 54 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($26.3M, 22.75%), IEF ($12.3M, 10.61%), IWM ($11.9M, 10.30%), ICF ($10.0M, 8.60%), IWV ($5.1M, 4.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $26.3M | 22.75% | 40,329 | Trimmed |
| 2 | IEF | ISHARES TR | $12.3M | 10.61% | 128,668 | Trimmed |
| 3 | IWM | ISHARES TR | $11.9M | 10.30% | 48,073 | Added |
| 4 | ICF | ISHARES TR | $10.0M | 8.60% | 160,831 | Added |
| 5 | IWV | ISHARES TR | $5.1M | 4.41% | 13,775 | Trimmed |
| 6 | IEFA | ISHARES TR | $5.0M | 4.36% | 55,734 | Trimmed |
| 7 | BND | VANGUARD BD INDEX FDS | $4.5M | 3.87% | 60,870 | Added |
| 8 | IUSG | ISHARES TR | $3.5M | 3.02% | 22,566 | Hold |
| 9 | IEI | ISHARES TR | $3.5M | 2.99% | 29,165 | Added |
| 10 | EFA | ISHARES TR | $3.0M | 2.56% | 30,524 | Trimmed |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $2.4M | 2.03% | 36,725 | Added |
| 12 | SYK | STRYKER CORPORATION | $1.8M | 1.56% | 5,490 | Hold |
| 13 | SHY | ISHARES TR | $1.7M | 1.46% | 20,485 | Added |
| 14 | APH | AMPHENOL CORP | $1.7M | 1.44% | 13,198 | Hold |
| 15 | AAPL | APPLE INC | $1.6M | 1.40% | 6,407 | Trimmed |
| 16 | TIP | ISHARES TR | $1.5M | 1.28% | 13,410 | Hold |
| 17 | VNQ | VANGUARD INDEX FDS | $1.4M | 1.23% | 16,054 | Added |
| 18 | IEMG | ISHARES INC | $1.1M | 0.98% | 16,259 | Trimmed |
| 19 | VNQI | VANGUARD INTL EQUITY INDEX F | $1.0M | 0.87% | 22,558 | Hold |
| 20 | QQQ | INVESCO QQQ TR | $959,535 | 0.83% | 1,662 | Hold |
| 21 | CTBI | COMMUNITY TR BANCORP INC | $944,621 | 0.82% | 15,557 | Hold |
| 22 | AGG | ISHARES TR | $927,182 | 0.80% | 9,340 | Hold |
| 23 | IWF | ISHARES TR | $863,051 | 0.75% | 2,024 | Added |
| 24 | FRDM | EA SERIES TRUST | $866,529 | 0.75% | 15,856 | Hold |
| 25 | PFF | ISHARES TR | $855,351 | 0.74% | 28,211 | Added |
Source: SEC Form 13F filings · as of 2026-03-31