William Howard & Co Financial Advisors Inc holds a focused book of 54 stocks worth $128.6M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 23% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2023493/holdings"
Use Arkolith to show William Howard & Co Financial Advisors Inc's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as William Howard & Co Financial Advisors Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 55 / 54 | $400.3B |
| MORGAN STANLEY | 55 / 54 | $327.2B |
| JPMORGAN CHASE & CO | 55 / 54 | $260.4B |
| WELLS FARGO & COMPANY/MN | 55 / 54 | $115.8B |
| ENVESTNET ASSET MANAGEMENT INC | 55 / 54 | $89.3B |
| ROYAL BANK OF CANADA | 55 / 54 | $86.1B |
| UBS Group AG | 55 / 54 | $81.9B |
| RAYMOND JAMES FINANCIAL INC | 55 / 54 | $74.5B |
Ranked by how many of William Howard & Co Financial Advisors Inc's top 54 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $30.0M | 40.1K | 23.4% | ▼−0.5% Reduced · −203 sh | |
| 2 | Ishares TR RUSSELL 2000 ETF | $14.3M | 47.6K | 11.1% | ▼−1.0% Reduced · −484 sh | |
| 3 | Ishares TR 7-10 YR TRSY BD | $12.2M | 128.6K | 9.5% | ▼−0.1% Reduced · −92 sh | |
| 4 | Ishares TR SELECT US REIT | $10.9M | 160.9K | 8.5% | ▲+0.1% Added · +91 sh | |
| 5 | Ishares TR RUSSELL 3000 ETF | $5.9M | 13.8K | 4.6% | ▲~0% Added · +3 sh | |
| 6 | Ishares TR CORE MSCI EAFE | $5.4M | 56.0K | 4.2% | ▲+0.5% Added · +279 sh | |
| 7 | Vanguard BD Index FDS TOTAL BND MRKT | $4.6M | 62.1K | 3.5% | ▲+2.0% Added · +1K sh | |
| 8 | Ishares TR CORE S&P US GWT | $4.2M | 22.6K | 3.3% | —Held | |
| 9 | Ishares TR 3 7 YR TREAS BD | $3.4M | 29.2K | 2.7% | ▲+0.1% Added · +15 sh | |
| 10 | Ishares TR MSCI EAFE ETF | $3.1M | 29.6K | 2.4% | ▼−3.0% Reduced · −929 sh | |
| 11 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.6M | 36.6K | 2.0% | ▼−0.2% Reduced · −84 sh | |
| 12 | Amphenol Corp CL A | $2.3M | 13.2K | 1.8% | —Held | |
| 13 | Apple Inc COM | $1.8M | 6.3K | 1.4% | ▼−1.6% Reduced · −100 sh | |
| 14 | Stryker Corporation COM | $1.7M | 5.5K | 1.3% | —Held | |
| 15 | Ishares TR 1 3 YR TREAS BD | $1.7M | 20.5K | 1.3% | ▲+0.2% Added · +38 sh | |
| 16 | Vanguard Index FDS REAL ESTATE ETF | $1.5M | 16.0K | 1.2% | ▼−0.1% Reduced · −16 sh | |
| 17 | Ishares TR TIPS BD ETF | $1.5M | 13.5K | 1.2% | ▲+1.0% Added · +132 sh | |
| 18 | Ishares Inc CORE MSCI EMKT | $1.3M | 16.3K | 1.0% | ▲~0% Added · +8 sh | |
| 19 | Invesco QQQ TR UNIT SER 1 | $1.2M | 1.7K | 1.0% | —Held | |
| 20 | Ea Series Trust FREEDOM 100 EM | $1.2M | 15.9K | 0.9% | ▲+0.2% Added · +29 sh | |
| 21 | Community TR Bancorp Inc COM | $1.1M | 15.6K | 0.9% | —Held | |
| 22 | Vanguard Intl Equity Index F GLB EX US ETF | $1.0M | 22.6K | 0.8% | —Held | |
| 23 | Ishares TR RUS 1000 GRW ETF | $1.0M | 8.1K | 0.8% | ▲+300% Added · +6K sh | |
| 24 | Ishares TR RUS 1000 VAL ETF | $940K | 3.9K | 0.7% | ▲+0.3% Added · +13 sh | |
| 25 | Ishares TR CORE US AGGBD ET | $924K | 9.3K | 0.7% | —Held | |
| 26 | Ishares TR CORE S&P US VLU | $887K | 8.1K | 0.7% | —Held | |
| 27 | Ishares TR PFD AND INCM SEC | $868K | 28.5K | 0.7% | ▲+0.9% Added · +243 sh | |
| 28 | Ishares TR EAFE SML CP ETF | $695K | 8.4K | 0.5% | ▼−3.7% Reduced · −327 sh | |
| 29 | Ishares TR CORE S&P TTL STK | $680K | 4.1K | 0.5% | ▲+5.3% Added · +209 sh | |
| 30 | Vanguard BD Index FDS VANGUARD ULTRA | $621K | 12.5K | 0.5% | —Held | |
| 31 | Ishares TR CORE S&P MCP ETF | $620K | 8.0K | 0.5% | ▼−1.6% Reduced · −130 sh | |
| 32 | Vanguard Index FDS S&P 500 ETF SHS | $620K | 902 | 0.5% | ▼−2.4% Reduced · −22 sh | |
| 33 | Fidelity Merrimack STR TR TOTAL BD ETF | $590K | 13.0K | 0.5% | —Held | |
| 34 | Crowdstrike Hldgs Inc CL A | $519K | 680 | 0.4% | —Held | |
| 35 | Vanguard Index FDS TOTAL STK MKT | $467K | 1.3K | 0.4% | —Held | |
| 36 | Ishares TR CORE S&P SCP ETF | $460K | 3.1K | 0.4% | ▲~0% Added · +1 sh | |
| 37 | Schwab Strategic TR US SML CAP ETF | $417K | 11.5K | 0.3% | ▲+0.3% Added · +32 sh | |
| 38 | Schwab Strategic TR FUNDAMENTAL INTL | $415K | 7.9K | 0.3% | ▲+0.6% Added · +44 sh | |
| 39 | Visa Inc COM CL A | $371K | 1.1K | 0.3% | —Held | |
| 40 | Vanguard Index FDS LARGE CAP ETF | $363K | 1.1K | 0.3% | ▲+0.3% Added · +3 sh | |
| 41 | Amazon Com Inc COM | $355K | 1.5K | 0.3% | ▲+0.8% Added · +12 sh | |
| 42 | American Centy ETF TR US LARGE CAP VLU | $346K | 3.8K | 0.3% | ▲+0.3% Added · +12 sh | |
| 43 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $333K | 5.6K | 0.3% | ▲~0% Added · +2 sh | |
| 44 | Nvidia Corporation COM | $330K | 1.6K | 0.3% | —Held | |
| 45 | Ishares TR RUS 2000 GRW ETF | $321K | 814 | 0.2% | —Held | |
| 46 | Schwab Strategic TR US LRG CAP ETF | $317K | 10.8K | 0.2% | ▲+0.3% Added · +28 sh | |
| 47 | Marvell Technology Inc COM | $286K | 960 | 0.2% | ▲New New position | |
| 48 | Vanguard Admiral FDS Inc SMLLCP 600 IDX | $277K | 2.0K | 0.2% | —Held | |
| 49 | Ishares TR MSCI EMG MKT ETF | $274K | 4.0K | 0.2% | ▼−1.1% Reduced · −45 sh | |
| 50 | Schwab Strategic TR US LCAP GR ETF | $266K | 7.9K | 0.2% | ▲+0.1% Added · +8 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 54 | $128.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 54 | $115.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 57 | $118.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 56 | $117.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 56 | $114.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 52 | $106.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 52 | $110.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 57 | $117.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.