William Howard & Co Financial Advisors Inc holds a focused book of 54 reported positions worth $128.6M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-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 reported non-option book. Cloning the disclosed picks since 2024 would be +21% (+10.9%/yr). That is a simulation of the disclosed long book, not audited returns.
William Howard & Co Financial Advisors Inc is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning William Howard & Co Financial Advisors Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+2 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), 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 |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 9 / 54 | $4.5B |
| West Virginia University Foundation, Inc | 5 / 54 | $1.2B |
| Swiss Re Ltd | 12 / 54 | $1.0B |
| Constellation Investments, Inc. | 11 / 54 | $2.9B |
| Avalon Advisory Group | 8 / 54 | $243.5M |
| GP Brinson Investments LLC | 5 / 54 | $219.5M |
| Planning Project LLC | 11 / 54 | $439.4M |
| Amtrust Financial Services, Inc. | 6 / 54 | $292.5M |
Ranked by the share of each fund's own book sitting in the names it shares with William Howard & Co Financial Advisors Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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Use Arkolith to show William Howard & Co Financial Advisors Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 9d | 54 | $128.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 30d | 54 | $115.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 21d | 57 | $118.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 21d | 56 | $117.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 11d | 56 | $114.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 25d | 52 | $106.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 28d | 52 | $110.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 28d | 57 | $117.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.