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Latest William Howard & Co Financial Advisors Inc Stock Portfolio

William Howard & Co Financial Advisors Inc Performance:
2025 Q4: 1.11%YTD: 12.1%2024: 3.59%
Performance for 2025 Q4 is 1.11%, and YTD is 12.1%, and 2024 is 3.59%.

About William Howard & Co Financial Advisors Inc and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, William Howard & Co Financial Advisors Inc reported an equity portfolio of $118.6 Millions as of 31 Dec, 2025.

The top stock holdings of William Howard & Co Financial Advisors Inc are IJR, IJR, IJR. The fund has invested 23.5% of it's portfolio in ISHARES TR and 10.5% of portfolio in ISHARES TR.

They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), AMPHENOL CORP NEW (APH) and ISHARES INC (EMGF). William Howard & Co Financial Advisors Inc opened new stock positions in VANGUARD STAR FDS (VXUS). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES BITCOIN TRUST ETF, VANGUARD INDEX FDS (VB) and ISHARES TR (AAXJ).

William Howard & Co Financial Advisors Inc Annual Return Estimates Vs S&P 500

Our best estimate is that William Howard & Co Financial Advisors Inc made a return of 1.11% in the last quarter. In trailing 12 months, it's portfolio return was 12.1%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard star fds220,725
New stocks bought by William Howard & Co Financial Advisors Inc

Additions

Ticker% Inc.
ishares bitcoin trust etf12.04
vanguard index fds7.89
ishares tr3.77
schwab strategic tr3.02
vanguard bd index fds2.35
ishares tr1.75
vanguard admiral fds inc1.31
ishares tr1.18
Additions to existing portfolio by William Howard & Co Financial Advisors Inc

Reductions

Ticker% Reduced
schwab strategic tr-5.43
amphenol corp new-5.15
ishares inc-3.61
ishares tr-2.16
invesco qqq tr-1.77
ishares tr-1.05
vanguard tax-managed fds-0.93
vanguard index fds-0.86
William Howard & Co Financial Advisors Inc reduced stake in above stock

Sold off

None of the stocks were completely sold off by William Howard & Co Financial Advisors Inc

Sector Distribution

William Howard & Co Financial Advisors Inc has about 92.8% of it's holdings in Others sector.

Sector%
Others92.8
Technology4
Healthcare1.6
Financial Services1.3

Market Cap. Distribution

William Howard & Co Financial Advisors Inc has about 6.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED92.8
LARGE-CAP3.9
MEGA-CAP2.6

Stocks belong to which Index?

About 6.2% of the stocks held by William Howard & Co Financial Advisors Inc either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others93.1
S&P 5006.2
Top 5 Winners (%)%
BOB
ea series trust
15.7 %
APH
amphenol corp new
9.0 %
MCO
moodys corp
7.2 %
AAPL
apple inc
6.8 %
FNDA
schwab strategic tr
5.2 %
Top 5 Winners ($)$
IJR
ishares tr
0.6 M
IJR
ishares tr
0.2 M
APH
amphenol corp new
0.2 M
IBCE
ishares tr
0.1 M
AAPL
apple inc
0.1 M
Top 5 Losers (%)%
ishares bitcoin trust etf
-22.6 %
MSFT
microsoft corp
-6.6 %
SYK
stryker corporation
-4.9 %
CRWD
crowdstrike hldgs inc
-4.4 %
VEU
vanguard intl equity index f
-4.0 %
Top 5 Losers ($)$
IJR
ishares tr
-0.3 M
SYK
stryker corporation
-0.1 M
ishares bitcoin trust etf
-0.1 M
VB
vanguard index fds
0.0 M
VEU
vanguard intl equity index f
0.0 M

William Howard & Co Financial Advisors Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of William Howard & Co Financial Advisors Inc

William Howard & Co Financial Advisors Inc has 56 stocks in it's portfolio. About 73.2% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for William Howard & Co Financial Advisors Inc last quarter.

Last Reported on: 21 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions