William Howard & Co Financial Advisors Inc: 13F holdings
CIK 20234932026Q2
| Positions | 54 |
|---|
| Reported value | $128.6m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 54 (+0 vs prior quarter) |
|---|
| Reported value | $128.6m (+11.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 40,126 | $30.0m | 23.4% |
| IWM ISHARES TR | 47,589 | $14.3m | 11.1% |
| IEF ISHARES TR | 128,576 | $12.2m | 9.5% |
| ICF ISHARES TR | 160,922 | $10.9m | 8.5% |
| IWV ISHARES TR | 13,778 | $5.9m | 4.6% |
| IEFA ISHARES TR | 56,013 | $5.4m | 4.2% |
| BND VANGUARD BD INDEX FDS | 62,085 | $4.6m | 3.5% |
| IUSG ISHARES TR | 22,566 | $4.2m | 3.3% |
| IEI ISHARES TR | 29,180 | $3.4m | 2.7% |
| EFA ISHARES TR | 29,595 | $3.1m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2023493")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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