William Howard & Co Financial Advisors Inc - Portfolio Stock Holdings

William Howard & Co Financial Advisors Inc disclosed 55 stock positions in a recent SEC 13F filing. $128,200,397 of stock holdings were filed, with the largest holdings including IVV, IWM, and IEF. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $342,051,314 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.