William Howard & Co Financial Advisors Inc

RIA/Wealth

William Howard & Co Financial Advisors Inc is a RIA/Wealth based in Memphis, TN led by William Barker Howard, reporting $320.7M in AUM as of Q3 2025 with 93% ETF concentration, 73% concentrated in top 10 holdings, and 23% allocation to IVV.

CEOWilliam Barker Howard

Portfolio Value: $117.5M
Positions: 56
Top Holding: IVV at 23.45%
Last Reported: Q3 2025

Address6410 Poplar Ave, Suite 330, Memphis, TN, 38119-4839, United States

Top Holdings

Largest long holdings in William Howard & Co Financial Advisors Inc's portfolio (73.5% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$27.6M	23.45%	-$1.5M Sold	— 41.2K shares	Q1 2024 Held for 1y 8m
2 iShares 7-10 Year Treasury Bond IEF	ETF ETF	$12.8M	10.88%	-$527.1K Sold	— 132.5K shares	Q1 2024 Held for 1y 8m
3 iShares Russell 2000 IWM	ETF ETF	$11.5M	9.78%	-$151.0K Sold	— 47.5K shares	Q1 2024 Held for 1y 8m
4 iShares Cohen & Steers REIT ETF ICF	ETF ETF	$9.8M	8.38%	-$27.1K Sold	— 159.8K shares	Q1 2025 Held for 8 months
5 iShares Russell 3000 IWV	ETF ETF	$5.4M	4.62%	-$267.2K Sold	— 14.3K shares	Q1 2024 Held for 1y 8m
6 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$4.8M	4.09%	-$21.0K Sold	— 55.1K shares	Q1 2024 Held for 1y 8m
7 Vanguard Total Bond Market BND	ETF ETF	$4.4M	3.74%	+$38.0K Bought	— 59.1K shares	Q1 2024 Held for 1y 8m
8 iShares Core S&P U.S. Growth IUSG	ETF ETF	$3.7M	3.16%	—	— 22.6K shares	Q1 2024 Held for 1y 8m
9 iShares 3-7 Year Treasury Bond IEI	ETF ETF	$3.5M	2.96%	+$1.4K Bought	— 29.1K shares	Q1 2024 Held for 1y 8m
10 iShares MSCI EAFE EFA	ETF ETF	$2.9M	2.43%	-$50.0K Sold	— 30.5K shares	Q1 2024 Held for 1y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in William Howard & Co Financial Advisors Inc's latest filing

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Market Value

$117.5M

Prior: $114.6M

Q/Q Change

+2.53%

+$2.9M

Net Flows % of MV

-3.02%

Turnover Ratio

1.97%

New Purchases

2 stocks

$452.8K

Added To

17 stocks

+$84.8K

Sold Out Of

2 stocks

$475.5K

Reduced Holdings

22 stocks

-$3.6M

Increased Positions

Position	Shares Δ	Change
1 iShares Bitcoin Trust IBIT	New	0 → 3.6K +$236.5K
2 iShares MSCI Emerging Markets EEM	New	0 → 4.1K +$216.3K
3 Vanguard Total Stock Market VTI	+4.11%	1.1K → 1.1K +$14.4K
4 iShares Preferred and Income Securities ETF PFF	+1.0%	27.5K → 27.8K +$8.7K
5 Vanguard Total Bond Market BND	+0.87%	58.6K → 59.1K +$38.0K

Decreased Positions

Position	Shares Δ	Change
1 iShares Micro-Cap ETF IWC	Sold	1.9K → 0 −$242.2K
2 Meta Platforms, Inc. META	Sold	316.0 → 0 −$233.3K
3 Amazon AMZN	-36.73%	1.8K → 1.1K −$146.2K
4 Nvidia NVDA	-36.05%	2.6K → 1.7K −$173.5K
5 Berkshire Hathaway BRK.B	-29.14%	604.0 → 428.0 −$88.5K