Portfolio (Quarterly) Guide ↗

William Howard & Co Financial Advisors Inc

· CIK 0002023493

13F Portfolio $116M AUM 54 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 8 Added 10 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MSFT	MICROSOFT CORP	Technology	505	$244K	0.21%	SOLD
2	—	BERKSHIRE HATHAWAY INC DEL	—	428	$215K	0.18%	SOLD
3	IBIT	ISHARES BITCOIN TRUST ETF	Financial Services	4,076	$202K	0.17%	SOLD

Sector Allocation

Technology 47.1%

Financial Services 28.3%

Healthcare 21.0%

Consumer Cyclical 3.6%