Portfolio (Quarterly) Guide ↗

William Howard & Co Financial Advisors Inc

· CIK 0002023493

13F Portfolio $129M AUM 54 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 1 New 8 Added 8 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IWN	ISHARES TR	—	1,081	$205K	0.18%	SOLD

Sector Allocation

Technology 52.4%

Financial Services 27.8%

Healthcare 16.4%

Consumer Cyclical 3.4%