Howard Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 21, 2026, Howard Wealth Management, Llc disclosed 154 stock positions valued at approximately $270.45M as of quarter-end June 30, 2026. The largest holdings include VANGUARD WHITEHALL FDS, VANGUARD INDEX FDS, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 154
- Portfolio Value
- $270.45M
Holdings by Sector
Howard Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | VYM | Other | 7.00% | 119,863 | +7,203 | +6.39% | $18,942,045 |
| VANGUARD INDEX FDS | VUG | Other | 6.84% | 214,780 | +178,986 | +500.04% | $18,501,230 |
| APPLE INC | AAPL | Technology | 3.96% | 36,980 | +1,515 | +4.27% | $10,700,810 |
| VANGUARD INDEX FDS | VB | Other | 3.68% | 32,826 | +961 | +3.02% | $9,950,273 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.29% | 26,188 | -419 | -1.57% | $6,196,622 |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | Other | 2.20% | 304,444 | +14,737 | +5.09% | $5,944,270 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | Other | 2.19% | 302,354 | +14,258 | +4.95% | $5,930,674 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 2.13% | 283,380 | +14,304 | +5.32% | $5,771,034 |
| INVESCO EXCH TRD SLF IDX FD | BSCT | Other | 2.06% | 300,074 | +16,088 | +5.67% | $5,573,875 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 1.98% | 34,061 | -686 | -1.97% | $5,346,005 |
| FIDELITY MERRIMACK STR TR | FLDR | Other | 1.89% | 102,249 | +39,765 | +63.64% | $5,123,698 |
| JANUS DETROIT STR TR | JAAA | Other | 1.87% | 100,177 | +41,132 | +69.66% | $5,057,969 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.86% | 6,735 | +89 | +1.34% | $5,029,999 |
| ISHARES TR | IVV | Other | 1.85% | 6,672 | -141 | -2.07% | $4,996,991 |
| VANGUARD INDEX FDS | VOO | Other | 1.84% | 7,229 | -220 | -2.95% | $4,965,139 |
| INVESCO EXCH TRD SLF IDX FD | BSJQ | Other | 1.79% | 211,404 | +20,300 | +10.62% | $4,852,787 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 1.79% | 57,874 | +6,961 | +13.67% | $4,846,980 |
| INVESCO EXCH TRD SLF IDX FD | BSJR | Other | 1.73% | 209,291 | +22,390 | +11.98% | $4,676,751 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.72% | 8,025 | -19 | -0.24% | $4,661,803 |
| INVESCO EXCH TRD SLF IDX FD | BSCU | Other | 1.71% | 277,058 | +22,235 | +8.73% | $4,611,631 |
| INVESCO EXCH TRD SLF IDX FD | BSJS | Other | 1.68% | 208,429 | +23,710 | +12.84% | $4,532,289 |
| INVESCO EXCH TRD SLF IDX FD | BSJT | Other | 1.62% | 207,945 | +22,888 | +12.37% | $4,393,878 |
| INVESCO EXCH TRD SLF IDX FD | BSJU | Other | 1.54% | 160,988 | +17,090 | +11.88% | $4,155,277 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.51% | 80,736 | -8,122 | -9.14% | $4,082,846 |
| ISHARES TR | IVW | Other | 1.50% | 29,406 | -1,512 | -4.89% | $4,044,207 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.48% | 34,210 | +70 | +0.21% | $3,991,281 |
| ALPHABET INC | GOOGL | Communication Services | 1.43% | 10,834 | -374 | -3.34% | $3,871,789 |
| VANGUARD INDEX FDS | VTV | Other | 1.20% | 14,920 | -101 | -0.67% | $3,251,583 |
| VANGUARD STAR FDS | VXUS | Other | 1.09% | 34,587 | +1,986 | +6.09% | $2,956,904 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.08% | 12,279 | -41 | -0.33% | $2,926,577 |
Showing 30 of 154 holdings in the latest reporting period.