Howard Wealth Management, Llc Portfolio Stock Holdings
Howard Wealth Management, Llc disclosed 142 stock positions valued at approximately $237.6 million in its latest SEC 13F filing. The largest holdings include VANGUARD WHITEHALL FDS, VANGUARD INDEX FDS, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 142
- Portfolio Value
- $237.6M
Holdings by Sector
Howard Wealth Management, Llc Portfolio Holdings in Q1 2026
141 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | VYM | Other | 7.02% | 112,660 | +785 | +0.70% | $16,685,088 |
| VANGUARD INDEX FDS | VUG | Other | 6.58% | 35,794 | -136 | -0.38% | $15,634,784 |
| APPLE INC | AAPL | Technology | 3.79% | 35,465 | +3,124 | +9.66% | $9,000,900 |
| VANGUARD INDEX FDS | VB | Other | 3.51% | 31,865 | +3 | +0.01% | $8,346,330 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.41% | 26,607 | -484 | -1.79% | $5,722,200 |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | Other | 2.38% | 289,707 | +8,990 | +3.20% | $5,657,978 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | Other | 2.38% | 288,096 | +9,658 | +3.47% | $5,653,884 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 2.31% | 269,076 | +8,609 | +3.31% | $5,495,340 |
| INVESCO EXCH TRD SLF IDX FD | BSCT | Other | 2.23% | 283,986 | +8,549 | +3.10% | $5,299,292 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 2.10% | 34,140 | +1,877 | +5.82% | $4,993,999 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 2.02% | 34,747 | -1,034 | -2.89% | $4,806,207 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.89% | 88,858 | -256 | -0.29% | $4,497,118 |
| VANGUARD INDEX FDS | VOO | Other | 1.87% | 7,449 | +134 | +1.83% | $4,451,388 |
| ISHARES TR | IVV | Other | 1.87% | 6,813 | +702 | +11.49% | $4,450,849 |
| INVESCO EXCH TRD SLF IDX FD | BSJQ | Other | 1.86% | 191,104 | +13,007 | +7.30% | $4,428,848 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.82% | 6,646 | +135 | +2.07% | $4,322,226 |
| INVESCO EXCH TRD SLF IDX FD | BSCU | Other | 1.79% | 254,823 | +15,027 | +6.27% | $4,260,411 |
| INVESCO EXCH TRD SLF IDX FD | BSJR | Other | 1.76% | 186,901 | +13,838 | +8.00% | $4,180,053 |
| INVESCO EXCH TRD SLF IDX FD | BSJS | Other | 1.69% | 184,719 | +13,237 | +7.72% | $4,005,632 |
| INVESCO EXCH TRD SLF IDX FD | BSJT | Other | 1.64% | 185,057 | +12,967 | +7.54% | $3,892,674 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 1.61% | 50,913 | +4,598 | +9.93% | $3,823,597 |
| INVESCO EXCH TRD SLF IDX FD | BSJU | Other | 1.55% | 143,898 | +10,908 | +8.20% | $3,682,350 |
| ISHARES TR | IVW | Other | 1.47% | 30,918 | -281 | -0.90% | $3,497,135 |
| ALPHABET INC | GOOGL | Communication Services | 1.36% | 11,208 | +3,524 | +45.86% | $3,223,087 |
| VANGUARD BD INDEX FDS | BND | Other | 1.34% | 43,369 | +1,287 | +3.06% | $3,193,701 |
| FIDELITY MERRIMACK STR TR | FLDR | Other | 1.32% | 62,484 | +11,821 | +23.33% | $3,127,344 |
| JANUS DETROIT STR TR | JAAA | Other | 1.25% | 59,045 | +11,433 | +24.01% | $2,974,121 |
| VANGUARD INDEX FDS | VTV | Other | 1.24% | 15,021 | -3 | -0.02% | $2,947,155 |
| VANECK ETF TRUST | FLTR | Other | 1.08% | 100,864 | +3,523 | +3.62% | $2,570,038 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.08% | 12,320 | +3,884 | +46.04% | $2,565,886 |
| VANGUARD STAR FDS | VXUS | Other | 1.06% | 32,601 | +977 | +3.09% | $2,513,917 |
| INVESCO EXCH TRADED FD TR II | VRP | Other | 1.00% | 99,417 | +1,866 | +1.91% | $2,384,029 |
| ALPHABET INC | GOOG | Communication Services | 0.96% | 7,916 | +1,976 | +33.27% | $2,270,790 |
| VANGUARD INDEX FDS | VV | Other | 0.94% | 7,491 | -237 | -3.07% | $2,238,713 |
| VANGUARD INDEX FDS | VTI | Other | 0.91% | 6,760 | -180 | -2.59% | $2,168,726 |
| SPDR SERIES TRUST | CWB | Other | 0.89% | 23,223 | -322 | -1.37% | $2,125,418 |
| INVESCO QQQ TR | QQQ | Other | 0.88% | 3,601 | +1,561 | +76.52% | $2,078,854 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.69% | 36,043 | +39 | +0.11% | $1,645,379 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.69% | 8,044 | - | - | $1,636,391 |
| VANECK ETF TRUST | PFXF | Other | 0.65% | 88,386 | +2,069 | +2.40% | $1,550,308 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.65% | 1,538 | +885 | +135.53% | $1,532,987 |
| MICROSOFT CORP | MSFT | Technology | 0.64% | 4,120 | +765 | +22.80% | $1,525,240 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.63% | 26,377 | -541 | -2.01% | $1,495,087 |
| VANECK ETF TRUST | BIZD | Other | 0.62% | 114,849 | +2,818 | +2.52% | $1,470,073 |
| VANGUARD WORLD FD | VHT | Other | 0.62% | 5,383 | -142 | -2.57% | $1,466,132 |
| ISHARES TR | IOO | Other | 0.61% | 12,076 | -474 | -3.78% | $1,460,909 |
| ISHARES TR | ITA | Other | 0.59% | 6,409 | -185 | -2.81% | $1,402,181 |
| VANGUARD INDEX FDS | VNQ | Other | 0.53% | 14,119 | -177 | -1.24% | $1,252,374 |
| SPDR SERIES TRUST | SDY | Other | 0.53% | 8,563 | -277 | -3.13% | $1,249,688 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.52% | 4,214 | +908 | +27.47% | $1,239,695 |
| NVIDIA CORPORATION | NVDA | Technology | 0.51% | 6,992 | +3,259 | +87.30% | $1,219,458 |
| VANGUARD INDEX FDS | VXF | Other | 0.51% | 5,856 | -109 | -1.83% | $1,205,217 |
| SPDR SERIES TRUST | SJNK | Other | 0.50% | 47,712 | +1,678 | +3.65% | $1,191,868 |
| WISDOMTREE TR | EES | Other | 0.47% | 19,183 | +13 | +0.07% | $1,113,548 |
| SPDR SERIES TRUST | SPYV | Other | 0.44% | 18,479 | -2,877 | -13.47% | $1,045,590 |
| META PLATFORMS INC | META | Communication Services | 0.44% | 1,812 | -16 | -0.88% | $1,037,233 |
| VISA INC | V | Financial Services | 0.43% | 3,357 | -9 | -0.27% | $1,014,704 |
| ISHARES TR | PFF | Other | 0.40% | 31,183 | -1,111 | -3.44% | $945,469 |
| TESLA INC | TSLA | Consumer Cyclical | 0.40% | 2,531 | - | - | $940,899 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.39% | 1,873 | - | - | $935,863 |
| PIMCO ETF TR | HYS | Other | 0.39% | 9,876 | +483 | +5.14% | $921,210 |
| INVESCO EXCHANGE TRADED FD T | PWV | Other | 0.38% | 12,872 | -188 | -1.44% | $897,307 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.35% | 3,426 | +4 | +0.12% | $837,645 |
| VANGUARD WORLD FD | VFH | Other | 0.34% | 6,707 | +47 | +0.71% | $810,281 |
| NETFLIX INC. | NFLX | Communication Services | 0.34% | 8,349 | +540 | +6.92% | $802,756 |
| ISHARES TR | IWM | Other | 0.33% | 3,153 | -117 | -3.58% | $781,957 |
| VANGUARD WORLD FD | VGT | Other | 0.32% | 1,078 | +29 | +2.76% | $752,700 |
| EXXON MOBIL CORP | XOM | Energy | 0.30% | 4,220 | -222 | -5.00% | $716,077 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.30% | 2,149 | +1,067 | +98.61% | $706,830 |
| ISHARES TR | IJH | Other | 0.30% | 10,459 | -162 | -1.53% | $706,347 |
| INVESCO EXCH TRD SLF IDX FD | BSMU | Other | 0.28% | 30,785 | +4,095 | +15.34% | $671,526 |
| ALPS ETF TR | AMLP | Other | 0.28% | 12,534 | -659 | -5.00% | $659,792 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.27% | 1,378 | -58 | -4.04% | $638,368 |
| GLOBAL X FDS | QYLD | Other | 0.26% | 36,306 | +1,075 | +3.05% | $622,661 |
| ISHARES TR | EFA | Other | 0.26% | 6,370 | - | - | $618,744 |
| PIMCO ETF TR | MUNI | Other | 0.26% | 11,854 | +1,449 | +13.93% | $618,697 |
| ELI LILLY & CO | LLY | Healthcare | 0.25% | 647 | +15 | +2.37% | $595,961 |
| INVESCO EXCH TRD SLF IDX FD | BSMR | Other | 0.25% | 24,880 | +3,005 | +13.74% | $588,512 |
| INVESCO EXCH TRD SLF IDX FD | BSMQ | Other | 0.25% | 24,880 | +3,010 | +13.76% | $587,790 |
| INVESCO EXCH TRD SLF IDX FD | BSMS | Other | 0.25% | 25,050 | +3,020 | +13.71% | $586,050 |
| INVESCO EXCH TRD SLF IDX FD | BSMT | Other | 0.25% | 25,392 | +3,020 | +13.50% | $584,620 |
| FIDELITY COMWLTH TR | ONEQ | Other | 0.24% | 6,851 | +6,851 | +100.00% | $581,718 |
| GLOBAL X FDS | XYLD | Other | 0.24% | 14,358 | -63 | -0.44% | $561,845 |
| WISDOMTREE TR | DNL | Other | 0.24% | 13,874 | - | - | $560,093 |
| ISHARES TR | IWF | Other | 0.23% | 1,307 | -9 | -0.68% | $557,318 |
| VANGUARD INDEX FDS | VO | Other | 0.22% | 1,859 | -12 | -0.64% | $534,016 |
| CINTAS CORP | CTAS | Industrials | 0.21% | 3,012 | +3,012 | +100.00% | $509,450 |
| PUBLIC SVC ENTERPRISE GROUP | PEG | Utilities | 0.21% | 6,274 | - | - | $507,880 |
| SPDR GOLD TR | GLD | Other | 0.21% | 1,180 | +1,180 | +100.00% | $507,742 |
| ISHARES TR | SHYG | Other | 0.20% | 11,502 | +1,335 | +13.13% | $486,665 |
| MERCK & CO INC | MRK | Healthcare | 0.19% | 3,843 | -60 | -1.54% | $462,386 |
| ISHARES TR | IJR | Other | 0.19% | 3,714 | -4 | -0.11% | $461,736 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.19% | 5,572 | +913 | +19.60% | $461,157 |
| INVESCO ACTIVELY MANAGED EXC | VRIG | Other | 0.18% | 17,546 | +2,967 | +20.35% | $439,283 |
| SPDR SERIES TRUST | SPTM | Other | 0.18% | 5,321 | +15 | +0.28% | $420,728 |
| VANGUARD BD INDEX FDS | VUSB | Other | 0.18% | 8,396 | +1,899 | +29.23% | $417,998 |
| WISDOMTREE TR | DWM | Other | 0.17% | 5,615 | - | - | $392,436 |
| ABBVIE INC | ABBV | Healthcare | 0.15% | 1,686 | -44 | -2.54% | $366,841 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.15% | 1,119 | +2 | +0.18% | $347,790 |
| ISHARES TR | IWB | Other | 0.14% | 961 | -8 | -0.83% | $342,919 |