Howard Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 28, 2026, Howard Wealth Management, Llc disclosed 150 stock positions valued at approximately $276.86M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD WHITEHALL FDS, and APPLE INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 150
- Portfolio Value
- $276.86M
Holdings by Sector
Howard Wealth Management, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | Other | 7.01% | 215,280 | +500 | +0.23% | $19,398,968 |
| VANGUARD WHITEHALL FDS | VYM | Other | 6.71% | 119,754 | -109 | -0.09% | $18,585,868 |
| APPLE INC | AAPL | Technology | 4.44% | 36,874 | -106 | -0.29% | $12,279,805 |
| VANGUARD INDEX FDS | VB | Other | 3.42% | 33,329 | +503 | +1.53% | $9,481,810 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 2.31% | 34,210 | - | - | $6,398,981 |
| FIDELITY MERRIMACK STR TR | FLDR | Other | 2.22% | 123,511 | +21,262 | +20.79% | $6,145,011 |
| JANUS DETROIT STR TR | JAAA | Other | 2.21% | 121,060 | +20,883 | +20.85% | $6,109,944 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | Other | 2.20% | 312,169 | +9,815 | +3.25% | $6,101,344 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.17% | 25,730 | -458 | -1.75% | $6,003,157 |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | Other | 2.15% | 304,759 | +315 | +0.10% | $5,948,896 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 2.13% | 292,665 | +9,285 | +3.28% | $5,889,884 |
| INVESCO EXCH TRD SLF IDX FD | BSCT | Other | 2.04% | 310,049 | +9,975 | +3.32% | $5,642,892 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 1.93% | 33,858 | -203 | -0.60% | $5,344,495 |
| VANGUARD INDEX FDS | VOO | Other | 1.85% | 7,305 | +76 | +1.05% | $5,120,464 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.84% | 6,677 | -58 | -0.86% | $5,092,579 |
| ISHARES TR | IVV | Other | 1.83% | 6,620 | -52 | -0.78% | $5,069,945 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.77% | 8,025 | - | - | $4,909,374 |
| INVESCO EXCH TRD SLF IDX FD | BSJR | Other | 1.77% | 221,183 | +11,892 | +5.68% | $4,889,264 |
| INVESCO EXCH TRD SLF IDX FD | BSJQ | Other | 1.75% | 212,439 | +1,035 | +0.49% | $4,848,943 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 1.74% | 57,964 | +90 | +0.16% | $4,809,328 |
| INVESCO EXCH TRD SLF IDX FD | BSCU | Other | 1.71% | 293,051 | +15,993 | +5.77% | $4,729,843 |
| INVESCO EXCH TRD SLF IDX FD | BSJS | Other | 1.70% | 220,212 | +11,783 | +5.65% | $4,716,052 |
| INVESCO EXCH TRD SLF IDX FD | BSJT | Other | 1.64% | 220,052 | +12,107 | +5.82% | $4,545,175 |
| INVESCO EXCH TRD SLF IDX FD | BSJU | Other | 1.54% | 171,178 | +10,190 | +6.33% | $4,257,197 |
| ISHARES TR | IVW | Other | 1.50% | 29,206 | -200 | -0.68% | $4,154,846 |
| ALPHABET INC | GOOGL | Communication Services | 1.34% | 10,799 | -35 | -0.32% | $3,716,016 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.34% | 73,653 | -7,083 | -8.77% | $3,709,910 |
| VANGUARD INDEX FDS | VTV | Other | 1.18% | 15,091 | +171 | +1.15% | $3,260,958 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.10% | 12,184 | -95 | -0.77% | $3,035,644 |
| VANGUARD STAR FDS | VXUS | Other | 1.06% | 34,566 | -21 | -0.06% | $2,936,744 |
Showing 30 of 150 holdings in the latest reporting period.