Howard Wealth Management, Llc Portfolio Stock Holdings
Howard Wealth Management, Llc disclosed 156 stock positions valued at approximately $270.5 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 June 30, 2026 and was filed on July 21, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 156
- Portfolio Value
- $270.5M
Holdings by Sector
Howard Wealth Management, Llc Portfolio Holdings in Q2 2026
154 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | VYM | Other | 7.00% | 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 |
| VANGUARD BD INDEX FDS | BND | Other | 1.07% | 39,349 | -4,020 | -9.27% | $2,888,677 |
| ALPHABET INC | GOOG | Communication Services | 1.03% | 7,904 | -12 | -0.15% | $2,792,746 |
| VANECK ETF TRUST | FLTR | Other | 0.99% | 104,932 | +4,068 | +4.03% | $2,687,316 |
| INVESCO QQQ TR | QQQ | Other | 0.97% | 3,574 | -27 | -0.75% | $2,632,441 |
| INVESCO EXCH TRADED FD TR II | VRP | Other | 0.93% | 103,080 | +3,663 | +3.68% | $2,505,898 |
| VANGUARD INDEX FDS | VV | Other | 0.92% | 7,234 | -257 | -3.43% | $2,487,902 |
| SPDR SERIES TRUST | CWB | Other | 0.91% | 22,921 | -302 | -1.30% | $2,471,372 |
| VANGUARD INDEX FDS | VTI | Other | 0.89% | 6,492 | -268 | -3.96% | $2,402,621 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.67% | 35,731 | -312 | -0.87% | $1,800,521 |
| ISHARES TR | IOO | Other | 0.60% | 11,967 | -109 | -0.90% | $1,634,699 |
| VANECK ETF TRUST | PFXF | Other | 0.59% | 89,663 | +1,277 | +1.44% | $1,599,603 |
| VANGUARD WORLD FD | VHT | Other | 0.59% | 5,297 | -86 | -1.60% | $1,584,028 |
| MICROSOFT CORP | MSFT | Technology | 0.58% | 4,207 | +87 | +2.11% | $1,569,666 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.56% | 26,887 | +510 | +1.93% | $1,518,607 |
| ISHARES TR | ITA | Other | 0.56% | 6,234 | -175 | -2.73% | $1,511,445 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.53% | 1,532 | -6 | -0.39% | $1,433,620 |
| NVIDIA CORPORATION | NVDA | Technology | 0.53% | 7,113 | +121 | +1.73% | $1,423,253 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.52% | 4,271 | +57 | +1.35% | $1,398,322 |
| VANGUARD INDEX FDS | VXF | Other | 0.52% | 5,674 | -182 | -3.11% | $1,397,075 |
| VANGUARD INDEX FDS | VNQ | Other | 0.50% | 14,056 | -63 | -0.45% | $1,355,421 |
| WISDOMTREE TR | EES | Other | 0.48% | 19,178 | -5 | -0.03% | $1,300,077 |
| SPDR SERIES TRUST | SDY | Other | 0.47% | 8,347 | -216 | -2.52% | $1,270,294 |
| SPDR SERIES TRUST | SJNK | Other | 0.46% | 50,064 | +2,352 | +4.93% | $1,253,112 |
| VANECK ETF TRUST | BIZD | Other | 0.45% | 96,570 | -18,279 | -15.92% | $1,222,576 |
| VISA INC | V | Financial Services | 0.41% | 3,231 | -126 | -3.75% | $1,108,837 |
| SPDR SERIES TRUST | SPYV | Other | 0.41% | 18,044 | -435 | -2.35% | $1,096,913 |
| TESLA INC | TSLA | Consumer Cyclical | 0.39% | 2,531 | - | - | $1,064,539 |
| META PLATFORMS INC | META | Communication Services | 0.37% | 1,778 | -34 | -1.88% | $1,001,562 |
| VANGUARD WORLD FD | VGT | Other | 0.37% | 8,292 | +7,214 | +669.20% | $991,123 |
| INVESCO EXCHANGE TRADED FD T | PWV | Other | 0.36% | 12,872 | - | - | $975,311 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.36% | 1,871 | -2 | -0.11% | $960,946 |
| PIMCO ETF TR | HYS | Other | 0.35% | 10,216 | +340 | +3.44% | $955,467 |
| ISHARES TR | IWM | Other | 0.35% | 3,132 | -21 | -0.67% | $941,254 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.34% | 3,595 | +169 | +4.93% | $913,057 |
| ISHARES TR | PFF | Other | 0.34% | 29,780 | -1,403 | -4.50% | $908,003 |
| VANGUARD WORLD FD | VFH | Other | 0.32% | 6,565 | -142 | -2.12% | $864,052 |
| ISHARES TR | IJH | Other | 0.30% | 10,376 | -83 | -0.79% | $800,118 |
| ELI LILLY & CO | LLY | Healthcare | 0.28% | 641 | -6 | -0.93% | $769,232 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.27% | 2,084 | -65 | -3.02% | $735,279 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.26% | 1,353 | -25 | -1.81% | $707,210 |
| FIDELITY COMWLTH TR | ONEQ | Other | 0.26% | 6,851 | - | - | $707,160 |
| GLOBAL X FDS | QYLD | Other | 0.26% | 37,708 | +1,402 | +3.86% | $694,966 |
| ISHARES TR | EFA | Other | 0.25% | 6,382 | +12 | +0.19% | $662,966 |
| ALPS ETF TR | AMLP | Other | 0.24% | 12,708 | +174 | +1.39% | $658,939 |
| PIMCO ETF TR | MUNI | Other | 0.24% | 12,518 | +664 | +5.60% | $658,497 |
| WISDOMTREE TR | DNL | Other | 0.24% | 13,874 | - | - | $640,701 |
| ISHARES TR | IWF | Other | 0.23% | 5,105 | +3,798 | +290.59% | $633,934 |
| INVESCO EXCH TRD SLF IDX FD | BSMU | Other | 0.23% | 28,390 | -2,395 | -7.78% | $622,266 |
| GLOBAL X FDS | XYLD | Other | 0.23% | 15,008 | +650 | +4.53% | $612,188 |
| INVESCO EXCH TRD SLF IDX FD | BSMR | Other | 0.22% | 25,730 | +850 | +3.42% | $608,257 |
| INVESCO EXCH TRD SLF IDX FD | BSMS | Other | 0.22% | 25,905 | +855 | +3.41% | $607,213 |
| INVESCO EXCH TRD SLF IDX FD | BSMQ | Other | 0.22% | 25,735 | +855 | +3.44% | $605,931 |
| INVESCO EXCH TRD SLF IDX FD | BSMT | Other | 0.22% | 26,262 | +870 | +3.43% | $604,814 |
| EXXON MOBIL CORP | XOM | Energy | 0.22% | 4,353 | +133 | +3.15% | $595,174 |
| INTEL CORP | INTC | Technology | 0.22% | 4,236 | +4,236 | +100.00% | $591,473 |
| VANGUARD INDEX FDS | VO | Other | 0.22% | 7,317 | +5,458 | +293.60% | $589,599 |
| NETFLIX INC. | NFLX | Communication Services | 0.22% | 8,206 | -143 | -1.71% | $585,908 |
| ISHARES TR | IJR | Other | 0.20% | 3,632 | -82 | -2.21% | $538,764 |
| MERCK & CO INC | MRK | Healthcare | 0.19% | 4,092 | +249 | +6.48% | $525,924 |
| CINTAS CORP | CTAS | Industrials | 0.19% | 3,000 | -12 | -0.40% | $510,240 |
| ISHARES TR | SHYG | Other | 0.19% | 11,860 | +358 | +3.11% | $503,004 |
| PUBLIC SVC ENTERPRISE GROUP | PEG | Utilities | 0.19% | 6,174 | -100 | -1.59% | $501,082 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.18% | 6,000 | +428 | +7.68% | $495,967 |
| INVESCO ACTIVELY MANAGED EXC | VRIG | Other | 0.18% | 19,269 | +1,723 | +9.82% | $483,082 |
| SPDR SERIES TRUST | SPTM | Other | 0.17% | 4,974 | -347 | -6.52% | $451,625 |
| VANGUARD BD INDEX FDS | VUSB | Other | 0.17% | 9,040 | +644 | +7.67% | $450,016 |
| SPDR GOLD TR | GLD | Other | 0.16% | 1,180 | - | - | $434,688 |
| WISDOMTREE TR | DWM | Other | 0.15% | 5,615 | - | - | $411,098 |
| ISHARES TR | IWB | Other | 0.15% | 963 | +2 | +0.21% | $394,462 |
| ATI INC | ATI | Industrials | 0.14% | 1,981 | -100 | -4.81% | $390,455 |