Howard Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$237.6M
Q ending 2026-03-31
Prior quarter
$229.0M
Q ending 2025-12-31
Change
+3.7% QoQ · +32.4% YoY
Positions
142
reported holdings
Largest positions
Top 100 of 142 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Whitehall Fds | VYM | Shares | $16.7M | 113K |
| Vanguard Index Fds | VUG | Shares | $15.6M | 36K |
| Apple Inc | AAPL | Shares | $9.0M | 35K |
| Vanguard Index Fds | VB | Shares | $8.3M | 32K |
| Vanguard Specialized Funds | VIG | Shares | $5.7M | 27K |
| Invesco Exch Trd Slf Idx Fd | BSCQ | Shares | $5.7M | 290K |
| Invesco Exch Trd Slf Idx Fd | BSCR | Shares | $5.7M | 288K |
| Invesco Exch Trd Slf Idx Fd | BSCS | Shares | $5.5M | 269K |
| Invesco Exch Trd Slf Idx Fd | BSCT | Shares | $5.3M | 284K |
| Palantir Technologies Inc | PLTR | Shares | $5.0M | 34K |
| Vanguard Intl Equity Index F | VT | Shares | $4.8M | 35K |
| J P Morgan Exchange Traded F | JPST | Shares | $4.5M | 89K |
| Vanguard Index Fds | VOO | Shares | $4.5M | 7K |
| Ishares Tr | IVV | Shares | $4.5M | 7K |
| Invesco Exch Trd Slf Idx Fd | BSJQ | Shares | $4.4M | 191K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.3M | 7K |
| Invesco Exch Trd Slf Idx Fd | BSCU | Shares | $4.3M | 255K |
| Invesco Exch Trd Slf Idx Fd | BSJR | Shares | $4.2M | 187K |
| Invesco Exch Trd Slf Idx Fd | BSJS | Shares | $4.0M | 185K |
| Invesco Exch Trd Slf Idx Fd | BSJT | Shares | $3.9M | 185K |
| Vanguard Intl Equity Index F | VEU | Shares | $3.8M | 51K |
| Invesco Exch Trd Slf Idx Fd | BSJU | Shares | $3.7M | 144K |
| Ishares Tr | IVW | Shares | $3.5M | 31K |
| Alphabet Inc | GOOGL | Shares | $3.2M | 11K |
| Vanguard Bd Index Fds | BND | Shares | $3.2M | 43K |
| Fidelity Merrimack Str Tr | FLDR | Shares | $3.1M | 62K |
| Janus Detroit Str Tr | JAAA | Shares | $3.0M | 59K |
| Vanguard Index Fds | VTV | Shares | $2.9M | 15K |
| Vaneck Etf Trust | FLTR | Shares | $2.6M | 101K |
| Amazon Com Inc | AMZN | Shares | $2.6M | 12K |
| Vanguard Star Fds | VXUS | Shares | $2.5M | 33K |
| Invesco Exch Traded Fd Tr Ii | VRP | Shares | $2.4M | 99K |
| Alphabet Inc | GOOG | Shares | $2.3M | 8K |
| Vanguard Index Fds | VV | Shares | $2.2M | 7K |
| Vanguard Index Fds | VTI | Shares | $2.2M | 7K |
| Spdr Series Trust | CWB | Shares | $2.1M | 23K |
| Invesco Qqq Tr | QQQ | Shares | $2.1M | 4K |
| Spdr Index Shs Fds | SPDW | Shares | $1.6M | 36K |
| Advanced Micro Devices Inc | AMD | Shares | $1.6M | 8K |
| Vaneck Etf Trust | PFXF | Shares | $1.6M | 88K |
| Costco Wholesale Corporation | COST | Shares | $1.5M | 2K |
| Microsoft Corp | MSFT | Shares | $1.5M | 4K |
| J P Morgan Exchange Traded F | JEPI | Shares | $1.5M | 26K |
| Vaneck Etf Trust | BIZD | Shares | $1.5M | 115K |
| Vanguard World Fd | VHT | Shares | $1.5M | 5K |
| Ishares Tr | IOO | Shares | $1.5M | 12K |
| Ishares Tr | ITA | Shares | $1.4M | 6K |
| Vanguard Index Fds | VNQ | Shares | $1.3M | 14K |
| Spdr Series Trust | SDY | Shares | $1.2M | 9K |
| Jpmorgan Chase & Co | JPM | Shares | $1.2M | 4K |
| Nvidia Corporation | NVDA | Shares | $1.2M | 7K |
| Vanguard Index Fds | VXF | Shares | $1.2M | 6K |
| Spdr Series Trust | SJNK | Shares | $1.2M | 48K |
| Wisdomtree Tr | EES | Shares | $1.1M | 19K |
| Spdr Series Trust | SPYV | Shares | $1.0M | 18K |
| Meta Platforms Inc | META | Shares | $1.0M | 2K |
| Visa Inc | V | Shares | $1.0M | 3K |
| Ishares Tr | PFF | Shares | $945K | 31K |
| Tesla Inc | TSLA | Shares | $941K | 3K |
| Mastercard Incorporated | MA | Shares | $936K | 2K |
| Pimco Etf Tr | HYS | Shares | $921K | 10K |
| Invesco Exchange Traded Fd T | PWV | Shares | $897K | 13K |
| Johnson & Johnson | JNJ | Shares | $838K | 3K |
| Vanguard World Fd | VFH | Shares | $810K | 7K |
| Netflix Inc. | NFLX | Shares | $803K | 8K |
| Ishares Tr | IWM | Shares | $782K | 3K |
| Vanguard World Fd | VGT | Shares | $753K | 1K |
| Exxon Mobil Corp | XOM | Shares | $716K | 4K |
| Home Depot Inc | HD | Shares | $707K | 2K |
| Ishares Tr | IJH | Shares | $706K | 10K |
| Invesco Exch Trd Slf Idx Fd | BSMU | Shares | $672K | 31K |
| Alps Etf Tr | AMLP | Shares | $660K | 13K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $638K | 1K |
| Global X Fds | QYLD | Shares | $623K | 36K |
| Ishares Tr | EFA | Shares | $619K | 6K |
| Pimco Etf Tr | MUNI | Shares | $619K | 12K |
| Eli Lilly & Co | LLY | Shares | $596K | 647 |
| Invesco Exch Trd Slf Idx Fd | BSMR | Shares | $589K | 25K |
| Invesco Exch Trd Slf Idx Fd | BSMQ | Shares | $588K | 25K |
| Invesco Exch Trd Slf Idx Fd | BSMS | Shares | $586K | 25K |
| Invesco Exch Trd Slf Idx Fd | BSMT | Shares | $585K | 25K |
| Fidelity Comwlth Tr | ONEQ | Shares | $582K | 7K |
| Global X Fds | XYLD | Shares | $562K | 14K |
| Wisdomtree Tr | DNL | Shares | $560K | 14K |
| Ishares Tr | IWF | Shares | $557K | 1K |
| Vanguard Index Fds | VO | Shares | $534K | 2K |
| Cintas Corp | CTAS | Shares | $509K | 3K |
| Public Svc Enterprise Group | PEG | Shares | $508K | 6K |
| Spdr Gold Tr | GLD | Shares | $508K | 1K |
| Ishares Tr | SHYG | Shares | $487K | 12K |
| Merck & Co Inc | MRK | Shares | $462K | 4K |
| Ishares Tr | IJR | Shares | $462K | 4K |
| Vanguard Scottsdale Fds | VCIT | Shares | $461K | 6K |
| Invesco Actively Managed Exc | VRIG | Shares | $439K | 18K |
| Spdr Series Trust | SPTM | Shares | $421K | 5K |
| Vanguard Bd Index Fds | VUSB | Shares | $418K | 8K |
| Wisdomtree Tr | DWM | Shares | $392K | 6K |
| Abbvie Inc | ABBV | Shares | $367K | 2K |
| Mcdonalds Corp | MCD | Shares | $348K | 1K |
| Ishares Tr | IWB | Shares | $343K | 961 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.