Q2 2026 13F · SEC CIK 1766286

Howard Wealth Management, LLC

Wealth managerFiled 2026-07-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $270.5M
Reported positions: 156
Top holdings a year, 3 yrs: +14.6%
Assets under management: $397.0M

Howard Wealth Management, LLC is a wealth manager that reported 156 positions worth $270.5M in its Q2 2026 13F, filed 2026-07-21. Its largest holdings were Vym (VYM, 7.0%), Vanguard Indx Fd (VUG, 6.8%), Apple Inc (AAPL, 4.0%). A portfolio copying its top holdings returned 14.6% a year over the last 3 years, against 20.4% for the S&P 500.

Howard Wealth Management, LLC holdings largest 50 of 156 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Howard Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VYMVym	7.0%	7.0%	119,863	+6.4%	$18.9M
VUGVanguard Indx Fd	6.8%	6.6%	214,780	+500.0%	$18.5M
AAPLApple Inc	4.0%	3.8%	36,980	+4.3%	$10.7M
VBVanguard Indx Fd	3.7%	3.5%	32,826	+3.0%	$10.0M
VIGVanguard Dividend Appreciation ETF	2.3%	2.4%	26,188	-1.6%	$6.2M
BSCQInvesco Exch Trd Slf Idx Fd	2.2%	2.4%	304,444	+5.1%	$5.9M
BSCRInvesco Exch Trd Slf Idx Fd	2.2%	2.4%	302,354	+4.9%	$5.9M
BSCSInvesco Exch Trd Slf Idx Fd	2.1%	2.3%	283,380	+5.3%	$5.8M
BSCTInvesco Exch Trd Slf Idx Fd	2.1%	2.2%	300,074	+5.7%	$5.6M
VTVanguard Total World Stock Index Fund Et	2.0%	2.0%	34,061	-2.0%	$5.3M
FLDRFidelity Merrimack Str Tr	1.9%	1.3%	102,249	+63.6%	$5.1M
JAAAJanus Detroit Str Tr	1.9%	1.3%	100,177	+69.7%	$5.1M
SPYSpdr S&p 500 ETF Tr	1.9%	1.8%	6,735	+1.3%	$5.0M
IVVIshares Core S&p 500 ETF	1.8%	1.9%	6,672	-2.1%	$5.0M
VOOVanguard S&p 500 ETF	1.8%	1.9%	7,229	-3.0%	$5.0M
BSJQInvesco Exch Trd Slf Idx Fd	1.8%	1.9%	211,404	+10.6%	$4.9M
VEUVanguard FTSE All	1.8%	1.6%	57,874	+13.7%	$4.8M
BSJRInvesco Exch Trd Slf Idx Fd	1.7%	1.8%	209,291	+12.0%	$4.7M
AMDAdvanced Micro Devices Inc	1.7%	0.7%	8,025	-0.2%	$4.7M
BSCUInvesco Self Indexed ETF Fd Bulletshares	1.7%	1.8%	277,058	+8.7%	$4.6M
BSJSInvesco Exch Trd Slf Idx Fd	1.7%	1.7%	208,429	+12.8%	$4.5M
BSJTInvesco Exch Trd Slf Idx Fd	1.6%	1.6%	207,945	+12.4%	$4.4M
BSJUInvesco Exchange-Traded Self-Indexed FD	1.5%	1.6%	160,988	+11.9%	$4.2M
JPSTJ P Morgan Exchange Traded Fd	1.5%	1.9%	80,736	-9.1%	$4.1M
IVWIshares	1.5%	1.5%	29,406	-4.9%	$4.0M
PLTRPalantir Technologies Inclass Class A	1.5%	2.1%	34,210	+0.2%	$4.0M
GOOGLAlphabet Inc	1.4%	1.4%	10,834	-3.3%	$3.9M
VTVVanguard Value ETF	1.2%	1.2%	14,920	-0.7%	$3.3M
VXUSVanguard Star Fds Vanguard Total Intl St	1.1%	1.1%	34,587	+6.1%	$3.0M
AMZNAmazon Com Inc Com	1.1%	1.1%	12,279	-0.3%	$2.9M
BNDVanguard Total Bond Market ETF	1.1%	1.3%	39,349	-9.3%	$2.9M
GOOGAlphabet Inc	1.0%	1.0%	7,904	-0.2%	$2.8M
FLTRVaneck ETF Trust	1.0%	1.1%	104,932	+4.0%	$2.7M
QQQInvesco Qqq Tr	1.0%	0.9%	3,574	-0.7%	$2.6M
VRPInvesco Exch Traded Fd Tr II	0.9%	1.0%	103,080	+3.7%	$2.5M
VVVanguard Inx Lrg	0.9%	0.9%	7,234	-3.4%	$2.5M
CWBSpdr Series Trust	0.9%	0.9%	22,921	-1.3%	$2.5M
VTIVanguard Index Fds	0.9%	0.9%	6,492	-4.0%	$2.4M
SPDWSPDR Portfolio Developed World	0.7%	0.7%	35,731	-0.9%	$1.8M
IOOIshares Tr	0.6%	0.6%	11,967	-0.9%	$1.6M
PFXFVaneck ETF Trust	0.6%	0.7%	89,663	+1.4%	$1.6M
VHTVanguard Health Care ETF	0.6%	0.6%	5,297	-1.6%	$1.6M
MSFTMicrosoft Corp	0.6%	0.6%	4,207	+2.1%	$1.6M
JEPIJpmorgan Equity Premium Income ETF	0.6%	0.6%	26,887	+1.9%	$1.5M
ITAIshares U.s. Aerospace & Defense ETF	0.6%	0.6%	6,234	-2.7%	$1.5M
COSTCostco Whsl Corp New	0.5%	0.6%	1,532	-0.4%	$1.4M
NVDANvidia Corporation Com	0.5%	—	7,113	—	$1.4M
JPMJpmorgan Chase & Co	0.5%	0.5%	4,271	+1.4%	$1.4M
VXFVanguard Index Fds	0.5%	—	5,674	—	$1.4M
VNQVanguard Real Estate ETF	0.5%	0.5%	14,056	-0.4%	$1.4M

What Howard Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.8% /yr; S&P 500 +20.1%
3 years: +14.6% /yr; S&P 500 +20.4%
5 years: +7.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$270.5M	156
Q1 2026	$237.6M	142
Q4 2025	$229.0M	134
Q3 2025	$217.5M	131
Q2 2025	$197.9M	121
Q1 2025	$179.4M	115
Q4 2024	$184.8M	116
Q3 2024	$171.8M	112
Q2 2024	$126.8M	93
Q1 2024	$123.0M	104
Q4 2023	$119.7M	100
Q3 2023	$108.5M	95

Questions about Howard Wealth Management, LLC's portfolio

What stocks does Howard Wealth Management, LLC own?

Howard Wealth Management, LLC's latest 13F, for Q2 2026 and filed Jul 21, 2026, lists 156 positions worth $270.5M. The largest are Vym (VYM) at 7.0%, Vanguard Indx Fd (VUG) at 6.8%, Apple Inc (AAPL) at 4.0%, Vanguard Indx Fd (VB) at 3.7% and Vanguard Dividend Appreciation ETF (VIG) at 2.3%.

What did Howard Wealth Management, LLC buy last quarter?

In Q2 2026, Howard Wealth Management, LLC added Vanguard Indx Fd (VUG) (+500.0% shares), Janus Detroit Str Tr (JAAA) (+69.7% shares) and Fidelity Merrimack Str Tr (FLDR) (+63.6% shares), compared with its Q1 2026 filing.

What did Howard Wealth Management, LLC sell last quarter?

In Q2 2026, Howard Wealth Management, LLC cut from its top 50 Vaneck ETF Trust (BIZD), cut from its top 50 Spdr Series Trust (SDY), Vanguard Total Bond Market ETF (BND) (-9.3% shares) and J P Morgan Exchange Traded Fd (JPST) (-9.1% shares), compared with its Q1 2026 filing.

How has Howard Wealth Management, LLC's portfolio performed?

A portfolio copying Howard Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.8% against +20.1%. Over 5 years: +7.2% a year against +11.6%.

When is Howard Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Howard Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Howard Wealth Management, LLC manage?

Howard Wealth Management, LLC reported $397.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $270.5M.