Q3 2026 13F · SEC CIK 1766286

Howard Wealth Management, LLC

Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $276.9M
Reported positions: 150
Top holdings a year, 3 yrs: +14.6%
Assets under management: $397.0M

Howard Wealth Management, LLC is a wealth manager that reported 150 positions worth $276.9M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Vanguard Index Fds (VUG, 7.0%), Vanguard Whitehall Fds (VYM, 6.7%), Apple Inc (AAPL, 4.4%). 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 150 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
VUGVanguard Index Fds	7.0%	6.8%	215,280	+0.2%	$19.4M
VYMVanguard Whitehall Fds	6.7%	7.0%	119,754	-0.1%	$18.6M
AAPLApple Inc	4.4%	4.0%	36,874	-0.3%	$12.3M
VBVanguard Index Fds	3.4%	3.7%	33,329	+1.5%	$9.5M
PLTRPalantir Technologies Inc	2.3%	1.5%	34,210	+0.0%	$6.4M
FLDRFidelity Merrimack Str Tr	2.2%	1.9%	123,511	+20.8%	$6.1M
JAAAJanus Detroit Str Tr	2.2%	1.9%	121,060	+20.8%	$6.1M
BSCRInvesco Exch Trd Slf Idx Fd	2.2%	2.2%	312,169	+3.2%	$6.1M
VIGVanguard Specialized Funds	2.2%	2.3%	25,730	-1.7%	$6.0M
BSCQInvesco Exch Trd Slf Idx Fd	2.1%	2.2%	304,759	+0.1%	$5.9M
BSCSInvesco Exch Trd Slf Idx Fd	2.1%	2.1%	292,665	+3.3%	$5.9M
BSCTInvesco Exch Trd Slf Idx Fd	2.0%	2.1%	310,049	+3.3%	$5.6M
VTVanguard Intl Equity Index F	1.9%	2.0%	33,858	-0.6%	$5.3M
VOOVanguard Index Fds	1.8%	1.8%	7,305	+1.1%	$5.1M
SPYState Str Spdr S&p 500 ETF T	1.8%	1.9%	6,677	-0.9%	$5.1M
IVVIshares Tr	1.8%	1.8%	6,620	-0.8%	$5.1M
AMDAdvanced Micro Devices Inc	1.8%	1.7%	8,025	+0.0%	$4.9M
BSJRInvesco Exch Trd Slf Idx Fd	1.8%	1.7%	221,183	+5.7%	$4.9M
BSJQInvesco Exch Trd Slf Idx Fd	1.8%	1.8%	212,439	+0.5%	$4.8M
VEUVanguard Intl Equity Index F	1.7%	1.8%	57,964	+0.2%	$4.8M
BSCUInvesco Exch Trd Slf Idx Fd	1.7%	1.7%	293,051	+5.8%	$4.7M
BSJSInvesco Exch Trd Slf Idx Fd	1.7%	1.7%	220,212	+5.7%	$4.7M
BSJTInvesco Exch Trd Slf Idx Fd	1.6%	1.6%	220,052	+5.8%	$4.5M
BSJUInvesco Exch Trd Slf Idx Fd	1.5%	1.5%	171,178	+6.3%	$4.3M
IVWIshares Tr	1.5%	1.5%	29,206	-0.7%	$4.2M
GOOGLAlphabet Inc	1.3%	1.4%	10,799	-0.3%	$3.7M
JPSTJ P Morgan Exchange Traded F	1.3%	1.5%	73,653	-8.8%	$3.7M
VTVVanguard Index Fds	1.2%	1.2%	15,091	+1.1%	$3.3M
AMZNAmazon Com Inc	1.1%	1.1%	12,184	-0.8%	$3.0M
VXUSVanguard Star Fds	1.1%	1.1%	34,566	-0.1%	$2.9M
FLTRVaneck ETF Trust	1.0%	1.0%	107,970	+2.9%	$2.8M
BNDVanguard Bd Index Fds	1.0%	1.1%	39,061	-0.7%	$2.7M
QQQInvesco Qqq Tr	0.9%	1.0%	3,554	-0.6%	$2.6M
GOOGAlphabet Inc	0.9%	1.0%	7,604	-3.8%	$2.6M
VVVanguard Index Fds	0.9%	0.9%	7,232	-0.0%	$2.5M
VRPInvesco Exch Traded Fd Tr II	0.9%	0.9%	107,052	+3.9%	$2.5M
VTIVanguard Index Fds	0.9%	0.9%	6,504	+0.2%	$2.4M
CWBSpdr Series Trust	0.8%	0.9%	22,627	-1.3%	$2.3M
MSFTMicrosoft Corp	0.8%	0.6%	4,187	-0.5%	$2.1M
SPDWSpdr Index Shs Fds	0.6%	0.7%	35,070	-1.8%	$1.8M
IOOIshares Tr	0.6%	0.6%	11,779	-1.6%	$1.7M
VHTVanguard World Fd	0.6%	0.6%	5,268	-0.5%	$1.7M
NVDANvidia Corporation	0.6%	0.5%	7,103	-0.1%	$1.6M
PFXFVaneck ETF Trust	0.6%	0.6%	92,573	+3.2%	$1.6M
JEPIJ P Morgan Exchange Traded F	0.6%	0.6%	27,823	+3.5%	$1.6M
JPMJpmorgan Chase & Co	0.5%	0.5%	4,214	-1.3%	$1.4M
COSTCostco Wholesale Corporation	0.5%	0.5%	1,527	-0.3%	$1.4M
SGOVIshares Tr	0.5%	—	13,743	—	$1.4M
VXFVanguard Index Fds	0.5%	0.5%	5,609	-1.1%	$1.3M
ITAIshares Tr	0.5%	0.6%	6,256	+0.4%	$1.3M

What Howard Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$276.9M	150
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

Questions about Howard Wealth Management, LLC's portfolio

What stocks does Howard Wealth Management, LLC own?

Howard Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 150 positions worth $276.9M. The largest are Vanguard Index Fds (VUG) at 7.0%, Vanguard Whitehall Fds (VYM) at 6.7%, Apple Inc (AAPL) at 4.4%, Vanguard Index Fds (VB) at 3.4% and Palantir Technologies Inc (PLTR) at 2.3%.

What did Howard Wealth Management, LLC buy last quarter?

In Q3 2026, Howard Wealth Management, LLC added Janus Detroit Str Tr (JAAA) (+20.8% shares), Fidelity Merrimack Str Tr (FLDR) (+20.8% shares) and Invesco Exch Trd Slf Idx Fd (BSJU) (+6.3% shares), compared with its Q2 2026 filing.

What did Howard Wealth Management, LLC sell last quarter?

In Q3 2026, Howard Wealth Management, LLC cut from its top 50 Vanguard Index Fds (VNQ) and J P Morgan Exchange Traded F (JPST) (-8.8% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $276.9M.