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Howard Wealth Management

Latest statistics and disclosures from Howard Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, VYM, AAPL, VB, VIG, and represent 24.69% of Howard Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BSCU, BSJU, BSJQ, BSJT, BSJR, BSCT, BSJS, IVV, NFLX, FLDR.
Started 9 new stock positions in FPFD, JMUB, ATI, TJX, IWD, EVSM, BSJV, BSCV, BSMU.
Reduced shares in these 10 stocks: BSCP, BSJP, V, JPST, COST, BRK.B, BSMP, GOOG, , DNL.
Sold out of its positions in BRK.B, BSMP, BSJP, BSCP, ORCL, VZ.
Howard Wealth Management was a net buyer of stock by $8.4M.
Howard Wealth Management has $229M in assets under management (AUM), dropping by 5.27%.
Central Index Key (CIK): 0001766286

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Portfolio Holdings for Howard Wealth Management

Howard Wealth Management holds 134 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	7.7	$18M		36k	487.87	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	7.0	$16M	+2%	112k	143.52	View chart
Apple (AAPL)	3.8	$8.8M		32k	271.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.6	$8.2M		32k	257.96	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.6	$6.0M	-3%	27k	219.79	View chart
Palantir Technologies Cl A (PLTR)	2.5	$5.7M		32k	177.75	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	2.4	$5.5M	+10%	278k	19.74	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	2.4	$5.5M	+8%	281k	19.57	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	2.3	$5.4M	+9%	261k	20.60	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	2.3	$5.2M	+29%	275k	18.84	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.2	$5.0M	-2%	36k	141.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.0	$4.6M		7.3k	627.15	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.0	$4.5M	-9%	89k	50.59	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.9	$4.4M		6.5k	681.94	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$4.2M	+25%	6.1k	685.03	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	1.8	$4.2M	+42%	178k	23.34	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	1.8	$4.1M	+196%	240k	16.92	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	1.7	$3.9M	+43%	173k	22.61	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.7	$3.8M	-2%	31k	123.26	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	1.6	$3.8M	+43%	172k	22.00	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	1.6	$3.7M	+47%	172k	21.51	View chart
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU)	1.5	$3.5M	+242%	133k	26.11	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.5	$3.4M	+21%	46k	73.56	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.4	$3.1M		42k	74.07	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$2.9M		15k	190.99	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	1.1	$2.5M	+33%	51k	50.23	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	1.1	$2.5M	+16%	97k	25.48	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.1	$2.4M	-3%	7.7k	314.80	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.1	$2.4M	+32%	48k	50.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$2.4M	-2%	7.7k	313.01	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.0	$2.4M	+3%	32k	75.44	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	1.0	$2.4M	+9%	98k	24.33	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$2.3M	-4%	6.9k	335.31	View chart
Spdr Series Trust State Street Spd (CWB)	0.9	$2.1M		24k	89.20	View chart
Amazon (AMZN)	0.9	$1.9M	-3%	8.4k	230.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$1.9M	-12%	5.9k	313.85	View chart
Advanced Micro Devices (AMD)	0.8	$1.7M		8.0k	214.16	View chart
Microsoft Corporation (MSFT)	0.7	$1.6M		3.4k	483.72	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.7	$1.6M	+4%	36k	44.41	View chart
Vanguard World Health Car Etf (VHT)	0.7	$1.6M		5.5k	287.87	View chart
Ishares Tr Global 100 Etf (IOO)	0.7	$1.6M	-2%	13k	126.68	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.7	$1.6M	-2%	112k	14.18	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$1.5M	+3%	27k	57.24	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.7	$1.5M	-5%	86k	17.66	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.6	$1.4M	-3%	6.6k	214.71	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$1.3M		14k	88.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.3M		2.0k	614.44	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.5	$1.2M	-3%	6.0k	209.15	View chart
Spdr Series Trust State Street Spd (SDY)	0.5	$1.2M	-3%	8.8k	139.17	View chart
Spdr Series Trust State Street Spd (SPYV)	0.5	$1.2M		21k	56.81	View chart
Meta Platforms Cl A (META)	0.5	$1.2M		1.8k	660.38	View chart
Visa Com Cl A (V)	0.5	$1.2M	-44%	3.4k	350.71	View chart
Spdr Series Trust State Street Spd (SJNK)	0.5	$1.2M	-5%	46k	25.32	View chart
Tesla Motors (TSLA)	0.5	$1.1M		2.5k	449.72	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.5	$1.1M		19k	56.93	View chart
Mastercard Incorporated Cl A (MA)	0.5	$1.1M	-3%	1.9k	570.88	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.1M	-9%	3.3k	322.24	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$1000k	-7%	32k	30.96	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.4	$891k	+3%	9.4k	94.83	View chart
Vanguard World Financials Etf (VFH)	0.4	$889k		6.7k	133.50	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.4	$869k		13k	66.52	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$805k		3.3k	246.18	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$791k	-2%	1.0k	754.34	View chart
Netflix (NFLX)	0.3	$732k	+898%	7.8k	93.76	View chart
Johnson & Johnson (JNJ)	0.3	$708k		3.4k	206.98	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$701k	+3%	11k	66.00	View chart
NVIDIA Corporation (NVDA)	0.3	$696k		3.7k	186.52	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$691k	-9%	1.4k	480.89	View chart
Eli Lilly & Co. (LLY)	0.3	$680k		632.00	1075.53	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$623k		1.3k	473.64	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.3	$623k	+2%	35k	17.67	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$620k	-15%	13k	47.02	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$612k		6.4k	96.03	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.3	$588k	NEW	27k	22.02	View chart
Global X Fds S&p 500 Covered (XYLD)	0.3	$586k		14k	40.63	View chart
Wisdomtree Tr Global Ex Us Qua (DNL)	0.2	$572k	-28%	14k	41.22	View chart
Costco Wholesale Corporation (COST)	0.2	$564k	-41%	653.00	862.88	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$545k	+16%	10k	52.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$543k		1.9k	290.23	View chart
Exxon Mobil Corporation (XOM)	0.2	$535k	-5%	4.4k	120.35	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.2	$518k	+58%	22k	23.15	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.2	$518k	+41%	22k	23.50	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.2	$518k	+41%	22k	23.67	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.2	$517k	+41%	22k	23.64	View chart
Public Service Enterprise (PEG)	0.2	$504k		6.3k	80.30	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$447k	+6%	3.7k	120.20	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$438k	-3%	5.3k	82.51	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$436k	+21%	10k	42.87	View chart
Merck & Co (MRK)	0.2	$411k	-7%	3.9k	105.27	View chart
Abbvie (ABBV)	0.2	$396k	-2%	1.7k	228.61	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$390k	+20%	4.7k	83.77	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.2	$386k		5.6k	68.76	View chart
Home Depot (HD)	0.2	$373k		1.1k	344.23	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.2	$366k	+15%	15k	25.10	View chart
Amphenol Corp Cl A (APH)	0.2	$364k		2.7k	135.15	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$362k		969.00	373.81	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$342k	NEW	21k	16.70	View chart
McDonald's Corporation (MCD)	0.1	$342k		1.1k	305.79	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$324k	+45%	6.5k	49.84	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$304k	+20%	13k	23.67	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$298k		4.5k	66.80	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$292k	+26%	5.9k	49.59	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$289k		3.0k	96.32	View chart
Duke Energy Corp Com New (DUK)	0.1	$285k		2.4k	117.22	View chart
Lockheed Martin Corporation (LMT)	0.1	$279k		576.00	483.83	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$277k	+30%	5.5k	50.58	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$275k		4.2k	65.02	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$269k	+19%	2.7k	100.37	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$265k	NEW	5.3k	50.50	View chart
Wal-Mart Stores (WMT)	0.1	$265k		2.4k	111.41	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$263k	+7%	4.4k	59.93	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.1	$259k	+23%	5.1k	50.47	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$257k	+16%	5.1k	50.25	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.1	$253k	NEW	5.0k	50.38	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$253k	+3%	3.1k	80.65	View chart
Procter & Gamble Company (PG)	0.1	$252k	-9%	1.8k	143.38	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$249k	-17%	12k	21.00	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$248k	+20%	10k	24.87	View chart
WD-40 Company (WDFC)	0.1	$241k		1.2k	196.90	View chart
International Business Machines (IBM)	0.1	$241k		812.00	296.36	View chart
Allegheny Technologies Incorporated (ATI)	0.1	$239k	NEW	2.1k	114.76	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$233k		4.4k	53.06	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$233k	+2%	2.9k	81.17	View chart
Vanguard World Energy Etf (VDE)	0.1	$227k		1.8k	125.98	View chart
Global X Fds Rate Preferred (PFFV)	0.1	$226k	-20%	10k	22.22	View chart
Fidelity Covington Trust Pfd Secs Income (FPFD)	0.1	$225k	NEW	10k	21.80	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$223k		1.6k	141.21	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSJV)	0.1	$215k	NEW	8.1k	26.70	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$214k	+4%	3.7k	58.13	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$212k	-3%	3.9k	54.77	View chart
Sempra Energy (SRE)	0.1	$212k		2.4k	88.29	View chart
Ge Aerospace Com New (GE)	0.1	$211k		683.00	308.24	View chart
TJX Companies (TJX)	0.1	$205k	NEW	1.3k	153.61	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$202k	NEW	960.00	210.41	View chart

Past Filings by Howard Wealth Management

SEC 13F filings are viewable for Howard Wealth Management going back to 2019

Howard Wealth Management 2025 Q4 filed Jan. 29, 2026
Howard Wealth Management 2025 Q3 filed Nov. 3, 2025
Howard Wealth Management 2025 Q2 filed Aug. 11, 2025
Howard Wealth Management 2025 Q1 filed May 13, 2025
Howard Wealth Management 2024 Q4 filed Jan. 30, 2025
Howard Wealth Management 2024 Q3 filed Nov. 8, 2024
Howard Wealth Management 2024 Q2 filed Aug. 2, 2024
Howard Wealth Management 2024 Q1 filed May 6, 2024
Howard Wealth Management 2023 Q4 filed Feb. 7, 2024
Howard Wealth Management 2023 Q3 filed Nov. 1, 2023
Howard Wealth Management 2023 Q2 filed Aug. 1, 2023
Howard Wealth Management 2023 Q1 filed May 4, 2023
Howard Wealth Management 2022 Q4 filed Jan. 26, 2023
Howard Wealth Management 2022 Q3 filed Nov. 1, 2022
Howard Wealth Management 2022 Q2 filed Aug. 9, 2022
Howard Wealth Management 2022 Q1 filed April 20, 2022

View all past filings

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