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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 VYM, VUG, AAPL, VB, VIG, and represent 23.77% of Howard Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VUG (+$15M), JAAA, FLDR, VYM, VGT, INTC, VEU, BSJS, BSJR, BSJT.
Started 14 new stock positions in VEA, WDC, BBH, VBIL, TXN, BOND, IBM, MTZ, SNDK, JMHI. XBI, VTEB, INTC, GE.
Reduced shares in these 10 stocks: JPST, BND, BIZD, IVW, ABBV, VOO, GOOGL, VT, IVV, VTI.
Howard Wealth Management was a net buyer of stock by $30M.
Howard Wealth Management has $271M in assets under management (AUM), dropping by 13.84%.
Central Index Key (CIK): 0001766286

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Portfolio Holdings for Howard Wealth Management

Howard Wealth Management holds 156 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Whitehall Fds High Div Yld (VYM)	7.0	$19M	+6%	120k	158.03	View chart
Vanguard Index Fds Growth Etf (VUG)	6.8	$19M	+500%	215k	86.14	View chart
Apple (AAPL)	4.0	$11M	+4%	37k	289.37	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.7	$10M	+3%	33k	303.12	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.3	$6.2M		26k	236.62	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	2.2	$5.9M	+5%	304k	19.52	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	2.2	$5.9M	+4%	302k	19.61	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	2.1	$5.8M	+5%	283k	20.36	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	2.1	$5.6M	+5%	300k	18.57	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.0	$5.3M		34k	156.95	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	1.9	$5.1M	+63%	102k	50.11	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.9	$5.1M	+69%	100k	50.49	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.9	$5.0M		6.7k	746.84	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$5.0M	-2%	6.7k	748.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$5.0M	-2%	7.2k	686.84	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	1.8	$4.9M	+10%	211k	22.95	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.8	$4.8M	+13%	58k	83.75	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	1.7	$4.7M	+11%	209k	22.35	View chart
Advanced Micro Devices (AMD)	1.7	$4.7M		8.0k	580.91	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	1.7	$4.6M	+8%	277k	16.64	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	1.7	$4.5M	+12%	208k	21.75	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	1.6	$4.4M	+12%	208k	21.13	View chart
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU)	1.5	$4.2M	+11%	161k	25.81	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.5	$4.1M	-9%	81k	50.57	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.5	$4.0M	-4%	29k	137.53	View chart
Palantir Technologies Cl A (PLTR)	1.5	$4.0M		34k	116.67	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$3.9M	-3%	11k	357.37	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$3.3M		15k	217.93	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$3.0M	+6%	35k	85.49	View chart
Amazon (AMZN)	1.1	$2.9M		12k	238.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.1	$2.9M	-9%	39k	73.41	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$2.8M		7.9k	353.33	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	1.0	$2.7M	+4%	105k	25.61	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$2.6M		3.6k	736.55	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.9	$2.5M	+3%	103k	24.31	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.9	$2.5M	-3%	7.2k	343.92	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.9	$2.5M		23k	107.82	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$2.4M	-3%	6.5k	370.09	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.7	$1.8M		36k	50.39	View chart
Ishares Tr Global 100 Etf (IOO)	0.6	$1.6M		12k	136.60	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.6	$1.6M		90k	17.84	View chart
Vanguard World Health Car Etf (VHT)	0.6	$1.6M		5.3k	299.04	View chart
Microsoft Corporation (MSFT)	0.6	$1.6M	+2%	4.2k	373.11	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$1.5M		27k	56.48	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.6	$1.5M	-2%	6.2k	242.45	View chart
Costco Wholesale Corporation (COST)	0.5	$1.4M		1.5k	935.78	View chart
NVIDIA Corporation (NVDA)	0.5	$1.4M		7.1k	200.09	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.4M		4.3k	327.40	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.5	$1.4M	-3%	5.7k	246.22	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$1.4M		14k	96.43	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.5	$1.3M		19k	67.79	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.5	$1.3M	-2%	8.3k	152.19	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.5	$1.3M	+4%	50k	25.03	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.5	$1.2M	-15%	97k	12.66	View chart
Visa Com Cl A (V)	0.4	$1.1M	-3%	3.2k	343.19	View chart
Spdr Series Trust St Str P500val (SPYV)	0.4	$1.1M	-2%	18k	60.79	View chart
Tesla Motors (TSLA)	0.4	$1.1M		2.5k	420.60	View chart
Meta Platforms Cl A (META)	0.4	$1.0M		1.8k	563.31	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$991k	+669%	8.3k	119.53	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.4	$975k		13k	75.77	View chart
Mastercard Incorporated Cl A (MA)	0.4	$961k		1.9k	513.60	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.4	$956k	+3%	10k	93.53	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$941k		3.1k	300.53	View chart
Johnson & Johnson (JNJ)	0.3	$913k	+4%	3.6k	253.98	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$908k	-4%	30k	30.49	View chart
Vanguard World Financials Etf (VFH)	0.3	$864k	-2%	6.6k	131.61	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$800k		10k	77.11	View chart
Eli Lilly & Co. (LLY)	0.3	$769k		641.00	1200.05	View chart
Home Depot (HD)	0.3	$735k	-3%	2.1k	352.82	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$707k		1.4k	522.70	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.3	$707k		6.9k	103.22	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.3	$695k	+3%	38k	18.43	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$663k		6.4k	103.88	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$659k		13k	51.85	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$659k	+5%	13k	52.60	View chart
Wisdomtree Tr Glob Ex Us Qu Fd (DNL)	0.2	$641k		14k	46.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$634k	+290%	5.1k	124.18	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.2	$622k	-7%	28k	21.92	View chart
Global X Fds S&p 500 Covered (XYLD)	0.2	$612k	+4%	15k	40.79	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.2	$608k	+3%	26k	23.64	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.2	$607k	+3%	26k	23.44	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.2	$606k	+3%	26k	23.55	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.2	$605k	+3%	26k	23.03	View chart
Exxon Mobil Corporation (XOM)	0.2	$595k	+3%	4.4k	136.73	View chart
Intel Corporation (INTC)	0.2	$592k	NEW	4.2k	139.63	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$590k	+293%	7.3k	80.58	View chart
Netflix (NFLX)	0.2	$586k		8.2k	71.40	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$539k	-2%	3.6k	148.34	View chart
Merck & Co (MRK)	0.2	$526k	+6%	4.1k	128.52	View chart
Cintas Corporation (CTAS)	0.2	$510k		3.0k	170.08	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$503k	+3%	12k	42.41	View chart
Public Service Enterprise (PEG)	0.2	$501k		6.2k	81.16	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$496k	+7%	6.0k	82.66	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.2	$483k	+9%	19k	25.07	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$452k	-6%	5.0k	90.80	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$450k	+7%	9.0k	49.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$435k		1.2k	368.38	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.2	$411k		5.6k	73.21	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$395k		963.00	409.62	View chart
Allegheny Technologies Incorporated (ATI)	0.1	$391k	-4%	2.0k	197.10	View chart
Amphenol Corp Cl A (APH)	0.1	$388k	-11%	2.2k	176.37	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$336k		21k	16.39	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$336k	+23%	7.3k	46.05	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$333k		666.00	500.39	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$327k	-3%	4.3k	75.78	View chart
Caterpillar (CAT)	0.1	$324k		304.00	1066.70	View chart
Duke Energy Corp Com New (DUK)	0.1	$321k	+4%	2.5k	126.62	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$319k	+5%	13k	25.17	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$315k	+5%	6.2k	50.58	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$313k		3.0k	104.49	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$303k	+6%	6.0k	50.66	View chart
McDonald's Corporation (MCD)	0.1	$303k		1.1k	270.49	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.1	$303k	+5%	13k	23.44	View chart
Automatic Data Processing (ADP)	0.1	$300k		1.3k	223.95	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$294k		2.9k	100.83	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$294k	+3%	5.9k	50.15	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$287k	+5%	5.8k	49.55	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.1	$287k	-3%	4.1k	69.51	View chart
International Business Machines (IBM)	0.1	$285k	NEW	1.0k	281.22	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.1	$284k	+5%	5.6k	50.31	View chart
Lockheed Martin Corporation (LMT)	0.1	$280k	-2%	550.00	509.62	View chart
WD-40 Company (WDFC)	0.1	$280k		1.2k	243.64	View chart
Fidelity Covington Trust Pfd Secs Income (FPFD)	0.1	$278k	+4%	13k	21.44	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$276k		4.7k	58.99	View chart
Vanguard World Energy Etf (VDE)	0.1	$274k		1.8k	150.15	View chart
Goldman Sachs Etf Tr Ultr Shor Bd Etf (GSST)	0.1	$272k		5.4k	50.58	View chart
Broadcom (AVGO)	0.1	$268k		710.00	377.75	View chart
Abbvie (ABBV)	0.1	$268k	-36%	1.1k	251.86	View chart
Wal-Mart Stores (WMT)	0.1	$267k		2.4k	113.26	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$265k		1.0k	264.72	View chart
Procter & Gamble Company (PG)	0.1	$258k		1.8k	146.65	View chart
McKesson Corporation (MCK)	0.1	$257k		340.00	755.60	View chart
Ge Aerospace Com New (GE)	0.1	$256k	NEW	684.00	373.89	View chart
Texas Instruments Incorporated (TXN)	0.1	$252k	NEW	845.00	298.07	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$251k		4.4k	57.00	View chart
Sandisk Corp (SNDK)	0.1	$246k	NEW	108.00	2273.73	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$243k	+4%	4.0k	61.47	View chart
Curtiss-Wright (CW)	0.1	$243k		320.00	757.76	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$239k		3.2k	75.51	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$233k		960.00	242.53	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$231k	+5%	2.9k	79.99	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.1	$225k	NEW	3.0k	75.69	View chart
MasTec (MTZ)	0.1	$222k	NEW	534.00	416.06	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$222k	-6%	1.4k	156.32	View chart
Sempra Energy (SRE)	0.1	$218k		2.4k	92.71	View chart
Chevron Corporation (CVX)	0.1	$216k	+5%	1.3k	165.76	View chart
TJX Companies (TJX)	0.1	$215k	+6%	1.4k	151.50	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$215k		11k	20.37	View chart
Invesco Exch Trd Slf Idx Bull 2031 Hi Etf (BSJV)	0.1	$212k		8.1k	26.25	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.1	$209k	NEW	1.3k	158.29	View chart
Western Digital (WDC)	0.1	$208k	NEW	326.00	638.72	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.1	$205k	NEW	1.0k	203.24	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$204k	NEW	2.2k	92.22	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.1	$203k	NEW	4.0k	50.65	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$203k	NEW	4.0k	50.58	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$201k	NEW	2.8k	71.27	View chart

Past Filings by Howard Wealth Management

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

Howard Wealth Management 2026 Q2 filed July 21, 2026
Howard Wealth Management 2026 Q1 filed May 11, 2026
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

View all past filings

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