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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 23.31% of Howard Wealth Management's stock portfolio.
Added to shares of these 10 stocks: GOOGL, QQQ, COST, AMZN, AAPL, FLDR, ONEQ, JAAA, NVDA, GOOG.
Started 12 new stock positions in GLD, CTAS, CVX, ONEQ, CW, JPIE, MCK, CAT, ADP, AVGO. BRK.B, FDN.
Reduced shares in these 10 stocks: IBM, PFFV, , GE, SPYV, VT, VIG, VV, VUG, VTI.
Sold out of its positions in GE, PFFV, IBM, XLF.
Howard Wealth Management was a net buyer of stock by $15M.
Howard Wealth Management has $238M in assets under management (AUM), dropping by 3.74%.
Central Index Key (CIK): 0001766286

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Portfolio Holdings for Howard Wealth Management

Howard Wealth Management holds 142 positions in its portfolio as reported in the March 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	$17M		113k	148.10	View chart
Vanguard Index Fds Growth Etf (VUG)	6.6	$16M		36k	436.80	View chart
Apple (AAPL)	3.8	$9.0M	+9%	36k	253.80	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.5	$8.3M		32k	261.93	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.4	$5.7M		27k	215.06	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	2.4	$5.7M	+3%	290k	19.53	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	2.4	$5.7M	+3%	288k	19.62	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	2.3	$5.5M	+3%	269k	20.42	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	2.2	$5.3M	+3%	284k	18.66	View chart
Palantir Technologies Cl A (PLTR)	2.1	$5.0M	+5%	34k	146.28	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.0	$4.8M	-2%	35k	138.32	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.9	$4.5M		89k	50.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$4.5M		7.4k	597.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$4.5M	+11%	6.8k	653.29	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	1.9	$4.4M	+7%	191k	23.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.8	$4.3M	+2%	6.6k	650.35	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	1.8	$4.3M	+6%	255k	16.72	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	1.8	$4.2M	+7%	187k	22.37	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	1.7	$4.0M	+7%	185k	21.68	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	1.6	$3.9M	+7%	185k	21.04	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.6	$3.8M	+9%	51k	75.10	View chart
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU)	1.5	$3.7M	+8%	144k	25.59	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.5	$3.5M		31k	113.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$3.2M	+45%	11k	287.57	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.3	$3.2M	+3%	43k	73.64	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	1.3	$3.1M	+23%	63k	50.05	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.3	$3.0M	+24%	59k	50.37	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$2.9M		15k	196.20	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	1.1	$2.6M	+3%	101k	25.48	View chart
Amazon (AMZN)	1.1	$2.6M	+46%	12k	208.27	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$2.5M	+3%	33k	77.11	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	1.0	$2.4M		99k	23.98	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$2.3M	+33%	7.9k	286.86	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.9	$2.2M	-3%	7.5k	298.85	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$2.2M	-2%	6.8k	320.82	View chart
Spdr Series Trust State Street Spd (CWB)	0.9	$2.1M		23k	91.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$2.1M	+76%	3.6k	577.30	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.7	$1.6M		36k	45.65	View chart
Advanced Micro Devices (AMD)	0.7	$1.6M		8.0k	203.43	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.7	$1.6M	+2%	88k	17.54	View chart
Costco Wholesale Corporation (COST)	0.6	$1.5M	+135%	1.5k	996.74	View chart
Microsoft Corporation (MSFT)	0.6	$1.5M	+22%	4.1k	370.20	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$1.5M	-2%	26k	56.68	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.6	$1.5M	+2%	115k	12.80	View chart
Vanguard World Health Car Etf (VHT)	0.6	$1.5M	-2%	5.4k	272.36	View chart
Ishares Tr Global 100 Etf (IOO)	0.6	$1.5M	-3%	12k	120.98	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.6	$1.4M	-2%	6.4k	218.78	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$1.3M		14k	88.70	View chart
Spdr Series Trust State Street Spd (SDY)	0.5	$1.2M	-3%	8.6k	145.94	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.2M	+27%	4.2k	294.18	View chart
NVIDIA Corporation (NVDA)	0.5	$1.2M	+87%	7.0k	174.41	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.5	$1.2M		5.9k	205.81	View chart
Spdr Series Trust State Street Spd (SJNK)	0.5	$1.2M	+3%	48k	24.98	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.5	$1.1M		19k	58.05	View chart
Spdr Series Trust State Street Spd (SPYV)	0.4	$1.0M	-13%	19k	56.58	View chart
Meta Platforms Cl A (META)	0.4	$1.0M		1.8k	572.42	View chart
Visa Com Cl A (V)	0.4	$1.0M		3.4k	302.27	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$946k	-3%	31k	30.32	View chart
Tesla Motors (TSLA)	0.4	$941k		2.5k	371.75	View chart
Mastercard Incorporated Cl A (MA)	0.4	$936k		1.9k	499.66	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.4	$921k	+5%	9.9k	93.28	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.4	$897k		13k	69.71	View chart
Johnson & Johnson (JNJ)	0.4	$838k		3.4k	244.50	View chart
Vanguard World Financials Etf (VFH)	0.3	$810k		6.7k	120.81	View chart
Netflix (NFLX)	0.3	$803k	+6%	8.3k	96.15	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$782k	-3%	3.2k	248.00	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$753k	+2%	1.1k	698.24	View chart
Exxon Mobil Corporation (XOM)	0.3	$716k	-4%	4.2k	169.69	View chart
Home Depot (HD)	0.3	$707k	+98%	2.1k	328.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$706k		11k	67.53	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.3	$672k	+15%	31k	21.81	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$660k	-4%	13k	52.64	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$638k	-4%	1.4k	463.26	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.3	$623k	+3%	36k	17.15	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$619k		6.4k	97.13	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$619k	+13%	12k	52.19	View chart
Eli Lilly & Co. (LLY)	0.3	$596k	+2%	647.00	921.11	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.2	$589k	+13%	25k	23.65	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.2	$588k	+13%	25k	23.62	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.2	$586k	+13%	25k	23.40	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.2	$585k	+13%	25k	23.02	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$582k	NEW	6.9k	84.91	View chart
Global X Fds S&p 500 Covered (XYLD)	0.2	$562k		14k	39.13	View chart
Wisdomtree Tr Global Ex Us Qua (DNL)	0.2	$560k		14k	40.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$557k		1.3k	426.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$534k		1.9k	287.26	View chart
Cintas Corporation (CTAS)	0.2	$509k	NEW	3.0k	169.14	View chart
Public Service Enterprise (PEG)	0.2	$508k		6.3k	80.95	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$508k	NEW	1.2k	430.29	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$487k	+13%	12k	42.31	View chart
Merck & Co (MRK)	0.2	$462k		3.8k	120.32	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$462k		3.7k	124.32	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$461k	+19%	5.6k	82.76	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.2	$439k	+20%	18k	25.04	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$421k		5.3k	79.07	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$418k	+29%	8.4k	49.79	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.2	$392k		5.6k	69.89	View chart
Abbvie (ABBV)	0.2	$367k	-2%	1.7k	217.58	View chart
McDonald's Corporation (MCD)	0.1	$348k		1.1k	310.80	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$343k		961.00	356.84	View chart
Lockheed Martin Corporation (LMT)	0.1	$342k		565.00	604.68	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$338k		21k	16.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$324k	NEW	675.00	479.20	View chart
Duke Energy Corp Com New (DUK)	0.1	$319k		2.4k	130.95	View chart
Amphenol Corp Cl A (APH)	0.1	$315k	-7%	2.5k	126.37	View chart
Vanguard World Energy Etf (VDE)	0.1	$315k		1.8k	173.13	View chart
Allegheny Technologies Incorporated (ATI)	0.1	$303k		2.1k	145.46	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$300k		4.5k	67.22	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$298k	+7%	5.9k	50.62	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$297k	+20%	12k	24.79	View chart
Wal-Mart Stores (WMT)	0.1	$295k		2.4k	124.28	View chart
McKesson Corporation (MCK)	0.1	$294k	NEW	340.00	865.36	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$289k	+7%	2.9k	100.58	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$285k	-4%	12k	23.32	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$283k	+10%	5.6k	50.12	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$282k	+11%	3.2k	88.16	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$281k	+7%	5.6k	49.99	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.1	$277k	+6%	5.5k	50.55	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$276k		4.3k	64.36	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$274k	+4%	4.6k	59.55	View chart
Automatic Data Processing (ADP)	0.1	$272k	NEW	1.3k	203.18	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$272k		3.0k	90.57	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$272k	NEW	5.9k	46.07	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$271k	-6%	5.5k	49.51	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.1	$268k	+6%	5.3k	50.19	View chart
Fidelity Covington Trust Pfd Secs Income (FPFD)	0.1	$266k	+20%	12k	21.47	View chart
Chevron Corporation (CVX)	0.1	$255k	NEW	1.2k	206.90	View chart
Procter & Gamble Company (PG)	0.1	$255k		1.8k	144.44	View chart
WD-40 Company (WDFC)	0.1	$235k	-6%	1.2k	203.94	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$234k	NEW	1.0k	234.03	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$230k		4.4k	52.30	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$229k	-3%	1.5k	151.46	View chart
Sempra Energy (SRE)	0.1	$228k	-2%	2.4k	97.17	View chart
Broadcom (AVGO)	0.1	$220k	NEW	710.00	309.51	View chart
Caterpillar (CAT)	0.1	$219k	NEW	309.00	709.55	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$219k	-9%	11k	20.41	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$218k	-12%	2.7k	79.56	View chart
Curtiss-Wright (CW)	0.1	$218k	NEW	320.00	681.12	View chart
TJX Companies (TJX)	0.1	$213k		1.3k	159.70	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$210k	+2%	3.8k	55.53	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSJV)	0.1	$210k		8.1k	26.00	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$205k		960.00	213.75	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 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
Howard Wealth Management 2022 Q2 filed Aug. 9, 2022

View all past filings

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