Institutions / Howard Wealth Management, LLC

Howard Wealth Management, LLC

CIK 1766286 · Institution · as of Dec 31, 2025

Portfolio value

$229.00M

Positions

134

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 134 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$17.53M	35,930	7.7%
Vanguard Whitehall Fds	—	$16.06M	111,875	7.0%
Apple Inc.	—	$8.79M	32,341	3.8%
Vanguard Index Fds	—	$8.22M	31,862	3.6%
Vanguard Specialized Funds	—	$5.95M	27,091	2.6%
Palantir Technologies Inc	—	$5.73M	32,263	2.5%
Invesco Exch Trd Slf Idx Fd	—	$5.50M	278,438	2.4%
Invesco Exch Trd Slf Idx Fd	—	$5.50M	280,717	2.4%
Invesco Exch Trd Slf Idx Fd	—	$5.37M	260,467	2.3%
Invesco Exch Trd Slf Idx Fd	—	$5.19M	275,437	2.3%
Vanguard Intl Equity Index F	—	$5.05M	35,781	2.2%
Vanguard Index Fds	—	$4.59M	7,315	2.0%
J P Morgan Exchange Traded F	—	$4.51M	89,114	2.0%
SPDR S&P 500 ETF Tr	—	$4.44M	6,511	1.9%
iShares Tr	—	$4.19M	6,111	1.8%
Invesco Exch Trd Slf Idx Fd	—	$4.16M	178,097	1.8%
Invesco Exch Trd Slf Idx Fd	—	$4.06M	239,796	1.8%
Invesco Exch Trd Slf Idx Fd	—	$3.91M	173,063	1.7%
iShares Tr	—	$3.85M	31,199	1.7%
Invesco Exch Trd Slf Idx Fd	—	$3.77M	171,482	1.6%
Invesco Exch Trd Slf Idx Fd	—	$3.70M	172,090	1.6%
Invesco Exch Trd Slf Idx Fd	—	$3.47M	132,990	1.5%
Vanguard Intl Equity Index F	—	$3.41M	46,315	1.5%
Vanguard Bd Index Fds	—	$3.12M	42,082	1.4%
Vanguard Index Fds	—	$2.87M	15,024	1.3%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.