Institutions / Howard Financial Services, Ltd.
Howard Financial Services, Ltd.
CIK 1768130 · Institution · as of Dec 31, 2025
Portfolio value
$855.15M
Positions
205
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 205 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares MSCI UAE ETF | $100.85M | 11.8% |
| Schwab Strategic Tr | $53.64M | 6.3% |
| Vanguard Specialized Funds | $43.04M | 5.0% |
| Invesco Exchange Traded Fd T | $38.20M | 4.5% |
| Invesco Exchange Traded Fd T | $36.71M | 4.3% |
| Apple Inc. | $35.42M | 4.1% |
| Invesco Actively Managed Exc | $35.14M | 4.1% |
| Hartford Fds Exchange Traded | $31.65M | 3.7% |
| WisdomTree Tr | $31.23M | 3.7% |
| PGIM ETF Tr | $30.82M | 3.6% |
| SPDR Series Trust | $21.27M | 2.5% |
| Ssga Active ETF Tr | $21.18M | 2.5% |
| Schwab Strategic Tr | $21.16M | 2.5% |
| iShares Tr | $20.34M | 2.4% |
| VanEck ETF Trust | $18.08M | 2.1% |
| Schwab Strategic Tr | $17.70M | 2.1% |
| First Tr Exchange Traded Fd | $16.91M | 2.0% |
| SPDR S&P 500 ETF Tr | $16.74M | 2.0% |
| Vanguard Whitehall Fds | $15.96M | 1.9% |
| NVIDIA Corp | $14.60M | 1.7% |
| WisdomTree Tr | $11.96M | 1.4% |
| Microsoft Corp | $11.08M | 1.3% |
| Invesco Qqq Tr | $10.70M | 1.3% |
| Pacer Fds Tr | $9.33M | 1.1% |
| J P Morgan Exchange Traded F | $8.84M | 1.0% |
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.