HOWARD WEALTH MANAGEMENT, LLC

Est. AUM

$237.6M

13F long equity, this entity only

Positions

142

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$16.7M	112660	7.02%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$15.6M	35794	6.58%	SOLE
3	APPLE INC	COM	$9.0M	35465	3.79%	SOLE
4	VANGUARD INDEX FDS	SMALL CP ETF	$8.3M	31865	3.51%	SOLE
5	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.7M	26607	2.41%	SOLE
6	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$5.7M	289707	2.38%	SOLE
7	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$5.7M	288096	2.38%	SOLE
8	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$5.5M	269076	2.31%	SOLE
9	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$5.3M	283986	2.23%	SOLE
10	PALANTIR TECHNOLOGIES INC	CL A	$5.0M	34140	2.10%	SOLE
11	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$4.8M	34747	2.02%	SOLE
12	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$4.5M	88858	1.89%	SOLE
13	ISHARES TR	CORE S&P500 ETF	$4.5M	6813	1.87%	SOLE
14	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.5M	7449	1.87%	SOLE
15	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$4.4M	191104	1.86%	SOLE
16	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.3M	6646	1.82%	SOLE
17	INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$4.3M	254823	1.79%	SOLE
18	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$4.2M	186901	1.76%	SOLE
19	INVESCO EXCH TRD SLF IDX FD	INVSCO 28 HYCORP	$4.0M	184719	1.69%	SOLE
20	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029 HG	$3.9M	185057	1.64%	SOLE
21	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$3.8M	50913	1.61%	SOLE
22	INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2030	$3.7M	143898	1.55%	SOLE
23	ISHARES TR	S&P 500 GRWT ETF	$3.5M	30918	1.47%	SOLE
24	ALPHABET INC	CAP STK CL A	$3.2M	11208	1.36%	SOLE
25	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.2M	43369	1.34%	SOLE
26	FIDELITY MERRIMACK STR TR	LOW DURTIN ETF	$3.1M	62484	1.32%	SOLE
27	JANUS DETROIT STR TR	HENDRSON AAA CL	$3.0M	59045	1.25%	SOLE
28	VANGUARD INDEX FDS	VALUE ETF	$2.9M	15021	1.24%	SOLE
29	VANECK ETF TRUST	IG FLOATING RATE	$2.6M	100864	1.08%	SOLE
30	AMAZON COM INC	COM	$2.6M	12320	1.08%	SOLE
31	VANGUARD STAR FDS	VG TL INTL STK F	$2.5M	32601	1.06%	SOLE
32	INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$2.4M	99417	1.00%	SOLE
33	ALPHABET INC	CAP STK CL C	$2.3M	7916	0.96%	SOLE
34	VANGUARD INDEX FDS	LARGE CAP ETF	$2.2M	7491	0.94%	SOLE
35	VANGUARD INDEX FDS	TOTAL STK MKT	$2.2M	6760	0.91%	SOLE
36	SPDR SERIES TRUST	STATE STREET SPD	$2.1M	23223	0.89%	SOLE
37	INVESCO QQQ TR	UNIT SER 1	$2.1M	3601	0.88%	SOLE
38	SPDR INDEX SHS FDS	STATE STREET SPD	$1.6M	36043	0.69%	SOLE
39	ADVANCED MICRO DEVICES INC	COM	$1.6M	8044	0.69%	SOLE
40	VANECK ETF TRUST	PREFERRED SECURT	$1.6M	88386	0.65%	SOLE
41	COSTCO WHOLESALE CORPORATION	COM	$1.5M	1538	0.65%	SOLE
42	MICROSOFT CORP	COM	$1.5M	4120	0.64%	SOLE
43	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.5M	26377	0.63%	SOLE
44	VANECK ETF TRUST	BDC INCOME ETF	$1.5M	114849	0.62%	SOLE
45	VANGUARD WORLD FD	HEALTH CAR ETF	$1.5M	5383	0.62%	SOLE
46	ISHARES TR	GLOBAL 100 ETF	$1.5M	12076	0.61%	SOLE
47	ISHARES TR	US AER DEF ETF	$1.4M	6409	0.59%	SOLE
48	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.3M	14119	0.53%	SOLE
49	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	8563	0.53%	SOLE
50	JPMORGAN CHASE & CO	COM	$1.2M	4214	0.52%	SOLE

1–50 of 142

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.