Howard Wealth Management, LLC 13F Holdings · Q2 2026
Howard Wealth Management, LLC reported 156 securities worth $270.45M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VYM (7.00%), VUG (6.84%), AAPL (3.96%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | $18.9M | 7.00% | 119,863 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $18.5M | 6.84% | 214,780 | Added |
| 3 | AAPL | APPLE INC | $10.7M | 3.96% | 36,980 | Added |
| 4 | VB | VANGUARD INDEX FDS | $10.0M | 3.68% | 32,826 | Added |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $6.2M | 2.29% | 26,188 | Trimmed |
| 6 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $5.9M | 2.20% | 304,444 | Added |
| 7 | BSCR | INVESCO EXCH TRD SLF IDX FD | $5.9M | 2.19% | 302,354 | Added |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | $5.8M | 2.13% | 283,380 | Added |
| 9 | BSCT | INVESCO EXCH TRD SLF IDX FD | $5.6M | 2.06% | 300,074 | Added |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | $5.3M | 1.98% | 34,061 | Trimmed |
| 11 | FLDR | FIDELITY MERRIMACK STR TR | $5.1M | 1.89% | 102,249 | Added |
| 12 | JAAA | JANUS DETROIT STR TR | $5.1M | 1.87% | 100,177 | Added |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $5.0M | 1.86% | 6,735 | Added |
| 14 | IVV | ISHARES TR | $5.0M | 1.85% | 6,672 | Trimmed |
| 15 | VOO | VANGUARD INDEX FDS | $5.0M | 1.84% | 7,229 | Trimmed |
| 16 | BSJQ | INVESCO EXCH TRD SLF IDX FD | $4.9M | 1.79% | 211,404 | Added |
| 17 | VEU | VANGUARD INTL EQUITY INDEX F | $4.8M | 1.79% | 57,874 | Added |
| 18 | BSJR | INVESCO EXCH TRD SLF IDX FD | $4.7M | 1.73% | 209,291 | Added |
| 19 | AMD | ADVANCED MICRO DEVICES INC | $4.7M | 1.72% | 8,025 | Trimmed |
| 20 | BSCU | INVESCO EXCH TRD SLF IDX FD | $4.6M | 1.71% | 277,058 | Added |
| 21 | BSJS | INVESCO EXCH TRD SLF IDX FD | $4.5M | 1.68% | 208,429 | Added |
| 22 | BSJT | INVESCO EXCH TRD SLF IDX FD | $4.4M | 1.62% | 207,945 | Added |
| 23 | BSJU | INVESCO EXCH TRD SLF IDX FD | $4.2M | 1.54% | 160,988 | Added |
| 24 | JPST | J P MORGAN EXCHANGE TRADED F | $4.1M | 1.51% | 80,736 | Trimmed |
| 25 | IVW | ISHARES TR | $4.0M | 1.50% | 29,406 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR