HOWARD FINANCIAL SERVICES, LTD.
CIK: 1768130SEC EDGAR →
Portfolio Value
$521.7B
Holdings
268
As of
Q2 2026
New Positions
268
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 1,953,598 | $61.9B | 11.87% |
| 2 | WISDOMTREE TR | 398,575 | $38.1B | 7.30% |
| 3 | INVESCO ACTIVELY MANAGED EXC | 799,598 | $37.5B | 7.18% |
| 4 | HARTFORD FDS EXCHANGE TRADED | 1,016,250 | $34.3B | 6.57% |
| 5 | PGIM ETF TR | 781,736 | $32.4B | 6.21% |
| 6 | SCHWAB STRATEGIC TR | 816,706 | $27.6B | 5.30% |
| 7 | ISHARES TR | 517,003 | $25.6B | 4.91% |
| 8 | FIRST TR EXCHANGE TRADED FD | 299,667 | $24.3B | 4.66% |
| 9 | SCHWAB STRATEGIC TR | 451,265 | $23.8B | 4.56% |
| 10 | VANECK ETF TRUST | 690,639 | $20.2B | 3.87% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 111 | $469.1B | 89.9% |
| Energy | 20 | $24.0B | 4.6% |
| Unknown | 15 | $9.3B | 1.8% |
| Consumer Cyclical | 14 | $4.5B | 0.9% |
| Technology | 40 | $2.7B | 0.5% |
| Real Estate | 6 | $2.6B | 0.5% |
| Consumer Defensive | 10 | $2.2B | 0.4% |
| Industrials | 18 | $2.2B | 0.4% |
| Communication Services | 7 | $2.1B | 0.4% |
| Healthcare | 17 | $1.4B | 0.3% |
| Utilities | 5 | $1.2B | 0.2% |
| Basic Materials | 5 | $470.6M | 0.1% |