HOWARD WEALTH MANAGEMENT, LLC
CIK: 0001766286Latest portfolio: $229.0M · Q4 2025
Holdings
134
Total Value
$229.0M
New Positions
134
Closed Positions
0
Top Holdings
View All 134 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 35,930 | $17.5M | 7.65% | NEW | |
| 2 | VYMVANGUARD WHITEHALL FDS | 111,875 | $16.1M | 7.01% | NEW | |
| 3 | AAPLAPPLE INC | 32,341 | $8.8M | 3.84% | NEW | |
| 4 | VBVANGUARD INDEX FDS | 31,862 | $8.2M | 3.59% | NEW | |
| 5 | VIGVANGUARD SPECIALIZED FUNDS | 27,091 | $6.0M | 2.60% | NEW | |
| 6 | PLTRPALANTIR TECHNOLOGIES INC | 32,263 | $5.7M | 2.50% | NEW | |
| 7 | BSCRINVESCO EXCH TRD SLF IDX FD | 278,438 | $5.5M | 2.40% | NEW | |
| 8 | BSCQINVESCO EXCH TRD SLF IDX FD | 280,717 | $5.5M | 2.40% | NEW | |
| 9 | BSCSINVESCO EXCH TRD SLF IDX FD | 260,467 | $5.4M | 2.34% | NEW | |
| 10 | BSCTINVESCO EXCH TRD SLF IDX FD | 275,437 | $5.2M | 2.27% | NEW | |
| 11 | VTVANGUARD INTL EQUITY INDEX F | 35,781 | $5.0M | 2.20% | NEW | |
| 12 | VOOVANGUARD INDEX FDS | 7,315 | $4.6M | 2.00% | NEW | |
| 13 | JPSTJ P MORGAN EXCHANGE TRADED F | 89,114 | $4.5M | 1.97% | NEW | |
| 14 | SPYSPDR S&P 500 ETF TR | 6,511 | $4.4M | 1.94% | NEW | |
| 15 | IVVISHARES TR | 6,111 | $4.2M | 1.83% | NEW | |
| 16 | BSJQINVESCO EXCH TRD SLF IDX FD | 178,097 | $4.2M | 1.81% | NEW | |
| 17 | BSCUINVESCO EXCH TRD SLF IDX FD | 239,796 | $4.1M | 1.77% | NEW | |
| 18 | BSJRINVESCO EXCH TRD SLF IDX FD | 173,063 | $3.9M | 1.71% | NEW | |
| 19 | IVWISHARES TR | 31,199 | $3.8M | 1.68% | NEW | |
| 20 | BSJSINVESCO EXCH TRD SLF IDX FD | 171,482 | $3.8M | 1.65% | NEW | |
| 21 | BSJTINVESCO EXCH TRD SLF IDX FD | 172,090 | $3.7M | 1.62% | NEW | |
| 22 | BSJUINVESCO EXCH TRD SLF IDX FD | 132,990 | $3.5M | 1.52% | NEW | |
| 23 | VEUVANGUARD INTL EQUITY INDEX F | 46,315 | $3.4M | 1.49% | NEW | |
| 24 | BNDVANGUARD BD INDEX FDS | 42,082 | $3.1M | 1.36% | NEW | |
| 25 | VTVVANGUARD INDEX FDS | 15,024 | $2.9M | 1.25% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($8792573417221624.0T)
Consumer Cyclical0.0% ($19471138.4T)
Unknown0.0% ($14151253.2T)
Communication Services0.0% ($240518.6T)
Healthcare0.0% ($708.7T)
Consumer Defensive0.0% ($563.3B)
Utilities0.0% ($503.3B)
Industrials0.0% ($278.2M)
Energy0.0% ($534K)
Basic Materials0.0% ($241K)
Filing History
Fund Information
HOWARD WEALTH MANAGEMENT, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $229.0M across 134 holdings. The largest position is VANGUARD INDEX FDS (VUG), representing 7.7% of the portfolio. Compared to the previous quarter, the fund opened 134 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.