HOWARD WEALTH MANAGEMENT, LLC
CIK: 0001766286SEC EDGAR →
Portfolio Value
$229.0M
Holdings
134
As of
Q4 2025
New Positions
134
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 35,930 | $17.5M | 7.65% |
| 2 | VANGUARD WHITEHALL FDS | 111,875 | $16.1M | 7.01% |
| 3 | APPLE INC | 32,341 | $8.8M | 3.84% |
| 4 | VANGUARD INDEX FDS | 31,862 | $8.2M | 3.59% |
| 5 | VANGUARD SPECIALIZED FUNDS | 27,091 | $6.0M | 2.60% |
| 6 | PALANTIR TECHNOLOGIES INC | 32,263 | $5.7M | 2.50% |
| 7 | INVESCO EXCH TRD SLF IDX FD | 278,438 | $5.5M | 2.40% |
| 8 | INVESCO EXCH TRD SLF IDX FD | 280,717 | $5.5M | 2.40% |
| 9 | INVESCO EXCH TRD SLF IDX FD | 260,467 | $5.4M | 2.34% |
| 10 | INVESCO EXCH TRD SLF IDX FD | 275,437 | $5.2M | 2.27% |
Quarterly Changes
New Positions (134)
$17.5M · 36K shares
$16.1M · 112K shares
$8.8M · 32K shares
$8.2M · 32K shares
$6.0M · 27K shares
$5.7M · 32K shares
$5.5M · 278K shares
$5.5M · 281K shares
$5.4M · 260K shares
$5.2M · 275K shares
$5.0M · 36K shares
$4.6M · 7K shares
$4.5M · 89K shares
$4.4M · 7K shares
$4.2M · 6K shares
$4.2M · 178K shares
$4.1M · 240K shares
$3.9M · 173K shares
$3.8M · 31K shares
$3.8M · 171K shares
$3.7M · 172K shares
$3.5M · 133K shares
$3.4M · 46K shares
$3.1M · 42K shares
$2.9M · 15K shares
$2.5M · 51K shares
$2.5M · 97K shares
$2.4M · 8K shares
$2.4M · 48K shares
$2.4M · 8K shares
$2.4M · 32K shares
$2.4M · 98K shares
$2.3M · 7K shares
$2.1M · 24K shares
$1.9M · 8K shares
$1.9M · 6K shares
$1.7M · 8K shares
$1.6M · 3K shares
$1.6M · 36K shares
$1.6M · 6K shares
$1.6M · 13K shares
$1.6M · 112K shares
$1.5M · 27K shares
$1.5M · 86K shares
$1.4M · 7K shares
$1.3M · 14K shares
$1.3M · 2K shares
$1.2M · 6K shares
$1.2M · 9K shares
$1.2M · 21K shares
$1.2M · 2K shares
$1.2M · 3K shares
$1.2M · 46K shares
$1.1M · 3K shares
$1.1M · 19K shares
$1.1M · 2K shares
$1.1M · 3K shares
$999K · 32K shares
$890K · 9K shares
$889K · 7K shares
$868K · 13K shares
$805K · 3K shares
$791K · 1K shares
$732K · 8K shares
$708K · 3K shares
$701K · 11K shares
$696K · 4K shares
$690K · 1K shares
$679K · 632 shares
$623K · 1K shares
$622K · 35K shares
$620K · 13K shares
$611K · 6K shares
$587K · 27K shares
$585K · 14K shares
$571K · 14K shares
$563K · 653 shares
$545K · 10K shares
$543K · 2K shares
$534K · 4K shares
$517K · 22K shares
$517K · 22K shares
$517K · 22K shares
$517K · 22K shares
$503K · 6K shares
$446K · 4K shares
$437K · 5K shares
$435K · 10K shares
$410K · 4K shares
$395K · 2K shares
$390K · 5K shares
$386K · 6K shares
$372K · 1K shares
$365K · 15K shares
$364K · 3K shares
$362K · 969 shares
$342K · 21K shares
$341K · 1K shares
$323K · 6K shares
$303K · 13K shares
$297K · 4K shares
$292K · 6K shares
$288K · 3K shares
$284K · 2K shares
$278K · 576 shares
$277K · 5K shares
$275K · 4K shares
$269K · 3K shares
$265K · 5K shares
$264K · 2K shares
$262K · 4K shares
$259K · 5K shares
$256K · 5K shares
$252K · 3K shares
$252K · 5K shares
$251K · 2K shares
$249K · 12K shares
$247K · 10K shares
$241K · 1K shares
$240K · 812 shares
$238K · 2K shares
$233K · 4K shares
$233K · 3K shares
$226K · 10K shares
$226K · 2K shares
$225K · 10K shares
$222K · 2K shares
$214K · 8K shares
$213K · 4K shares
$211K · 2K shares
$211K · 4K shares
$210K · 683 shares
$205K · 1K shares
$201K · 960 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 99 | $190.7M | 83.3% |
| Technology | 7 | $19.2M | 8.4% |
| Communication Services | 4 | $6.2M | 2.7% |
| Consumer Cyclical | 5 | $4.0M | 1.7% |
| Unknown | 5 | $3.4M | 1.5% |
| Healthcare | 4 | $2.2M | 1.0% |
| Consumer Defensive | 3 | $1.1M | 0.5% |
| Utilities | 3 | $998K | 0.4% |
| Energy | 1 | $534K | 0.2% |
| Industrials | 2 | $488K | 0.2% |
| Basic Materials | 1 | $241K | 0.1% |