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HOWARD WEALTH MANAGEMENT, LLC — 13F Holdings & Portfolio

CIK 1766286 · latest 13F-HR filed 2026-07-21

Backtest portfolio

HOWARD WEALTH MANAGEMENT, LLC manages $270.5M in 13F-reported U.S. long-equity assets across 156 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VYM (7.00%), VUG (6.84%), AAPL (3.96%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 14 new positions, exited 0, added to 89, and trimmed 17.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
7 MADISON AVENUE
MADISON, CT 06443
Phone
(203) 421-8339
Filing Manager
HOWARD WEALTH MANAGEMENT, LLC
Madison, CT
Signatory
Justin S. Howard
Managing Member/CCO
Loading holdings…
AUM

$270.5M

Long-equity book

Holdings

156

Distinct positions

Period

2026-06-30

Filed 2026-07-21

Q/Q Activity

+14 / −0 / ↑89 / ↓17

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ADVANCED MICRO DEVICES INC$3.0M +184.9%
  • VANGUARD INDEX FDS$2.9M +18.3%
  • VANGUARD WHITEHALL FDS$2.3M +13.5%
  • JANUS DETROIT STR TR$2.1M +70.1%
  • FIDELITY MERRIMACK STR TR$2.0M +63.8%
Show all 89 →

Top Trims

  • PALANTIR TECHNOLOGIES INC-$1.0M -20.1%
  • J P MORGAN EXCHANGE TRADED F-$414.3K -9.2%
  • VANGUARD BD INDEX FDS-$305.0K -9.6%
  • VANECK ETF TRUST-$247.5K -16.8%
  • NETFLIX INC.-$216.8K -27.0%
Show all 17 →

New Positions

  • INTEL CORP$591.5K
  • INTERNATIONAL BUSINESS MACHS$285.2K
  • GE AEROSPACE$255.7K
  • TEXAS INSTRS INC$251.9K
  • SANDISK CORP$245.6K
Show all 14 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD WHITEHALL FDS VYM 921946406 $18.9M 7.00% 119,863 SH
2 VANGUARD INDEX FDS VUG 922908736 $18.5M 6.84% 214,780 SH
3 APPLE INC AAPL 037833100 $10.7M 3.96% 36,980 SH
4 VANGUARD INDEX FDS VB 922908751 $10.0M 3.68% 32,826 SH
5 VANGUARD SPECIALIZED FUNDS VIG 921908844 $6.2M 2.29% 26,188 SH
6 INVESCO EXCH TRD SLF IDX FD BSCQ 46138J791 $5.9M 2.20% 304,444 SH
7 INVESCO EXCH TRD SLF IDX FD BSCR 46138J783 $5.9M 2.19% 302,354 SH
8 INVESCO EXCH TRD SLF IDX FD BSCS 46138J643 $5.8M 2.13% 283,380 SH
9 INVESCO EXCH TRD SLF IDX FD BSCT 46138J577 $5.6M 2.06% 300,074 SH
10 VANGUARD INTL EQUITY INDEX F VT 922042742 $5.3M 1.98% 34,061 SH
11 FIDELITY MERRIMACK STR TR FLDR 316188408 $5.1M 1.89% 102,249 SH
12 JANUS DETROIT STR TR JAAA 47103U845 $5.1M 1.87% 100,177 SH
13 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $5.0M 1.86% 6,735 SH
14 ISHARES TR IVV 464287200 $5.0M 1.85% 6,672 SH
15 VANGUARD INDEX FDS VOO 922908363 $5.0M 1.84% 7,229 SH
16 INVESCO EXCH TRD SLF IDX FD BSJQ 46138J635 $4.9M 1.79% 211,404 SH
17 VANGUARD INTL EQUITY INDEX F VEU 922042775 $4.8M 1.79% 57,874 SH
18 INVESCO EXCH TRD SLF IDX FD BSJR 46138J585 $4.7M 1.73% 209,291 SH
19 ADVANCED MICRO DEVICES INC AMD 007903107 $4.7M 1.72% 8,025 SH
20 INVESCO EXCH TRD SLF IDX FD BSCU 46138J460 $4.6M 1.71% 277,058 SH
21 INVESCO EXCH TRD SLF IDX FD BSJS 46138J452 $4.5M 1.68% 208,429 SH
22 INVESCO EXCH TRD SLF IDX FD BSJT 46138J395 $4.4M 1.62% 207,945 SH
23 INVESCO EXCH TRD SLF IDX FD BSJU 46139W841 $4.2M 1.54% 160,988 SH
24 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $4.1M 1.51% 80,736 SH
25 ISHARES TR IVW 464287309 $4.0M 1.50% 29,406 SH
26 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $4.0M 1.48% 34,210 SH
27 ALPHABET INC GOOGL 02079K305 $3.9M 1.43% 10,834 SH
28 VANGUARD INDEX FDS VTV 922908744 $3.3M 1.20% 14,920 SH
29 VANGUARD STAR FDS VXUS 921909768 $3.0M 1.09% 34,587 SH
30 AMAZON COM INC AMZN 023135106 $2.9M 1.08% 12,279 SH
31 VANGUARD BD INDEX FDS BND 921937835 $2.9M 1.07% 39,349 SH
32 ALPHABET INC GOOG 02079K107 $2.8M 1.03% 7,904 SH
33 VANECK ETF TRUST FLTR 92189F486 $2.7M 0.99% 104,932 SH
34 INVESCO QQQ TR QQQ 46090E103 $2.6M 0.97% 3,574 SH
35 INVESCO EXCH TRADED FD TR II VRP 46138G870 $2.5M 0.93% 103,080 SH
36 VANGUARD INDEX FDS VV 922908637 $2.5M 0.92% 7,234 SH
37 SPDR SERIES TRUST CWB 78464A359 $2.5M 0.91% 22,921 SH
38 VANGUARD INDEX FDS VTI 922908769 $2.4M 0.89% 6,492 SH
39 SPDR INDEX SHS FDS SPDW 78463X889 $1.8M 0.67% 35,731 SH
40 ISHARES TR IOO 464287572 $1.6M 0.60% 11,967 SH
41 VANECK ETF TRUST PFXF 92189F429 $1.6M 0.59% 89,663 SH
42 VANGUARD WORLD FD VHT 92204A504 $1.6M 0.59% 5,297 SH
43 MICROSOFT CORP MSFT 594918104 $1.6M 0.58% 4,207 SH
44 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $1.5M 0.56% 26,887 SH
45 ISHARES TR ITA 464288760 $1.5M 0.56% 6,234 SH
46 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.4M 0.53% 1,532 SH
47 NVIDIA CORPORATION NVDA 67066G104 $1.4M 0.53% 7,113 SH
48 JPMORGAN CHASE & CO JPM 46625H100 $1.4M 0.52% 4,271 SH
49 VANGUARD INDEX FDS VXF 922908652 $1.4M 0.52% 5,674 SH
50 VANGUARD INDEX FDS VNQ 922908553 $1.4M 0.50% 14,056 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-21 $270.5M 156 0001172661-26-002706
2026-03-31 2026-05-11 $237.6M 142 0001172661-26-001654
2025-12-31 2026-01-29 $229.0M 134 0001172661-26-000394
2025-09-30 2025-11-03 $217.5M 131 0001172661-25-004531