HOWARD FINANCIAL SERVICES, LTD. — 13F Holdings & Portfolio

CIK 1768130 · latest 13F-HR filed 2026-07-07

HOWARD FINANCIAL SERVICES, LTD. manages $1.00B in 13F-reported U.S. long-equity assets across 269 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are QUAL (11.25%), SCHD (6.19%), VIG (4.74%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 55 new positions, exited 9, added to 130, and trimmed 41.

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
8350 MEADOW ROAD
SUITE 181
DALLAS, TX 75231
Phone
(214) 346-0785
Filing Manager
HOWARD FINANCIAL SERVICES, LTD.
DALLAS, TX
Signatory
John Howard
CCO
Loading holdings…
AUM

$1.00B

Long-equity book

Holdings

269

Distinct positions

Period

2026-06-30

Filed 2026-07-07

Q/Q Activity

+55 / −9 / ↑130 / ↓41

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$16.2M +16.8%
  • SCHWAB STRATEGIC TR$6.9M +33.1%
  • APPLE INC$5.2M +15.0%
  • WISDOMTREE TR$5.1M +15.6%
  • WISDOMTREE TR$4.8M +35.7%
Show all 130

Top Trims

  • J P MORGAN EXCHANGE TRADED F-$3.6M -32.0%
  • SSGA ACTIVE ETF TR-$1.9M -8.8%
  • SPDR SERIES TRUST-$1.8M -9.8%
  • UNITED STATES ANTIMONY CORP-$1.8M -83.0%
  • EXXON MOBIL CORP-$502.2K -14.7%
Show all 41

New Positions

  • TIDAL TRUST II$1.2M
  • ISHARES TR$879.3K
  • FIDELITY COVINGTON TRUST$668.3K
  • INVESCO EXCHANGE TRADED FD T$664.6K
  • FRANKLIN TEMPLETON ETF TR$532.0K
Show all 55

Exited Positions

  • PROSHARES TR$844.0K
  • DIREXION SHS ETF TR$415.5K
  • CIRCLE INTERNET GROUP INC$275.1K
  • VANGUARD INDEX FDS$273.1K
  • CME GROUP INC$250.7K
Show all 9
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 ISHARES TR QUAL 46432F339 $112.7M 11.25% 513,557 SH
2 SCHWAB STRATEGIC TR SCHD 808524797 $61.9M 6.19% 1,953,598 SH
3 VANGUARD SPECIALIZED FUNDS VIG 921908844 $47.5M 4.74% 200,595 SH
4 APPLE INC AAPL 037833100 $40.1M 4.01% 138,692 SH
5 INVESCO EXCHANGE TRADED FD T SPGP 46137V431 $40.1M 4.00% 327,925 SH
6 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $39.9M 3.98% 187,403 SH
7 WISDOMTREE TR DGRW 97717X669 $38.1M 3.81% 398,575 SH
8 INVESCO ACTIVELY MANAGED EXC GTO 46090A804 $37.5M 3.74% 799,598 SH
9 HARTFORD FDS EXCHANGE TRADED HTRB 41653L305 $34.3M 3.42% 1,016,250 SH
10 PGIM ETF TR PAAA 69344A800 $32.4M 3.24% 781,736 SH
11 SCHWAB STRATEGIC TR SCHG 808524300 $27.6M 2.76% 816,706 SH
12 ISHARES TR IQLT 46434V456 $25.6M 2.56% 517,003 SH
13 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $24.3M 2.43% 299,667 SH
14 SCHWAB STRATEGIC TR FNDF 808524755 $23.8M 2.38% 451,265 SH
15 VANECK ETF TRUST ANGL 92189F437 $20.2M 2.02% 690,639 SH
16 SSGA ACTIVE ETF TR TOTL 78467V848 $19.4M 1.94% 492,358 SH
17 VANGUARD WHITEHALL FDS VIGI 921946810 $18.4M 1.84% 197,383 SH
18 WISDOMTREE TR XSOE 97717X578 $18.3M 1.83% 372,715 SH
19 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $17.8M 1.77% 23,788 SH
20 SPDR SERIES TRUST SJNK 78468R408 $16.8M 1.67% 670,023 SH
21 NVIDIA CORPORATION NVDA 67066G104 $16.4M 1.64% 82,044 SH
22 INVESCO QQQ TR QQQ 46090E103 $12.3M 1.22% 16,641 SH
23 VANECK ETF TRUST MOAT 92189F643 $10.2M 1.01% 97,692 SH
24 VANGUARD MALVERN FDS VPLS 922020755 $9.7M 0.97% 125,340 SH
25 MICROSOFT CORP MSFT 594918104 $9.4M 0.94% 25,262 SH
26 PACER FDS TR CALF 69374H857 $8.8M 0.88% 173,595 SH
27 AMAZON COM INC AMZN 023135106 $8.8M 0.88% 36,786 SH
28 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $7.6M 0.76% 15,223 SH
29 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $7.6M 0.76% 150,222 SH
30 BROADCOM INC AVGO 11135F101 $6.9M 0.69% 18,322 SH
31 ALPHABET INC GOOGL 02079K305 $6.3M 0.63% 17,727 SH
32 FIRST TR EXCH TRADED FD III FPE 33739E108 $6.1M 0.61% 341,178 SH
33 ISHARES TR IVV 464287200 $5.5M 0.55% 7,299 SH
34 ENTERPRISE PRODS PARTNERS L EPD 293792107 $5.1M 0.51% 139,438 SH
35 SABINE RTY TR SBR 785688102 $5.0M 0.50% 68,187 SH
36 INTEL CORP INTC 458140100 $4.3M 0.42% 30,459 SH
37 VANGUARD INDEX FDS VTI 922908769 $4.1M 0.41% 11,079 SH
38 ENERGY TRANSFER L P ET 29273V100 $3.9M 0.38% 201,504 SH
39 LATTICE STRATEGIES TR RODM 518416102 $3.6M 0.36% 88,991 SH
40 CHIPOTLE MEXICAN GRILL INC CMG 169656105 $3.2M 0.32% 93,520 SH
41 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $3.1M 0.31% 6,449 SH
42 SCHWAB STRATEGIC TR SCHE 808524706 $2.9M 0.29% 81,218 SH
43 EXXON MOBIL CORP XOM 30231G102 $2.9M 0.29% 21,313 SH
44 MPLX LP MPLX 55336V100 $2.7M 0.27% 48,413 SH
45 GE VERNOVA INC GEV 36828A101 $2.6M 0.26% 2,242 SH
46 MICRON TECHNOLOGY INC MU 595112103 $2.6M 0.26% 2,257 SH
47 SCHWAB STRATEGIC TR SCHF 808524805 $2.5M 0.25% 91,676 SH
48 JPMORGAN CHASE & CO JPM 46625H100 $2.5M 0.25% 7,710 SH
49 FIRST TR EXCHNG TRADED FD VI FIXD 33740F805 $2.5M 0.25% 56,809 SH
50 ISHARES TR IGSB 464288646 $2.3M 0.23% 43,221 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-07 $1.00B 269 0001768130-26-000003
2026-03-31 2026-04-07 $888.0M 223 0001768130-26-000002
2025-12-31 2026-01-12 $855.1M 205 0001768130-26-000001