Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HOWARD FINANCIAL SERVICES, LTD. (CIK 1768130) reported $888.0M across 221 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QUAL ($96.5M, 10.86%), SCHD ($59.7M, 6.72%), VIG ($43.1M, 4.86%), RSP ($36.9M, 4.16%), SPGP ($36.7M, 4.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | $96.5M | 10.86% | 502,864 | Trimmed |
| 2 | SCHD | SCHWAB STRATEGIC TR | $59.7M | 6.72% | 1.9M | Trimmed |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $43.1M | 4.86% | 200,635 | Added |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | $36.9M | 4.16% | 192,311 | Added |
| 5 | SPGP | INVESCO EXCHANGE TRADED FD T | $36.7M | 4.13% | 340,836 | Added |
| 6 | GTO | INVESCO ACTIVELY MANAGED EXC | $36.0M | 4.05% | 768,519 | Added |
| 7 | AAPL | APPLE INC | $34.9M | 3.93% | 137,531 | Added |
| 8 | HTRB | HARTFORD FDS EXCHANGE TRADED | $33.3M | 3.75% | 988,036 | Added |
| 9 | DGRW | WISDOMTREE TR | $33.0M | 3.71% | 375,339 | Added |
| 10 | PTRB | PGIM ETF TR | $32.4M | 3.64% | 779,785 | Added |
| 11 | IQLT | ISHARES TR | $22.0M | 2.48% | 476,503 | Added |
| 12 | TOTL | SSGA ACTIVE ETF TR | $21.3M | 2.40% | 536,169 | Added |
| 13 | SCHG | SCHWAB STRATEGIC TR | $20.8M | 2.34% | 712,988 | Added |
| 14 | FNDF | SCHWAB STRATEGIC TR | $20.3M | 2.29% | 414,982 | Added |
| 15 | RDVY | FIRST TR EXCHANGE TRADED FD | $19.7M | 2.22% | 288,104 | Added |
| 16 | ANGL | VANECK ETF TRUST | $19.2M | 2.16% | 669,176 | Added |
| 17 | SJNK | SPDR SERIES TRUST | $18.6M | 2.09% | 744,257 | Trimmed |
| 18 | VIGI | VANGUARD WHITEHALL FDS | $16.5M | 1.86% | 186,482 | Added |
| 19 | SPY | SPDR S&P 500 ETF TR | $15.4M | 1.74% | 23,719 | Trimmed |
| 20 | NVDA | NVIDIA CORPORATION | $14.5M | 1.64% | 83,351 | Added |
| 21 | XSOE | WISDOMTREE TR | $13.5M | 1.52% | 336,833 | Added |
| 22 | JPST | J P MORGAN EXCHANGE TRADED F | $11.2M | 1.26% | 220,612 | Added |
| 23 | MOAT | VANECK ETF TRUST | $10.4M | 1.17% | 107,093 | Added |
| 24 | QQQ | INVESCO QQQ TR | $10.1M | 1.14% | 17,471 | Added |
| 25 | MSFT | MICROSOFT CORP | $9.5M | 1.07% | 25,725 | Added |
Source: SEC Form 13F filings · as of 2026-03-31