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 WEALTH MANAGEMENT, LLC (CIK 1766286) reported $237.6M across 142 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VYM ($16.7M, 7.02%), VUG ($15.6M, 6.58%), AAPL ($9.0M, 3.79%), VB ($8.3M, 3.51%), VIG ($5.7M, 2.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | $16.7M | 7.02% | 112,660 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $15.6M | 6.58% | 35,794 | Trimmed |
| 3 | AAPL | APPLE INC | $9.0M | 3.79% | 35,465 | Added |
| 4 | VB | VANGUARD INDEX FDS | $8.3M | 3.51% | 31,865 | Added |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $5.7M | 2.41% | 26,607 | Trimmed |
| 6 | BSCR | INVESCO EXCH TRD SLF IDX FD | $5.7M | 2.38% | 288,096 | Added |
| 7 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $5.7M | 2.38% | 289,707 | Added |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | $5.5M | 2.31% | 269,076 | Added |
| 9 | BSCT | INVESCO EXCH TRD SLF IDX FD | $5.3M | 2.23% | 283,986 | Added |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC | $5.0M | 2.10% | 34,140 | Added |
| 11 | VT | VANGUARD INTL EQUITY INDEX F | $4.8M | 2.02% | 34,747 | Trimmed |
| 12 | JPST | J P MORGAN EXCHANGE TRADED F | $4.5M | 1.89% | 88,858 | Trimmed |
| 13 | VOO | VANGUARD INDEX FDS | $4.5M | 1.87% | 7,449 | Added |
| 14 | IVV | ISHARES TR | $4.5M | 1.87% | 6,813 | Added |
| 15 | BSJQ | INVESCO EXCH TRD SLF IDX FD | $4.4M | 1.86% | 191,104 | Added |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $4.3M | 1.82% | 6,646 | Added |
| 17 | BSCU | INVESCO EXCH TRD SLF IDX FD | $4.3M | 1.79% | 254,823 | Added |
| 18 | BSJR | INVESCO EXCH TRD SLF IDX FD | $4.2M | 1.76% | 186,901 | Added |
| 19 | BSJS | INVESCO EXCH TRD SLF IDX FD | $4.0M | 1.69% | 184,719 | Added |
| 20 | BSJT | INVESCO EXCH TRD SLF IDX FD | $3.9M | 1.64% | 185,057 | Added |
| 21 | VEU | VANGUARD INTL EQUITY INDEX F | $3.8M | 1.61% | 50,913 | Added |
| 22 | BSJU | INVESCO EXCH TRD SLF IDX FD | $3.7M | 1.55% | 143,898 | Added |
| 23 | IVW | ISHARES TR | $3.5M | 1.47% | 30,918 | Trimmed |
| 24 | GOOGL | ALPHABET INC | $3.2M | 1.36% | 11,208 | Added |
| 25 | BND | VANGUARD BD INDEX FDS | $3.2M | 1.34% | 43,369 | Added |
Source: SEC Form 13F filings · as of 2026-03-31