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HOWARD WEALTH MANAGEMENT, LLC

Q2 2026 · 13F-HR

HOWARD WEALTH MANAGEMENT, LLCholdings as filed

Filed 2026-07-21 · accession 0001172661-26-002706

$270.5M
Reported value
156
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
921946406VYMVANGUARD WHITEHALL FDS$18.9M7.00%119,863CommonNONE
922908736VUGVANGUARD INDEX FDS$18.5M6.84%214,780CommonNONE
037833100AAPLAPPLE INC$10.7M3.96%36,980CommonNONE
922908751VBVANGUARD INDEX FDS$10.0M3.68%32,826CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$6.2M2.29%26,188CommonNONE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$5.9M2.20%304,444CommonNONE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$5.9M2.19%302,354CommonNONE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$5.8M2.13%283,380CommonNONE
46138J577BSCTINVESCO EXCH TRD SLF IDX FD$5.6M2.06%300,074CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$5.3M1.98%34,061CommonNONE
316188408FLDRFIDELITY MERRIMACK STR TR$5.1M1.89%102,249CommonNONE
47103U845JAAAJANUS DETROIT STR TR$5.1M1.87%100,177CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$5.0M1.86%6,735CommonNONE
464287200IVVISHARES TR$5.0M1.85%6,672CommonNONE
922908363VOOVANGUARD INDEX FDS$5.0M1.84%7,229CommonNONE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$4.9M1.79%211,404CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$4.8M1.79%57,874CommonNONE
46138J585BSJRINVESCO EXCH TRD SLF IDX FD$4.7M1.73%209,291CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$4.7M1.72%8,025CommonNONE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$4.6M1.71%277,058CommonNONE
46138J452BSJSINVESCO EXCH TRD SLF IDX FD$4.5M1.68%208,429CommonNONE
46138J395BSJTINVESCO EXCH TRD SLF IDX FD$4.4M1.62%207,945CommonNONE
46139W841BSJUINVESCO EXCH TRD SLF IDX FD$4.2M1.54%160,988CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$4.1M1.51%80,736CommonNONE
464287309IVWISHARES TR$4.0M1.50%29,406CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.0M1.48%34,210CommonNONE
02079K305GOOGLALPHABET INC$3.9M1.43%10,834CommonNONE
922908744VTVVANGUARD INDEX FDS$3.3M1.20%14,920CommonNONE
921909768VXUSVANGUARD STAR FDS$3.0M1.09%34,587CommonNONE
023135106AMZNAMAZON COM INC$2.9M1.08%12,279CommonNONE
921937835BNDVANGUARD BD INDEX FDS$2.9M1.07%39,349CommonNONE
02079K107GOOGALPHABET INC$2.8M1.03%7,904CommonNONE
92189F486FLTRVANECK ETF TRUST$2.7M0.99%104,932CommonNONE
46090E103QQQINVESCO QQQ TR$2.6M0.97%3,574CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$2.5M0.93%103,080CommonNONE
922908637VVVANGUARD INDEX FDS$2.5M0.92%7,234CommonNONE
78464A359CWBSPDR SERIES TRUST$2.5M0.91%22,921CommonNONE
922908769VTIVANGUARD INDEX FDS$2.4M0.89%6,492CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$1.8M0.67%35,731CommonNONE
464287572IOOISHARES TR$1.6M0.60%11,967CommonNONE
92189F429PFXFVANECK ETF TRUST$1.6M0.59%89,663CommonNONE
92204A504VHTVANGUARD WORLD FD$1.6M0.59%5,297CommonNONE
594918104MSFTMICROSOFT CORP$1.6M0.58%4,207CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.5M0.56%26,887CommonNONE
464288760ITAISHARES TR$1.5M0.56%6,234CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.4M0.53%1,532CommonNONE
67066G104NVDANVIDIA CORPORATION$1.4M0.53%7,113CommonNONE
46625H100JPMJPMORGAN CHASE & CO$1.4M0.52%4,271CommonNONE
922908652VXFVANGUARD INDEX FDS$1.4M0.52%5,674CommonNONE
922908553VNQVANGUARD INDEX FDS$1.4M0.50%14,056CommonNONE
97717W562EESWISDOMTREE TR$1.3M0.48%19,178CommonNONE
78464A763SDYSPDR SERIES TRUST$1.3M0.47%8,347CommonNONE
78468R408SJNKSPDR SERIES TRUST$1.3M0.46%50,064CommonNONE
92189F411BIZDVANECK ETF TRUST$1.2M0.45%96,570CommonNONE
92826C839VVISA INC$1.1M0.41%3,231CommonNONE
78464A508SPYVSPDR SERIES TRUST$1.1M0.41%18,044CommonNONE
88160R101TSLATESLA INC$1.1M0.39%2,531CommonNONE
30303M102METAMETA PLATFORMS INC$1.0M0.37%1,778CommonNONE
92204A702VGTVANGUARD WORLD FD$991,1230.37%8,292CommonNONE
46137V738PWVINVESCO EXCHANGE TRADED FD T$975,3110.36%12,872CommonNONE
57636Q104MAMASTERCARD INCORPORATED$960,9460.36%1,871CommonNONE
72201R783HYSPIMCO ETF TR$955,4670.35%10,216CommonNONE
464287655IWMISHARES TR$941,2540.35%3,132CommonNONE
478160104JNJJOHNSON & JOHNSON$913,0570.34%3,595CommonNONE
464288687PFFISHARES TR$908,0030.34%29,780CommonNONE
92204A405VFHVANGUARD WORLD FD$864,0520.32%6,565CommonNONE
464287507IJHISHARES TR$800,1180.30%10,376CommonNONE
532457108LLYELI LILLY & CO$769,2320.28%641CommonNONE
437076102HDHOME DEPOT INC$735,2790.27%2,084CommonNONE
78467X109DIASTATE STR SPDR DOW JONES IND$707,2100.26%1,353CommonNONE
315912808ONEQFIDELITY COMWLTH TR$707,1600.26%6,851CommonNONE
37954Y483QYLDGLOBAL X FDS$694,9660.26%37,708CommonNONE
464287465EFAISHARES TR$662,9660.25%6,382CommonNONE
00162Q452AMLPALPS ETF TR$658,9390.24%12,708CommonNONE
72201R866MUNIPIMCO ETF TR$658,4970.24%12,518CommonNONE
97717W844DNLWISDOMTREE TR$640,7010.24%13,874CommonNONE
464287614IWFISHARES TR$633,9340.23%5,105CommonNONE
46138J445BSMUINVESCO EXCH TRD SLF IDX FD$622,2660.23%28,390CommonNONE
37954Y475XYLDGLOBAL X FDS$612,1880.23%15,008CommonNONE
46138J494BSMRINVESCO EXCH TRD SLF IDX FD$608,2570.22%25,730CommonNONE
46138J486BSMSINVESCO EXCH TRD SLF IDX FD$607,2130.22%25,905CommonNONE
46138J510BSMQINVESCO EXCH TRD SLF IDX FD$605,9310.22%25,735CommonNONE
46138J478BSMTINVESCO EXCH TRD SLF IDX FD$604,8140.22%26,262CommonNONE
30231G102XOMEXXON MOBIL CORP$595,1740.22%4,353CommonNONE
458140100INTCINTEL CORP$591,4730.22%4,236CommonNONE
922908629VOVANGUARD INDEX FDS$589,5990.22%7,317CommonNONE
64110L106NFLXNETFLIX INC.$585,9080.22%8,206CommonNONE
464287804IJRISHARES TR$538,7640.20%3,632CommonNONE
58933Y105MRKMERCK & CO INC$525,9240.19%4,092CommonNONE
172908105CTASCINTAS CORP$510,2400.19%3,000CommonNONE
46434V407SHYGISHARES TR$503,0040.19%11,860CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$501,0820.19%6,174CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$495,9670.18%6,000CommonNONE
46090A879VRIGINVESCO ACTIVELY MANAGED EXC$483,0820.18%19,269CommonNONE
78464A805SPTMSPDR SERIES TRUST$451,6250.17%4,974CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$450,0160.17%9,040CommonNONE
78463V107GLDSPDR GOLD TR$434,6880.16%1,180CommonNONE
97717W703DWMWISDOMTREE TR$411,0980.15%5,615CommonNONE
464287622IWBISHARES TR$394,4620.15%963CommonNONE
01741R102ATIATI INC$390,4550.14%1,981CommonNONE
032095101APHAMPHENOL CORP$388,0060.14%2,200CommonNONE
46138J429BSCVINVESCO EXCH TRD SLF IDX FD$336,0560.12%20,510CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$335,5460.12%7,286CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$333,2600.12%666CommonNONE
97717W570EZMWISDOMTREE TR$327,1580.12%4,317CommonNONE
149123101CATCATERPILLAR INC$324,2760.12%304CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$321,1170.12%2,536CommonNONE
35473P868FLMIFRANKLIN TEMPLETON ETF TR$318,9580.12%12,672CommonNONE
46434V878ICSHISHARES TR$315,1830.12%6,231CommonNONE
464288752ITBISHARES TR$312,8500.12%2,994CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$302,9730.11%5,981CommonNONE
580135101MCDMCDONALDS CORP$302,9490.11%1,120CommonNONE
78468R606SPHYSPDR SERIES TRUST$302,6280.11%12,910CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$299,6450.11%1,338CommonNONE
72201R833MINTPIMCO ETF TR$294,2170.11%2,918CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$293,7880.11%5,858CommonNONE
69344A107PULSPGIM ETF TR$287,0440.11%5,793CommonNONE
464289867AORISHARES TR$287,0000.11%4,129CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$285,1560.11%1,014CommonNONE
61774R858EVSMMORGAN STANLEY ETF TRUST$283,6690.10%5,638CommonNONE
539830109LMTLOCKHEED MARTIN CORP$280,2890.10%550CommonNONE
929236107WDFCWD 40 CO$280,1860.10%1,150CommonNONE
316092261FPFDFIDELITY COVINGTON TRUST$278,3590.10%12,986CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$275,5870.10%4,672CommonNONE
92204A306VDEVANGUARD WORLD FD$274,1750.10%1,826CommonNONE
381430230GSSTGOLDMAN SACHS ETF TR$271,7550.10%5,373CommonNONE
11135F101AVGOBROADCOM INC$268,2030.10%710CommonNONE
00287Y109ABBVABBVIE INC$267,9810.10%1,064CommonNONE
931142103WMTWALMART INC$267,1800.10%2,359CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$264,7200.10%1,000CommonNONE
742718109PGPROCTER & GAMBLE CO$257,5130.10%1,756CommonNONE
58155Q103MCKMCKESSON CORP$256,9040.09%340CommonNONE
369604301GEGE AEROSPACE$255,7440.09%684CommonNONE
882508104TXNTEXAS INSTRS INC$251,8690.09%845CommonNONE
97717X701HEDJWISDOMTREE TR$250,5150.09%4,395CommonNONE
80004C200SNDKSANDISK CORP$245,5630.09%108CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$243,3120.09%3,958CommonNONE
231561101CWCURTISS WRIGHT CORP$242,4830.09%320CommonNONE
464285204IAUISHARES GOLD TR$239,2160.09%3,168CommonNONE
464287598IWDISHARES TR$232,8310.09%960CommonNONE
464288513HYGISHARES TR$230,8580.09%2,886CommonNONE
922040845VBILVANGUARD INSTL INDEX FD$225,0150.08%2,973CommonNONE
576323109MTZMASTEC INC$222,1760.08%534CommonNONE
464287168DVYISHARES TR$221,9780.08%1,420CommonNONE
816851109SRESEMPRA$217,8690.08%2,350CommonNONE
166764100CVXCHEVRON CORPORATION$215,9850.08%1,303CommonNONE
872540109TJXTJX COS INC NEW$214,9790.08%1,419CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$214,4920.08%10,529CommonNONE
46139W817BSJVINVESCO EXCH TRD SLF IDX FD$211,7060.08%8,065CommonNONE
78464A870XBISPDR SERIES TRUST$208,6220.08%1,318CommonNONE
958102105WDCWESTERN DIGITAL CORP$208,2230.08%326CommonNONE
92189F726BBHVANECK ETF TRUST$204,4570.08%1,006CommonNONE
72201R775BONDPIMCO ETF TR$203,6300.08%2,208CommonNONE
46654Q799JMHIJ P MORGAN EXCHANGE TRADED F$202,7330.07%4,003CommonNONE
922907746VTEBVANGUARD MUN BD FDS$202,6830.07%4,007CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$201,4000.07%2,826CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.