HOWARD WEALTH MANAGEMENT, LLC

CIK 0001766286 · MADISON, CT · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source

HOWARD WEALTH MANAGEMENT, LLC reported 156 positions worth $270.5M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: VYM (7.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$270.5M
2026 Q2
Positions
156
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
34.3%
Est. Net Flow (Q)
2026 Q2
10 / 156 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VYMVANGUARD WHITEHALL FDSSH$18.9M7.00%119,863
2VUGVANGUARD INDEX FDSSH$18.5M6.84%214,780
3AAPLAPPLE INCSH$10.7M3.96%36,980
4VBVANGUARD INDEX FDSSH$10.0M3.68%32,826
5VIGVANGUARD SPECIALIZED FUNDSSH$6.2M2.29%26,188
6BSCQINVESCO EXCH TRD SLF IDX FDSH$5.9M2.20%304,444
7BSCRINVESCO EXCH TRD SLF IDX FDSH$5.9M2.19%302,354
8BSCSINVESCO EXCH TRD SLF IDX FDSH$5.8M2.13%283,380
9BSCTINVESCO EXCH TRD SLF IDX FDSH$5.6M2.06%300,074
10VTVANGUARD INTL EQUITY INDEX FSH$5.3M1.98%34,061

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does HOWARD WEALTH MANAGEMENT, LLC hold as of Q2 2026?

HOWARD WEALTH MANAGEMENT, LLC reported 156 positions worth $270.5M in its Q2 2026 13F filing. Largest positions: VYM (7.0%), VUG (6.8%), AAPL (4.0%), VB (3.7%) and VIG (2.3%).

What did HOWARD WEALTH MANAGEMENT, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did HOWARD WEALTH MANAGEMENT, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.