Institutional Manager · CIK 0001766286
HOWARD WEALTH MANAGEMENT, LLC
Madison, CT · File #028-19748
Latest AUM
$229.0M
Positions
134
Top-10 Concentration
44.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025134 pos · $229.0M
- 13F HOLDINGS REPORTQ/E Sep 2025131 pos · $217.5M
- 13F HOLDINGS REPORTQ/E Jun 2025121 pos · $197.9M
- 13F HOLDINGS REPORTQ/E Mar 2025115 pos · $179.4M
- 13F HOLDINGS REPORTQ/E Dec 2024116 pos · $184.8M
- 13F HOLDINGS REPORTQ/E Sep 2024112 pos · $171.8M
- 13F HOLDINGS REPORTQ/E Jun 202493 pos · $126.8M
- 13F HOLDINGS REPORTQ/E Mar 2024104 pos · $123.0M
- 13F HOLDINGS REPORTQ/E Dec 202395 pos · $108.5M
- 13F HOLDINGS REPORTQ/E Sep 2023102 pos · $115.3M
- 13F HOLDINGS REPORTQ/E Jun 2023108 pos · $119.9M
- 13F HOLDINGS REPORTQ/E Mar 2023111 pos · $121.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908736 | 35,930 | $17.5M | 9.29% |
| 2 | VANGUARD WHITEHALL FDS | 921946406 | 111,875 | $16.1M | 8.51% |
| 3 | APPLE INC | AAPL | 32,341 | $8.8M | 4.66% |
| 4 | VANGUARD INDEX FDS | 922908751 | 31,862 | $8.2M | 4.36% |
| 5 | VANGUARD SPECIALIZED FUNDS | 921908844 | 27,091 | $6.0M | 3.16% |
| 6 | PALANTIR TECHNOLOGIES INC | PLTR | 32,263 | $5.7M | 3.04% |
| 7 | INVESCO EXCH TRD SLF IDX FD | IVZ | 278,438 | $5.5M | 2.91% |
| 8 | INVESCO EXCH TRD SLF IDX FD | IVZ | 280,717 | $5.5M | 2.91% |
| 9 | INVESCO EXCH TRD SLF IDX FD | IVZ | 260,467 | $5.4M | 2.85% |
| 10 | INVESCO EXCH TRD SLF IDX FD | IVZ | 275,437 | $5.2M | 2.75% |
| 11 | VANGUARD INTL EQUITY INDEX F | 922042742 | 35,781 | $5.0M | 2.68% |
| 12 | VANGUARD INDEX FDS | 922908363 | 7,315 | $4.6M | 2.43% |
| 13 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 89,114 | $4.5M | 2.39% |
| 14 | SPDR S&P 500 ETF TR | SPY | 6,511 | $4.4M | 2.35% |
| 15 | ISHARES TR | 464287200 | 6,111 | $4.2M | 2.22% |
| 16 | INVESCO EXCH TRD SLF IDX FD | IVZ | 178,097 | $4.2M | 2.20% |
| 17 | INVESCO EXCH TRD SLF IDX FD | IVZ | 239,796 | $4.1M | 2.15% |
| 18 | INVESCO EXCH TRD SLF IDX FD | IVZ | 173,063 | $3.9M | 2.08% |
| 19 | ISHARES TR | 464287309 | 31,199 | $3.8M | 2.04% |
| 20 | INVESCO EXCH TRD SLF IDX FD | IVZ | 171,482 | $3.8M | 2.00% |