StockDriftsStockDriftsTop 50 Howard Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | 7% | 119.9K | $18.9M | +6.39%(+7.20K) | $102.26(+62.60%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 6.84% | 214.8K | $18.5M | +0.01%(+16) | $33.69(+164.69%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.96% | 37.0K | $10.7M | +4.27%(+1.51K) | $124.69(+144.92%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 3.68% | 32.8K | $10.0M | +3.02%(+961) | $171.17(+80.20%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.29% | 26.2K | $6.2M | -1.57%(-419) | $125.08(+95.92%) | 2026-06-30 | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 2.2% | 304.4K | $5.9M | +5.09%(+14.74K) | $19.41(+0.76%) | 2026-06-30 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 2.19% | 302.4K | $5.9M | +4.95%(+14.26K) | $19.52(+0.63%) | 2026-06-30 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 2.13% | 283.4K | $5.8M | +5.32%(+14.30K) | $20.31(+0.43%) | 2026-06-30 | |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 2.06% | 300.1K | $5.6M | +5.67%(+16.09K) | $18.58(+0.04%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 1.98% | 34.1K | $5.3M | -1.97%(-686) | $81.07(+98.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.06% | +48.41% | +7.39% | +42.84% |
| Top 20 Holdings Unweighted | +13.01% | +44.32% | +6.46% | +36.73% |
Howard Wealth Management LLC reports $270.45M in US-listed equity holdings across 156 positions in its most recent 13F filing. Its largest disclosed positions are VYM (7.0%), VUG (6.8%) and AAPL (4.0%). The top 20 holdings account for 52.38% of reported assets. Its disclosed equity book has returned +48.41% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Howard Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1766286). View Howard Wealth Management LLC’s 13F filings on SEC