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Howard Wealth Management, Llc

Portfolio Manager
Howard Wealth Management, Llc
Performance
-3.38% (2026 Q1)
AUM (13F)
$237.57M
# of Holdings
142
Performance Rank
Allocation (Top 20)
52.92%

Howard Wealth Management, Llc Holdings Map

Top 50 Howard Wealth Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VYM
VANGUARD WHITEHALL FDS
7.02%112.7K$16.7M
+0.70%(+785)
2025-Q1: 104.4K shares2025-Q2: 105.8K shares2025-Q3: 108.7K shares2025-Q4: 111.9K shares2026-Q1: 112.7K shares
$99.09(+60.94%)
2026-03-31
VUG
VANGUARD INDEX FDS
6.58%35.8K$15.6M
-0.38%(-136)
2025-Q1: 36.7K shares2025-Q2: 36.7K shares2025-Q3: 35.9K shares2025-Q4: 35.9K shares2026-Q1: 35.8K shares
$33.69(+153.79%)
2026-03-31
AAPL
APPLE INC
3.79%35.5K$9.0M
+9.66%(+3.12K)
2025-Q1: 35.2K shares2025-Q2: 34.9K shares2025-Q3: 32.7K shares2025-Q4: 32.3K shares2026-Q1: 35.5K shares
$118.57(+160.30%)
2026-03-31
VB
VANGUARD INDEX FDS
3.51%31.9K$8.3M
+0.01%(+3)
2025-Q1: 32.3K shares2025-Q2: 32.3K shares2025-Q3: 31.7K shares2025-Q4: 31.9K shares2026-Q1: 31.9K shares
$167.94(+78.84%)
2026-03-31
VIG
VANGUARD SPECIALIZED FUNDS
2.41%26.6K$5.7M
-1.79%(-484)
2025-Q1: 28.9K shares2025-Q2: 27.9K shares2025-Q3: 28.1K shares2025-Q4: 27.1K shares2026-Q1: 26.6K shares
$125.08(+90.77%)
2026-03-31
BSCQ
INVESCO EXCH TRD SLF IDX FD
2.38%289.7K$5.7M
+3.20%(+8.99K)
2025-Q1: 245.5K shares2025-Q2: 246.5K shares2025-Q3: 258.1K shares2025-Q4: 280.7K shares2026-Q1: 289.7K shares
$19.41(+0.66%)
2026-03-31
BSCR
INVESCO EXCH TRD SLF IDX FD
2.38%288.1K$5.7M
+3.47%(+9.66K)
2025-Q1: 243.8K shares2025-Q2: 244.1K shares2025-Q3: 252.9K shares2025-Q4: 278.4K shares2026-Q1: 288.1K shares
$19.52(+0.55%)
2026-03-31
BSCS
INVESCO EXCH TRD SLF IDX FD
2.31%269.1K$5.5M
+3.31%(+8.61K)
2025-Q1: 227.3K shares2025-Q2: 228.3K shares2025-Q3: 236.9K shares2025-Q4: 260.5K shares2026-Q1: 269.1K shares
$20.31(+0.38%)
2026-03-31
BSCT
INVESCO EXCH TRD SLF IDX FD
2.23%284.0K$5.3M
+3.10%(+8.55K)
2025-Q1: 202.2K shares2025-Q2: 202.5K shares2025-Q3: 212.8K shares2025-Q4: 275.4K shares2026-Q1: 284.0K shares
$18.58(+0.10%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES INC
2.1%34.1K$5.0M
+5.82%(+1.88K)
2025-Q1: 33.2K shares2025-Q2: 32.8K shares2025-Q3: 32.4K shares2025-Q4: 32.3K shares2026-Q1: 34.1K shares
$31.38(+312.06%)
2026-03-31

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