StockDriftsStockDriftsTop 50 Howard Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 7.01% | 215.3K | $19.4M | +0.23%(+500) | $33.82(+161.73%) | 2026-09-30 | |
| VYM | VANGUARD WHITEHALL FDS | 6.71% | 119.8K | $18.6M | -0.09%(-109) | $102.26(+59.53%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.44% | 36.9K | $12.3M | -0.29%(-106) | $124.69(+178.38%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 3.42% | 33.3K | $9.5M | +1.53%(+503) | $173.02(+67.90%) | 2026-09-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.31% | 34.2K | $6.4M | +0.00%(+0) | $31.57(+529.40%) | 2026-09-30 | |
| FLDR | FIDELITY MERRIMACK STR TR | 2.22% | 123.5K | $6.1M | +20.79%(+21.26K) | $50.07(-0.03%) | 2026-09-30 | |
| JAAA | JANUS DETROIT STR TR | 2.21% | 121.1K | $6.1M | +20.85%(+20.88K) | $50.58(+0.10%) | 2026-09-30 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 2.2% | 312.2K | $6.1M | +3.25%(+9.81K) | $19.52(+0.16%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.17% | 25.7K | $6.0M | -1.75%(-458) | $125.08(+95.75%) | 2026-09-30 | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 2.15% | 304.8K | $5.9M | +0.10%(+315) | $19.41(+0.50%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.47% | +53.95% | +7.78% | +45.46% |
| Top 20 Holdings Unweighted | +14.45% | +49.92% | +6.75% | +38.64% |
Howard Wealth Management LLC reports $276.86M in US-listed equity holdings across 150 positions in its most recent 13F filing. Its largest disclosed positions are VUG (7.0%), VYM (6.7%) and AAPL (4.4%). The top 20 holdings account for 53.49% of reported assets. Its disclosed equity book has returned +53.95% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Howard Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
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