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CIK: 0001768130
Total reported value
$1.0B
$1.0B
223 檔
27.2%
During the Q1 2026 filing period, Howard Financial Services, LTD. (CIK: 0001768130) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 223 reported positions.
In Q1 2026, Howard Financial Services, LTD. displayed an active expansion posture, initiating 30 new positions and adding to 110 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 223 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 10.86% | +0.39% | -0.96% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.72% | -0.53% | -0.52% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.86% | -0.12% | +2.46% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.16% | -0.18% | +0.35% | |
| 5 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 4.13% | -0.13% | +1.59% | |
| 6 | GTO | Invesco Total Return Bond Et | ETF-Other | 4.05% | -0.31% | +3.69% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.93% | +0.08% | +5.55% | |
| 8 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 3.75% | -0.33% | +6.61% | |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 3.71% | +0.10% | +7.49% | |
| 10 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 3.64% | -0.40% | +6.38% | |
| 11 | IQLT | Ishares Msci International Q | ETF-Other | 2.48% | +0.08% | +6.47% | |
| 12 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 2.40% | -0.46% | +1.91% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.34% | +0.42% | +9.93% | |
| 14 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.29% | +0.09% | +6.01% | |
| 15 | RDVY | First Trust Rising Dividend | ETF-Other | 2.22% | +0.21% | +18.36% | |
| 16 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 2.16% | -0.14% | +8.71% | |
| 17 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 2.09% | -0.42% | -11.39% | |
| 18 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.86% | -0.02% | +6.87% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.74% | +0.03% | -3.37% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.64% | — | +6.46% | |
| 21 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.52% | +0.31% | +9.87% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.26% | -0.50% | +26.31% | |
| 23 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.17% | -0.16% | +26.60% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.14% | +0.08% | +0.33% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | -0.13% | +12.31% | |
| 26 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.91% | -0.03% | -14.33% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.06% | +4.02% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | +0.11% | +11.32% | |
| 29 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.76% | +0.21% | +132.27% | |
| 30 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.71% | -0.10% | -1.90% | |
| 31 | SBR | Sabine Royalty Trust | Stock-Other | 0.57% | -0.07% | +0.10% | |
| 32 | EPD | Enterprise Products Partners | Stock-Energy | 0.57% | -0.06% | +12.06% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.13% | +5.81% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.04% | +4.28% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.15% | +36.49% | |
| 36 | ET | Energy Transfer LP | Stock-Energy | 0.43% | -0.05% | +4.77% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | +0.01% | -7.52% | |
| 38 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 0.39% | -0.03% | -5.88% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.09% | -0.83% | |
| 40 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.34% | -0.02% | +0.64% | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.30% | -0.01% | -0.16% | |
| 42 | MPLX | Mplx LP | Stock-Energy | 0.29% | -0.02% | +1.88% | |
| 43 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.29% | -0.04% | -4.27% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.28% | -0.03% | -0.65% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.27% | -0.06% | -0.46% | |
| 46 | UAMY | United States Antimony CORP | Stock-Other | 0.24% | -0.20% | — | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.24% | -0.01% | +10.66% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | +0.01% | +14.71% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.24% | +0.07% | +19.80% | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.23% | -0.04% | +1.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +0.5% | -0.52% | Trim |
| 2 | VPLS | Vanguard Core-plus Bond ETF | +0.4% | +132.27% | Add |
| 3 | RDVY | First Trust Rising Dividend | +0.2% | +18.36% | Add |
| 4 | JPST | Jpmorgan Ultra-short Income | +0.2% | +26.31% | Add |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.2% | +6.01% | Add |
| 6 | MOAT | Vaneck Morningstar Wide Moat | +0.2% | +26.60% | Add |
| 7 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | +0.1% | +9.87% | Add |
| 8 | EPD | Enterprise Products Partners | +0.1% | +12.06% | Add |
| 9 | IQLT | Ishares Msci International Q | +0.1% | +6.47% | Add |
| 10 | XOM | Exxon Mobil CORP | +0.1% | -0.83% | Trim |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | +36.49% | Add |
| 12 | TPL | Texas Pacific Land CORP | +0.1% | +0.62% | Add |
| 13 | ET | Energy Transfer LP | +0.1% | +4.77% | Add |
| 14 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +7.49% | Add |
| 15 | JNJ | Johnson & Johnson | +0.1% | +36.99% | Add |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +19.80% | Add |
| 17 | HTRB | Hartford Ttl Rtrn Bnd ETF | +0.1% | +6.61% | Add |
| 18 | ANGL | Vaneck Fallen Angel High Yld | +0.1% | +8.71% | Add |
| 19 | WMT | Walmart Inc | +0.1% | +24.19% | Add |
| 20 | PTRB | Pgim Total Return Bond ETF | 0% | +6.38% | Add |
| 21 | CVX | Chevron CORP | 0% | +17.92% | Add |
| 22 | SMH | Vaneck Semiconductor ETF | 0% | +107.72% | Add |
| 23 | COP | Conocophillips | 0% | +58.88% | Add |
| 24 | RTX | Rtx CORP | 0% | +117.66% | Add |
| 25 | META | Meta Platforms Inc-class A | 0% | +48.65% | Add |
| 26 | COST | Costco Wholesale CORP | 0% | +21.08% | Add |
| 27 | OKE | Oneok Inc | 0% | +12.34% | Add |
| 28 | KO | Coca-cola Co/the | 0% | +44.72% | Add |
| 29 | NEE | Nextera Energy Inc | 0% | +53.09% | Add |
| 30 | VNOM | Viper Energy Inc-cl A | 0% | +0.23% | Add |
| 31 | BAC | Bank Of America CORP | 0% | +71.02% | Add |
| 32 | IJH | Ishares Core S&p Midcap ETF | 0% | +41.49% | Add |
| 33 | DMLP | Dorchester Minerals LP | 0% | +1.34% | Add |
| 34 | PPA | Invesco Aerospace & Defense | 0% | +83.99% | Add |
| 35 | SBR | Sabine Royalty Trust | 0% | +0.10% | Add |
| 36 | WFC | Wells Fargo & Co | 0% | +85.38% | Add |
| 37 | BSM | Black Stone Minerals LP | 0% | +0.18% | Add |
| 38 | MU | Micron Technology Inc | 0% | +6.32% | Add |
| 39 | CAVA | Cava Group Inc | 0% | — | Unchanged |
| 40 | MPLX | Mplx LP | 0% | +1.88% | Add |
| 41 | MRK | Merck & Co. Inc. | 0% | +8.53% | Add |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +10.66% | Add |
| 43 | V | Visa Inc-class A Shares | 0% | +49.49% | Add |
| 44 | PEP | Pepsico Inc | 0% | -0.46% | Trim |
| 45 | GEV | GE Vernova Inc | 0% | -12.61% | Trim |
| 46 | ABBV | Abbvie Inc | 0% | +28.72% | Add |
| 47 | TDAY | USA Today Co Inc | 0% | — | Unchanged |
| 48 | NOC | Northrop Grumman CORP | 0% | +2.36% | Add |
| 49 | CAT | Caterpillar Inc | 0% | +13.26% | Add |
| 50 | MSOX | Advisorshare Msos Dly Lvr-us | 0% | +300.00% | Add |
According to official SEC Form 13F filings, Howard Financial Services, LTD. reported a total U.S. public equity portfolio value of $1.0B across 223 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QUAL, SCHD, VIG) accounted for 27.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
UAMY
市值: $2.2M
Top Position Liquidated / Trimmed
CADE
前期市值: $1.1M
During Q1 2026, Howard Financial Services, LTD.'s top holdings by market value included QUAL (10.9%)、SCHD (6.7%)、VIG (4.9%). The largest single position, QUAL, represented 10.9% of total portfolio value.
In Q1 2026, Howard Financial Services, LTD. made 185 total portfolio adjustments, initiating 30 new buys, adding to 110 positions, trimming 33 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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