13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001766286
Total reported value
$270.5M
$270.5M
121 檔
18.8%
At the close of Q2 2025, Howard Wealth Management, LLC disclosed equity holdings valued at approximately $270.5M, spread across 121 reported holdings.
In Q2 2025, Howard Wealth Management, LLC displayed an active expansion posture, initiating 10 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 8.13% | +0.26% | +0.07% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 7.13% | -0.02% | +1.33% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 3.87% | +0.17% | +0.11% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.62% | +0.17% | -0.89% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.94% | -0.38% | +95.15% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.89% | -0.12% | -3.46% | |
| 7 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 2.44% | — | -0.29% | |
| 8 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.43% | -0.18% | +0.42% | |
| 9 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.42% | -0.19% | +0.11% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.37% | -0.04% | -1.18% | |
| 11 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.36% | -0.18% | +0.44% | |
| 12 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.26% | -0.62% | -1.18% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.08% | -0.03% | +0.50% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.04% | +0.04% | -0.26% | |
| 15 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.91% | -0.17% | +0.16% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.87% | +0.03% | -0.15% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.54% | -0.27% | +0.37% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | -0.02% | -2.72% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.40% | -0.04% | +0.51% | |
| 20 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 1.27% | — | +0.80% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-Other | 1.20% | -0.02% | +1.44% | |
| 22 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 1.17% | -0.07% | +0.26% | |
| 23 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 1.14% | -0.03% | +0.83% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.13% | -0.02% | -1.24% | |
| 25 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 1.09% | -0.01% | -0.53% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.09% | -0.02% | +0.83% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.06% | +0.18% | +6.21% | |
| 28 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 1.01% | -0.02% | -2.65% | |
| 29 | VRP | Invesco Variable Rate Prefer | ETF-Other | 1.01% | -0.07% | +11.51% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.00% | +0.03% | +0.37% | |
| 31 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.00% | +0.02% | +0.85% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | — | -1.30% | |
| 33 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.97% | -0.09% | +18.42% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-Other | 0.95% | -0.06% | -5.11% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.87% | -0.06% | -1.34% | |
| 36 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 0.83% | -0.17% | +27.85% | |
| 37 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 0.77% | -0.06% | -5.38% | |
| 38 | VHT | Vanguard Health Care ETF | ETF-Other | 0.71% | -0.03% | -0.84% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | +0.07% | -0.72% | |
| 40 | IOO | Ishares Global 100 ETF | ETF-Other | 0.70% | -0.01% | -2.18% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.07% | -0.75% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.66% | -0.07% | +16.17% | |
| 43 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.65% | -0.03% | -1.75% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.63% | -0.03% | -1.03% | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.63% | -0.06% | -1.01% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.07% | +0.01% | |
| 47 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.61% | +0.01% | -8.58% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.59% | -0.03% | -1.76% | |
| 49 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.58% | -0.04% | +7.98% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.58% | +1.03% | +1.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +1.3% | +95.15% | Add |
| 2 | PLTR | Palantir Technologies Inc-a | +0.7% | -1.18% | Trim |
| 3 | VUG | Vanguard Growth ETF | +0.6% | +0.07% | Add |
| 4 | FLDR | Fidelity Low Durat Fact ETF | +0.5% | NEW | New buy |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | +0.5% | NEW | New buy |
| 6 | NVDA | Nvidia CORP | +0.1% | +2.25% | Add |
| 7 | VRIG | Invesco Variable Rate Invest | +0.1% | NEW | New buy |
| 8 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -0.15% | Trim |
| 9 | MSFT | Microsoft CORP | +0.1% | -1.34% | Trim |
| 10 | AMD | Advanced Micro Devices | +0.1% | +1.58% | Add |
| 11 | NFLX | Netflix Inc | +0.1% | +0.26% | Add |
| 12 | APH | Amphenol Corp-cl A | +0.1% | NEW | New buy |
| 13 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | NEW | New buy |
| 15 | SPHY | Ss Spdr P High Yield ETF | +0.1% | NEW | New buy |
| 16 | XLF | Ss Financial Select Sector | +0.1% | NEW | New buy |
| 17 | CW | Curtiss-wright CORP | +0.1% | NEW | New buy |
| 18 | MINT | Pimco Enhanced Short Maturit | +0.1% | NEW | New buy |
| 19 | BIZD | Vaneck Bdc Income ETF | +0.1% | +27.85% | Add |
| 20 | META | Meta Platforms Inc-class A | +0.1% | -0.75% | Trim |
| 21 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +6.21% | Add |
| 22 | FLTR | Vaneck Ig Floating Rate ETF | +0.1% | +18.42% | Add |
| 23 | ITA | Ishares U.s. Aerospace & Def | +0.1% | -1.75% | Trim |
| 24 | AMZN | Amazon.com Inc | 0% | -1.30% | Trim |
| 25 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 26 | JPM | Jpmorgan Chase & Co | 0% | -0.88% | Trim |
| 27 | JEPI | Jpmorgan Equity Premium Inco | 0% | +16.17% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.63% | Trim |
| 29 | VGT | Vanguard Info Tech ETF | 0% | -0.83% | Trim |
| 30 | VV | Vanguard Large-cap ETF | 0% | +1.44% | Add |
| 31 | VRP | Invesco Variable Rate Prefer | 0% | +11.51% | Add |
| 32 | GOOG | Alphabet Inc-cl C | 0% | +0.01% | Add |
| 33 | VOO | Vanguard S&p 500 ETF | 0% | +0.50% | Add |
| 34 | VXUS | Vanguard Total Intl Stock | 0% | +0.37% | Add |
| 35 | GOOGL | Alphabet Inc-cl A | 0% | -0.72% | Trim |
| 36 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | 0% | — | Unchanged |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +0.77% | Add |
| 38 | IOO | Ishares Global 100 ETF | — | -2.18% | Trim |
| 39 | VT | Vanguard Tot World Stk ETF | 0% | -1.18% | Trim |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.26% | Trim |
| 41 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.24% | Trim |
| 42 | CWB | Ss Spdr Bb Conv Sec ETF | 0% | +0.85% | Add |
| 43 | IVV | Ishares Core S&p 500 ETF | 0% | -2.72% | Trim |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | EXIT | Sold out |
| 45 | VB | Vanguard Small-cap ETF | -0.1% | +0.11% | Add |
| 46 | CVX | Chevron CORP | -0.1% | EXIT | Sold out |
| 47 | UNH | Unitedhealth Group Inc | -0.1% | EXIT | Sold out |
| 48 | CRM | Salesforce Inc | -0.3% | EXIT | Sold out |
| 49 | VYM | Vanguard High Dvd Yield ETF | -0.4% | +1.33% | Add |
| 50 | AAPL | Apple Inc | -0.7% | -0.89% | Trim |
According to official SEC Form 13F filings, Howard Wealth Management, LLC reported a total U.S. public equity portfolio value of $270.5M across 121 disclosed positions in Q2 2025.
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 VUG, VYM, VB) accounted for 18.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
FLDR
市值: $985.2K
Top Position Liquidated / Trimmed
CRM
前期市值: $514.6K
During Q2 2025, Howard Wealth Management, LLC's top holdings by market value included VUG (8.1%)、VYM (7.1%)、VB (3.9%). The largest single position, VUG, represented 8.1% of total portfolio value.
In Q2 2025, Howard Wealth Management, LLC made 48 total portfolio adjustments, initiating 10 new buys, adding to 18 positions, trimming 16 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.