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CIK: 0001766286
Total reported value
$270.5M
$270.5M
131 檔
20.3%
During the Q3 2025 filing period, Howard Wealth Management, LLC (CIK: 0001766286) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $270.5M across 131 reported positions.
Howard Wealth Management, LLC executed strategic sector rebalancing during Q3 2025, establishing 8 new positions while fully exiting 3 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 7.90% | +0.26% | -2.32% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 7.04% | -0.02% | +2.74% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.83% | +0.17% | -6.41% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 3.71% | +0.17% | -1.73% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.78% | -0.12% | +0.49% | |
| 6 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.72% | -0.62% | -1.14% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.32% | -0.04% | +0.52% | |
| 8 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.32% | -0.18% | +4.69% | |
| 9 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.29% | -0.19% | +3.61% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.29% | -0.38% | -14.41% | |
| 11 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.24% | -0.18% | +3.75% | |
| 12 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 2.19% | — | -1.50% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.06% | -0.03% | +0.61% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.01% | +0.04% | +0.02% | |
| 15 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.84% | -0.17% | +5.11% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.78% | +0.03% | -4.27% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | -0.02% | +0.51% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 1.43% | -0.27% | +1.41% | |
| 19 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 1.34% | -0.07% | +25.53% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.27% | -0.04% | -5.53% | |
| 21 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 1.26% | -0.03% | +21.25% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.25% | +0.18% | +22.83% | |
| 23 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 1.21% | -0.01% | +22.08% | |
| 24 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 1.16% | — | +0.44% | |
| 25 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 1.15% | -0.02% | +25.74% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-Other | 1.14% | -0.02% | -3.71% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.10% | -0.02% | -1.02% | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.03% | +0.03% | +6.87% | |
| 29 | VRP | Invesco Variable Rate Prefer | ETF-Other | 1.01% | -0.07% | +9.24% | |
| 30 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.00% | +0.02% | +0.64% | |
| 31 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.98% | -0.09% | +10.47% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | -0.02% | -0.51% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | +0.07% | -0.47% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | — | -1.07% | |
| 35 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 0.88% | +0.57% | +93.13% | |
| 36 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.84% | +0.62% | +105.29% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.06% | -1.50% | |
| 38 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 0.79% | -0.17% | +13.39% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | +0.07% | -0.16% | |
| 40 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 0.75% | -0.06% | +2.77% | |
| 41 | IOO | Ishares Global 100 ETF | ETF-Other | 0.71% | -0.01% | +0.84% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.68% | -0.07% | +13.72% | |
| 43 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.68% | -0.02% | +28.07% | |
| 44 | VHT | Vanguard Health Care ETF | ETF-Other | 0.67% | -0.03% | -0.14% | |
| 45 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.65% | -0.03% | -0.06% | |
| 46 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.63% | -0.08% | — | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.07% | -0.60% | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.60% | +1.03% | — | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.60% | -0.03% | +1.00% | |
| 50 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.60% | +0.01% | -1.09% |
According to official SEC Form 13F filings, Howard Wealth Management, LLC reported a total U.S. public equity portfolio value of $270.5M across 131 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, VYM, AAPL) accounted for 20.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
FLDR
市值: $1.9M
Top Position Liquidated / Trimmed
CRM
前期市值: $514.6K
During Q3 2025, Howard Wealth Management, LLC's top holdings by market value included VUG (7.9%)、VYM (7.0%)、AAPL (3.8%). The largest single position, VUG, represented 7.9% of total portfolio value.
In Q3 2025, Howard Wealth Management, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 19 positions, trimming 20 holdings, and fully liquidating 3 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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