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CIK: 0001766286
Total reported value
$270.5M
$270.5M
134 檔
20.9%
The Q4 2025 SEC filing reveals that Howard Wealth Management, LLC held a total portfolio value of $270.5M, covering 134 public equity positions.
In Q4 2025, Howard Wealth Management, LLC displayed an active expansion posture, initiating 9 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 7.65% | +0.26% | +0.22% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 7.01% | -0.02% | +2.94% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.84% | +0.17% | -1.09% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 3.59% | +0.17% | +0.42% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.60% | -0.12% | -3.46% | |
| 6 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.50% | -0.62% | -0.54% | |
| 7 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.40% | -0.19% | +10.11% | |
| 8 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.40% | -0.18% | +8.78% | |
| 9 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.34% | -0.18% | +9.96% | |
| 10 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 2.27% | -0.17% | +29.42% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.20% | -0.04% | -2.37% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.00% | -0.03% | +0.18% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.97% | -0.38% | -9.20% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.94% | +0.04% | -0.58% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.83% | -0.02% | +25.20% | |
| 16 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 1.82% | -0.07% | +42.56% | |
| 17 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 1.77% | -0.08% | +196.29% | |
| 18 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 1.71% | -0.03% | +43.51% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.68% | +0.03% | -2.84% | |
| 20 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 1.65% | -0.01% | +43.72% | |
| 21 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 1.62% | -0.02% | +47.75% | |
| 22 | BSJU | Invesco Bulletshares 2030 Hy | ETF-Other | 1.52% | -0.01% | +242.89% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.49% | +0.18% | +21.08% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 1.36% | -0.27% | +0.43% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 1.25% | -0.04% | +1.29% | |
| 26 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 1.11% | +0.57% | +33.32% | |
| 27 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.08% | -0.09% | +16.62% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-Other | 1.06% | -0.02% | -3.68% | |
| 29 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.05% | +0.62% | +32.95% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.05% | +0.07% | -2.35% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.04% | +0.03% | +3.34% | |
| 32 | VRP | Invesco Variable Rate Prefer | ETF-Other | 1.04% | -0.07% | +9.58% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.02% | -0.02% | -4.66% | |
| 34 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.92% | +0.02% | -1.95% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | — | -3.05% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | +0.07% | -12.79% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.75% | +1.03% | +0.12% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | -0.06% | -1.84% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.70% | -0.02% | +4.65% | |
| 40 | VHT | Vanguard Health Care ETF | ETF-Other | 0.69% | -0.03% | -1.80% | |
| 41 | IOO | Ishares Global 100 ETF | ETF-Other | 0.69% | -0.01% | -2.67% | |
| 42 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 0.69% | -0.17% | -2.06% | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.67% | -0.07% | +3.58% | |
| 44 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 0.67% | -0.06% | -5.57% | |
| 45 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.62% | -0.03% | -3.00% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.55% | -0.03% | +0.70% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | +0.09% | +0.15% | |
| 48 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.54% | +0.01% | -3.57% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.54% | -0.06% | -3.71% | |
| 50 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.53% | -0.03% | -1.69% |
According to official SEC Form 13F filings, Howard Wealth Management, LLC reported a total U.S. public equity portfolio value of $270.5M across 134 disclosed positions in Q4 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, AAPL) accounted for 20.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
BSMU
市值: $587.8K
Top Position Liquidated / Trimmed
BSCP
前期市值: $4.8M
During Q4 2025, Howard Wealth Management, LLC's top holdings by market value included VUG (7.7%)、VYM (7.0%)、AAPL (3.8%). The largest single position, VUG, represented 7.7% of total portfolio value.
In Q4 2025, Howard Wealth Management, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 25 positions, trimming 10 holdings, and fully liquidating 6 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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