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CIK: 0001766286
Total reported value
$270.5M
$270.5M
142 檔
20.5%
In Q1 2026, Howard Wealth Management, LLC's U.S. equity holdings reached a combined market value of $270.5M, distributed across 142 disclosed stock positions.
In Q1 2026, Howard Wealth Management, LLC displayed an active expansion posture, initiating 12 new positions and adding to 74 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 7.02% | -0.02% | +0.70% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 6.58% | +0.26% | -0.38% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.79% | +0.17% | +9.66% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 3.51% | +0.17% | +0.01% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.41% | -0.12% | -1.79% | |
| 6 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.38% | -0.18% | +3.20% | |
| 7 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.38% | -0.19% | +3.47% | |
| 8 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.31% | -0.18% | +3.31% | |
| 9 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 2.23% | -0.17% | +3.10% | |
| 10 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.10% | -0.62% | +5.82% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.02% | -0.04% | -2.89% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.89% | -0.38% | -0.29% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.87% | -0.03% | +1.83% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.87% | -0.02% | +11.49% | |
| 15 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 1.86% | -0.07% | +7.30% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.82% | +0.04% | +2.07% | |
| 17 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 1.79% | -0.08% | +6.27% | |
| 18 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 1.76% | -0.03% | +8.00% | |
| 19 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 1.69% | -0.01% | +7.72% | |
| 20 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 1.64% | -0.02% | +7.54% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.61% | +0.18% | +9.93% | |
| 22 | BSJU | Invesco Bulletshares 2030 Hy | ETF-Other | 1.55% | -0.01% | +8.20% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.47% | +0.03% | -0.90% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | +0.07% | +45.86% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 1.34% | -0.27% | +3.06% | |
| 26 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 1.32% | +0.57% | +23.33% | |
| 27 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.25% | +0.62% | +24.01% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 1.24% | -0.04% | -0.02% | |
| 29 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.08% | -0.09% | +3.62% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | — | +46.04% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.06% | +0.03% | +3.09% | |
| 32 | VRP | Invesco Variable Rate Prefer | ETF-Other | 1.00% | -0.07% | +1.91% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.96% | +0.07% | +33.27% | |
| 34 | VV | Vanguard Large-cap ETF | ETF-Other | 0.94% | -0.02% | -3.07% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | -0.02% | -2.59% | |
| 36 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.89% | +0.02% | -1.37% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.88% | +0.09% | +76.52% | |
| 38 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.69% | -0.02% | +0.11% | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.69% | +1.03% | — | |
| 40 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 0.65% | -0.06% | +2.40% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.12% | +135.53% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.06% | +22.80% | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.63% | -0.07% | -2.01% | |
| 44 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 0.62% | -0.17% | +2.52% | |
| 45 | VHT | Vanguard Health Care ETF | ETF-Other | 0.62% | -0.03% | -2.57% | |
| 46 | IOO | Ishares Global 100 ETF | ETF-Other | 0.61% | -0.01% | -3.78% | |
| 47 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.59% | -0.03% | -2.81% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.53% | -0.03% | -1.24% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.53% | -0.06% | -3.13% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | — | +27.47% |
According to official SEC Form 13F filings, Howard Wealth Management, LLC reported a total U.S. public equity portfolio value of $270.5M across 142 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 VYM, VUG, AAPL) accounted for 20.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
ONEQ
市值: $581.7K
Top Position Liquidated / Trimmed
IBM
前期市值: $240.6K
During Q1 2026, Howard Wealth Management, LLC's top holdings by market value included VYM (7.0%)、VUG (6.6%)、AAPL (3.8%). The largest single position, VYM, represented 7.0% of total portfolio value.
In Q1 2026, Howard Wealth Management, LLC made 132 total portfolio adjustments, initiating 12 new buys, adding to 74 positions, trimming 42 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.
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