HOWARD WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, HOWARD WEALTH MANAGEMENT, LLC held in its portfolio 129 assets valued at $229,003,972 (i.e. $229.00M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($17.53M), VANGUARD WHITEHALL FDS ($16.06M), and APPLE INC ($8.79M).
The chart below shows the top 10 valuable assets, and the table below shows the top 129 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
HOWARD WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 35930 | 17528990 | GROWTH ETF |
| VANGUARD WHITEHALL FDS | 111875 | 16056428 | HIGH DIV YLD |
| APPLE INC | 32341 | 8792258 | COM |
| VANGUARD INDEX FDS | 31862 | 8219019 | SMALL CP ETF |
| SPDR SERIES TRUST | 117910 | 6450802 | STATE STREET SPD |
| VANGUARD SPECIALIZED FUNDS | 27091 | 5954197 | DIV APP ETF |
| PALANTIR TECHNOLOGIES INC | 32263 | 5734748 | CL A |
| INVESCO EXCH TRD SLF IDX FD | 278438 | 5496366 | BULSHS 2027 CB |
| INVESCO EXCH TRD SLF IDX FD | 280717 | 5495036 | BULSHS 2026 CB |
| INVESCO EXCH TRD SLF IDX FD | 260467 | 5365620 | INVSCO BLSH 28 |
| INVESCO EXCH TRD SLF IDX FD | 275437 | 5187856 | BULETSHS 2029 |
| VANGUARD INTL EQUITY INDEX F | 35781 | 5047399 | TT WRLD ST ETF |
| VANGUARD INDEX FDS | 7315 | 4587588 | S&P 500 ETF SHS |
| J P MORGAN EXCHANGE TRADED F | 89114 | 4508301 | ULTRA SHRT ETF |
| SPDR S&P 500 ETF TR | 6511 | 4440130 | TR UNIT |
| ISHARES TR | 6111 | 4186247 | CORE S&P500 ETF |
| INVESCO EXCH TRD SLF IDX FD | 178097 | 4156807 | INVSCO BLSH 26 |
| INVESCO EXCH TRD SLF IDX FD | 239796 | 4057348 | INVSCO 30 CORP |
| INVESCO EXCH TRD SLF IDX FD | 173063 | 3913752 | BULETSHS 2027 |
| ISHARES TR | 31199 | 3845589 | S&P 500 GRWT ETF |
| INVESCO EXCH TRD SLF IDX FD | 171482 | 3772604 | INVSCO 28 HYCORP |
| INVESCO EXCH TRD SLF IDX FD | 172090 | 3701656 | BULETSHS 2029 HG |
| INVESCO EXCH TRD SLF IDX FD | 132990 | 3471704 | BULLETSHS 2030 |
| VANGUARD INTL EQUITY INDEX F | 46315 | 3406962 | ALLWRLD EX US |
| VANGUARD BD INDEX FDS | 42082 | 3117021 | TOTAL BND MRKT |
| VANGUARD INDEX FDS | 15024 | 2869439 | VALUE ETF |
| FIDELITY MERRIMACK STR TR | 50663 | 2544843 | LOW DURTIN ETF |
| VANECK ETF TRUST | 97341 | 2480249 | IG FLOATING RATE |
| VANGUARD INDEX FDS | 7728 | 2432779 | LARGE CAP ETF |
| JANUS DETROIT STR TR | 47612 | 2408223 | HENDRSON AAA CL |
| ALPHABET INC | 7684 | 2405132 | CAP STK CL A |
| VANGUARD STAR FDS | 31624 | 2385727 | VG TL INTL STK F |
| INVESCO EXCH TRADED FD TR II | 97551 | 2373430 | VAR RATE PFD |
| VANGUARD INDEX FDS | 6940 | 2327038 | TOTAL STK MKT |
| AMAZON COM INC | 8436 | 1947198 | COM |
| ALPHABET INC | 5940 | 1864272 | CAP STK CL C |
| ADVANCED MICRO DEVICES INC | 8044 | 1722703 | COM |
| MICROSOFT CORP | 3355 | 1622881 | COM |
| SPDR INDEX SHS FDS | 36004 | 1598953 | PORTFOLIO DEVLPD |
| VANGUARD WORLD FD | 5525 | 1590507 | HEALTH CAR ETF |
| ISHARES TR | 12550 | 1589801 | GLOBAL 100 ETF |
| VANECK ETF TRUST | 112031 | 1588601 | BDC INCOME ETF |
| J P MORGAN EXCHANGE TRADED F | 26918 | 1540806 | EQUITY PREMIUM |
| VANECK ETF TRUST | 86317 | 1524369 | PREFERRED SECURT |
| ISHARES TR | 6594 | 1415812 | US AER DEF ETF |
| VANGUARD INDEX FDS | 14296 | 1265130 | REAL ESTATE ETF |
| INVESCO QQQ TR | 2040 | 1253455 | UNIT SER 1 |
| VANGUARD INDEX FDS | 5965 | 1247601 | EXTEND MKT ETF |
| META PLATFORMS INC | 1828 | 1207177 | CL A |
| VISA INC | 3366 | 1180503 | COM CL A |
| TESLA INC | 2531 | 1138241 | COM |
| WISDOMTREE TR | 19170 | 1091348 | US SMALLCAP FUND |
| MASTERCARD INCORPORATED | 1873 | 1069258 | CL A |
| JPMORGAN CHASE & CO. | 3306 | 1065333 | COM |
| ISHARES TR | 32294 | 999831 | PFD AND INCM SEC |
| PIMCO ETF TR | 9393 | 890705 | 0-5 HIGH YIELD |
| VANGUARD WORLD FD | 6660 | 889119 | FINANCIALS ETF |
| INVESCO EXCHANGE TRADED FD T | 13060 | 868751 | LARGE CAP VALUE |
| ISHARES TR | 3270 | 805005 | RUSSELL 2000 ETF |
| VANGUARD WORLD FD | 1049 | 791307 | INF TECH ETF |
| NETFLIX INC | 7809 | 732172 | COM |
| JOHNSON & JOHNSON | 3422 | 708269 | COM |
| ISHARES TR | 10621 | 701022 | CORE S&P MCP ETF |
| NVIDIA CORPORATION | 3733 | 696261 | COM |
| SPDR DOW JONES INDL AVERAGE | 1436 | 690562 | UT SER 1 |
| ELI LILLY & CO | 632 | 679734 | COM |
| ISHARES TR | 1316 | 623307 | RUS 1000 GRW ETF |
| GLOBAL X FDS | 35231 | 622534 | NASDAQ 100 COVER |
| ALPS ETF TR | 13193 | 620352 | ALERIAN MLP |
| ISHARES TR | 6370 | 611736 | MSCI EAFE ETF |
| INVESCO EXCH TRD SLF IDX FD | 26690 | 587847 | INVSC 30 MUNI BD |
| GLOBAL X FDS | 14421 | 585946 | S&P 500 COVERED |
| WISDOMTREE TR | 13874 | 571886 | GLOBAL EX US QUA |
| COSTCO WHSL CORP NEW | 653 | 563462 | COM |
| PIMCO ETF TR | 10405 | 545364 | INTER MUN BD ACT |
| VANGUARD INDEX FDS | 1871 | 543019 | MID CAP ETF |
| EXXON MOBIL CORP | 4442 | 534592 | COM |
| INVESCO EXCH TRD SLF IDX FD | 22372 | 517912 | BULSHS 2029 MUNI |
| INVESCO EXCH TRD SLF IDX FD | 22030 | 517705 | BULSHS 2028 MUNI |
| INVESCO EXCH TRD SLF IDX FD | 21875 | 517676 | BULSHS 2027 MUNI |
| INVESCO EXCH TRD SLF IDX FD | 21870 | 517116 | BULSHS 2026 MUNI |
| PUBLIC SVC ENTERPRISE GRP IN | 6274 | 503802 | COM |
| ISHARES TR | 3718 | 446915 | CORE S&P SCP ETF |
| ISHARES TR | 10167 | 435881 | 0-5YR HI YL CP |
| MERCK & CO INC | 3903 | 410855 | COM |
| ABBVIE INC | 1730 | 395502 | COM |
| VANGUARD SCOTTSDALE FDS | 4659 | 390262 | INT-TERM CORP |
| WISDOMTREE TR | 5615 | 386087 | INTL EQUITY FD |
| HOME DEPOT INC | 1082 | 372453 | COM |
| INVESCO ACTIVELY MANAGED EXC | 14579 | 365936 | VAR RATE INVT |
| AMPHENOL CORP NEW | 2695 | 364233 | CL A |
| ISHARES TR | 969 | 362219 | RUS 1000 ETF |
| INVESCO EXCH TRD SLF IDX FD | 20510 | 342414 | BULETSHS 2031 CP |
| MCDONALDS CORP | 1117 | 341566 | COM |
| VANGUARD BD INDEX FDS | 6497 | 323825 | VANGUARD ULTRA |
| WISDOMTREE TR | 4455 | 297594 | US MIDCAP FUND |
| PGIM ETF TR | 5890 | 292103 | PGIM ULTRA SH BD |
| ISHARES TR | 2996 | 288571 | US HOME CONS ETF |
| DUKE ENERGY CORP NEW | 2427 | 284486 | COM NEW |
| LOCKHEED MARTIN CORP | 576 | 278684 | COM |
| ISHARES TR | 5481 | 277238 | ULTRA SHORT DUR |
| ISHARES TR | 4234 | 275311 | CORE 60/40 BALAN |
| PIMCO ETF TR | 2684 | 269393 | ENHAN SHRT MA AC |
| J P MORGAN EXCHANGE TRADED F | 5251 | 265178 | MUNICIPAL ETF |
| WALMART INC | 2374 | 264487 | COM |
| VANGUARD SCOTTSDALE FDS | 4385 | 262813 | INTER TERM TREAS |
| GOLDMAN SACHS ETF TR | 5132 | 259034 | ULTRA SHORT BOND |
| INVESCO ACTIVELY MANAGED EXC | 5113 | 256938 | ULTRA SHRT DUR |
| MORGAN STANLEY ETF TRUST | 5016 | 252706 | EATON VANCE SHRT |
| ISHARES TR | 3131 | 252523 | IBOXX HI YD ETF |
| PROCTER AND GAMBLE CO | 1756 | 251775 | COM |
| INVESCO EXCH TRADED FD TR II | 11872 | 249328 | SR LN ETF |
| FRANKLIN TEMPLETON ETF TR | 9952 | 247508 | FRANKLIN DYN MUN |
| WD 40 CO | 1225 | 241203 | COM |
| INTERNATIONAL BUSINESS MACHS | 812 | 240646 | COM |
| ATI INC | 2081 | 238816 | COM |
| WISDOMTREE TR | 4395 | 233199 | EUROPE HEDGED EQ |
| ISHARES GOLD TR | 2872 | 233120 | ISHARES NEW |
| VANGUARD WORLD FD | 1801 | 226893 | ENERGY ETF |
| GLOBAL X FDS | 10180 | 226202 | RATE PREFERRED |
| FIDELITY COVINGTON TRUST | 10327 | 225085 | PFD SECS INCOME |
| ISHARES TR | 1576 | 222548 | SELECT DIVID ETF |
| INVESCO EXCH TRD SLF IDX FD | 8050 | 214935 | INVESCO BULLETSH |
| J P MORGAN EXCHANGE TRADED F | 3676 | 213670 | NASDAQ EQT PREM |
| SELECT SECTOR SPDR TR | 3870 | 211961 | STATE STREET FIN |
| SEMPRA | 2400 | 211896 | COM |
| GE AEROSPACE | 683 | 210530 | COM NEW |
| TJX COS INC NEW | 1336 | 205223 | COM |
| ISHARES TR | 960 | 201996 | RUS 1000 VAL ETF |
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