§ 13F · FUND PROFILE
HOWARD FINANCIAL SERVICES, LTD..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $760.7T (13F)Positions · 183Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | 508K | $100.8T | 11.8% | +1% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 1.96M | $53.6T | 6.3% | −2% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 196K | $43.0T | 5.0% | +4% |
| 4 | SPGP | INVESCO EXCHANGE TRADED FD T | 336K | $38.2T | 4.5% | −3% |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | 192K | $36.7T | 4.3% | −2% |
| 6 | AAPL | APPLE INC | 130K | $35.4T | 4.1% | −1% |
| 7 | GTO | INVESCO ACTIVELY MANAGED EXC | 741K | $35.1T | 4.1% | +2% |
| 8 | HTRB | HARTFORD FDS EXCHANGE TRADED | 927K | $31.6T | 3.7% | +3% |
| 9 | DGRW | WISDOMTREE TR | 349K | $31.2T | 3.7% | +2% |
| 10 | PTRB | PGIM ETF TR | 733K | $30.8T | 3.6% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HOWARD SIGNAL
AC read
HOWARD FINANCIAL SERVICES, LTD. is a Other fund managing $760650.8 trillion in assets. The fund runs a portfolio of 183 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed