§ 13F · FUND PROFILE
HOWARD FINANCIAL SERVICES, LTD..
AUM · $1.0B (13F)Positions · 269Turnover · n/a · Q2Filed · Jul 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | 514K | $113M | 11.3% | +2% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 1.95M | $62M | 6.2% | ±0% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 201K | $47M | 4.7% | ±0% |
| 4 | AAPL | APPLE INC | 139K | $40M | 4.0% | +1% |
| 5 | SPGP | INVESCO EXCHANGE TRADED FD T | 328K | $40M | 4.0% | −4% |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | 187K | $40M | 4.0% | −3% |
| 7 | DGRW | WISDOMTREE TR | 399K | $38M | 3.8% | +6% |
| 8 | GTO | INVESCO ACTIVELY MANAGED EXC | 800K | $37M | 3.7% | +4% |
| 9 | HTRB | HARTFORD FDS EXCHANGE TRADED | 1.02M | $34M | 3.4% | +3% |
| 10 | PTRB | PGIM ETF TR | 782K | $32M | 3.2% | ±0% |
§ 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 $1.0 billion in assets. The fund runs a broad portfolio of 269 positions.
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