§ 13F · FUND PROFILE
HOWARD WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $197.9T (13F)Positions · 121Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.5T 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 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 36K | $17.5T | 7.7% | ±0% |
| 2 | VYM | VANGUARD WHITEHALL FDS | 112K | $16.1T | 7.0% | +3% |
| 3 | AAPL | APPLE INC | 32K | $8.8T | 3.8% | −1% |
| 4 | VB | VANGUARD INDEX FDS | 32K | $8.2T | 3.6% | ±0% |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 27K | $6.0T | 2.6% | −3% |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | 32K | $5.7T | 2.5% | −1% |
| 7 | BSCR | INVESCO EXCH TRD SLF IDX FD | 278K | $5.5T | 2.4% | +10% |
| 8 | BSCQ | INVESCO EXCH TRD SLF IDX FD | 281K | $5.5T | 2.4% | +9% |
| 9 | BSCS | INVESCO EXCH TRD SLF IDX FD | 260K | $5.4T | 2.3% | +10% |
| 10 | BSCT | INVESCO EXCH TRD SLF IDX FD | 275K | $5.2T | 2.3% | +29% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HOWARD SIGNAL
AC read
HOWARD WEALTH MANAGEMENT, LLC is a Other fund managing $197878.8 trillion in assets. The fund runs a portfolio of 121 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