§ 13F · FUND PROFILE
HOWARD WEALTH MANAGEMENT, LLC.
AUM · $270M (13F)Positions · 156Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | 120K | $19M | 7.0% | +6% |
| 2 | VUG | VANGUARD INDEX FDS | 215K | $19M | 6.8% | +500% |
| 3 | AAPL | APPLE INC | 37K | $11M | 4.0% | +4% |
| 4 | VB | VANGUARD INDEX FDS | 33K | $10M | 3.7% | +3% |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 26K | $6M | 2.3% | −2% |
| 6 | BSCQ | INVESCO EXCH TRD SLF IDX FD | 304K | $6M | 2.2% | +5% |
| 7 | BSCR | INVESCO EXCH TRD SLF IDX FD | 302K | $6M | 2.2% | +5% |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | 283K | $6M | 2.1% | +5% |
| 9 | BSCT | INVESCO EXCH TRD SLF IDX FD | 300K | $6M | 2.1% | +6% |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | 34K | $5M | 2.0% | −2% |
§ 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 $270 million in assets. The fund runs a portfolio of 156 positions.
Read the full dossier →