§ 13F · FUND PROFILE
HOWARD WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $218M (13F)Positions · 131Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | 113K | $17M | 7.0% | +1% |
| 2 | VUG | VANGUARD INDEX FDS | 36K | $16M | 6.6% | ±0% |
| 3 | AAPL | APPLE INC | 35K | $9M | 3.8% | +10% |
| 4 | VB | VANGUARD INDEX FDS | 32K | $8M | 3.5% | ±0% |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 27K | $6M | 2.4% | −2% |
| 6 | BSCQ | INVESCO EXCH TRD SLF IDX FD | 290K | $6M | 2.4% | +3% |
| 7 | BSCR | INVESCO EXCH TRD SLF IDX FD | 288K | $6M | 2.4% | +3% |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | 269K | $5M | 2.3% | +3% |
| 9 | BSCT | INVESCO EXCH TRD SLF IDX FD | 284K | $5M | 2.2% | +3% |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC | 34K | $5M | 2.1% | +6% |
§ 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 $218 million in assets. The fund runs a portfolio of 131 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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