account_balance
Investment manager · 13F filer · SEC CIK 1766286
Howard Wealth Management, LLC
Reported value$277Mas of Sep 30, 2026
Positions150 2 new, 8 sold out
Top 10 weight34.8%VUG alone is 7%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
7.0%
VYMVanguard Whitehall FDS
6.7%
AAPLApple Inc.
4.4%
VBVanguard Index FDS
3.4%
PLTRPalantir Technologies Inc.
2.3%
FLDRFidelity Merrimack STR Tr
2.2%Added +21%
JAAAJanus Detroit STR Tr
2.2%Added +21%
BSCRInvesco Exch TRD SLF Idx Fd
2.2%Added +3%
VIGVanguard Specialized Funds
2.2%
BSCQInvesco Exch TRD SLF Idx Fd
2.1%
BSCSInvesco Exch TRD SLF Idx Fd
2.1%+3%
BSCTInvesco Exch TRD SLF Idx Fd
2.0%Added +3%
VUGVanguard Index FDS
7.0%
VYMVanguard Whitehall FDS
6.7%
AAPLApple Inc.
4.4%
VBVanguard Index FDS
3.4%
FLDR2.2%
JAAA2.2%
BSCRInvesco Exch TRD SLF Idx Fd
2.2%
VIGVanguard Specialized Funds
2.2%
BSCQ
BSCS
BSCT2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 7.0% Held
VYM Vanguard Whitehall FDS 6.7% Held
AAPL Apple Inc. 4.4% HeldVB Vanguard Index FDS 3.4% Held
PLTR Palantir Technologies Inc. 2.3% HeldFLDR Fidelity Merrimack STR Tr 2.2% Added +21%
JAAA Janus Detroit STR Tr 2.2% Added +21%
BSCR Invesco Exch TRD SLF Idx Fd 2.2% Added +3%
VIG Vanguard Specialized Funds 2.2% Held
BSCQ Invesco Exch TRD SLF Idx Fd 2.1% Held
BSCS Invesco Exch TRD SLF Idx Fd 2.1% Added +3%
BSCT Invesco Exch TRD SLF Idx Fd 2.0% Added +3%
What changed
Biggest moves since Jun 30, 2026
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