Grufity logo
Grufity logo

Latest Howard Wealth Management, LLC Stock Portfolio

$276Million | No. of Holdings #147

Howard Wealth Management, LLC Performance

2026 Q3+1.06%
YTD-11.84%
2025+11.84%

About Howard Wealth Management, LLC and 13F Hedge Fund Stock Holdings

On 2026-10-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, HOWARD WEALTH MANAGEMENT, LLC reported an equity portfolio of $276.9 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of HOWARD WEALTH MANAGEMENT, LLC are VB, VIGI, AAPL. The fund has invested 7% of it's portfolio in VANGUARD INDEX FDS and 6.7% of portfolio in VANGUARD WHITEHALL FDS. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), SANDISK CORP and CURTISS WRIGHT CORP (CW) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), INVESCO ACTIVELY MANAGED EXC (GSY) and J P MORGAN EXCHANGE TRADED F (BBAX). HOWARD WEALTH MANAGEMENT, LLC opened new stock positions in ISHARES TR (DMXF), EXXONMOBIL HOLDINGS CORP and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to AMPHENOL CORP (APH), JANUS DETROIT STR TR (JAAA) and FIDELITY MERRIMACK STR TR (FBND).
Howard Wealth Management, LLC Equity Portfolio Value
Last Reported on: 28 Oct, 2026
$276Million
  as of Oct 28, 2026

Howard Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that HOWARD WEALTH MANAGEMENT, LLC made a return of 1.06% in the last quarter. In trailing 12 months, it's portfolio return was -10.3%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr1,383,640
exxonmobil holdings corp704,386
spdr series trust207,084
New stocks bought by Howard Wealth Management, LLC

Additions

Ticker% Inc.
amphenol corp94.32
janus detroit str tr20.85
fidelity merrimack str tr20.79
vanguard instl index fd13.62
j p morgan exchange traded f11.45
ishares tr9.9
vanguard bd index fds9.12
invesco exch trd slf idx fd6.33
Additions to existing portfolio by Howard Wealth Management, LLC

Reductions

Ticker% Reduced
ishares tr-43.82
invesco actively managed exc-10.36
j p morgan exchange traded f-8.77
fidelity covington trust-8.02
chevron corporation-7.67
intel corp-5.43
ishares tr-4.84
wisdomtree tr-4.33
Howard Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-595,174
j p morgan exchange traded f-202,733
vanguard tax-managed fds-201,400
sempra-217,869
tjx cos inc new-214,979
mastec inc-222,176
western digital corp-208,223
curtiss wright corp-242,483
Howard Wealth Management, LLC got rid off the above stocks

Sector Distribution

HOWARD WEALTH MANAGEMENT, LLC has about 80.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Financial Services
Sector%
Others80.4
Technology10.7
Communication Services3
Consumer Cyclical1.8
Financial Services1.3

Market Cap. Distribution

HOWARD WEALTH MANAGEMENT, LLC has about 19.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED80.4
MEGA-CAP18.3
LARGE-CAP1.2

Stocks belong to which Index?

About 17% of the stocks held by HOWARD WEALTH MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others82.7
S&P 50017
Top 5 Winners (%)%
PLTR
palantir technologies inc
60.3 %
MSFT
microsoft corp
37.4 %
META
meta platforms inc
28.8 %
CVX
chevron corporation
22.3 %
AFK
vaneck etf trust
20.3 %
Top 5 Winners ($)$
PLTR
palantir technologies inc
2.4 M
AAPL
apple inc
1.6 M
VB
vanguard index fds
0.9 M
MSFT
microsoft corp
0.6 M
META
meta platforms inc
0.3 M
Top 5 Losers (%)%
APH
amphenol corp
-45.3 %
CAT
caterpillar inc
-23.8 %
IBM
international business machs
-21.7 %
HD
home depot inc
-19.4 %
WDFC
wd 40 co
-17.1 %
Top 5 Losers ($)$
VB
vanguard index fds
-0.6 M
VIGI
vanguard whitehall fds
-0.3 M
APH
amphenol corp
-0.3 M
AAXJ
ishares tr
-0.2 M
TSLA
tesla inc
-0.2 M

Howard Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Howard Wealth Management, LLC

HOWARD WEALTH MANAGEMENT, LLC has 147 stocks in it's portfolio. About 34.8% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. PLTR was the most profitable stock for HOWARD WEALTH MANAGEMENT, LLC last quarter.

$276.86MTotal Value
159Positions
28 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Howard Wealth Management, LLC, last reported on 28 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Howard Wealth Management, LLC's holding in Ishares Tr over time
0.47%6,256
$1.30M
0.47%
increased 0.35 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Howard Wealth Management, LLC's holding in Ishares Tr over time
0.31%29,006
$855.7K
0.31%
decreased 2.6 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Howard Wealth Management, LLC's holding in Ishares Tr over time
0.09%2,920
$254.2K
0.09%
decreased 2.47 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Howard Wealth Management, LLC's holding in Ishares Tr over time
0.09%3,031
$234.1K
0.09%
increased 5.02 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Howard Wealth Management, LLC's holding in Alps Etf Tr over time
0.25%13,310
$690.4K
0.25%
increased 4.74 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Howard Wealth Management, LLC's holding in Ishares Tr over time
0.19%13,034
$537.7K
0.19%
increased 9.9 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Howard Wealth Management, LLC's holding in Ishares Tr over time
0.11%6,283
$316.7K
0.11%
increased 0.83 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Howard Wealth Management, LLC's holding in Vaneck Etf Trust over time
1%107,970
$2.76M
1%
increased 2.9 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Howard Wealth Management, LLC's holding in Vaneck Etf Trust over time
0.59%92,573
$1.62M
0.59%
increased 3.25 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Howard Wealth Management, LLC's holding in Vaneck Etf Trust over time
0.45%96,570
$1.24M
0.45%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Howard Wealth Management, LLC's holding in Vaneck Etf Trust over time
0.09%1,006
$246.0K
0.09%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
Howard Wealth Management, LLC's holding in Global X Fds over time
0.26%38,600
$716.0K
0.26%
increased 2.37 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Howard Wealth Management, LLC's holding in Global X Fds over time
0.23%15,583
$647.0K
0.23%
increased 3.83 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Howard Wealth Management, LLC's holding in Wisdomtree Tr over time
0.45%19,178
$1.24M
0.45%
unchanged 0 percentunchanged
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Howard Wealth Management, LLC's holding in Wisdomtree Tr over time
0.21%13,273
$592.6K
0.21%
decreased 4.33 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Howard Wealth Management, LLC's holding in Wisdomtree Tr over time
0.15%5,615
$413.5K
0.15%
unchanged 0 percentunchanged
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Howard Wealth Management, LLC's holding in Wisdomtree Tr over time
0.11%4,317
$309.3K
0.11%
unchanged 0 percentunchanged