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Latest Howard Wealth Management, LLC Stock Portfolio

$237Million– No. of Holdings #139

Howard Wealth Management, LLC Performance:
2026 Q1: -2.61%YTD: -2.61%2025: 11.84%
Performance for 2026 Q1 is -2.61%, and YTD is -2.61%, and 2025 is 11.84%.

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

On 2026-05-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, HOWARD WEALTH MANAGEMENT, LLC reported an equity portfolio of $237.6 Millions as of 31 Mar, 2026.

The top stock holdings of HOWARD WEALTH MANAGEMENT, LLC are VIGI, VB, AAPL. The fund has invested 7% of it's portfolio in VANGUARD WHITEHALL FDS and 6.6% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off INTERNATIONAL BUSINESS MACHS (IBM), GLOBAL X FDS (AGNG) and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), ISHARES TR (AAXJ) and INVESCO EXCH TRADED FD TR II (BAB). HOWARD WEALTH MANAGEMENT, LLC opened new stock positions in FIDELITY COMWLTH TR (ONEQ), CINTAS CORP (CTAS) and SPDR GOLD TR (GLD). The fund showed a lot of confidence in some stocks as they added substantially to COSTCO WHOLESALE CORPORATION (COST), HOME DEPOT INC (HD) and NVIDIA CORPORATION (NVDA).
Howard Wealth Management, LLC Equity Portfolio Value
Last Reported on: 11 May, 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 -2.61% in the last quarter. In trailing 12 months, it's portfolio return was 12.07%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fidelity comwlth tr581,718
cintas corp509,450
spdr gold tr507,742
berkshire hathaway inc del323,460
mckesson corp294,222
automatic data processing in271,855
j p morgan exchange traded f271,703
chevron corporation254,901
New stocks bought by Howard Wealth Management, LLC

Additions

Ticker% Inc.
costco wholesale corporation135
home depot inc98.61
nvidia corporation87.3
invesco qqq tr76.52
amazon com inc46.04
alphabet inc45.86
alphabet inc33.27
vanguard bd index fds29.23
Additions to existing portfolio by Howard Wealth Management, LLC

Reductions

Ticker% Reduced
spdr series trust-13.47
ishares tr-12.36
invesco exch traded fd tr ii-9.84
amphenol corp-7.42
pgim etf tr-6.98
wd 40 co-6.12
alps etf tr-5.00
exxon mobil corp-5.00
Howard Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
global x fds-226,202
select sector spdr tr-211,961
international business machs-240,646
ge aerospace-210,530
Howard Wealth Management, LLC got rid off the above stocks

Sector Distribution

HOWARD WEALTH MANAGEMENT, LLC has about 81.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Healthcare
Sector%
Others81.5
Technology8.2
Communication Services3.1
Consumer Cyclical2
Financial Services1.4
Healthcare1.1

Market Cap. Distribution

HOWARD WEALTH MANAGEMENT, LLC has about 18.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED81.5
MEGA-CAP16.8
LARGE-CAP1.5

Stocks belong to which Index?

About 15.9% of the stocks held by HOWARD WEALTH MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others83.8
S&P 50015.9
Top 5 Winners (%)%
XOM
exxon mobil corp
40.0 %
VAW
vanguard world fd
37.1 %
ATI
ati inc
26.8 %
LMT
lockheed martin corp
24.7 %
JNJ
johnson & johnson
18.1 %
Top 5 Winners ($)$
VIGI
vanguard whitehall fds
0.5 M
XOM
exxon mobil corp
0.2 M
COST
costco wholesale corporation
0.1 M
JNJ
johnson & johnson
0.1 M
VB
vanguard index fds
0.1 M
Top 5 Losers (%)%
MSFT
microsoft corp
-21.8 %
TSLA
tesla inc
-17.3 %
PLTR
palantir technologies inc
-17.3 %
LLY
eli lilly & co
-14.2 %
V
visa inc
-13.8 %
Top 5 Losers ($)$
VB
vanguard index fds
-1.8 M
PLTR
palantir technologies inc
-1.0 M
AAPL
apple inc
-0.6 M
MSFT
microsoft corp
-0.4 M
IJR
ishares tr
-0.3 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 139 stocks in it's portfolio. About 34.7% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VIGI was the most profitable stock for HOWARD WEALTH MANAGEMENT, LLC last quarter.

Last Reported on: 11 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions