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Latest Howard Wealth Management, LLC Stock Portfolio

$270Million | No. of Holdings #153

Howard Wealth Management, LLC Performance

2026 Q2-10.43%
YTD-12.77%
2025+11.84%

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

On 2026-07-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, HOWARD WEALTH MANAGEMENT, LLC reported an equity portfolio of $270.5 Millions as of 30 Jun, 2026. <br><br> 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 6.8% of portfolio in VANGUARD INDEX FDS. <br><br> They significantly reduced their stock positions in ABBVIE INC (ABBV), VANECK ETF TRUST (AFK) and AMPHENOL CORP (APH). HOWARD WEALTH MANAGEMENT, LLC opened new stock positions in INTEL CORP (INTC), INTERNATIONAL BUSINESS MACHS (IBM) and GE AEROSPACE (GE). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and ISHARES TR (IJR).
Howard Wealth Management, LLC Equity Portfolio Value
Last Reported on: 21 Jul, 2026
$270Million
  as of Jul 21, 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 -10.43% in the last quarter. In trailing 12 months, it's portfolio return was -5.89%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
intel corp591,473
international business machs285,156
ge aerospace255,744
texas instrs inc251,869
sandisk corp245,563
vanguard instl index fd225,015
mastec inc222,176
spdr series trust208,622
New stocks bought by Howard Wealth Management, LLC

Additions

Ticker% Inc.
vanguard world fd669
vanguard index fds500
vanguard index fds293
ishares tr290
janus detroit str tr69.66
fidelity merrimack str tr63.64
j p morgan exchange traded f23.55
vanguard intl equity index f13.67
Additions to existing portfolio by Howard Wealth Management, LLC

Reductions

Ticker% Reduced
abbvie inc-36.89
vaneck etf trust-15.92
amphenol corp-11.82
vanguard bd index fds-9.27
j p morgan exchange traded f-9.14
invesco exch trd slf idx fd-7.78
spdr series trust-6.52
ishares tr-6.15
Howard Wealth Management, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Howard Wealth Management, LLC

Sector Distribution

HOWARD WEALTH MANAGEMENT, LLC has about 80.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Financial Services
Sector%
Others80.9
Technology9.2
Communication Services3.1
Consumer Cyclical2
Financial Services1.3

Market Cap. Distribution

HOWARD WEALTH MANAGEMENT, LLC has about 18.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED80.9
MEGA-CAP17.4
LARGE-CAP1.5

Stocks belong to which Index?

About 17.1% of the stocks held by HOWARD WEALTH MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others82.6
S&P 50017.1
Top 5 Winners (%)%
AMD
advanced micro devices inc
185.3 %
CAT
caterpillar inc
49.9 %
APH
amphenol corp
37.2 %
ATI
ati inc
34.6 %
LLY
eli lilly & co
30.1 %
Top 5 Winners ($)$
AMD
advanced micro devices inc
3.0 M
VB
vanguard index fds
1.3 M
AAPL
apple inc
1.3 M
VIGI
vanguard whitehall fds
1.2 M
GOOG
alphabet inc
0.8 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.2 %
VB
vanguard index fds
-70.4 %
VB
vanguard index fds
-61.7 %
IJR
ishares tr
-60.5 %
NFLX
netflix inc.
-25.5 %
Top 5 Losers ($)$
VB
vanguard index fds
-43.9 M
VAW
vanguard world fd
-2.7 M
PLTR
palantir technologies inc
-1.0 M
IJR
ishares tr
-1.0 M
VB
vanguard index fds
-0.9 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 153 stocks in it's portfolio. About 34.3% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AMD was the most profitable stock for HOWARD WEALTH MANAGEMENT, LLC last quarter.

$270.45MTotal Value
156Positions
21 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Howard Wealth Management, LLC, last reported on 21 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Howard Wealth Management, LLC's holding in Ishares Tr over time
0.56%6,234
$1.51M
0.56%
decreased 2.73 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Howard Wealth Management, LLC's holding in Ishares Tr over time
0.34%29,780
$908.0K
0.34%
decreased 4.5 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Howard Wealth Management, LLC's holding in Ishares Tr over time
0.12%2,994
$312.9K
0.12%
decreased 0.23 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Howard Wealth Management, LLC's holding in Ishares Tr over time
0.09%2,886
$230.9K
0.09%
increased 5.17 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Howard Wealth Management, LLC's holding in Alps Etf Tr over time
0.24%12,708
$658.9K
0.24%
increased 1.39 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Howard Wealth Management, LLC's holding in Ishares Tr over time
0.19%11,860
$503.0K
0.19%
increased 3.11 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Howard Wealth Management, LLC's holding in Ishares Tr over time
0.12%6,231
$315.2K
0.12%
increased 5.72 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Howard Wealth Management, LLC's holding in Vaneck Etf Trust over time
0.99%104,932
$2.69M
0.99%
increased 4.03 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Howard Wealth Management, LLC's holding in Vaneck Etf Trust over time
0.59%89,663
$1.60M
0.59%
increased 1.44 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
$1.22M
0.45%
decreased 15.92 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Howard Wealth Management, LLC's holding in Vaneck Etf Trust over time
0.08%1,006
$204.5K
0.08%
new position
AGNG
Global X Fds

Global X Fds

AGNG
Howard Wealth Management, LLC's holding in Global X Fds over time
0.26%37,708
$695.0K
0.26%
increased 3.86 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Howard Wealth Management, LLC's holding in Global X Fds over time
0.23%15,008
$612.2K
0.23%
increased 4.53 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Howard Wealth Management, LLC's holding in Wisdomtree Tr over time
0.48%19,178
$1.30M
0.48%
decreased 0.03 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Howard Wealth Management, LLC's holding in Wisdomtree Tr over time
0.24%13,874
$640.7K
0.24%
unchanged 0 percentunchanged
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Howard Wealth Management, LLC's holding in Wisdomtree Tr over time
0.15%5,615
$411.1K
0.15%
unchanged 0 percentunchanged
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Howard Wealth Management, LLC's holding in Wisdomtree Tr over time
0.12%4,317
$327.2K
0.12%
decreased 3.1 percentreduced