Investor
HOWARD WEALTH MANAGEMENT, LLC
CIK 0001766286 · filed 2026-05-11 · SEC filing
13F book
$237.6M
Positions
142
12 new · 4 sold
Largest name
7.0%
Vanguard Whitehall Fds
Est. mark
−$6.1M
Price effect on 130 names still held. Flow $14.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Whitehall Fds | — | 112.7K | $16.7M | 7.0% | $512.4K | Added$628.7K |
| Vanguard Growth Etf | — | 35.8K | $15.6M | 6.6% | −$1.83M | Cut−$1.89M |
| Apple Inc. | AAPL | 35.5K | $9M | 3.8% | −$584.2K | Added$208.6K |
| Vanguard Index Fds | — | 31.9K | $8.35M | 3.5% | $126.5K | Added$127.3K |
| Vanguard Specialized Funds | — | 26.6K | $5.72M | 2.4% | −$125.6K | Cut−$232K |
| Invesco Exch Trd Slf Idx Fd | — | 289.7K | $5.66M | 2.4% | −$12.6K | Added$162.9K |
| Invesco Exch Trd Slf Idx Fd | — | 288.1K | $5.65M | 2.4% | −$32K | Added$157.5K |
| Invesco Exch Trd Slf Idx Fd | — | 269.1K | $5.5M | 2.3% | −$46.1K | Added$129.7K |
| Invesco Exch Trd Slf Idx Fd | — | 284K | $5.3M | 2.2% | −$48.1K | Added$111.4K |
| Palantir Technologies Inc. | PLTR | 34.1K | $4.99M | 2.1% | −$1.02M | Added−$740.7K |
| Vanguard Intl Equity Index F | — | 34.7K | $4.81M | 2.0% | −$95.3K | Cut−$241.2K |
| J P Morgan Exchange Traded F | — | 88.9K | $4.5M | 1.9% | $1.77K | Cut−$11.2K |
| Vanguard Index Fds | — | 7.45K | $4.45M | 1.9% | −$216.3K | Added−$136.2K |
| Ishares Tr | — | 6.81K | $4.45M | 1.9% | −$194K | Added$264.6K |
| Invesco Exch Trd Slf Idx Fd | — | 191.1K | $4.43M | 1.9% | −$29.4K | Added$272K |
| Spdr S&P 500 Etf Tr | — | 6.65K | $4.32M | 1.8% | −$205.7K | Added−$117.9K |
| Invesco Exch Trd Slf Idx Fd | — | 254.8K | $4.26M | 1.8% | −$48.2K | Added$203.1K |
| Invesco Exch Trd Slf Idx Fd | — | 186.9K | $4.18M | 1.8% | −$43.2K | Added$266.3K |
| Invesco Exch Trd Slf Idx Fd | — | 184.7K | $4.01M | 1.7% | −$54K | Added$233K |
| Invesco Exch Trd Slf Idx Fd | — | 185.1K | $3.89M | 1.6% | −$81.7K | Added$191K |
| Vanguard Intl Equity Index F | — | 50.9K | $3.82M | 1.6% | $71.3K | Added$416.6K |
| Invesco Exch Trd Slf Idx Fd | — | 143.9K | $3.68M | 1.6% | −$68.5K | Added$210.6K |
| Ishares Tr | — | 30.9K | $3.5M | 1.5% | −$313.8K | Cut−$348.5K |
| Alphabet Inc | — | 11.2K | $3.22M | 1.4% | −$195.4K | Added$818K |
| Vanguard Bd Index Fds | — | 43.4K | $3.19M | 1.3% | −$18.1K | Added$76.7K |
| Fidelity Merrimack Str Tr | — | 62.5K | $3.13M | 1.3% | −$9.14K | Added$582.5K |
| Janus Detroit Str Tr | — | 59K | $2.97M | 1.3% | −$9.99K | Added$565.9K |
| Vanguard Index Fds | — | 15K | $2.95M | 1.2% | $78.3K | Cut$77.7K |
| Vaneck Etf Trust | — | 100.9K | $2.57M | 1.1% | $22 | Added$89.8K |
| Amazon Com Inc | AMZN | 12.3K | $2.57M | 1.1% | −$190.2K | Added$618.7K |
| Vanguard Star Fds | — | 32.6K | $2.51M | 1.1% | $52.9K | Added$128.2K |
| Invesco Exch Traded Fd Tr Ii | — | 99.4K | $2.38M | 1.0% | −$34.1K | Added$10.6K |
| Alphabet Inc | — | 7.92K | $2.27M | 1.0% | −$160.3K | Added$406.5K |
| Vanguard Index Fds | — | 7.49K | $2.24M | 0.9% | −$119.5K | Cut−$194.1K |
| Vanguard Index Fds | — | 6.76K | $2.17M | 0.9% | −$98K | Cut−$158.3K |
| Spdr Series Trust | — | 23.2K | $2.13M | 0.9% | $53.9K | Cut$25.2K |
| Invesco Qqq Tr | — | 3.6K | $2.08M | 0.9% | −$75.8K | Added$825.4K |
| Spdr Index Shs Fds | — | 36K | $1.65M | 0.7% | $44.6K | Added$46.4K |
| Advanced Micro Devices Inc | AMD | 8.04K | $1.64M | 0.7% | −$86.3K | Held |
| Vaneck Etf Trust | — | 88.4K | $1.55M | 0.7% | −$10.4K | Added$25.9K |
| Costco Whsl Corp New | — | 1.54K | $1.53M | 0.6% | $87.4K | Added$969.5K |
| Microsoft Corp | MSFT | 4.12K | $1.53M | 0.6% | −$380.8K | Added−$97.6K |
| J P Morgan Exchange Traded F | — | 26.4K | $1.5M | 0.6% | −$14.8K | Cut−$45.7K |
| Vaneck Etf Trust | — | 114.8K | $1.47M | 0.6% | −$154.6K | Added−$118.5K |
| Vanguard World Fd | — | 5.38K | $1.47M | 0.6% | −$83.5K | Cut−$124.4K |
| Ishares Tr | — | 12.1K | $1.46M | 0.6% | −$68.8K | Cut−$128.9K |
| Ishares Tr | — | 6.41K | $1.4M | 0.6% | $26.1K | Cut−$13.6K |
| Vanguard Index Fds | — | 14.1K | $1.25M | 0.5% | $2.91K | Cut−$12.8K |
| Spdr Series Trust | — | 8.56K | $1.25M | 0.5% | $58K | Cut$19.5K |
| Jpmorgan Chase & Co. | — | 4.21K | $1.24M | 0.5% | −$92.8K | Added$174.4K |
| Nvidia Corp | NVDA | 6.99K | $1.22M | 0.5% | −$45.2K | Added$523.2K |
| Vanguard Index Fds | — | 5.86K | $1.21M | 0.5% | −$19.6K | Cut−$42.4K |
| Spdr Series Trust | — | 47.7K | $1.19M | 0.5% | −$15.7K | Added$26.3K |
| Wisdomtree Tr | — | 19.2K | $1.11M | 0.5% | $21.4K | Added$22.2K |
| Spdr Series Trust | — | 18.5K | $1.05M | 0.4% | −$4.24K | Cut−$167.7K |
| Meta Platforms, Inc. | META | 1.81K | $1.04M | 0.4% | −$159.4K | Cut−$169.9K |
| Visa Inc. | V | 3.36K | $1.01M | 0.4% | −$162.6K | Cut−$165.8K |
| Ishares Tr | — | 31.2K | $945.5K | 0.4% | −$20K | Cut−$54.4K |
| Tesla, Inc. | TSLA | 2.53K | $940.9K | 0.4% | −$197.3K | Held |
| Mastercard Inc | MA | 1.87K | $935.9K | 0.4% | −$133.4K | Held |
| Pimco Etf Tr | — | 9.88K | $921.2K | 0.4% | −$14.5K | Added$30.5K |
| Invesco Exchange Traded Fd T | — | 12.9K | $897.3K | 0.4% | $41.1K | Cut$28.6K |
| Johnson & Johnson | JNJ | 3.43K | $837.6K | 0.4% | $128.4K | Added$129.4K |
| Vanguard World Fd | — | 6.71K | $810.3K | 0.3% | −$84.5K | Added−$78.8K |
| Netflix Inc | NFLX | 8.35K | $802.8K | 0.3% | $18.7K | Added$70.6K |
| Ishares Tr | — | 3.15K | $782K | 0.3% | $5.75K | Cut−$23K |
| Vanguard World Fd | — | 1.08K | $752.7K | 0.3% | −$58.9K | Added−$38.6K |
| Exxon Mobil Corp | — | 4.22K | $716.1K | 0.3% | $208.2K | Cut$181.5K |
| Home Depot, Inc. | HD | 2.15K | $706.8K | 0.3% | −$16.6K | Added$334.4K |
| Ishares Tr | — | 10.5K | $706.3K | 0.3% | $16K | Cut$5.33K |
| Invesco Exch Trd Slf Idx Fd | — | 30.8K | $671.5K | 0.3% | −$5.65K | Added$83.7K |
| Alps Etf Tr | — | 12.5K | $659.8K | 0.3% | $70.4K | Cut$39.4K |
| Spdr Dow Jones Indl Average | — | 1.38K | $638.4K | 0.3% | −$24.3K | Cut−$52.2K |
| Global X Fds | — | 36.3K | $622.7K | 0.3% | −$18.3K | Added$127 |
| Ishares Tr | — | 6.37K | $618.7K | 0.3% | $7.01K | Held |
| Pimco Etf Tr | — | 11.9K | $618.7K | 0.3% | −$2.29K | Added$73.3K |
| Eli Lilly & Co | LLY | 647 | $596K | 0.3% | −$97.6K | Added−$83.8K |
| Invesco Exch Trd Slf Idx Fd | — | 24.9K | $588.5K | 0.2% | −$244 | Added$70.8K |
| Invesco Exch Trd Slf Idx Fd | — | 24.9K | $587.8K | 0.2% | −$437 | Added$70.7K |
| Invesco Exch Trd Slf Idx Fd | — | 25.1K | $586K | 0.2% | −$2.31K | Added$68.3K |
| Invesco Exch Trd Slf Idx Fd | — | 25.4K | $584.6K | 0.2% | −$2.82K | Added$66.7K |
| Fidelity Comwlth Tr | — | 6.85K | $581.7K | 0.2% | — | New |
| Global X Fds | — | 14.4K | $561.8K | 0.2% | −$21.5K | Cut−$24.1K |
| Wisdomtree Tr | — | 13.9K | $560.1K | 0.2% | −$11.8K | Held |
| Ishares Tr | — | 1.31K | $557.3K | 0.2% | −$61.7K | Cut−$66K |
| Vanguard Index Fds | — | 1.86K | $534K | 0.2% | −$5.52K | Cut−$9K |
| Cintas Corp | CTAS | 3.01K | $509.4K | 0.2% | — | New |
| Public Svc Enterprise Grp In | — | 6.27K | $507.9K | 0.2% | $4.08K | Held |
| Spdr Gold Tr | — | 1.18K | $507.7K | 0.2% | — | New |
| Ishares Tr | — | 11.5K | $486.7K | 0.2% | −$5.7K | Added$50.8K |
| Merck & Co., Inc. | MRK | 3.84K | $462.4K | 0.2% | $57.8K | Cut$51.5K |
| Ishares Tr | — | 3.71K | $461.7K | 0.2% | $15.3K | Cut$14.8K |
| Vanguard Scottsdale Fds | — | 5.57K | $461.2K | 0.2% | −$4.67K | Added$70.9K |
| Invesco Actively Managed Exc | — | 17.5K | $439.3K | 0.2% | −$935 | Added$73.3K |
| Spdr Series Trust | — | 5.32K | $420.7K | 0.2% | −$18.2K | Added−$17.1K |
| Vanguard Bd Index Fds | — | 8.4K | $418K | 0.2% | −$369 | Added$94.2K |
| Wisdomtree Tr | — | 5.62K | $392.4K | 0.2% | $6.35K | Held |
| AbbVie Inc. | ABBV | 1.69K | $366.8K | 0.2% | −$18.6K | Cut−$28.7K |
| Mcdonalds Corp | MCD | 1.12K | $347.8K | 0.1% | $5.6K | Added$6.22K |
| Ishares Tr | — | 961 | $342.9K | 0.1% | −$16.3K | Cut−$19.3K |
| Lockheed Martin Corp | LMT | 565 | $341.6K | 0.1% | $68.3K | Cut$63K |
| Invesco Exch Trd Slf Idx Fd | — | 20.5K | $337.6K | 0.1% | −$4.82K | Held |
| Berkshire Hathaway Inc Del | — | 675 | $323.5K | 0.1% | — | New |
| Duke Energy Corp New | — | 2.44K | $318.9K | 0.1% | $33.3K | Added$34.4K |
| Amphenol Corp New | — | 2.5K | $315.3K | 0.1% | −$21.9K | Cut−$48.9K |
| Vanguard World Fd | — | 1.82K | $315.3K | 0.1% | $84.9K | Added$88.4K |
| Ati Inc | ATI | 2.08K | $302.7K | 0.1% | $63.9K | Held |
| Wisdomtree Tr | — | 4.46K | $299.5K | 0.1% | $1.87K | Held |
| Ishares Tr | — | 5.89K | $298.4K | 0.1% | $236 | Added$21.1K |
| Franklin Templeton Etf Tr | — | 12K | $297.1K | 0.1% | −$790 | Added$49.6K |
| Walmart Inc. | WMT | 2.37K | $295K | 0.1% | $30.6K | Held |
| Mckesson Corp | MCK | 340 | $294.2K | 0.1% | — | New |
| Pimco Etf Tr | — | 2.88K | $289.4K | 0.1% | $553 | Added$20K |
| State Srt Spdr Prtfl Hgh | — | 12.2K | $284.7K | 0.1% | −$4.26K | Cut−$19K |
| Invesco Actively Managed Exc | — | 5.64K | $282.7K | 0.1% | −$661 | Added$25.8K |
| Ishares Gold Tr | — | 3.2K | $282.4K | 0.1% | $20.1K | Added$49.3K |
| J P Morgan Exchange Traded F | — | 5.63K | $281.3K | 0.1% | −$2.67K | Added$16.1K |
| Goldman Sachs Etf Tr | — | 5.48K | $277K | 0.1% | $403 | Added$17.9K |
| Ishares Tr | — | 4.28K | $275.5K | 0.1% | −$2.8K | Added$165 |
| Vanguard Scottsdale Fds | — | 4.59K | $273.5K | 0.1% | −$1.67K | Added$10.7K |
| Automatic Data Processing In | — | 1.34K | $271.9K | 0.1% | — | New |
| Ishares Tr | — | 3K | $271.8K | 0.1% | −$17.2K | Added−$16.8K |
| J P Morgan Exchange Traded F | — | 5.9K | $271.7K | 0.1% | — | New |
| Pgim Etf Tr | — | 5.48K | $271.3K | 0.1% | −$465 | Cut−$20.8K |
| Morgan Stanley Etf Trust | — | 5.33K | $267.5K | 0.1% | −$949 | Added$14.8K |
| Fidelity Covington Trust | — | 12.4K | $266.1K | 0.1% | −$3.4K | Added$41K |
| Chevron Corp New | CVX | 1.23K | $254.9K | 0.1% | — | New |
| Procter And Gamble Co | PG | 1.76K | $254.5K | 0.1% | $1.87K | Added$2.73K |
| Wd 40 Co | WDFC | 1.15K | $234.5K | 0.1% | $8.1K | Cut−$6.67K |
| First Tr Exchange-Traded Fd | — | 1K | $234K | 0.1% | — | New |
| Wisdomtree Tr | — | 4.39K | $229.9K | 0.1% | −$3.34K | Held |
| Ishares Tr | — | 1.51K | $229.2K | 0.1% | $15.5K | Cut$6.6K |
| Sempra | — | 2.35K | $228.3K | 0.1% | $20.9K | Cut$16.5K |
| Broadcom Inc. | AVGO | 710 | $219.8K | 0.1% | — | New |
| Caterpillar Inc | CAT | 309 | $219.3K | 0.1% | — | New |
| Invesco Exch Traded Fd Tr Ii | — | 10.7K | $218.5K | 0.1% | −$6.33K | Cut−$30.9K |
| Ishares Tr | — | 2.74K | $218.3K | 0.1% | −$2.99K | Cut−$34.2K |
| Curtiss Wright Corp | CW | 320 | $218K | 0.1% | — | New |
| Tjx Cos Inc New | — | 1.34K | $213.4K | 0.1% | $8.14K | Held |
| J P Morgan Exchange Traded F | — | 3.78K | $209.7K | 0.1% | −$9.53K | Added−$3.98K |
| Invesco Exch Trd Slf Idx Fd | — | 8.06K | $209.7K | 0.1% | −$5.67K | Added−$5.29K |
| Ishares Tr | — | 960 | $205.2K | 0.1% | $3.21K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.