Howard Financial Services, Ltd. has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $830 Million distributed in 205 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $98.7M, Schwab Strategic Tr Us Dividen with a value of $53.3M, Invesco Exchange Traded Fd Tr with a value of $37.1M, Invesco S&P 500 Equal Weight E with a value of $35.9M, and Vanguard Dividend Appreciation with a value of $35.7M.
Examining the 13F form we can see an increase of $29.3M in the current position value, from $801M to 830M.
Below you can find more details about Howard Financial Services, Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$830 Million
ETFs: $661 Million
Technology: $78.4 Million
Energy: $27.4 Million
Financial Services: $19.2 Million
Consumer Cyclical: $15.5 Million
Communication Services: $8.07 Million
Consumer Defensive: $7.51 Million
Healthcare: $6.25 Million
Other: $7.45 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
