Howard Wealth Management, LLC Portfolio Holdings

Howard Wealth Management, LLC

$215 Million
Q3 2025

Howard Wealth Management, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $215 Million distributed in 131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $17.2M, Vanguard Whitehall Fds (Vangua with a value of $15.3M, Apple Inc. with a value of $8.33M, Vanguard Small Cap ETF with a value of $8.07M, and Palantir Technologies Inc. with a value of $5.92M.

Examining the 13F form we can see an increase of $18.1M in the current position value, from $197M to 215M.

Howard Wealth Management, LLC is based out at Madison, CT

Below you can find more details about Howard Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $215 Million

ETFs: $176 Million

Technology: $18.8 Million

Communication Services: $6.06 Million

Financial Services: $4.71 Million

Consumer Cyclical: $3.82 Million

Healthcare: $1.89 Million

Consumer Defensive: $1.58 Million

Utilities: $1.04 Million

Other: $1.27 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VUG Vanguard Growth ETF ETFs	$0	$17.2 Million 7.99% of portfolio	35,850	Q3 2025 Reduced 2.32%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$15.3 Million 7.12% of portfolio	108,685	Q3 2025 Added 2.74%
AAPL Apple Inc. Technology	$4.3T	$8.33 Million 3.87% of portfolio	32,696	Q3 2025 Reduced 6.41%
VB Vanguard Small Cap ETF ETFs	$0	$8.07 Million 3.75% of portfolio	31,729	Q3 2025 Reduced 1.73%
PLTR Palantir Technologies Inc. Technology	$342B	$5.92 Million 2.75% of portfolio	32,437	Q3 2025 Reduced 1.14%
VIG Vanguard Dividend Appreciation ETFs	$0	$5.11 Million 2.37% of portfolio	28,063	Q3 2025 Added 0.49%
VT Vanguard Total World Stk Index ETFs	$0	$5.05 Million 2.35% of portfolio	36,649	Q3 2025 Added 0.52%
BSCQ Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$5.05 Million 2.34% of portfolio	258,058	Q3 2025 Added 4.69%
BSCR Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$4.98 Million 2.32% of portfolio	252,871	Q3 2025 Added 3.61%

JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$4.98 Million 2.31% of portfolio	98,141	Q3 2025 Reduced 14.41%
BSCS Invesco ETF Fd Tr Invesco Bull ETFs	$0	$4.87 Million 2.26% of portfolio	236,875	Q3 2025 Added 3.75%
BSCP Invesco Et Seld Idxd Fd Tr Bul ETFs	$0	$4.76 Million 2.21% of portfolio	229,858	Q3 2025 Reduced 1.5%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$4.47 Million 2.08% of portfolio	7,302	Q3 2025 Added 0.61%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$4.36 Million 2.03% of portfolio	6,549	Q3 2025 Added 0.02%
BSCT Invesco Index Fd Tr Bulletshar ETFs	$0	$4 Million 1.86% of portfolio	212,827	Q3 2025 Added 5.11%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$3.88 Million 1.8% of portfolio	32,112	Q3 2025 Reduced 4.27%
IVV Ishares Core S&P 500 ETF ETFs	$0	$3.27 Million 1.52% of portfolio	4,881	Q3 2025 Added 0.51%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$3.12 Million 1.45% of portfolio	41,901	Q3 2025 Added 1.41%

BSJQ Invesco Etsf Fd Tr Bulletshare ETFs	$0	$2.92 Million 1.36% of portfolio	124,928	Q3 2025 Added 25.53%
VTV Vanguard Value ETF ETFs	$0	$2.77 Million 1.28% of portfolio	14,833	Q3 2025 Reduced 5.53%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$2.73 Million 1.27% of portfolio	38,251	Q3 2025 Added 22.83%
BSJR Invesco Indx Tr ETFs	$0	$2.74 Million 1.27% of portfolio	120,596	Q3 2025 Added 21.25%
BSJS Invesco Exc Self Ind Tr Bullet ETFs	$0	$2.63 Million 1.22% of portfolio	119,319	Q3 2025 Added 22.08%
BSJT Invesco Self Indexed Fd Tr Bul ETFs	$0	$2.51 Million 1.17% of portfolio	116,474	Q3 2025 Added 25.74%
BSJP Invesco Et Sf Idxd Fd Tr Bulle ETFs	$0	$2.53 Million 1.17% of portfolio	109,497	Q3 2025 Added 0.44%
VV Vanguard Large Cap ETF ETFs	$0	$2.47 Million 1.15% of portfolio	8,023	Q3 2025 Reduced 3.71%
VTI Vanguard Total Stock Market Et ETFs	$0	$2.39 Million 1.11% of portfolio	7,279	Q3 2025 Reduced 1.02%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$2.25 Million 1.04% of portfolio	30,601	Q3 2025 Added 6.87%
VRP Invesco ETF Tr Ii Var Rate Pfd ETFs	$0	$2.2 Million 1.02% of portfolio	89,024	Q3 2025 Added 9.24%
CWB Spdr Bloomberg Convertible Sec ETFs	$0	$2.17 Million 1.01% of portfolio	24,014	Q3 2025 Added 0.64%
FLTR Vaneck ETF Tr Investment Grade ETFs	$0	$2.13 Million 0.99% of portfolio	83,469	Q3 2025 Added 10.47%
V Visa Inc. Financial Services	$533B	$2.06 Million 0.96% of portfolio	6,031	Q3 2025 Reduced 0.51%
FLDR Fidelity Merrimack Str Tr Low ETFs	$0	$1.91 Million 0.89% of portfolio	38,002	Q3 2025 Added 93.13%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$1.91 Million 0.89% of portfolio	8,701	Q3 2025 Reduced 1.07%
GOOGL Alphabet Inc. Communication Services	$1.65T	$1.91 Million 0.89% of portfolio	7,869	Q3 2025 Reduced 0.47%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$1.82 Million 0.84% of portfolio	35,812	Q3 2025 Added 105.29%
MSFT Microsoft Corp Technology	$3.78T	$1.77 Million 0.82% of portfolio	3,418	Q3 2025 Reduced 1.5%
BIZD Vaneck Vectors ETF Tr Bdc Inco ETFs	$0	$1.71 Million 0.79% of portfolio	114,383	Q3 2025 Added 13.39%
GOOG Alphabet Inc. Communication Services	$1.74T	$1.66 Million 0.77% of portfolio	6,811	Q3 2025 Reduced 0.16%
PFXF Vaneck ETF Tr Preferred Securi ETFs	$0	$1.62 Million 0.75% of portfolio	91,413	Q3 2025 Added 2.77%
IOO Ishares Tr Global 100 ETF ETFs	$0	$1.55 Million 0.72% of portfolio	12,894	Q3 2025 Added 0.84%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$1.48 Million 0.69% of portfolio	25,987	Q3 2025 Added 13.72%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$1.47 Million 0.68% of portfolio	34,405	Q3 2025 Added 28.07%
VHT Vanguard Health Care ETF ETFs	$0	$1.46 Million 0.68% of portfolio	5,626	Q3 2025 Reduced 0.14%
ITA Ishares Tr ETFs	$0	$1.42 Million 0.66% of portfolio	6,798	Q3 2025 Reduced 0.06%
BSCU Invesco Exc Self Ind Tr ETFs	$0	$1.37 Million 0.63% of portfolio	80,933	Q3 2025 New
META Meta Platforms, Inc. Communication Services	$1.37T	$1.34 Million 0.62% of portfolio	1,831	Q3 2025 Reduced 0.6%
VXF Vanguard Extended Market ETF ETFs	$0	$1.29 Million 0.6% of portfolio	6,186	Q3 2025 Reduced 1.09%
AMD Advanced Micro Devices Inc Technology	$388B	$1.3 Million 0.6% of portfolio	8,034	Q2 2025 Added 1.58%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$1.29 Million 0.6% of portfolio	9,181	Q3 2025 Reduced 0.36%

Summary

Portfolio
No. of Stocks 131
Current Value $215 Million
Prior Value $197 Million
Filing
Period Q3 2025
Filing Date November 03, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 13 stocks
Additional Purchases 60 stocks
Sold out of 0 stocks
Reduced holdings in 46 stocks

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Howard Wealth Management, LLC Portfolio Holdings