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HOWARD WEALTH MANAGEMENT, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001766286

$270.5M

disclosed book value

156

positions

7%

largest position share

Positions, as of 2026-06-30

top 100 of 156 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VYMVANGUARD WHITEHALL FDS119,863$18.9M7%
2VUGVANGUARD INDEX FDS214,780$18.5M6.8%
3AAPLAPPLE INC36,980$10.7M4%
4VBVANGUARD INDEX FDS32,826$10.0M3.7%
5VIGVANGUARD SPECIALIZED FUNDS26,188$6.2M2.3%
6BSCQINVESCO EXCH TRD SLF IDX FD304,444$5.9M2.2%
7BSCRINVESCO EXCH TRD SLF IDX FD302,354$5.9M2.2%
8BSCSINVESCO EXCH TRD SLF IDX FD283,380$5.8M2.1%
9BSCTINVESCO EXCH TRD SLF IDX FD300,074$5.6M2.1%
10VTVANGUARD INTL EQUITY INDEX F34,061$5.3M2%
11FLDRFIDELITY MERRIMACK STR TR102,249$5.1M1.9%
12JAAAJANUS DETROIT STR TR100,177$5.1M1.9%
13SPYSTATE STR SPDR S&P 500 ETF T6,735$5.0M1.9%
14IVVISHARES TR6,672$5.0M1.8%
15VOOVANGUARD INDEX FDS7,229$5.0M1.8%
16BSJQINVESCO EXCH TRD SLF IDX FD211,404$4.9M1.8%
17VEUVANGUARD INTL EQUITY INDEX F57,874$4.8M1.8%
18BSJRINVESCO EXCH TRD SLF IDX FD209,291$4.7M1.7%
19AMDADVANCED MICRO DEVICES INC8,025$4.7M1.7%
20BSCUINVESCO EXCH TRD SLF IDX FD277,058$4.6M1.7%
21BSJSINVESCO EXCH TRD SLF IDX FD208,429$4.5M1.7%
22BSJTINVESCO EXCH TRD SLF IDX FD207,945$4.4M1.6%
23BSJUINVESCO EXCH TRD SLF IDX FD160,988$4.2M1.5%
24JPSTJ P MORGAN EXCHANGE TRADED F80,736$4.1M1.5%
25IVWISHARES TR29,406$4.0M1.5%
26PLTRPALANTIR TECHNOLOGIES INC34,210$4.0M1.5%
27GOOGLALPHABET INC10,834$3.9M1.4%
28VTVVANGUARD INDEX FDS14,920$3.3M1.2%
29VXUSVANGUARD STAR FDS34,587$3.0M1.1%
30AMZNAMAZON COM INC12,279$2.9M1.1%
31BNDVANGUARD BD INDEX FDS39,349$2.9M1.1%
32GOOGALPHABET INC7,904$2.8M1%
33FLTRVANECK ETF TRUST104,932$2.7M1%
34QQQINVESCO QQQ TR3,574$2.6M1%
35VRPINVESCO EXCH TRADED FD TR II103,080$2.5M0.9%
36VVVANGUARD INDEX FDS7,234$2.5M0.9%
37CWBSPDR SERIES TRUST22,921$2.5M0.9%
38VTIVANGUARD INDEX FDS6,492$2.4M0.9%
39SPDWSPDR INDEX SHS FDS35,731$1.8M0.7%
40IOOISHARES TR11,967$1.6M0.6%
41PFXFVANECK ETF TRUST89,663$1.6M0.6%
42VHTVANGUARD WORLD FD5,297$1.6M0.6%
43MSFTMICROSOFT CORP4,207$1.6M0.6%
44JEPIJ P MORGAN EXCHANGE TRADED F26,887$1.5M0.6%
45ITAISHARES TR6,234$1.5M0.6%
46COSTCOSTCO WHOLESALE CORPORATION1,532$1.4M0.5%
47NVDANVIDIA CORPORATION7,113$1.4M0.5%
48JPMJPMORGAN CHASE & CO4,271$1.4M0.5%
49VXFVANGUARD INDEX FDS5,674$1.4M0.5%
50VNQVANGUARD INDEX FDS14,056$1.4M0.5%
51EESWISDOMTREE TR19,178$1.3M0.5%
52SDYSPDR SERIES TRUST8,347$1.3M0.5%
53SJNKSPDR SERIES TRUST50,064$1.3M0.5%
54BIZDVANECK ETF TRUST96,570$1.2M0.5%
55VVISA INC3,231$1.1M0.4%
56SPYVSPDR SERIES TRUST18,044$1.1M0.4%
57TSLATESLA INC2,531$1.1M0.4%
58METAMETA PLATFORMS INC1,778$1.0M0.4%
59VGTVANGUARD WORLD FD8,292$991,1230.4%
60PWVINVESCO EXCHANGE TRADED FD T12,872$975,3110.4%
61MAMASTERCARD INCORPORATED1,871$960,9460.4%
62HYSPIMCO ETF TR10,216$955,4670.4%
63IWMISHARES TR3,132$941,2540.3%
64JNJJOHNSON & JOHNSON3,595$913,0570.3%
65PFFISHARES TR29,780$908,0030.3%
66VFHVANGUARD WORLD FD6,565$864,0520.3%
67IJHISHARES TR10,376$800,1180.3%
68LLYELI LILLY & CO641$769,2320.3%
69HDHOME DEPOT INC2,084$735,2790.3%
70DIASTATE STR SPDR DOW JONES IND1,353$707,2100.3%
71ONEQFIDELITY COMWLTH TR6,851$707,1600.3%
72QYLDGLOBAL X FDS37,708$694,9660.3%
73EFAISHARES TR6,382$662,9660.2%
74AMLPALPS ETF TR12,708$658,9390.2%
75MUNIPIMCO ETF TR12,518$658,4970.2%
76DNLWISDOMTREE TR13,874$640,7010.2%
77IWFISHARES TR5,105$633,9340.2%
78BSMUINVESCO EXCH TRD SLF IDX FD28,390$622,2660.2%
79XYLDGLOBAL X FDS15,008$612,1880.2%
80BSMRINVESCO EXCH TRD SLF IDX FD25,730$608,2570.2%
81BSMSINVESCO EXCH TRD SLF IDX FD25,905$607,2130.2%
82BSMQINVESCO EXCH TRD SLF IDX FD25,735$605,9310.2%
83BSMTINVESCO EXCH TRD SLF IDX FD26,262$604,8140.2%
84XOMEXXON MOBIL CORP4,353$595,1740.2%
85INTCINTEL CORP4,236$591,4730.2%
86VOVANGUARD INDEX FDS7,317$589,5990.2%
87NFLXNETFLIX INC.8,206$585,9080.2%
88IJRISHARES TR3,632$538,7640.2%
89MRKMERCK & CO INC4,092$525,9240.2%
90CTASCINTAS CORP3,000$510,2400.2%
91SHYGISHARES TR11,860$503,0040.2%
92PEGPUBLIC SVC ENTERPRISE GROUP6,174$501,0820.2%
93VCITVANGUARD SCOTTSDALE FDS6,000$495,9670.2%
94VRIGINVESCO ACTIVELY MANAGED EXC19,269$483,0820.2%
95SPTMSPDR SERIES TRUST4,974$451,6250.2%
96VUSBVANGUARD BD INDEX FDS9,040$450,0160.2%
97GLDSPDR GOLD TR1,180$434,6880.2%
98DWMWISDOMTREE TR5,615$411,0980.2%
99IWBISHARES TR963$394,4620.1%
100ATIATI INC1,981$390,4550.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.