Universe · entity
HOWARD WEALTH MANAGEMENT, LLC
Institutional manager (13F) · CIK 1766286
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $192M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD WHITEHALL FDS | $17M | 112,660 |
| 2 | VANGUARD INDEX FDS | $16M | 35,794 |
| 3 | APPLE INC | $9M | 35,465 |
| 4 | VANGUARD INDEX FDS | $8M | 31,865 |
| 5 | VANGUARD SPECIALIZED FUNDS | $6M | 26,607 |
| 6 | INVESCO EXCH TRD SLF IDX FD | $6M | 289,707 |
| 7 | INVESCO EXCH TRD SLF IDX FD | $6M | 288,096 |
| 8 | INVESCO EXCH TRD SLF IDX FD | $5M | 269,076 |
| 9 | INVESCO EXCH TRD SLF IDX FD | $5M | 283,986 |
| 10 | PALANTIR TECHNOLOGIES INC | $5M | 34,140 |
| 11 | VANGUARD INTL EQUITY INDEX F | $5M | 34,747 |
| 12 | J P MORGAN EXCHANGE TRADED F | $4M | 88,858 |
| 13 | VANGUARD INDEX FDS | $4M | 7,449 |
| 14 | ISHARES TR | $4M | 6,813 |
| 15 | INVESCO EXCH TRD SLF IDX FD | $4M | 191,104 |
| 16 | STATE STR SPDR S&P 500 ETF T | $4M | 6,646 |
| 17 | INVESCO EXCH TRD SLF IDX FD | $4M | 254,823 |
| 18 | INVESCO EXCH TRD SLF IDX FD | $4M | 186,901 |
| 19 | INVESCO EXCH TRD SLF IDX FD | $4M | 184,719 |
| 20 | INVESCO EXCH TRD SLF IDX FD | $4M | 185,057 |
| 21 | VANGUARD INTL EQUITY INDEX F | $4M | 50,913 |
| 22 | INVESCO EXCH TRD SLF IDX FD | $4M | 143,898 |
| 23 | ISHARES TR | $3M | 30,918 |
| 24 | ALPHABET INC | $3M | 11,208 |
| 25 | VANGUARD BD INDEX FDS | $3M | 43,369 |
| 26 | FIDELITY MERRIMACK STR TR | $3M | 62,484 |
| 27 | JANUS DETROIT STR TR | $3M | 59,045 |
| 28 | VANGUARD INDEX FDS | $3M | 15,021 |
| 29 | VANECK ETF TRUST | $3M | 100,864 |
| 30 | AMAZON COM INC | $3M | 12,320 |
| 31 | VANGUARD STAR FDS | $3M | 32,601 |
| 32 | INVESCO EXCH TRADED FD TR II | $2M | 99,417 |
| 33 | ALPHABET INC | $2M | 7,916 |
| 34 | VANGUARD INDEX FDS | $2M | 7,491 |
| 35 | VANGUARD INDEX FDS | $2M | 6,760 |
| 36 | SPDR SERIES TRUST | $2M | 23,223 |
| 37 | INVESCO QQQ TR | $2M | 3,601 |
| 38 | SPDR INDEX SHS FDS | $2M | 36,043 |
| 39 | ADVANCED MICRO DEVICES INC | $2M | 8,044 |
| 40 | VANECK ETF TRUST | $2M | 88,386 |
| 41 | COSTCO WHOLESALE CORPORATION | $2M | 1,538 |
| 42 | MICROSOFT CORP | $2M | 4,120 |
| 43 | J P MORGAN EXCHANGE TRADED F | $1M | 26,377 |
| 44 | VANECK ETF TRUST | $1M | 114,849 |
| 45 | VANGUARD WORLD FD | $1M | 5,383 |
| 46 | ISHARES TR | $1M | 12,076 |
| 47 | ISHARES TR | $1M | 6,409 |
| 48 | VANGUARD INDEX FDS | $1M | 14,119 |
| 49 | SPDR SERIES TRUST | $1M | 8,563 |
| 50 | JPMORGAN CHASE & CO | $1M | 4,214 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.