Howard Wealth Management
Howard Wealth Management reported 150 stocks worth $277M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are VUG (7.0%), VYM (6.7%) and AAPL (4.4%). Compared with Q2 2026, the fund opened new positions in SGOV and XOM, added to VUG, VB and FLDR, trimmed AAPL, VIG and VT and sold out of XOM, SNDK and CW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VUG Vanguard Index Fds | $19.4M | 7.0% | 215K | +500 (+0%) | 8 of 8 | |
| 2 |  VYM Vanguard Whitehall Fds | $18.6M | 6.7% | 120K | No change | 8 of 8 | |
| 3 |  AAPL Apple Inc | $12.3M | 4.4% | 37K | −106 (−0%) | 8 of 8 | |
| 4 |  VB Vanguard Index Fds | $9.5M | 3.4% | 33K | +503 (+2%) | 8 of 8 | |
| 5 |  PLTR Palantir Technologies Inc | $6.4M | 2.3% | 34K | No change | 8 of 8 | |
| 6 |  FLDR Fidelity Merrimack Str TR | $6.1M | 2.2% | 124K | +21K (+21%) | 6 of 8 | |
| 7 |  JAAA Janus Detroit Str TR | $6.1M | 2.2% | 121K | +21K (+21%) | 6 of 8 | |
| 8 |  BSCR Invesco Exch Trd Slf Idx FD | $6.1M | 2.2% | 312K | +9,815 (+3%) | 8 of 8 | |
| 9 |  VIG Vanguard Dividend Appreciation ETF | $6M | 2.2% | 26K | −458 (−2%) | 8 of 8 | |
| 10 |  BSCQ Invesco Exch Trd Slf Idx FD | $5.9M | 2.1% | 305K | +315 (+0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $595K | 4,353 |
 SNDK Sandisk Corp | $246K | 108 |
 CW Curtiss Wright Corp | $242K | 320 |
 MTZ Mastec Inc | $222K | 534 |
 SRE Sempra | $218K | 2,350 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Howard Wealth Management 13F FAQ
What does Howard Wealth Management own?
Howard Wealth Management reported 150 stocks worth $277M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are VUG (7.0%), VYM (6.7%) and AAPL (4.4%). The table above lists every position in the filing (the top 10 without an account).
What did Howard Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 56 added to, 55 trimmed and 9 sold out. New positions include SGOV and XOM. It sold all of XOM, SNDK and CW.
When will Howard Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Howard Wealth Management's portfolio worth?
The Q3 2026 filing reports $277M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.