Howard Wealth Management, LLC Portfolio Holdings

Howard Wealth Management, LLC

  • $221 Million
  • Q4 2025

Howard Wealth Management, LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $221 Million distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $17.4M, Vanguard Whitehall Fds (Vangua with a value of $15.8M, Apple Inc. with a value of $8.65M, Vanguard Small Cap ETF with a value of $7.96M, and Palantir Technologies Inc. with a value of $5.61M.

Examining the 13F form we can see an increase of $5.86M in the current position value, from $215M to 221M.

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 $221 Million
ETFs: $183 Million
Technology: $19.2 Million
Communication Services: $5.79 Million
Consumer Cyclical: $3.94 Million
Financial Services: $3.09 Million
Healthcare: $2.09 Million
Consumer Defensive: $1.1 Million
Utilities: $1.04 Million
Other: $1.45 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$8.65 Million 3.91% of portfolio
32,341
Q4 2025 Reduced 1.09%
$342B
$5.61 Million 2.54% of portfolio
32,263
Q4 2025 Reduced 0.54%
$1.65T
$2.12 Million 0.96% of portfolio
7,684
Q4 2025 Reduced 2.35%
$2.39T
$1.98 Million 0.89% of portfolio
8,436
Q4 2025 Reduced 3.05%
$388B
$1.93 Million 0.87% of portfolio
8,044
Q4 2025 Added 0.12%
$3.78T
$1.7 Million 0.77% of portfolio
3,355
Q4 2025 Reduced 1.84%
$1.74T
$1.7 Million 0.77% of portfolio
5,940
Q4 2025 Reduced 12.79%
$533B
$1.1 Million 0.5% of portfolio
3,366
Q4 2025 Reduced 44.19%
$1.37T
$1.11 Million 0.5% of portfolio
1,828
Q4 2025 Reduced 0.16%
$1.29T
$1.03 Million 0.47% of portfolio
2,531
Q3 2025 Reduced 10.22%
$881B
$993,000 0.45% of portfolio
3,306
Q4 2025 Reduced 9.89%
$512B
$1.01 Million 0.45% of portfolio
1,873
Q4 2025 Reduced 3.6%
$465B
$696,000 0.31% of portfolio
3,733
Q4 2025 Reduced 1.97%
$522B
$682,000 0.31% of portfolio
3,422
Q4 2025 Reduced 0.49%
$971B
$645,000 0.29% of portfolio
632
Q4 2025 Reduced 0.78%
$404B
$595,000 0.27% of portfolio
653
Q4 2025 Reduced 41.59%
$414B
$404,000 0.18% of portfolio
1,730
Q4 2025 Reduced 2.59%
$367B
$387,000 0.17% of portfolio
1,082
Q4 2025 Reduced 0.37%
$235B
$362,000 0.16% of portfolio
3,903
Q4 2025 Reduced 7.45%
$224B
$340,000 0.15% of portfolio
1,117
Q4 2025 Reduced 0.8%
$346B
$256,000 0.12% of portfolio
1,756
Q4 2025 Reduced 9.2%
$279B
$244,000 0.11% of portfolio
2,374
Q4 2024 New
$266B
$241,000 0.11% of portfolio
812
Q4 2025 Added 0.12%
$328B
$204,000 0.09% of portfolio
683
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $221 Million
  • Prior Value $215 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 9 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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