13F Insight
DOSSIER · 13F-HR · Q2 2026

HOWARD WEALTH MANAGEMENT, LLC

$270M in tracked AUM across 156 positions as of Q2 2026.

HW
CIK 0001766286 · last filed Jun 30, 2026
Total AUM
$270M
as of Q2 2026
Holdings
156
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

HOWARD WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VYM
VANGUARD WHITEHALL FDS
$19M120K7.0%02
VUG
VANGUARD INDEX FDS
$19M215K6.8%03
AAPL
APPLE INC
$11M37K4.0%04
VB
VANGUARD INDEX FDS
$10M33K3.7%05
VIG
VANGUARD SPECIALIZED FUNDS
$6M26K2.3%06
BSCQ
INVESCO EXCH TRD SLF IDX FD
$6M304K2.2%07
BSCR
INVESCO EXCH TRD SLF IDX FD
$6M302K2.2%08
BSCS
INVESCO EXCH TRD SLF IDX FD
$6M283K2.1%09
BSCT
INVESCO EXCH TRD SLF IDX FD
$6M300K2.1%10
VT
VANGUARD INTL EQUITY INDEX F
$5M34K2.0%

Filing history

2026Q2Jun 30
$270M▲ 13.8%
156 positionsView →2026Q1Mar 31
$238M▲ 3.7%
142 positionsView →2025Q4Dec 31
$229M▲ 118.0%
134 positionsView →2025Q3Sep 30
$105M▲ 12.2%
79 positionsView →2025Q2Jun 30
$94M▲ 11.6%
71 positionsLocked2025Q1Mar 31
$84M▼ 54.6%
68 positionsLocked2024Q4Dec 31
$185M▲ 7.6%
116 positionsLocked2024Q3Sep 30
$172M▲ 35.5%
112 positionsLocked2024Q2Jun 30
$127M▲ 3.1%
93 positionsLocked2024Q1Mar 31
$123M▲ 2.8%
104 positionsLocked2023Q4Dec 31
$120M▲ 10.3%
100 positionsLocked2023Q3Sep 30
$108M▼ 5.9%
95 positionsLocked
Showing 12 of 27