Howard Wealth Management, LLC holds a diversified book of 156 reported positions worth $270.5M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened Intel Corp and trimmed Vanguard Dividend Apprec ETF. Their largest long position is Vanguard High DVD Yield ETF at 7% of the reported non-option book. Cloning the disclosed picks since 2024 would be +22% (+11.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Howard Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Howard Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
19% mapped to company sectors
+4 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Howard Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.5B |
| Hoffman, Alan N Investment Management | 10 / 80 | $162.3M |
| Swiss Re Ltd | 18 / 80 | $1.0B |
| Prospect Hill Management, LLC | 9 / 80 | $239.8M |
| Banta Asset Management LP | 15 / 80 | $103.7M |
| Tenon Financial LLC | 27 / 80 | $274.7M |
| CBIZ Investment Advisory Services, LLC | 44 / 80 | $2.4B |
| Draper Asset Management, LLC | 9 / 80 | $172.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Howard Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Whitehall FDS HIGH DIV YLD | $18.9M | 119.9K | 7.0% | ▲+6.4% Added · +7K sh | |
| 2 | Vanguard Index FDS GROWTH ETF | $18.5M | 214.8K | 6.8% | ▲+500% Added · +179K sh | |
| 3 | Apple Inc COM | $10.7M | 37.0K | 4.0% | ▲+4.3% Added · +2K sh | |
| 4 | Vanguard Index FDS SMALL CP ETF | $10.0M | 32.8K | 3.7% | ▲+3.0% Added · +961 sh | |
| 5 | Vanguard Specialized Funds DIV APP ETF | $6.2M | 26.2K | 2.3% | ▼−1.6% Reduced · −419 sh | |
| 6 | Invesco Exch TRD SLF Idx FD BULSHS 2026 CB | $5.9M | 304.4K | 2.2% | ▲+5.1% Added · +15K sh | |
| 7 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $5.9M | 302.4K | 2.2% | ▲+4.9% Added · +14K sh | |
| 8 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $5.8M | 283.4K | 2.1% | ▲+5.3% Added · +14K sh | |
| 9 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 | $5.6M | 300.1K | 2.1% | ▲+5.7% Added · +16K sh | |
| 10 | Vanguard Intl Equity Index F TT WRLD ST ETF | $5.3M | 34.1K | 2.0% | ▼−2.0% Reduced · −686 sh | |
| 11 | Fidelity Merrimack STR TR LOW DURTIN ETF | $5.1M | 102.2K | 1.9% | ▲+64% Added · +40K sh | |
| 12 | Janus Detroit STR TR HENDRSON AAA CL | $5.1M | 100.2K | 1.9% | ▲+70% Added · +41K sh | |
| 13 | State STR SPDR S&P 500 ETF T TR UNIT | $5.0M | 6.7K | 1.9% | ▲+1.3% Added · +89 sh | |
| 14 | Ishares TR CORE S&P500 ETF | $5.0M | 6.7K | 1.8% | ▼−2.1% Reduced · −141 sh | |
| 15 | Vanguard Index FDS S&P 500 ETF SHS | $5.0M | 7.2K | 1.8% | ▼−3.0% Reduced · −220 sh | |
| 16 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 26 | $4.9M | 211.4K | 1.8% | ▲+11% Added · +20K sh | |
| 17 | Vanguard Intl Equity Index F ALLWRLD EX US | $4.8M | 57.9K | 1.8% | ▲+14% Added · +7K sh | |
| 18 | Invesco Exch TRD SLF Idx FD BULETSHS 2027 | $4.7M | 209.3K | 1.7% | ▲+12% Added · +22K sh | |
| 19 | Advanced Micro Devices Inc COM | $4.7M | 8.0K | 1.7% | ▼−0.2% Reduced · −19 sh | |
| 20 | Invesco Exch TRD SLF Idx FD INVSCO 30 CORP | $4.6M | 277.1K | 1.7% | ▲+8.7% Added · +22K sh | |
| 21 | Invesco Exch TRD SLF Idx FD INVSCO 28 HYCORP | $4.5M | 208.4K | 1.7% | ▲+13% Added · +24K sh | |
| 22 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 HG | $4.4M | 207.9K | 1.6% | ▲+12% Added · +23K sh | |
| 23 | Invesco Exch TRD SLF Idx FD BULLETSHS 2030 | $4.2M | 161.0K | 1.5% | ▲+12% Added · +17K sh | |
| 24 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $4.1M | 80.7K | 1.5% | ▼−9.1% Reduced · −8K sh | |
| 25 | Ishares TR S&P 500 GRWT ETF | $4.0M | 29.4K | 1.5% | ▼−4.9% Reduced · −2K sh | |
| 26 | Palantir Technologies Inc CL A | $4.0M | 34.2K | 1.5% | ▲+0.2% Added · +70 sh | |
| 27 | Alphabet Inc CAP STK CL A | $3.9M | 10.8K | 1.4% | ▼−3.3% Reduced · −374 sh | |
| 28 | Vanguard Index FDS VALUE ETF | $3.3M | 14.9K | 1.2% | ▼−0.7% Reduced · −101 sh | |
| 29 | Vanguard Star FDS VG TL INTL STK F | $3.0M | 34.6K | 1.1% | ▲+6.1% Added · +2K sh | |
| 30 | Amazon Com Inc COM | $2.9M | 12.3K | 1.1% | ▼−0.3% Reduced · −41 sh | |
| 31 | Vanguard BD Index FDS TOTAL BND MRKT | $2.9M | 39.3K | 1.1% | ▼−9.3% Reduced · −4K sh | |
| 32 | Alphabet Inc CAP STK CL C | $2.8M | 7.9K | 1.0% | ▼−0.1% Reduced · −12 sh | |
| 33 | Vaneck ETF Trust IG FLOA RATE ETF | $2.7M | 104.9K | 1.0% | ▲+4.0% Added · +4K sh | |
| 34 | Invesco QQQ TR UNIT SER 1 | $2.6M | 3.6K | 1.0% | ▼−0.7% Reduced · −27 sh | |
| 35 | Invesco Exch Traded FD TR II VAR RATE PFD | $2.5M | 103.1K | 0.9% | ▲+3.7% Added · +4K sh | |
| 36 | Vanguard Index FDS LARGE CAP ETF | $2.5M | 7.2K | 0.9% | ▼−3.4% Reduced · −257 sh | |
| 37 | SPDR Series Trust ST STR CONV ETF | $2.5M | 22.9K | 0.9% | ▼−1.3% Reduced · −302 sh | |
| 38 | Vanguard Index FDS TOTAL STK MKT | $2.4M | 6.5K | 0.9% | ▼−4.0% Reduced · −268 sh | |
| 39 | SPDR Index SHS FDS ST STR PO EX ETF | $1.8M | 35.7K | 0.7% | ▼−0.9% Reduced · −312 sh | |
| 40 | Ishares TR GLOBAL 100 ETF | $1.6M | 12.0K | 0.6% | ▼−0.9% Reduced · −109 sh | |
| 41 | Vaneck ETF Trust PREFERRED SECURT | $1.6M | 89.7K | 0.6% | ▲+1.4% Added · +1K sh | |
| 42 | Vanguard World FD HEALTH CAR ETF | $1.6M | 5.3K | 0.6% | ▼−1.6% Reduced · −86 sh | |
| 43 | Microsoft Corp COM | $1.6M | 4.2K | 0.6% | ▲+2.1% Added · +87 sh | |
| 44 | J P Morgan Exchange Traded F EQUITY PREMIUM | $1.5M | 26.9K | 0.6% | ▲+1.9% Added · +510 sh | |
| 45 | Ishares TR US AER DEF ETF | $1.5M | 6.2K | 0.6% | ▼−2.7% Reduced · −175 sh | |
| 46 | Costco Wholesale Corporation COM | $1.4M | 1.5K | 0.5% | ▼−0.4% Reduced · −6 sh | |
| 47 | Nvidia Corporation COM | $1.4M | 7.1K | 0.5% | ▲+1.7% Added · +121 sh | |
| 48 | JPMorgan Chase & Co COM | $1.4M | 4.3K | 0.5% | ▲+1.4% Added · +57 sh | |
| 49 | Vanguard Index FDS EXTEND MKT ETF | $1.4M | 5.7K | 0.5% | ▼−3.1% Reduced · −182 sh | |
| 50 | Vanguard Index FDS REAL ESTATE ETF | $1.4M | 14.1K | 0.5% | ▼−0.4% Reduced · −63 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1766286/holdings"
Use Arkolith to show HOWARD WEALTH MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 21d | 156 | $270.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 41d | 142 | $237.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 29d | 134 | $229.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 34d | 131 | $217.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 42d | 121 | $197.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 115 | $179.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 30d | 116 | $184.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 39d | 112 | $171.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.