Howard Wealth Management, LLC holds a diversified book of 156 stocks worth $270.5M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2024 would be +20% (+10.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
Growth of $10,000 cloning Howard Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Howard Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $545.1B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $412.8B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $150.0B |
| ROYAL BANK OF CANADA | 80 / 80 | $146.9B |
| UBS Group AG | 80 / 80 | $135.5B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $94.6B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $93.0B |
| LPL Financial LLC | 80 / 80 | $92.5B |
Ranked by how many of Howard Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 156 | $270.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 142 | $237.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 134 | $229.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 131 | $217.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 121 | $197.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 115 | $179.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 116 | $184.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 112 | $171.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.