Institutional Fund
Howard Wealth Management, LLC
Madison, CTCIK 17662865 filings on record
Portfolio Value
$237.57M
Q1 2026
Holdings
142
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+3.7%
from $229.00M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Whitehall Fds7.0%
- Vanguard Index Fds6.6%
- Apple Inc3.8%
- Vanguard Index Fds3.5%
- Vanguard Specialized Funds2.4%
- Invesco Exch Trd Slf Idx Fd2.4%
- Other74.3%
Portfolio Holdings
142 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Whitehall Fds | 112.7K | $16.69M | 7.0% | +785 | Added |
| 2 | Vanguard Index Fds | 35.8K | $15.63M | 6.6% | −136 | Reduced |
| 3 | Apple Inc | 35.5K | $9.00M | 3.8% | +3.1K | Added |
| 4 | Vanguard Index Fds | 31.9K | $8.35M | 3.5% | +3 | Added |
| 5 | Vanguard Specialized Funds | 26.6K | $5.72M | 2.4% | −484 | Reduced |
| 6 | Invesco Exch Trd Slf Idx Fd | 289.7K | $5.66M | 2.4% | +9.0K | Added |
| 7 | Invesco Exch Trd Slf Idx Fd | 288.1K | $5.65M | 2.4% | +9.7K | Added |
| 8 | Invesco Exch Trd Slf Idx Fd | 269.1K | $5.50M | 2.3% | +8.6K | Added |
| 9 | Invesco Exch Trd Slf Idx Fd | 284.0K | $5.30M | 2.2% | +8.5K | Added |
| 10 | Palantir Technologies Inc | 34.1K | $4.99M | 2.1% | +1.9K | Added |
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