HOWARD WEALTH MANAGEMENT, LLC
143 holdingsFiling period: 2026-03-31Current AUM: $259.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | 112.7K | $16.7M | $18.2M | 7.05% | +785 | 2026-03-31 |
| 2 | VUG | VANGUARD INDEX FDS | 35.8K | $15.6M | $18.3M | 7.07% | -136 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 35.5K | $9.0M | $11.0M | 4.23% | +3.1K | 2026-03-31 |
| 4 | VB | VANGUARD INDEX FDS | 31.9K | $8.3M | $9.4M | 3.63% | +3 | 2026-03-31 |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 26.6K | $5.7M | $6.4M | 2.46% | -484 | 2026-03-31 |
| 6 | BSCQ | INVESCO EXCH TRD SLF IDX FD | 289.7K | $5.7M | $5.7M | 2.18% | +9.0K | 2026-03-31 |
| 7 | BSCR | INVESCO EXCH TRD SLF IDX FD | 288.1K | $5.7M | $5.6M | 2.18% | +9.7K | 2026-03-31 |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | 269.1K | $5.5M | $5.5M | 2.11% | +8.6K | 2026-03-31 |
| 9 | BSCT | INVESCO EXCH TRD SLF IDX FD | 284.0K | $5.3M | $5.3M | 2.03% | +8.5K | 2026-03-31 |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC | 34.1K | $5.0M | $4.2M | 1.62% | +1.9K | 2026-03-31 |
| 11 | VT | VANGUARD INTL EQUITY INDEX F | 34.7K | $4.8M | $5.4M | 2.09% | -1,034 | 2026-03-31 |
| 12 | JPST | J P MORGAN EXCHANGE TRADED F | 88.9K | $4.5M | $4.5M | 1.73% | -256 | 2026-03-31 |
| 13 | VOO | VANGUARD INDEX FDS | 7.4K | $4.5M | $5.1M | 1.97% | +134 | 2026-03-31 |
| 14 | IVV | ISHARES TR | 6.8K | $4.5M | $5.1M | 1.97% | +702 | 2026-03-31 |
| 15 | BSJQ | INVESCO EXCH TRD SLF IDX FD | 191.1K | $4.4M | $4.4M | 1.69% | +13.0K | 2026-03-31 |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | 6.6K | $4.3M | $5.0M | 1.92% | +135 | 2026-03-31 |
| 17 | BSCU | INVESCO EXCH TRD SLF IDX FD | 254.8K | $4.3M | $4.2M | 1.62% | +15.0K | 2026-03-31 |
| 18 | BSJR | INVESCO EXCH TRD SLF IDX FD | 186.9K | $4.2M | $4.2M | 1.61% | +13.8K | 2026-03-31 |
| 19 | BSJS | INVESCO EXCH TRD SLF IDX FD | 184.7K | $4.0M | $4.0M | 1.55% | +13.2K | 2026-03-31 |
| 20 | BSJT | INVESCO EXCH TRD SLF IDX FD | 185.1K | $3.9M | $3.9M | 1.51% | +13.0K | 2026-03-31 |
| 21 | VEU | VANGUARD INTL EQUITY INDEX F | 50.9K | $3.8M | $4.2M | 1.63% | +4.6K | 2026-03-31 |
| 22 | BSJU | INVESCO EXCH TRD SLF IDX FD | 143.9K | $3.7M | $3.7M | 1.42% | +10.9K | 2026-03-31 |
| 23 | IVW | ISHARES TR | 30.9K | $3.5M | $4.2M | 1.61% | -281 | 2026-03-31 |
| 24 | GOOGL | ALPHABET INC | 11.2K | $3.2M | $4.0M | 1.54% | +3.5K | 2026-03-31 |
| 25 | BND | VANGUARD BD INDEX FDS | 43.4K | $3.2M | $3.1M | 1.21% | +1.3K | 2026-03-31 |
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