Howard Wealth Management, LLC
157 holdingsFiling period: 2026-06-30Current AUM: $276.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VYM | Vanguard Whitehall Fds | 119.9K | $18.9M | $19.4M | 6.99% | +7.2K | 2026-06-30 |
| 2 | VUG | Vanguard Index Fds | 214.8K | $18.5M | $19.2M | 6.94% | +179.0K | 2026-06-30 |
| 3 | AAPL | Apple Inc | 37.0K | $10.7M | $12.7M | 4.60% | +1.5K | 2026-06-30 |
| 4 | VB | Vanguard Index Fds | 32.8K | $9.9M | $9.5M | 3.43% | +961 | 2026-06-30 |
| 5 | VIG | Vanguard Specialized Funds | 26.2K | $6.2M | $6.4M | 2.31% | -419 | 2026-06-30 |
| 6 | BSCQ | Invesco Exch Trd Slf Idx FD | 304.4K | $5.9M | $5.9M | 2.15% | +14.7K | 2026-06-30 |
| 7 | BSCR | Invesco Exch Trd Slf Idx FD | 302.4K | $5.9M | $5.9M | 2.13% | +14.3K | 2026-06-30 |
| 8 | BSCS | Invesco Exch Trd Slf Idx FD | 283.4K | $5.8M | $5.7M | 2.06% | +14.3K | 2026-06-30 |
| 9 | BSCT | Invesco Exch Trd Slf Idx FD | 300.1K | $5.6M | $5.5M | 1.97% | +16.1K | 2026-06-30 |
| 10 | VT | Vanguard Intl Equity Index F | 34.1K | $5.3M | $5.4M | 1.95% | -686 | 2026-06-30 |
| 11 | FLDR | Fidelity Merrimack Str TR | 102.2K | $5.1M | $5.1M | 1.85% | +39.8K | 2026-06-30 |
| 12 | JAAA | Janus Detroit Str TR | 100.2K | $5.1M | $5.1M | 1.83% | +41.1K | 2026-06-30 |
| 13 | SPY | State Str Spdr S&P 500 ETF T | 6.7K | $5.0M | $5.2M | 1.88% | +89 | 2026-06-30 |
| 14 | IVV | iShares TR | 6.7K | $5.0M | $5.2M | 1.87% | -141 | 2026-06-30 |
| 15 | VOO | Vanguard Index Fds | 7.2K | $5.0M | $5.1M | 1.86% | -220 | 2026-06-30 |
| 16 | BSJQ | Invesco Exch Trd Slf Idx FD | 211.4K | $4.9M | $4.8M | 1.74% | +20.3K | 2026-06-30 |
| 17 | VEU | Vanguard Intl Equity Index F | 57.9K | $4.8M | $4.8M | 1.72% | +7.0K | 2026-06-30 |
| 18 | BSJR | Invesco Exch Trd Slf Idx FD | 209.3K | $4.7M | $4.6M | 1.67% | +22.4K | 2026-06-30 |
| 19 | AMD | Advanced Micro Devices Inc | 8.0K | $4.7M | $4.4M | 1.60% | -19 | 2026-06-30 |
| 20 | BSCU | Invesco Exch Trd Slf Idx FD | 277.1K | $4.6M | $4.5M | 1.62% | +22.2K | 2026-06-30 |
| 21 | BSJS | Invesco Exch Trd Slf Idx FD | 208.4K | $4.5M | $4.5M | 1.62% | +23.7K | 2026-06-30 |
| 22 | BSJT | Invesco Exch Trd Slf Idx FD | 207.9K | $4.4M | $4.3M | 1.55% | +22.9K | 2026-06-30 |
| 23 | BSJU | Invesco Exch Trd Slf Idx FD | 161.0K | $4.2M | $4.0M | 1.44% | +17.1K | 2026-06-30 |
| 24 | JPST | J P Morgan Exchange Traded F | 80.7K | $4.1M | $4.1M | 1.47% | -8,122 | 2026-06-30 |
| 25 | IVW | iShares TR | 29.4K | $4.0M | $4.1M | 1.50% | -1,512 | 2026-06-30 |
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