HOWARD WEALTH MANAGEMENT, LLC: 13F holdings
CIK 17662862026Q2
| Positions | 156 |
|---|
| Reported value | $270.5m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 156 (+14 vs prior quarter) |
|---|
| Reported value | $270.5m (+13.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VYM VANGUARD WHITEHALL FDS | 119,863 | $18.9m | 7.0% |
| VUG VANGUARD INDEX FDS | 214,780 | $18.5m | 6.8% |
| AAPL APPLE INC | 36,980 | $10.7m | 4.0% |
| VB VANGUARD INDEX FDS | 32,826 | $10.0m | 3.7% |
| VIG VANGUARD SPECIALIZED FUNDS | 26,188 | $6.2m | 2.3% |
| BSCQ INVESCO EXCH TRD SLF IDX FD | 304,444 | $5.9m | 2.2% |
| BSCR INVESCO EXCH TRD SLF IDX FD | 302,354 | $5.9m | 2.2% |
| BSCS INVESCO EXCH TRD SLF IDX FD | 283,380 | $5.8m | 2.1% |
| BSCT INVESCO EXCH TRD SLF IDX FD | 300,074 | $5.6m | 2.1% |
| ACWI VANGUARD INTL EQUITY INDEX F | 34,061 | $5.3m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1766286")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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