Howard Wealth Management, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Howard Wealth Management, LLC 13F Holdings
CIK 0001766286 · Madison, CT
As of Sep 30, 2025, Howard Wealth Management, LLC reported
131 positions worth $217.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD GROWTH INDEX FUND | VUG | — | 35,850 |
|
7.2M7.90% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 108,685 |
5.3M | 7.04% |
| APPLE INC | AAPL | Technology | 32,696 | $8.3M | 3.83% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 31,729 | $8.1M | 3.71% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 28,063 | $6.1M | 2.78% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 32,437 | $5.9M | 2.72% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 36,649 | $5.1M | 2.32% |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | BSCQ | — | 258,058 | $5.0M | 2.32% |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | BSCR | — | 252,871 | $5.0M | 2.29% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 98,141 | $5.0M | 2.29% |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | BSCS | — | 236,875 | $4.9M | 2.24% |
| INVESCO BULLETSHARES 2025 CORPORATE BOND ETF | BSCP | — | 229,858 | $4.8M | 2.19% |
| VANGUARD 500 INDEX FUND | VOO | — | 7,302 | $4.5M | 2.06% |
| SPDR S&P 500 ETF TRUST | SPY | — | 6,549 | $4.4M | 2.01% |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | BSCT | — | 212,827 | $4.0M | 1.84% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 32,112 | $3.9M | 1.78% |
| ISHARES CORE S&P 500 ETF | IVV | — | 4,881 | $3.3M | 1.50% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 41,901 | $3.1M | 1.43% |
| INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF | BSJQ | — | 124,928 | $2.9M | 1.34% |
| VANGUARD VALUE INDEX FUND | VTV | — | 14,833 | $2.8M | 1.27% |
| INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | BSJR | — | 120,596 | $2.7M | 1.26% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 38,251 | $2.7M | 1.25% |
| INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | BSJS | — | 119,319 | $2.6M | 1.21% |
| INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF | BSJP | — | 109,497 | $2.5M | 1.16% |
| INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | BSJT | — | 116,474 | $2.5M | 1.15% |