AI Portfolio Summary
In 2025 Q4, HOWARD WEALTH MANAGEMENT, LLC maintained a portfolio of 140 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 0.2%. Conversely, HOWARD WEALTH MANAGEMENT, LLC completely exited their position in INVESCO EXCH TRD SLF.
Total Positions
140
Quarter
2025 Q4
Top Holding
VUG (7.7%)
Top 10 Concentration
36.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 140
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VUG
VANGUARD INDEX ...
|
Warrant | 7.65% | 7.90% |
#1
Prev: #1
|
5.1 | 80 | 0.2% |
P
S
|
35,930 | $17,528,990 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 7.01% | 7.04% |
#2
Prev: #2
|
4.8 | 3,190 | 2.9% |
P
S
|
111,875 | $16,056,428 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 3.84% | 3.83% |
#3
Prev: #3
|
1.5 | -355 | -1.1% |
P
S
|
32,341 | $8,792,258 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD INDEX ...
|
ETF | 3.59% | 3.71% |
#4
Prev: #4
|
3.4 | 133 | 0.4% |
P
S
|
31,862 | $8,219,019 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 2.60% | 2.78% |
#5
Prev: #5
|
1.1 | -972 | -3.5% |
P
S
|
27,091 | $5,954,197 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 2.50% | 2.72% |
#6
Prev: #6
|
1.0 | -174 | -0.5% |
P
S
|
32,263 | $5,734,748 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSCR
INVESCO EXCH TR...
|
ETF | 2.40% | 2.29% |
#7
2
Prev: #9
|
3.0 | 25,567 | 10.1% |
P
S
|
278,438 | $5,496,366 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSCQ
INVESCO EXCH TR...
|
ETF | 2.40% | 2.32% |
#8
Prev: #8
|
3.0 | 22,659 | 8.8% |
P
S
|
280,717 | $5,495,036 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSCS
INVESCO EXCH TR...
|
ETF | 2.34% | 2.24% |
#9
2
Prev: #11
|
3.0 | 23,592 | 10.0% |
P
S
|
260,467 | $5,365,620 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSCT
INVESCO EXCH TR...
|
ETF | 2.27% | 1.84% |
#10
5
Prev: #15
|
3.0 | 62,610 | 29.4% |
P
S
|
275,437 | $5,187,856 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VT
VANGUARD INTL E...
|
ETF | 2.20% | 2.32% |
#11
4
Prev: #7
|
0.9 | -868 | -2.4% |
P
S
|
35,781 | $5,047,399 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 2.00% | 2.06% |
#12
1
Prev: #13
|
2.8 | 13 | 0.2% |
P
S
|
7,315 | $4,587,588 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 1.97% | 2.29% |
#13
3
Prev: #10
|
0.8 | -9,027 | -9.2% |
P
S
|
89,114 | $4,508,301 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 1.94% | 2.01% |
#14
Prev: #14
|
0.8 | -38 | -0.6% |
P
S
|
6,511 | $4,440,130 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 1.83% | 1.50% |
#15
2
Prev: #17
|
2.8 | 1,230 | 25.2% |
P
S
|
6,111 | $4,186,247 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSJQ
INVESCO EXCH TR...
|
ETF | 1.82% | 1.34% |
#16
3
Prev: #19
|
2.9 | 53,169 | 42.6% |
P
S
|
178,097 | $4,156,807 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSCU
INVESCO EXCH TR...
|
ETF | 1.77% | 0.63% |
#17
29
Prev: #46
|
3.0 | 158,863 | 196.3% |
P
S
|
239,796 | $4,057,348 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSJR
INVESCO EXCH TR...
|
ETF | 1.71% | 1.26% |
#18
3
Prev: #21
|
2.8 | 52,467 | 43.5% |
P
S
|
173,063 | $3,913,752 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVW
ISHARES TR
|
Warrant | 1.68% | 1.78% |
#19
3
Prev: #16
|
0.7 | -913 | -2.8% |
P
S
|
31,199 | $3,845,589 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSJS
INVESCO EXCH TR...
|
ETF | 1.65% | 1.21% |
#20
3
Prev: #23
|
2.8 | 52,163 | 43.7% |
P
S
|
171,482 | $3,772,604 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSJT
INVESCO EXCH TR...
|
Unknown | 1.62% | 1.15% |
#21
4
Prev: #25
|
2.8 | 55,616 | 47.7% |
P
S
|
172,090 | $3,701,656 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSJU
INVESCO EXCH TR...
|
Unknown | 1.52% | 0.47% |
#22
39
Prev: #61
|
2.9 | 94,205 | 242.9% |
P
S
|
132,990 | $3,471,704 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEU
VANGUARD INTL E...
|
ETF | 1.49% | 1.25% |
#23
1
Prev: #22
|
2.7 | 8,064 | 21.1% |
P
S
|
46,315 | $3,406,962 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BND
VANGUARD BD IND...
|
ETF | 1.36% | 1.43% |
#24
6
Prev: #18
|
2.5 | 181 | 0.4% |
P
S
|
42,082 | $3,117,021 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 1.25% | 1.27% |
#25
5
Prev: #20
|
2.5 | 191 | 1.3% |
P
S
|
15,024 | $2,869,439 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSCP
INVESCO EXCH TR...
|
ETF | 0.00% | 2.19% |
Sold All 😨
(Was: #12) |
0.3 | -229,858 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSJP
INVESCO EXCH TR...
|
ETF | 0.00% | 1.16% |
Sold All 😨
(Was: #24) |
0.3 | -109,497 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.00% | 0.18% |
Sold All 😨
(Was: #87) |
0.3 | -770 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSMP
INVESCO EXCH TR...
|
ETF | 0.00% | 0.14% |
Sold All 😨
(Was: #101) |
0.3 | -12,257 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORCL
ORACLE CORP
|
Technology | 0.00% | 0.12% |
Sold All 😨
(Was: #110) |
0.3 | -895 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.00% | 0.10% |
Sold All 😨
(Was: #127) |
0.3 | -4,787 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 140 holdings