HOWARD WEALTH MANAGEMENT, LLC

Q3 2025 13F-HR Holdings

Location
Madison, CT
Holdings as of
9/30/2025
Date filed
11/3/2025
Form type
13F-HR
Num holdings
131
Total value ($000)
$217,543
Net value change ($000)
+19,664 (9.9%)
New positions
12
Sold out positions
3
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2025 Next filing: 1/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PLTR 1,444 32.3%
BSCU 1,368 NEW
VYM 1,216 8.6%
AAPL 1,158 16.2%
VUG 1,104 6.9%
BSJU 1,015 NEW
JAAA 934 105.5%
FLDR 923 93.7%
VEU 637 30.4%
BSJQ 602 25.9%
Top Reduces (Value $000, Stocks/ETFs)
JPST -832 -14.3%
PFF -766 -40.9%
NVDA -352 -33.1%
PAYC -278 -100.0%
DNL -242 -23.6%
TXN -222 -100.0%
CW -205 -100.0%
IWF -175 -22.0%
NFLX -105 -10.1%
V -93 -4.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type