HOWARD WEALTH MANAGEMENT, LLC

Q4 2025 13F-HR Holdings

Location
Madison, CT
Holdings as of
12/31/2025
Date filed
1/29/2026
Form type
13F-HR
Num holdings
134
Total value ($000)
$229,004
Net value change ($000)
+11,461 (5.3%)
New positions
9
Sold out positions
6
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/3/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
BSCU 2,689 196.6%
BSJU 2,457 242.1%
BSJQ 1,233 42.2%
BSJT 1,190 47.4%
BSCT 1,185 29.6%
BSJR 1,172 42.7%
BSJS 1,138 43.2%
IVV 919 28.1%
VYM 737 4.8%
VEU 677 24.8%
Top Reduces (Value $000, Stocks/ETFs)
BSCP -4,756 -100.0%
BSJP -2,525 -100.0%
V -878 -42.6%
COST -472 -45.6%
JPST -471 -9.5%
BRK-B -387 -100.0%
Invesco Exchange-Traded Self-Indexed Fund Trust -301 -100.0%
ORCL -252 -100.0%
DNL -212 -27.0%
VZ -210 -100.0%
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