HOWARD WEALTH MANAGEMENT, LLC

Q1 2026 13F-HR Holdings

Location
Madison, CT
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
142
Total value ($000)
$237,575
Net value change ($000)
+8,571 (3.7%)
New positions
12
Sold out positions
4
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
COST 970 172.3%
QQQ 826 65.9%
GOOGL 818 34.0%
VYM 629 3.9%
AMZN 619 31.8%
FLDR 582 22.9%
ONEQ 582 NEW
JAAA 566 23.5%
NVDA 523 75.1%
CTAS 509 NEW
Top Reduces (Value $000, Stocks/ETFs)
VUG -1,894 -10.8%
PLTR -741 -12.9%
IVW -349 -9.1%
VT -241 -4.8%
IBM -241 -100.0%
VIG -232 -3.9%
PFFV -226 -100.0%
XLF -212 -100.0%
GE -211 -100.0%
TSLA -197 -17.3%
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