HOWARD WEALTH MANAGEMENT, LLC

Q2 2026 13F-HR Holdings

Location
Madison, CT
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
156
Total value ($000)
$270,454
Net value change ($000)
+32,879 (13.8%)
New positions
15
Sold out positions
0
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMD 3,026 185.0%
VUG 2,866 18.3%
VYM 2,257 13.5%
JAAA 2,084 70.1%
FLDR 1,997 63.9%
AAPL 1,700 18.9%
VB 1,604 19.2%
VEU 1,023 26.8%
SPY 708 16.4%
GOOGL 649 20.1%
Top Reduces (Value $000, Stocks/ETFs)
PLTR -1,003 -20.1%
JPST -414 -9.2%
BND -305 -9.5%
BIZD -247 -16.8%
NFLX -217 -27.0%
XOM -121 -16.9%
ABBV -99 -27.0%
COST -99 -6.5%
GLD -73 -14.4%
LMT -62 -18.1%
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