HOWARD WEALTH MANAGEMENT, LLC

Q3 2026 13F-HR Holdings

Location
Madison, CT
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
150
Total value ($000)
$276,859
Net value change ($000)
+6,405 (2.4%)
New positions
3
Sold out positions
9
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
PLTR 2,408 60.3%
AAPL 1,579 14.8%
SGOV 1,384 NEW
JAAA 1,052 20.8%
FLDR 1,021 19.9%
VUG 898 4.9%
EXXONMOBIL HOLDINGS CORP 704 NEW
MSFT 578 36.8%
META 287 28.6%
AMD 247 5.3%
Top Reduces (Value $000, Stocks/ETFs)
XOM -595 -100.0%
VB -468 -4.7%
JPST -373 -9.1%
VYM -356 -1.9%
IWF -275 -43.4%
SNDK -246 -100.0%
CW -242 -100.0%
MTZ -222 -100.0%
SRE -218 -100.0%
ITA -215 -14.2%
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