HOWARD WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Madison, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 270,454
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 156 | 270,454 | 13F-HR | HOWARD WEALTH MANAGEMENT, LLC |
| Q1 2026 | 5/11/2026 | 142 | 237,575 | 13F-HR | HOWARD WEALTH MANAGEMENT, LLC |
| Q4 2025 | 1/29/2026 | 134 | 229,004 | 13F-HR | HOWARD WEALTH MANAGEMENT, LLC |
| Q3 2025 | 11/3/2025 | 131 | 217,543 | 13F-HR | HOWARD WEALTH MANAGEMENT, LLC |
| Q2 2025 | 8/11/2025 | 121 | 197,879 | 13F-HR | HOWARD WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 60.47 K | 22.4% | 10.52 K | 0 | 10.52 K |
| ETFs | 210 K | 77.6% | 22.64 K | 0 | 22.64 K |
| Debt | 0 | 0.0% | 0 | 277 | -277 |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
270,454
Holdings
156
QoQ value change ($000)
32,879
(13.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.