Howard Financial Services, Ltd. has filed a Form 13F-HR/A with the Securities and Exchange Commission, disclosing its equity holdings as of June 30, 2026. The filing lists 238 distinct positions held by the firm, managed by Jason Post, the Chief Compliance Officer, who is listed as the contact person for the Dallas-based entity.
The portfolio is heavily weighted toward technology and energy sectors. The largest individual position is NVIDIA Corporation, for which the firm holds 11,881,928 shares. Other major technology holdings include Microsoft Corporation (8,606,762 shares), Broadcom Inc. (6,335,790 shares), and Taiwan Semiconductor Manufacturing Company (2,984,335 shares).
Energy companies also feature prominently in the portfolio. The filing shows significant stakes in Enterprise Products Partners L.P. (5,125,723 shares), Exxon Mobil Corporation (2,741,926 shares), and Blackstone Minerals L.P. (1,291,085 shares).
In addition to individual stocks, the portfolio includes a substantial number of exchange-traded funds (ETFs). Major allocations include the Schwab Strategic Trust US Large Cap Growth ETF (27,446,302 shares), the Invesco Active Managed Equity Total Return ETF (37,406,555 shares), and the Pacer FDS TR US Sm Cap CA ETF (8,612,522 shares). The filing also lists positions in various other funds tracking indices such as the S&P 500, Nasdaq 100, and MSCI Emerging Markets.
