Howard Wealth Management, LLC has filed a Form 13F-HR reporting its equity holdings as of September 30, 2026. The filing lists a total of 150 distinct positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with several funds holding significant value. The Vanguard Morningstar Small Cap ETF (ticker: 922908751) is the largest position, holding 9,481,810 shares valued at $33,329. The Vanguard Morningstar Large Cap ETF (ticker: 922908637) follows with 2,544,661 shares valued at $7,232. The Vanguard Morningstar Total Stock Market ETF (ticker: 922908769) holds 2,434,140 shares valued at $6,504. Other notable ETF positions include the Invesco BulletShares 2029 Corporate ETF (ticker: 46138J577) with 5,642,892 shares valued at $310,049, and the Invesco BulletShares 2027 Corporate ETF (ticker: 46138J585) with 4,889,264 shares valued at $221,183.
Among individual equities, the largest holding is Palantir Technologies Inc. Class A (ticker: 69608A108), with 6,398,981 shares valued at $34,210. Other individual stock positions include NVIDIA Corporation (ticker: 67066G104) with 1,622,198 shares valued at $7,103, and Costco Wholesale Corporation (ticker: 22160K105) with 1,390,576 shares valued at $1,527.
