HOWARD WEALTH MANAGEMENT, LLC Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$229.0M

Holdings

134

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (134 positions)

#	Stock	Shares	Value	% Portfolio
1	VUGVANGUARD INDEX FDS	35,930	$17.5M	7.65%
2	VYMVANGUARD WHITEHALL FDS	111,875	$16.1M	7.01%
3	AAPLAPPLE INC	32,341	$8.8M	3.84%
4	VBVANGUARD INDEX FDS	31,862	$8.2M	3.59%
5	VIGVANGUARD SPECIALIZED FUNDS	27,091	$6.0M	2.60%
6	PLTRPALANTIR TECHNOLOGIES INC	32,263	$5.7M	2.50%
7	BSCRINVESCO EXCH TRD SLF IDX FD	278,438	$5.5M	2.40%
8	BSCQINVESCO EXCH TRD SLF IDX FD	280,717	$5.5M	2.40%
9	BSCSINVESCO EXCH TRD SLF IDX FD	260,467	$5.4M	2.34%
10	BSCTINVESCO EXCH TRD SLF IDX FD	275,437	$5.2M	2.27%
11	VTVANGUARD INTL EQUITY INDEX F	35,781	$5.0M	2.20%
12	VOOVANGUARD INDEX FDS	7,315	$4.6M	2.00%
13	JPSTJ P MORGAN EXCHANGE TRADED F	89,114	$4.5M	1.97%
14	SPYSPDR S&P 500 ETF TR	6,511	$4.4M	1.94%
15	IVVISHARES TR	6,111	$4.2M	1.83%
16	BSJQINVESCO EXCH TRD SLF IDX FD	178,097	$4.2M	1.81%
17	BSCUINVESCO EXCH TRD SLF IDX FD	239,796	$4.1M	1.77%
18	BSJRINVESCO EXCH TRD SLF IDX FD	173,063	$3.9M	1.71%
19	IVWISHARES TR	31,199	$3.8M	1.68%
20	BSJSINVESCO EXCH TRD SLF IDX FD	171,482	$3.8M	1.65%
21	BSJTINVESCO EXCH TRD SLF IDX FD	172,090	$3.7M	1.62%
22	BSJUINVESCO EXCH TRD SLF IDX FD	132,990	$3.5M	1.52%
23	VEUVANGUARD INTL EQUITY INDEX F	46,315	$3.4M	1.49%
24	BNDVANGUARD BD INDEX FDS	42,082	$3.1M	1.36%
25	VTVVANGUARD INDEX FDS	15,024	$2.9M	1.25%
26	FLDRFIDELITY MERRIMACK STR TR	50,663	$2.5M	1.11%
27	FLTRVANECK ETF TRUST	97,341	$2.5M	1.08%
28	VVVANGUARD INDEX FDS	7,728	$2.4M	1.06%
29	JAAAJANUS DETROIT STR TR	47,612	$2.4M	1.05%
30	GOOGLALPHABET INC	7,684	$2.4M	1.05%
31	VXUSVANGUARD STAR FDS	31,624	$2.4M	1.04%
32	VRPINVESCO EXCH TRADED FD TR II	97,551	$2.4M	1.04%
33	VTIVANGUARD INDEX FDS	6,940	$2.3M	1.02%
34	CWBSPDR SERIES TRUST	23,545	$2.1M	0.92%
35	AMZNAMAZON COM INC	8,436	$1.9M	0.85%
36	GOOGALPHABET INC	5,940	$1.9M	0.81%
37	AMDADVANCED MICRO DEVICES INC	8,044	$1.7M	0.75%
38	MSFTMICROSOFT CORP	3,355	$1.6M	0.71%
39	SPDWSPDR INDEX SHS FDS	36,004	$1.6M	0.70%
40	VHTVANGUARD WORLD FD	5,525	$1.6M	0.69%
41	IOOISHARES TR	12,550	$1.6M	0.69%
42	BIZDVANECK ETF TRUST	112,031	$1.6M	0.69%
43	JEPIJ P MORGAN EXCHANGE TRADED F	26,918	$1.5M	0.67%
44	PFXFVANECK ETF TRUST	86,317	$1.5M	0.67%
45	ITA*ISHARES TR	6,594	$1.4M	0.62%
46	VNQVANGUARD INDEX FDS	14,296	$1.3M	0.55%
47	NDQINVESCO QQQ TR	2,040	$1.3M	0.55%
48	VXFVANGUARD INDEX FDS	5,965	$1.2M	0.54%
49	SDYSPDR SERIES TRUST	8,840	$1.2M	0.54%
50	SPYVSPDR SERIES TRUST	21,356	$1.2M	0.53%
51	METAMETA PLATFORMS INC	1,828	$1.2M	0.53%
52	VVISA INC	3,366	$1.2M	0.52%
53	SJNKSPDR SERIES TRUST	46,034	$1.2M	0.51%
54	TSLATESLA INC	2,531	$1.1M	0.50%
55	EESWISDOMTREE TR	19,170	$1.1M	0.48%
56	MAMASTERCARD INCORPORATED	1,873	$1.1M	0.47%
57	JPMJPMORGAN CHASE & CO.	3,306	$1.1M	0.47%
58	PFFISHARES TR	32,294	$999K	0.44%
59	HYSPIMCO ETF TR	9,393	$890K	0.39%
60	VFHVANGUARD WORLD FD	6,660	$889K	0.39%
61	PWVINVESCO EXCHANGE TRADED FD T	13,060	$868K	0.38%
62	IWMISHARES TR	3,270	$805K	0.35%
63	VGTVANGUARD WORLD FD	1,049	$791K	0.35%
64	NFLXNETFLIX INC	7,809	$732K	0.32%
65	JNJJOHNSON & JOHNSON	3,422	$708K	0.31%
66	IJHISHARES TR	10,621	$701K	0.31%
67	NVDANVIDIA CORPORATION	3,733	$696K	0.30%
68	DONSPDR DOW JONES INDL AVERAGE	1,436	$690K	0.30%
69	LLYELI LILLY & CO	632	$679K	0.30%
70	IWFISHARES TR	1,316	$623K	0.27%
71	QYLDGLOBAL X FDS	35,231	$622K	0.27%
72	AMLPALPS ETF TR	13,193	$620K	0.27%
73	EFAISHARES TR	6,370	$611K	0.27%
74	BSMUINVESCO EXCH TRD SLF IDX FD	26,690	$587K	0.26%
75	XYLDGLOBAL X FDS	14,421	$585K	0.26%
76	DNLWISDOMTREE TR	13,874	$571K	0.25%
77	COSTCOSTCO WHSL CORP NEW	653	$563K	0.25%
78	MUNIPIMCO ETF TR	10,405	$545K	0.24%
79	VOVANGUARD INDEX FDS	1,871	$543K	0.24%
80	XOMEXXON MOBIL CORP	4,442	$534K	0.23%
81	BSMYINVESCO EXCH TRD SLF IDX FD	22,030	$517K	0.23%
82	BSMTINVESCO EXCH TRD SLF IDX FD	22,372	$517K	0.23%
83	BSMQINVESCO EXCH TRD SLF IDX FD	21,870	$517K	0.23%
84	BSMRINVESCO EXCH TRD SLF IDX FD	21,875	$517K	0.23%
85	PEGPUBLIC SVC ENTERPRISE GRP IN	6,274	$503K	0.22%
86	IJRISHARES TR	3,718	$446K	0.19%
87	SPTMSPDR SERIES TRUST	5,306	$437K	0.19%
88	SHYGISHARES TR	10,167	$435K	0.19%
89	MRKMERCK & CO INC	3,903	$410K	0.18%
90	ABBVABBVIE INC	1,730	$395K	0.17%
91	VCITVANGUARD SCOTTSDALE FDS	4,659	$390K	0.17%
92	DWMWISDOMTREE TR	5,615	$386K	0.17%
93	HDHOME DEPOT INC	1,082	$372K	0.16%
94	VRIGINVESCO ACTIVELY MANAGED EXC	14,579	$365K	0.16%
95	APHAMPHENOL CORP NEW	2,695	$364K	0.16%
96	IWBISHARES TR	969	$362K	0.16%
97	BSCVINVESCO EXCH TRD SLF IDX FD	20,510	$342K	0.15%
98	MCDMCDONALDS CORP	1,117	$341K	0.15%
99	VUSBVANGUARD BD INDEX FDS	6,497	$323K	0.14%
100	SPHYSPDR SERIES TRUST	12,829	$303K	0.13%

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