Howard Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Howard Wealth Management, LLC reported 121 stock positions worth $197.9 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 8.1% of the portfolio, followed by Vanguard High DVD Yield ETF (VYM, 7.1%) and Vanguard Most SM-Cap ETF-Usd (VB, 3.9%). Compared with Q1 2025, it opened 10 new positions, sold out of 4, added to 54 and reduced 45. The biggest buy was JPMorgan Ultra-Short Income (JPST, shares +95%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Madison, CT
- CIK
- 0001766286
- Portfolio Value
- $197.9M (Q2 2025)
- SEC Filing
- 0001172661-25-003008 ↗ filed Aug 11, 2025
Holdings Value
Holdings 121 stocks · $197.9M
| VUG Vanguard Mrngstar GR ETF-Sui | 8.13% | 36,702 | $16.1M | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 7.13% | 105,789 | $14.1M | Add +1.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.87% | 32,288 | $7.7M | Add +0.1% |
| AAPL Apple Inc. | 3.62% | 34,935 | $7.2M | Reduce -0.9% |
| JPST JPMorgan Ultra-Short Income | 2.94% | 114,660 | $5.8M | Add +95.2% |
| VIG Vanguard Dividend Apprec ETF | 2.89% | 27,927 | $5.7M | Reduce -3.5% |
| BSCP Invesco Bulletshares 2025 CB | 2.44% | 233,353 | $4.8M | Reduce -0.3% |
| BSCQ Invesco Bulletshares 2026 CB | 2.43% | 246,496 | $4.8M | Add +0.4% |
| BSCR Invesco Bulletshares 2027 CB | 2.42% | 244,051 | $4.8M | Add +0.1% |
| VT Vanguard Tot World STK ETF | 2.37% | 36,461 | $4.7M | Reduce -1.2% |
| BSCS Invesco Bulletshares 2028 CB | 2.36% | 228,313 | $4.7M | Add +0.4% |
| PLTR Palantir Technologies Inc. Class A | 2.26% | 32,810 | $4.5M | Reduce -1.2% |
| VOO Vanguard S&P 500 ETF | 2.08% | 7,258 | $4.1M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.04% | 6,548 | $4.0M | Reduce -0.3% |
| BSCT Invesco Bulletshares 2029 CB | 1.91% | 202,475 | $3.8M | Add +0.2% |
| IVW iShares S&P 500 Growth ETF | 1.87% | 33,545 | $3.7M | Reduce -0.1% |
| BND Vanguard Total Bond Market | 1.54% | 41,319 | $3.0M | Add +0.4% |
| IVV iShares Core S&P 500 ETF | 1.52% | 4,856 | $3.0M | Reduce -2.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.40% | 15,701 | $2.8M | Add +0.5% |
| BSJP Invesco Bulletshares 2025 HY | 1.27% | 109,015 | $2.5M | Add +0.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.20% | 8,332 | $2.4M | Add +1.4% |
| BSJQ Invesco Bulletshares 2026 HY | 1.17% | 99,520 | $2.3M | Add +0.3% |
| BSJR Invesco Bulletshares 2027 HY | 1.14% | 99,459 | $2.3M | Add +0.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.13% | 7,354 | $2.2M | Reduce -1.2% |
| BSJS Invesco Bulletshares 2028 HY | 1.09% | 97,735 | $2.2M | Reduce -0.5% |
| V Visa Inc. Class A | 1.09% | 6,062 | $2.2M | Add +0.8% |
| VEU Vanguard Ftse All-World Ex-U | 1.06% | 31,142 | $2.1M | Add +6.2% |
| BSJT Invesco Bulletshares 2029 HY | 1.01% | 92,631 | $2.0M | Reduce -2.6% |
| VRP Invesco Variable Rate Prefer | 1.01% | 81,496 | $2.0M | Add +11.5% |
| VXUS Vanguard Total Intl Stock | 1.00% | 28,634 | $2.0M | Add +0.4% |
| CWB SS SPDR BB Conv Sec ETF | 1.00% | 23,861 | $2.0M | Add +0.8% |
| AMZN Amazon.com Inc. | 0.98% | 8,795 | $1.9M | Reduce -1.3% |
| FLTR Vaneck Ig Floating Rate ETF | 0.97% | 75,555 | $1.9M | Add +18.4% |
| PFF iShares Preferred & Income S | 0.95% | 61,128 | $1.9M | Reduce -5.1% |
| MSFT Microsoft Corp. | 0.87% | 3,470 | $1.7M | Reduce -1.3% |
| BIZD Vaneck BDC Income ETF | 0.83% | 100,873 | $1.6M | Add +27.9% |
| PFXF Vaneck Pref Sec X-Financials | 0.77% | 88,948 | $1.5M | Reduce -5.4% |
| VHT Vanguard Health Care ETF | 0.71% | 5,634 | $1.4M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 0.70% | 7,906 | $1.4M | Reduce -0.7% |
| IOO iShares Global 100 ETF | 0.70% | 12,786 | $1.4M | Reduce -2.2% |
| META Meta Platforms Inc. Class A | 0.69% | 1,842 | $1.4M | Reduce -0.8% |
| JEPI JPMorgan Equity Premium Inco | 0.66% | 22,852 | $1.3M | Add +16.2% |
| ITA iShares U.S. Aerospace & Def | 0.65% | 6,802 | $1.3M | Reduce -1.8% |
| VNQ Vanguard Real Estate ETF | 0.63% | 14,056 | $1.3M | Reduce -1.0% |
| SDY SS SPDR S&P Dividend ETF | 0.63% | 9,214 | $1.3M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 0.61% | 6,822 | $1.2M | Add +0.0% |
| VXF Vanguard Extended Market ETF | 0.61% | 6,254 | $1.2M | Reduce -8.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.59% | 22,311 | $1.2M | Reduce -1.8% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.58% | 44,983 | $1.1M | Add +8.0% |
| AMD Advanced Micro Devices | 0.58% | 8,034 | $1.1M | Add +1.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.57% | 2,038 | $1.1M | Reduce -0.6% |
| MA Mastercard Inc. Class A | 0.56% | 1,971 | $1.1M | No change |
| COST Costco Wholesale Corp. | 0.56% | 1,118 | $1.1M | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.55% | 26,864 | $1.1M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 0.55% | 3,730 | $1.1M | Reduce -0.9% |
| NVDA Nvidia Corp. | 0.54% | 6,726 | $1.1M | Add +2.3% |
| NFLX Netflix Inc. | 0.53% | 779 | $1.0M | Add +0.3% |
| DNL Wisdmtree GB Ex-US QL GR-Usd | 0.52% | 25,488 | $1.0M | No change |
| FLDR Fidelity Low Durat Fact ETF | 0.50% | 19,677 | $985K | New |
| EES Wisdomtree US Smallcap Fund | 0.50% | 19,255 | $981K | No change |
| TSLA Tesla Inc. | 0.45% | 2,819 | $895K | No change |
| JAAA Janus Henderson Aaa Clo ETF | 0.45% | 17,445 | $885K | New |
| VFH Vanguard Financials ETF | 0.43% | 6,701 | $853K | Reduce -0.4% |
| PWV Invesco Large Cap Value ETF | 0.42% | 13,447 | $836K | No change |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.41% | 8,460 | $804K | Add +10.2% |
| IWF iShares Russell 1000 Growth | 0.40% | 1,870 | $794K | Reduce -0.5% |
| IWM iShares Russell 2000 ETF | 0.36% | 3,335 | $720K | Reduce -6.6% |
| VGT Vanguard Info Tech ETF | 0.36% | 1,080 | $716K | Reduce -0.8% |
| AMLP Alerian MLP ETF | 0.36% | 14,526 | $710K | Add +1.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.35% | 1,587 | $699K | Reduce -1.1% |
| IJH iShares Core S&P Midcap ETF | 0.32% | 10,281 | $638K | Reduce -0.2% |
| EFA iShares MSCI Eafe ETF | 0.29% | 6,357 | $568K | Add +0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.27% | 1,905 | $533K | Reduce -2.1% |
| QYLD Global X Nasd 100 Cov Call | 0.27% | 31,840 | $532K | Add +6.6% |
| PEG Public Service Enterprise GP | 0.27% | 6,274 | $528K | No change |
| JNJ Johnson & Johnson | 0.27% | 3,433 | $524K | Add +0.2% |
| XYLD Global X S&P 500 Cove Call E | 0.26% | 13,257 | $516K | Add +8.8% |
| LLY Eli Lilly & Co. | 0.26% | 656 | $511K | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 0.26% | 4,697 | $506K | Add +0.8% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.21% | 5,670 | $425K | Add +0.0% |
| MUNI PIMCO Intermediate Municipal | 0.21% | 8,218 | $422K | Add +1.4% |
| HD Home Depot Inc. | 0.20% | 1,076 | $394K | Reduce -2.4% |
| IJR iShares Core S&P Small-Cap E | 0.19% | 3,481 | $380K | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 778 | $378K | Reduce -3.0% |
| DWM Wisdomtree International Equ | 0.18% | 5,615 | $357K | No change |
| MCD McDonald's Corp. | 0.18% | 1,194 | $349K | Reduce -1.3% |
| BSMQ Invesco Bulletshares 2026 MB | 0.17% | 14,685 | $346K | Add +16.5% |
| BSMR Invesco Bulletshares 2027 MB | 0.17% | 14,690 | $345K | Add +16.4% |
| BSMS Invesco Bulletshares 2028 MB | 0.17% | 14,786 | $343K | Add +16.3% |
| MRK Merck & Co. Inc. | 0.17% | 4,228 | $335K | Reduce -4.3% |
| IWB iShares Russell 1000 ETF | 0.17% | 977 | $332K | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.17% | 1,774 | $329K | Reduce -1.1% |
| PFFV Global X Variable Rate Pref | 0.16% | 14,227 | $324K | Add +8.7% |
| PG The Procter & Gamble Co. | 0.16% | 1,929 | $307K | Add +1.1% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.15% | 7,050 | $304K | Add +28.9% |
| BSMP Invesco Bulletshares 2025 MB | 0.15% | 12,257 | $301K | Add +0.6% |
| DUK Duke Energy Corp. | 0.14% | 2,409 | $284K | Add +0.4% |
| ITB iShares U.S. Home Constructi | 0.14% | 3,030 | $282K | Add +0.2% |
| WDFC WD-40 Co. | 0.14% | 1,225 | $279K | Reduce -2.0% |
| PAYC Paycom Software Inc. | 0.14% | 1,200 | $278K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.9% | 3.62% | −0.74 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.29 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -0.3% | 2.44% | −0.26 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.5% | 2.89% | −0.24 |
| PFF iShares Preferred & Income S | Reduce -5.1% | 0.95% | −0.16 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.14 |
| VHT Vanguard Health Care ETF | Reduce -0.8% | 0.71% | −0.13 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.12 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.11 |
| BSJT Invesco Bulletshares 2029 HY | Reduce -2.6% | 1.01% | −0.11 |
| PFXF Vaneck Pref Sec X-Financials | Reduce -5.4% | 0.77% | −0.11 |
| BSJS Invesco Bulletshares 2028 HY | Reduce -0.5% | 1.09% | −0.10 |
| VNQ Vanguard Real Estate ETF | Reduce -1.0% | 0.63% | −0.08 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.0% | 0.63% | −0.07 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -1.8% | 0.59% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -4.3% | 0.17% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -1.4% | 0.26% | −0.05 |
| VXF Vanguard Extended Market ETF | Reduce -8.6% | 0.61% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.0% | 0.19% | −0.05 |
| ABBV Abbvie Inc. | Reduce -1.1% | 0.17% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -2.7% | 1.52% | −0.04 |
| MCD McDonald's Corp. | Reduce -1.3% | 0.18% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -6.6% | 0.36% | −0.03 |
| WDFC WD-40 Co. | Reduce -2.0% | 0.14% | −0.03 |
| VDE Vanguard Energy ETF | Reduce -5.0% | 0.11% | −0.03 |
| HD Home Depot Inc. | Reduce -2.4% | 0.20% | −0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -1.1% | 0.35% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Reduce -6.1% | 0.12% | −0.02 |
| VFH Vanguard Financials ETF | Reduce -0.4% | 0.43% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -4.9% | 0.14% | −0.02 |
| VT Vanguard Tot World STK ETF | Reduce -1.2% | 2.37% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.2% | 0.32% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.1% | 0.27% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.2% | 1.13% | −0.01 |
| AOR iShares Core 60/40 Balanced | Reduce -0.7% | 0.13% | −0.01 |
| IOO iShares Global 100 ETF | Reduce -2.2% | 0.70% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 2.04% | −0.00 |
| IWB iShares Russell 1000 ETF | Reduce -0.1% | 0.17% | +0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -0.7% | 0.70% | +0.02 |
| IWF iShares Russell 1000 Growth | Reduce -0.5% | 0.40% | +0.02 |
| AMZN Amazon.com Inc. | Reduce -1.3% | 0.98% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.6% | 0.57% | +0.03 |
| JPM JPMorgan Chase & Co. | Reduce -0.9% | 0.55% | +0.03 |
| VGT Vanguard Info Tech ETF | Reduce -0.8% | 0.36% | +0.03 |
| ITA iShares U.S. Aerospace & Def | Reduce -1.8% | 0.65% | +0.06 |
| META Meta Platforms Inc. Class A | Reduce -0.8% | 0.69% | +0.09 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.1% | 1.87% | +0.13 |
| MSFT Microsoft Corp. | Reduce -1.3% | 0.87% | +0.14 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.2% | 2.26% | +0.70 |
Portfolio Buys Q1 2025 → Q2 2025
| JPST JPMorgan Ultra-Short Income | Add +95.2% | 2.94% | +1.28 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 8.13% | +0.55 |
| FLDR Fidelity Low Durat Fact ETF | New | 0.50% | +0.50 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.45% | +0.45 |
| NVDA Nvidia Corp. | Add +2.3% | 0.54% | +0.14 |
| VRIG Invesco Variable Rate Invest | New | 0.14% | +0.14 |
| APH Amphenol Corp. Class A | New | 0.13% | +0.13 |
| NFLX Netflix Inc. | Add +0.3% | 0.53% | +0.12 |
| AMD Advanced Micro Devices | Add +1.6% | 0.58% | +0.12 |
| TXN Texas Instruments Inc. | New | 0.11% | +0.11 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | New | 0.11% | +0.11 |
| SPHY SS SPDR P High Yield ETF | New | 0.11% | +0.11 |
| XLF SS Financial Select Sector | New | 0.11% | +0.11 |
| CW Curtiss-Wright Corp. | New | 0.10% | +0.10 |
| MINT PIMCO Enhanced Short Maturit | New | 0.10% | +0.10 |
| BIZD Vaneck BDC Income ETF | Add +27.9% | 0.83% | +0.09 |
| VEU Vanguard Ftse All-World Ex-U | Add +6.2% | 1.06% | +0.07 |
| FLTR Vaneck Ig Floating Rate ETF | Add +18.4% | 0.97% | +0.07 |
| JEPI JPMorgan Equity Premium Inco | Add +16.2% | 0.66% | +0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +1.4% | 1.20% | +0.02 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +28.9% | 0.15% | +0.02 |
| VRP Invesco Variable Rate Prefer | Add +11.5% | 1.01% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 0.61% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +0.5% | 2.08% | +0.02 |
| VXUS Vanguard Total Intl Stock | Add +0.4% | 1.00% | +0.01 |
| BSMS Invesco Bulletshares 2028 MB | Add +16.3% | 0.17% | +0.01 |
| BSMQ Invesco Bulletshares 2026 MB | Add +16.5% | 0.17% | +0.01 |
| BSMR Invesco Bulletshares 2027 MB | Add +16.4% | 0.17% | +0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +0.8% | 0.55% | +0.01 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.12% | +0.01 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Add +10.2% | 0.41% | +0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +0.0% | 0.21% | −0.00 |
| EFA iShares MSCI Eafe ETF | Add +0.2% | 0.29% | −0.00 |
| BKLN Invesco Senior Loan ETF | Add +5.4% | 0.14% | −0.00 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +8.0% | 0.58% | −0.00 |
| XYLD Global X S&P 500 Cove Call E | Add +8.8% | 0.26% | −0.01 |
| QYLD Global X Nasd 100 Cov Call | Add +6.6% | 0.27% | −0.01 |
| PFFV Global X Variable Rate Pref | Add +8.7% | 0.16% | −0.01 |
| VGIT Vanguard Intermediate-Term T | Add +1.3% | 0.12% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Add +0.1% | 0.19% | −0.01 |
| BSMT Invesco Bulletshares 2029 MB | Add +0.7% | 0.12% | −0.01 |
| DVY iShares Select Dividend ETF | Add +0.2% | 0.11% | −0.01 |
| CWB SS SPDR BB Conv Sec ETF | Add +0.8% | 1.00% | −0.01 |
| BSMP Invesco Bulletshares 2025 MB | Add +0.6% | 0.15% | −0.01 |
| ITB iShares U.S. Home Constructi | Add +0.2% | 0.14% | −0.02 |
| DUK Duke Energy Corp. | Add +0.4% | 0.14% | −0.02 |
| VZ Verizon Communications Inc. | Add +0.2% | 0.13% | −0.02 |
| MUNI PIMCO Intermediate Municipal | Add +1.4% | 0.21% | −0.02 |
| PG The Procter & Gamble Co. | Add +1.1% | 0.16% | −0.03 |
| JNJ Johnson & Johnson | Add +0.2% | 0.27% | −0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 156 | $270.5M | VYM, VUG, AAPL, VB, VIG |
| Q1 2026 | 142 | $237.6M | VYM, VUG, AAPL, VB, VIG |
| Q4 2025 | 134 | $229.0M | VUG, VYM, AAPL, VB, VIG |
| Q3 2025 | 131 | $217.5M | VUG, VYM, AAPL, VB, VIG |
| Q2 2025 | 121 | $197.9M | VUG, VYM, VB, AAPL, JPST |
| Q1 2025 | 115 | $179.4M | VUG, VYM, AAPL, VB, VIG |
| Q4 2024 | 116 | $184.8M | VUG, VYM, AAPL, VB, VIG |
| Q3 2024 | 112 | $171.8M | VUG, VYM, VB, AAPL, VIG |
| Q2 2024 | 93 | $126.8M | VUG, VYM, AAPL, VB, VIG |
| Q1 2024 | 104 | $123.0M | VUG, VYM, VB, AAPL, VIG |