HOWARD WEALTH MANAGEMENT, LLC
•CIK: 1766286•Filing: Q4 2025
**HOWARD WEALTH MANAGEMENT, LLC** manages $229M across a diversified portfolio of 134 positions. The strategy shows significant allocation toward established equity indices, notably VUG ($17.5M) and VYM ($16.1M). Further concentration is visible in mega-cap technology names, with AAPL representing an $8.8M holding. The fund maintains tactical exposure across sectors, including notable positions in PLTR ($5.7M) and various specialized holdings.
Total AUM
$229.0M
QoQ Performance
+5.3%
Positions
66
Top 10 Concentration
36.6%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
VYM
VUG7.7%
VYM7.0%
AAPL3.8%
VB3.6%
VIG2.6%
PLTR2.5%
BSCR2.4%
BSCQ2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.6%
Technology8.1%
ETF5.8%
Consumer2.0%
Financial1.4%
Healthcare1.0%
Utilities0.3%
Communication0.3%
🚪 Exited Positionssold since Q3 2025
—
INVESCO EXCH TRD SLF IDX FD
SOLD
$300.6K
+1 more exited positions
Changes from Q3 2025
NEW9 new positions
↑58 increased
↓56 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023