Howard Wealth Management, LLC

13F filer · CIK 0001766286

Reported Jul 21, 2026

Net buyer this quarter

13F portfolio value$270MU.S. long equity reported on 13F

Positions557 new · 0 closed

Net flow last quarter+$5.36MBuys minus sells

Top 10 positions weight22.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 202655 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$18.9M	7.00%	Not reported	+6.4%	Q4 2019
AAPLApple Inc.	$10.7M	3.96%	0.00%	+4.3%	Q4 2019
FLDRFlanders Corp	$5.12M	1.89%	Not reported	+63.6%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$5.03M	1.86%	Not reported	+1.3%	Q4 2019
AMDAdvanced Micro Devices Inc	$4.66M	1.72%	0.00%	-0.2%	Q4 2019
PLTRPalantir Technologies Inc.	$3.99M	1.48%	0.00%	+0.2%	Q4 2020
GOOGLAlphabet Inc.	$3.87M	1.43%	0.00%	-3.3%	Q4 2019
AMZNAmazon Com Inc	$2.93M	1.08%	0.00%	-0.3%	Q4 2019
GOOGAlphabet Inc.	$2.79M	1.03%	Not reported	-0.2%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$2.63M	0.97%	Not reported	-0.8%	Q4 2019
MSFTMicrosoft Corp	$1.57M	0.58%	0.00%	+2.1%	Q4 2019
COSTCostco Wholesale Corp	$1.43M	0.53%	0.00%	-0.4%	Q4 2019
NVDANvidia Corp	$1.42M	0.53%	0.00%	+1.7%	Q4 2019
JPMJPMorgan Chase & Co	$1.4M	0.52%	0.00%	+1.4%	Q4 2019
VVisa Inc.	$1.11M	0.41%	0.00%	-3.8%	Q4 2019
TSLATesla, Inc.	$1.06M	0.39%	0.00%	Not reported	Q4 2019
METAMeta Platforms, Inc.	$1M	0.37%	Not reported	-1.9%	Q4 2019
MAMastercard Inc	$961K	0.36%	0.00%	-0.1%	Q4 2019
JNJJohnson & Johnson	$913K	0.34%	0.00%	+4.9%	Q4 2019
LLYELI LILLY & Co	$769K	0.28%	0.00%	-0.9%	Q4 2019
HDHome Depot, Inc.	$735K	0.27%	0.00%	-3.0%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$707K	0.26%	Not reported	-1.8%	Q4 2019
XOMExxonMobil Holdings Corp	$595K	0.22%	0.00%	+3.2%	Q4 2019
INTCIntel Corp	$591K	0.22%	0.00%	Not reported	Q4 2019
NFLXNetflix Inc	$586K	0.22%	0.00%	-1.7%	Q4 2019
MRKMerck & Co., Inc.	$526K	0.19%	0.00%	+6.5%	Q4 2019
CTASCintas Corp	$510K	0.19%	0.00%	-0.4%	Q1 2026
PEGPublic Service Enterprise Group Inc	$501K	0.19%	0.00%	-1.6%	Q3 2020
GLDSPDR Gold Trust	$435K	0.16%	0.00%	Not reported	Q4 2019
ATIAti Inc	$390K	0.14%	0.00%	-4.8%	Q4 2019
APHAmphenol Corp	$388K	0.14%	0.00%	-11.8%	Q4 2019
BRK.BBerkshire Hathaway Inc	$333K	0.12%	Not reported	-1.3%	Q4 2019
CATCaterpillar Inc	$324K	0.12%	0.00%	-1.6%	Q4 2019
DUKDuke Energy CORP	$321K	0.12%	0.00%	+4.2%	Q4 2019
MCDMcdonalds Corp	$303K	0.11%	0.00%	+0.1%	Q4 2019
ADPAutomatic Data Processing Inc	$300K	0.11%	0.00%	Not reported	Q1 2026
PULSPulse Electronics Corp	$287K	0.11%	0.03%	+5.7%	Q3 2025
IBMInternational Business Machines Corp	$285K	0.11%	0.00%	Not reported	Q4 2019
LMTLockheed Martin Corp	$280K	0.10%	0.00%	-2.7%	Q4 2019
WDFCWD 40 Co	$280K	0.10%	0.01%	Not reported	Q4 2019
AVGOBroadcom Inc.	$268K	0.10%	0.00%	Not reported	Q1 2026
ABBVAbbVie Inc.	$268K	0.10%	0.00%	-36.9%	Q4 2019
WMTWalmart Inc.	$267K	0.10%	0.00%	-0.6%	Q4 2019
PGPROCTER & GAMBLE Co	$258K	0.10%	0.00%	-0.3%	Q4 2019
MCKMckesson Corp	$257K	0.09%	0.00%	Not reported	Q1 2026
GEGeneral Electric Co	$256K	0.09%	0.00%	Not reported	Q3 2025
TXNTexas Instruments Inc	$252K	0.09%	0.00%	Not reported	Q4 2019
SNDKSandisk Corp	$246K	0.09%	0.00%	New	Q2 2026
CWCurtiss Wright Corp	$242K	0.09%	0.00%	Not reported	Q4 2019
IAUIshares Gold Trust	$239K	0.09%	0.00%	-1.1%	Q3 2025

Q1 2026Reported May 11, 202648 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$16.7M	7.02%	Not reported	+0.7%	Q4 2019
AAPLApple Inc.	$9M	3.79%	0.00%	+9.7%	Q4 2019
PLTRPalantir Technologies Inc.	$4.99M	2.10%	0.00%	+5.8%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$4.32M	1.82%	Not reported	+2.1%	Q4 2019
GOOGLAlphabet Inc.	$3.22M	1.36%	0.00%	+45.9%	Q4 2019
FLDRFlanders Corp	$3.13M	1.32%	Not reported	+23.3%	Q2 2025
AMZNAmazon Com Inc	$2.57M	1.08%	0.00%	+46.0%	Q4 2019
GOOGAlphabet Inc.	$2.27M	0.96%	Not reported	+33.3%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$2.08M	0.88%	Not reported	+76.5%	Q4 2019
AMDAdvanced Micro Devices Inc	$1.64M	0.69%	0.00%	Not reported	Q4 2019
COSTCostco Wholesale Corp	$1.53M	0.65%	0.00%	+135.5%	Q4 2019
MSFTMicrosoft Corp	$1.53M	0.64%	0.00%	+22.8%	Q4 2019
JPMJPMorgan Chase & Co	$1.24M	0.52%	0.00%	+27.5%	Q4 2019
NVDANvidia Corp	$1.22M	0.51%	0.00%	+87.3%	Q4 2019
METAMeta Platforms, Inc.	$1.04M	0.44%	Not reported	-0.9%	Q4 2019
VVisa Inc.	$1.01M	0.43%	0.00%	-0.3%	Q4 2019
TSLATesla, Inc.	$941K	0.40%	0.00%	Not reported	Q4 2019
MAMastercard Inc	$936K	0.39%	0.00%	Not reported	Q4 2019
JNJJohnson & Johnson	$838K	0.35%	0.00%	+0.1%	Q4 2019
NFLXNetflix Inc	$803K	0.34%	0.00%	+6.9%	Q4 2019
XOMExxonMobil Holdings Corp	$716K	0.30%	0.00%	-5.0%	Q4 2019
HDHome Depot, Inc.	$707K	0.30%	0.00%	+98.6%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$638K	0.27%	Not reported	-4.0%	Q4 2019
LLYELI LILLY & Co	$596K	0.25%	0.00%	+2.4%	Q4 2019
CTASCintas Corp	$509K	0.21%	0.00%	New	Q1 2026
PEGPublic Service Enterprise Group Inc	$508K	0.21%	0.00%	Not reported	Q3 2020
GLDSPDR Gold Trust	$508K	0.21%	0.00%	Not reported	Q4 2019
MRKMerck & Co., Inc.	$462K	0.19%	0.00%	-1.5%	Q4 2019
ABBVAbbVie Inc.	$367K	0.15%	0.00%	-2.5%	Q4 2019
MCDMcdonalds Corp	$348K	0.15%	0.00%	+0.2%	Q4 2019
LMTLockheed Martin Corp	$342K	0.14%	0.00%	-1.9%	Q4 2019
BRK.BBerkshire Hathaway Inc	$323K	0.14%	Not reported	Not reported	Q4 2019
DUKDuke Energy CORP	$319K	0.13%	0.00%	+0.3%	Q4 2019
APHAmphenol Corp	$315K	0.13%	0.00%	-7.4%	Q4 2019
ATIAti Inc	$303K	0.13%	0.00%	Not reported	Q4 2019
WMTWalmart Inc.	$295K	0.12%	0.00%	Not reported	Q4 2019
MCKMckesson Corp	$294K	0.12%	0.00%	New	Q1 2026
IAUIshares Gold Trust	$282K	0.12%	0.00%	+11.5%	Q3 2025
ADPAutomatic Data Processing Inc	$272K	0.11%	0.00%	New	Q1 2026
PULSPulse Electronics Corp	$271K	0.11%	0.03%	-7.0%	Q3 2025
CVXChevron Corp	$255K	0.11%	0.00%	Not reported	Q4 2019
PGPROCTER & GAMBLE Co	$255K	0.11%	0.00%	+0.3%	Q4 2019
WDFCWD 40 Co	$235K	0.10%	0.01%	-6.1%	Q4 2019
SRESempra	$228K	0.10%	0.00%	-2.1%	Q4 2019
AVGOBroadcom Inc.	$220K	0.09%	0.00%	New	Q1 2026
CATCaterpillar Inc	$219K	0.09%	0.00%	Not reported	Q4 2019
CWCurtiss Wright Corp	$218K	0.09%	0.00%	Not reported	Q4 2019
TJXTJX Companies Inc	$213K	0.09%	0.00%	Not reported	Q4 2019
Q4 2025Reported Jan 29, 202641 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$16.1M	7.01%	Not reported	+2.9%	Q4 2019
AAPLApple Inc.	$8.79M	3.84%	0.00%	-1.1%	Q4 2019
PLTRPalantir Technologies Inc.	$5.73M	2.50%	0.00%	-0.5%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$4.44M	1.94%	Not reported	-0.6%	Q4 2019
FLDRFlanders Corp	$2.54M	1.11%	Not reported	+33.3%	Q2 2025
GOOGLAlphabet Inc.	$2.41M	1.05%	0.00%	-2.4%	Q4 2019
AMZNAmazon Com Inc	$1.95M	0.85%	0.00%	-3.1%	Q4 2019
GOOGAlphabet Inc.	$1.86M	0.81%	Not reported	-12.8%	Q4 2019
AMDAdvanced Micro Devices Inc	$1.72M	0.75%	0.00%	+0.1%	Q4 2019
MSFTMicrosoft Corp	$1.62M	0.71%	0.00%	-1.8%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$1.25M	0.55%	Not reported	+0.2%	Q4 2019
METAMeta Platforms, Inc.	$1.21M	0.53%	Not reported	-0.2%	Q4 2019
VVisa Inc.	$1.18M	0.52%	0.00%	-44.2%	Q4 2019
TSLATesla, Inc.	$1.14M	0.50%	0.00%	Not reported	Q4 2019
MAMastercard Inc	$1.07M	0.47%	0.00%	-3.6%	Q4 2019
JPMJPMorgan Chase & Co	$1.07M	0.47%	0.00%	-9.9%	Q4 2019
NFLXNetflix Inc	$732K	0.32%	0.00%	-0.1%	Q4 2019
JNJJohnson & Johnson	$708K	0.31%	0.00%	-0.5%	Q4 2019
NVDANvidia Corp	$696K	0.30%	0.00%	-2.0%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$691K	0.30%	Not reported	-9.2%	Q4 2019
LLYELI LILLY & Co	$680K	0.30%	0.00%	-0.8%	Q4 2019
COSTCostco Wholesale Corp	$563K	0.25%	0.00%	-41.6%	Q4 2019
XOMExxonMobil Holdings Corp	$535K	0.23%	0.00%	-5.4%	Q4 2019
PEGPublic Service Enterprise Group Inc	$504K	0.22%	0.00%	Not reported	Q3 2020
MRKMerck & Co., Inc.	$411K	0.18%	0.00%	-7.5%	Q4 2019
ABBVAbbVie Inc.	$396K	0.17%	0.00%	-2.6%	Q4 2019
HDHome Depot, Inc.	$372K	0.16%	0.00%	-0.4%	Q4 2019
APHAmphenol Corp	$364K	0.16%	0.00%	Not reported	Q4 2019
MCDMcdonalds Corp	$342K	0.15%	0.00%	-0.8%	Q4 2019
PULSPulse Electronics Corp	$292K	0.13%	0.03%	+26.2%	Q3 2025
DUKDuke Energy CORP	$284K	0.12%	0.00%	+0.4%	Q4 2019
LMTLockheed Martin Corp	$279K	0.12%	0.00%	-1.5%	Q4 2019
WMTWalmart Inc.	$264K	0.12%	0.00%	Not reported	Q4 2019
PGPROCTER & GAMBLE Co	$252K	0.11%	0.00%	-9.2%	Q4 2019
WDFCWD 40 Co	$241K	0.11%	0.01%	Not reported	Q4 2019
IBMInternational Business Machines Corp	$241K	0.11%	0.00%	+0.1%	Q4 2019
ATIAti Inc	$239K	0.10%	0.00%	Not reported	Q4 2019
IAUIshares Gold Trust	$233K	0.10%	0.00%	+2.1%	Q3 2025
SRESempra	$212K	0.09%	0.00%	Not reported	Q4 2019
GEGeneral Electric Co	$211K	0.09%	0.00%	Not reported	Q3 2025
TJXTJX Companies Inc	$205K	0.09%	0.00%	Not reported	Q4 2019
Q3 2025Reported Nov 3, 202542 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$15.3M	7.04%	Not reported	+2.7%	Q4 2019
AAPLApple Inc.	$8.33M	3.83%	0.00%	-6.4%	Q4 2019
PLTRPalantir Technologies Inc.	$5.92M	2.72%	0.00%	-1.1%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$4.36M	2.01%	Not reported	0.0%	Q4 2019
VVisa Inc.	$2.06M	0.95%	0.00%	-0.5%	Q4 2019
GOOGLAlphabet Inc.	$1.91M	0.88%	0.00%	-0.5%	Q4 2019
AMZNAmazon Com Inc	$1.91M	0.88%	0.00%	-1.1%	Q4 2019
FLDRFlanders Corp	$1.91M	0.88%	Not reported	+93.1%	Q2 2025
MSFTMicrosoft Corp	$1.77M	0.81%	0.00%	-1.5%	Q4 2019
GOOGAlphabet Inc.	$1.66M	0.76%	Not reported	-0.2%	Q4 2019
METAMeta Platforms, Inc.	$1.35M	0.62%	Not reported	-0.6%	Q4 2019
AMDAdvanced Micro Devices Inc	$1.3M	0.60%	0.00%	Not reported	Q4 2019
QQQInvesco QQQ Trust, Series 1	$1.22M	0.56%	Not reported	-0.1%	Q4 2019
JPMJPMorgan Chase & Co	$1.16M	0.53%	0.00%	-1.6%	Q4 2019
TSLATesla, Inc.	$1.13M	0.52%	0.00%	-10.2%	Q4 2019
MAMastercard Inc	$1.11M	0.51%	0.00%	-1.4%	Q4 2019
COSTCostco Wholesale Corp	$1.04M	0.48%	0.00%	Not reported	Q4 2019
NFLXNetflix Inc	$938K	0.43%	0.00%	+0.4%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$733K	0.34%	Not reported	-0.4%	Q4 2019
NVDANvidia Corp	$711K	0.33%	0.00%	-43.4%	Q4 2019
JNJJohnson & Johnson	$638K	0.29%	0.00%	+0.2%	Q4 2019
XOMExxonMobil Holdings Corp	$530K	0.24%	0.00%	Not reported	Q4 2019
PEGPublic Service Enterprise Group Inc	$524K	0.24%	0.00%	Not reported	Q3 2020
LLYELI LILLY & Co	$486K	0.22%	0.00%	-2.9%	Q4 2019
HDHome Depot, Inc.	$440K	0.20%	0.00%	+0.9%	Q4 2019
ABBVAbbVie Inc.	$411K	0.19%	0.00%	+0.1%	Q4 2019
BRK.BBerkshire Hathaway Inc	$387K	0.18%	Not reported	-1.0%	Q4 2019
MRKMerck & Co., Inc.	$354K	0.16%	0.00%	-0.3%	Q4 2019
MCDMcdonalds Corp	$342K	0.16%	0.00%	-5.7%	Q4 2019
APHAmphenol Corp	$334K	0.15%	0.00%	Not reported	Q4 2019
DUKDuke Energy CORP	$299K	0.14%	0.00%	+0.3%	Q4 2019
PGPROCTER & GAMBLE Co	$297K	0.14%	0.00%	+0.3%	Q4 2019
LMTLockheed Martin Corp	$292K	0.13%	0.00%	+1.2%	Q4 2019
ORCLOracle Corp	$252K	0.12%	0.00%	Not reported	Q4 2019
WMTWalmart Inc.	$245K	0.11%	0.00%	Not reported	Q4 2019
WDFCWD 40 Co	$242K	0.11%	0.01%	Not reported	Q4 2019
PULSPulse Electronics Corp	$233K	0.11%	0.03%	New	Q3 2025
IBMInternational Business Machines Corp	$229K	0.11%	0.00%	Not reported	Q4 2019
SRESempra	$216K	0.10%	0.00%	Not reported	Q4 2019
VZVerizon Communications Inc	$210K	0.10%	0.00%	-17.8%	Q4 2019
GEGeneral Electric Co	$206K	0.09%	0.00%	New	Q3 2025
IAUIshares Gold Trust	$205K	0.09%	0.00%	New	Q3 2025

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