Howard Wealth Management, LLC ETF holdings
Madison, CT
Reported $219.2M in 109 ETFs in its Form 13F for June 30, 2026.
ETF value
$219.2M
ETFs held
109
Change from prior quarter
+12.8%
With price moves
ETFs as a share of its 13F
81.1%
of $270.5M
Top 10 of 109 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VYM | Vanguard High Dividend Yield ETF | $18.9M | 119,863 | +7,203 shares |
| VUG | Vanguard Morningstar Growth ETF | $18.5M | 214,780 | +178,986 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $10.0M | 32,826 | +961 shares |
| VIG | Vanguard Dividend Appreciation ETF | $6.2M | 26,188 | −419 shares |
| BSCQ | Invesco BulletShares 2026 Corporate Bond ETF | $5.9M | 304,444 | +14,737 shares |
| BSCR | Invesco BulletShares 2027 Corporate Bond ETF | $5.9M | 302,354 | +14,258 shares |
| BSCS | Invesco BulletShares 2028 Corporate Bond ETF | $5.8M | 283,380 | +14,304 shares |
| BSCT | Invesco BulletShares 2029 Corporate Bond ETF | $5.6M | 300,074 | +16,088 shares |
| VT | Vanguard Total World Stock ETF | $5.3M | 34,061 | −686 shares |
| FLDR | Fidelity Low Duration Bond Factor ETF | $5.1M | 102,249 | +39,765 shares |
99 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001766286. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Howard Wealth Management, LLC own?
Howard Wealth Management, LLC reported 109 ETF positions worth $219.2M in its Form 13F for June 30, 2026. The largest was VYM, at $18.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.