HOWARD WEALTH MANAGEMENT, LLC

Filed: 5/13/2025ACC: 0001172661-25-001746

📋 What this filing means

HOWARD WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 115 equity positions with a total reported market value of $179.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

115

Positions

$179.44M

Total AUM (reported)

3.17M

Total Shares

Allocation by class

COM$22.38M12.5%

GROWTH ETF$13.60M7.6%

HIGH DIV YLD$13.46M7.5%

SMALL CP ETF$7.15M4.0%

DIV APP ETF$5.61M3.1%

CL A$4.95M2.8%

BULSHS 2025 CB$4.84M2.7%

Portfolio Concentration

Top 3$34.89M19.4%

4–10$36.06M20.1%

11–25$41.90M23.4%

Rest$66.58M37.1%

Top 3 weight

19.4%

Top 10 weight

39.5%

Voting Authority Distribution

Total shares with voting rights: 3.17M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.17M

% of voting shares100.0%

Investment Discretion (by position count)

Sole115

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings115

Rows:

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares36.67K

TypeSH

Market value$13.60M

7.58%

Sole

0.00

Shared

0.00

None

36.67K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares104.41K

TypeSH

Market value$13.46M

7.50%

Sole

0.00

Shared

0.00

None

104.41K

APPLE INC

SOLE

COM

Shares35.25K

TypeSH

Market value$7.83M

4.36%

Sole

0.00

Shared

0.00

None

35.25K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares32.25K

TypeSH

Market value$7.15M

3.99%

Sole

0.00

Shared

0.00

None

32.25K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares28.93K

TypeSH

Market value$5.61M

3.13%

Sole

0.00

Shared

0.00

None

28.93K

INVESCO EXCH TRD SLF IDX FD

SOLE

BULSHS 2025 CB

Shares234.03K

TypeSH

Market value$4.84M

2.70%

Sole

0.00

Shared

0.00

None

234.03K

INVESCO EXCH TRD SLF IDX FD

SOLE

BULSHS 2026 CB

Shares245.45K

TypeSH

Market value$4.78M

2.66%

Sole

0.00

Shared

0.00

None

245.45K

INVESCO EXCH TRD SLF IDX FD

SOLE

BULSHS 2027 CB

Shares243.77K

TypeSH

Market value$4.78M

2.66%

Sole

0.00

Shared

0.00

None

243.77K

INVESCO EXCH TRD SLF IDX FD

SOLE

INVSCO BLSH 28

Shares227.32K

TypeSH

Market value$4.63M

2.58%

Sole

0.00

Shared

0.00

None

227.32K

VANGUARD INTL EQUITY INDEX F

SOLE

TT WRLD ST ETF

Shares36.90K

TypeSH

Market value$4.28M

2.38%

Sole

0.00

Shared

0.00

None

36.90K

INVESCO EXCH TRD SLF IDX FD

SOLE

BULETSHS 2029

Shares202.16K

TypeSH

Market value$3.75M

2.09%

Sole

0.00

Shared

0.00

None

202.16K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares7.22K

TypeSH

Market value$3.71M

2.07%

Sole

0.00

Shared

0.00

None

7.22K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares6.57K

TypeSH

Market value$3.67M

2.05%

Sole

0.00

Shared

0.00

None

6.57K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares33.59K

TypeSH

Market value$3.12M

1.74%

Sole

0.00

Shared

0.00

None

33.59K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares41.16K

TypeSH

Market value$3.02M

1.69%

Sole

0.00

Shared

0.00

None

41.16K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares58.76K

TypeSH

Market value$2.97M

1.66%

Sole

0.00

Shared

0.00

None

58.76K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares4.99K

TypeSH

Market value$2.81M

1.56%

Sole

0.00

Shared

0.00

None

4.99K

PALANTIR TECHNOLOGIES INC

SOLE

CL A

Shares33.20K

TypeSH

Market value$2.80M

1.56%

Sole

0.00

Shared

0.00

None

33.20K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares15.62K

TypeSH

Market value$2.70M

1.50%

Sole

0.00

Shared

0.00

None

15.62K

INVESCO EXCH TRD SLF IDX FD

SOLE

BULSHS 2025 HY

Shares108.15K

TypeSH

Market value$2.49M

1.39%

Sole

0.00

Shared

0.00

None

108.15K

INVESCO EXCH TRD SLF IDX FD

SOLE

INVSCO BLSH 26

Shares99.26K

TypeSH

Market value$2.30M

1.28%

Sole

0.00

Shared

0.00

None

99.26K

INVESCO EXCH TRD SLF IDX FD

SOLE

BULETSHS 2027

Shares98.64K

TypeSH

Market value$2.21M

1.23%

Sole

0.00

Shared

0.00

None

98.64K

INVESCO EXCH TRD SLF IDX FD

SOLE

INVSCO 28 HYCORP

Shares98.25K

TypeSH

Market value$2.13M

1.18%

Sole

0.00

Shared

0.00

None

98.25K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares8.21K

TypeSH

Market value$2.11M

1.18%

Sole

0.00

Shared

0.00

None

8.21K

VISA INC

SOLE

COM CL A

Shares6.01K

TypeSH

Market value$2.11M

1.17%

Sole

0.00

Shared

0.00

None

6.01K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	GROWTH ETF	36.67K	SH	$13.60M 7.58%	36.67K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	104.41K	SH	$13.46M 7.50%	104.41K
APPLE INCSOLE	COM	35.25K	SH	$7.83M 4.36%	35.25K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	32.25K	SH	$7.15M 3.99%	32.25K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	28.93K	SH	$5.61M 3.13%	28.93K
INVESCO EXCH TRD SLF IDX FDSOLE	BULSHS 2025 CB	234.03K	SH	$4.84M 2.70%	234.03K
INVESCO EXCH TRD SLF IDX FDSOLE	BULSHS 2026 CB	245.45K	SH	$4.78M 2.66%	245.45K
INVESCO EXCH TRD SLF IDX FDSOLE	BULSHS 2027 CB	243.77K	SH	$4.78M 2.66%	243.77K
INVESCO EXCH TRD SLF IDX FDSOLE	INVSCO BLSH 28	227.32K	SH	$4.63M 2.58%	227.32K
VANGUARD INTL EQUITY INDEX FSOLE	TT WRLD ST ETF	36.90K	SH	$4.28M 2.38%	36.90K
INVESCO EXCH TRD SLF IDX FDSOLE	BULETSHS 2029	202.16K	SH	$3.75M 2.09%	202.16K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	7.22K	SH	$3.71M 2.07%	7.22K
SPDR S&P 500 ETF TRSOLE	TR UNIT	6.57K	SH	$3.67M 2.05%	6.57K
ISHARES TRSOLE	S&P 500 GRWT ETF	33.59K	SH	$3.12M 1.74%	33.59K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	41.16K	SH	$3.02M 1.69%	41.16K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	58.76K	SH	$2.97M 1.66%	58.76K
ISHARES TRSOLE	CORE S&P500 ETF	4.99K	SH	$2.81M 1.56%	4.99K
PALANTIR TECHNOLOGIES INCSOLE	CL A	33.20K	SH	$2.80M 1.56%	33.20K
VANGUARD INDEX FDSSOLE	VALUE ETF	15.62K	SH	$2.70M 1.50%	15.62K
INVESCO EXCH TRD SLF IDX FDSOLE	BULSHS 2025 HY	108.15K	SH	$2.49M 1.39%	108.15K
INVESCO EXCH TRD SLF IDX FDSOLE	INVSCO BLSH 26	99.26K	SH	$2.30M 1.28%	99.26K
INVESCO EXCH TRD SLF IDX FDSOLE	BULETSHS 2027	98.64K	SH	$2.21M 1.23%	98.64K
INVESCO EXCH TRD SLF IDX FDSOLE	INVSCO 28 HYCORP	98.25K	SH	$2.13M 1.18%	98.25K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	8.21K	SH	$2.11M 1.18%	8.21K
VISA INCSOLE	COM CL A	6.01K	SH	$2.11M 1.17%	6.01K

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