HOWARD WEALTH MANAGEMENT, LLC

RIA/Wealth

HOWARD WEALTH MANAGEMENT, LLC is a RIA/Wealth led by Brett Lee Howard, reporting $356.2M in AUM as of Q3 2025 with 79% ETF concentration.

Managing PartnerBrett Lee Howard

Address

Top Holdings

Largest long holdings in HOWARD WEALTH MANAGEMENT, LLC's portfolio (37.2% of total portfolio)

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Growth VUG	ETF ETF	$17.2M	7.90%	-$408.6K Sold	— 35.9K shares	Q4 2019 Held for 5y 11m
2 Vanguard High Dividend Yield VYM	ETF ETF	$15.3M	7.04%	+$408.2K Bought	— 108.7K shares	Q4 2019 Held for 5y 11m
3 Apple AAPL	Consumer Electronics Technology	$8.3M	3.83%	-$570.1K Sold	0.00% 32.7K shares	Q4 2019 Held for 5y 11m
4 Vanguard Small-Cap ETF VB	ETF ETF	$8.1M	3.71%	-$142.1K Sold	— 31.7K shares	Q4 2019 Held for 5y 11m
5 Vanguard Dividend Appreciation VIG	Unknown Unknown	$6.1M	2.78%	+$29.3K Bought	— 28.1K shares	Q4 2022 Held for 2y 11m
6 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$5.9M	2.72%	-$68.0K Sold	0.00% 32.4K shares	Q4 2020 Held for 4y 11m
7 Vanguard Total World Stock VT	ETF ETF	$5.1M	2.32%	+$25.9K Bought	— 36.6K shares	Q4 2019 Held for 5y 11m
8 Invesco BulletShares 2026 Corporate Bond BSCQ	ETF ETF	$5.0M	2.32%	+$226.2K Bought	— 258.1K shares	Q3 2024 Held for 1y 2m
9 Invesco BulletShares 2027 Corporate Bond BSCR	ETF ETF	$5.0M	2.29%	+$173.8K Bought	— 252.9K shares	Q3 2024 Held for 1y 2m
10 JPMorgan Ultra-Short Income JPST	ETF ETF	$5.0M	2.29%	-$838.0K Sold	— 98.1K shares	Q1 2025 Held for 8 months

Portfolio activity, position movements, and quarter-over-quarter changes in HOWARD WEALTH MANAGEMENT, LLC's latest filing

Market Value

$217.5M

Prior: $197.9M

Q/Q Change

+9.94%

+$19.7M

Net Flows % of MV

+2.73%

Turnover Ratio

4.19%

New Purchases

8 stocks

$3.7M

Added To

60 stocks

+$7.9M

Sold Out Of

3 stocks

$704.4K

Reduced Holdings

46 stocks

-$4.9M

Position	Shares Δ	Change
1 Invesco BulletShares 2030 Corporate Bond ETF BSCU	New	0 → 80.9K +$1.4M
2 Invesco BulletShares 2030 High Yield Corporate Bond BSJU	New	0 → 38.8K +$1.0M
3 PULS PGIM Ultra Short Bond PULS	New	0 → 4.7K +$232.6K
4 Vanguard Ultra-Short Bond VUSB	New	0 → 4.5K +$223.6K
5 Goldman Sachs Access Ultra Short Bond GSST	New	0 → 4.2K +$211.1K

Position	Shares Δ	Change
1 Paycom Software PAYC	Sold	1.2K → 0 −$277.7K
2 Texas Instruments TXN	Sold	1.1K → 0 −$221.5K
3 Curtiss-Wright CW	Sold	420.0 → 0 −$205.2K
4 Nvidia NVDA	-43.38%	6.7K → 3.8K −$544.5K
5 iShares Preferred and Income Securities ETF PFF	-42.64%	61.1K → 35.1K −$824.1K