HOWARD FINANCIAL SERVICES, LTD.

CIK 0001768130 • 8 13F filings • Apr 7, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $734.4M183 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$259K	0.0%	1,954 SH
ABBVIE INC	COM	$596K	0.1%	2,845 SH
ADOBE INC	COM	$221K	0.0%	575 SH
AGNC INVT CORP	COM	$534K	0.1%	55,766 SH
AIR PRODS & CHEMS INC	COM	$208K	0.0%	705 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$405K	0.1%	3,066 SH
ALPHABET INC	CAP STK CL A	$1.9M	0.3%	12,303 SH
ALPHABET INC	CAP STK CL C	$753K	0.1%	4,822 SH
ALTRIA GROUP INC	COM	$454K	0.1%	7,558 SH
AMAZON COM INC	COM	$5.5M	0.8%	29,145 SH
AMERICAN EXPRESS CO	COM	$320K	0.0%	1,191 SH
AMERIPRISE FINL INC	COM	$244K	0.0%	504 SH
AMGEN INC	COM	$817K	0.1%	2,621 SH
ANNALY CAPITAL MANAGEMENT IN	COM NEW	$612K	0.1%	30,156 SH
APPLE INC	COM	$30.0M	4.1%	134,972 SH
ASTRAZENECA PLC	SPONSORED ADR	$356K	0.0%	4,850 SH
AUTOMATIC DATA PROCESSING IN	COM	$530K	0.1%	1,735 SH
BANK AMERICA CORP	COM	$321K	0.0%	7,686 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$798K	0.1%	1 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.4M	1.0%	13,851 SH
BLACK STONE MINERALS L P	COM UNIT	$1.4M	0.2%	91,662 SH
BLACKSTONE INC	COM	$1.3M	0.2%	9,153 SH
BOOKING HOLDINGS INC	COM	$617K	0.1%	134 SH
BRINKER INTL INC	COM	$202K	0.0%	1,353 SH
BROADCOM INC	COM	$2.4M	0.3%	14,192 SH
BUSINESS FIRST BANCSHARES IN	COM	$441K	0.1%	18,128 SH
CABLE ONE INC	COM	$205K	0.0%	771 SH
CADENCE BANK	COM	$767K	0.1%	25,270 SH
CAVA GROUP INC	COM	$535K	0.1%	6,194 SH
CHEVRON CORP NEW	COM	$824K	0.1%	4,924 SH
CHEWY INC	CL A	$218K	0.0%	6,712 SH
CHIPOTLE MEXICAN GRILL INC	COM	$4.7M	0.6%	94,030 SH
CISCO SYS INC	COM	$624K	0.1%	10,115 SH
COCA COLA CO	COM	$531K	0.1%	7,408 SH
CONDUENT INC	COM	$27K	0.0%	10,000 SH
CONOCOPHILLIPS	COM	$399K	0.1%	3,795 SH
COSTCO WHSL CORP NEW	COM	$853K	0.1%	902 SH
CROWDSTRIKE HLDGS INC	CL A	$639K	0.1%	1,811 SH
DIREXION SHS ETF TR	DAILY NYSE FANG	$403K	0.1%	3,028 SH
DIREXION SHS ETF TR	DLY MIDCAP ETF3X	$330K	0.0%	8,000 SH
DIREXION SHS ETF TR	NAS100 EQL WGT	$262K	0.0%	3,005 SH
DORCHESTER MINERALS LP	COM UNIT	$1.0M	0.1%	34,184 SH
ELI LILLY & CO	COM	$579K	0.1%	701 SH
EMERSON ELEC CO	COM	$257K	0.0%	2,347 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$3.4M	0.5%	182,047 SH
ENTERPRISE PRODS PARTNERS L	COM	$3.2M	0.4%	93,631 SH
EQT CORP	COM	$262K	0.0%	4,905 SH
EXXON MOBIL CORP	COM	$2.3M	0.3%	19,756 SH
EZCORP INC	CL A NON VTG	$147K	0.0%	10,000 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$8.1M	1.1%	461,801 SH
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$304K	0.0%	8,104 SH
FIRST TR EXCHANGE-TRADED FD	RISNG DIVD ACHIV	$12.0M	1.6%	204,854 SH
FIRST TR EXCHNG TRADED FD VI	TCW OPPORTUNIS	$8.5M	1.2%	194,977 SH
GANNETT CO INC	COM	$231K	0.0%	80,000 SH
GE AEROSPACE	COM NEW	$286K	0.0%	1,427 SH
GE VERNOVA INC	COM	$234K	0.0%	765 SH
GOLDMAN SACHS GROUP INC	COM	$201K	0.0%	368 SH
GRAHAM HLDGS CO	COM CL B	$803K	0.1%	836 SH
GRAYSCALE ETHEREUM TRUST ETF	SHS	$180K	0.0%	11,850 SH
HANESBRANDS INC	COM	$244K	0.0%	42,268 SH
HARTFORD FDS EXCHANGE TRADED	TOTAL RTRN ETF	$29.4M	4.0%	868,425 SH
HOME DEPOT INC	COM	$604K	0.1%	1,648 SH
ILLINOIS TOOL WKS INC	COM	$239K	0.0%	965 SH
INTEL CORP	COM	$389K	0.1%	17,109 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.1M	0.2%	4,453 SH
INTUITIVE SURGICAL INC	COM NEW	$431K	0.1%	870 SH
INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$33.5M	4.6%	714,829 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$515K	0.1%	2,667 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$35.4M	4.8%	354,389 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL ENR	$314K	0.0%	3,836 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$34.6M	4.7%	199,531 SH
INVESCO QQQ TR	UNIT SER 1	$8.1M	1.1%	17,358 SH
ISHARES GOLD TR	ISHARES NEW	$473K	0.1%	8,024 SH
ISHARES INC	CORE MSCI EMKT	$633K	0.1%	11,720 SH
ISHARES SILVER TR	ISHARES	$267K	0.0%	8,624 SH
ISHARES TR	1 3 YR TREAS BD	$565K	0.1%	6,831 SH
ISHARES TR	CORE MSCI EAFE	$1.5M	0.2%	19,480 SH
ISHARES TR	CORE S&P MCP ETF	$2.8M	0.4%	47,548 SH
ISHARES TR	CORE S&P500 ETF	$4.1M	0.6%	7,243 SH
ISHARES TR	ESG AW MSCI EAFE	$202K	0.0%	2,474 SH
ISHARES TR	ESG AWR MSCI USA	$577K	0.1%	4,730 SH
ISHARES TR	ISHS 1-5YR INVS	$205K	0.0%	3,916 SH
ISHARES TR	MSCI INTL QUALTY	$17.5M	2.4%	441,111 SH
ISHARES TR	MSCI USA QLT FCT	$82.8M	11.3%	484,702 SH
ISHARES TR	RUS 1000 GRW ETF	$233K	0.0%	645 SH
ISHARES TR	S&P 500 GRWT ETF	$438K	0.1%	4,720 SH
ISHARES TR	SHORT TREAS BD	$269K	0.0%	2,435 SH
ISHARES TR	U.S. MED DVC ETF	$214K	0.0%	3,556 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.2M	0.2%	20,635 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$635K	0.1%	12,264 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$4.0M	0.5%	78,102 SH
JANUS INTERNATIONAL GROUP IN	COMMON STOCK	$757K	0.1%	105,144 SH
JOHNSON & JOHNSON	COM	$772K	0.1%	4,653 SH
JOHNSON OUTDOORS INC	CL A	$203K	0.0%	8,161 SH
JPMORGAN CHASE & CO.	COM	$2.0M	0.3%	8,253 SH
KIMBELL RTY PARTNERS LP	UNIT	$179K	0.0%	12,760 SH
LATTICE STRATEGIES TR	HARTFORD MLT ETF	$2.9M	0.4%	93,922 SH
LULULEMON ATHLETICA INC	COM	$244K	0.0%	861 SH
LXP INDUSTRIAL TRUST	COM	$99K	0.0%	11,416 SH
MANAGED PORTFOLIO SERIES	TORTOISE NRAM PI	$401K	0.1%	11,017 SH
MARVELL TECHNOLOGY INC	COM	$389K	0.1%	6,314 SH
MASTERCARD INCORPORATED	CL A	$1.4M	0.2%	2,526 SH
MERCK & CO INC	COM	$588K	0.1%	6,552 SH
META PLATFORMS INC	CL A	$1.1M	0.2%	1,970 SH
MICROSOFT CORP	COM	$9.2M	1.2%	24,443 SH
MORGAN STANLEY	COM NEW	$365K	0.0%	3,125 SH
MPLX LP	COM UNIT REP LTD	$1.7M	0.2%	32,476 SH
NETFLIX INC	COM	$995K	0.1%	1,067 SH
NEXTERA ENERGY INC	COM	$424K	0.1%	5,975 SH
NORFOLK SOUTHN CORP	COM	$430K	0.1%	1,817 SH
NORTHERN OIL & GAS INC	COM	$251K	0.0%	8,295 SH
NORTHROP GRUMMAN CORP	COM	$922K	0.1%	1,801 SH
NVIDIA CORPORATION	COM	$8.8M	1.2%	81,027 SH
NXP SEMICONDUCTORS N V	COM	$320K	0.0%	1,683 SH
ONEOK INC NEW	COM	$1.3M	0.2%	12,995 SH
PACER FDS TR	PACER US SMALL	$14.4M	2.0%	384,417 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.1M	0.2%	13,587 SH
PALO ALTO NETWORKS INC	COM	$380K	0.1%	2,225 SH
PEPSICO INC	COM	$2.7M	0.4%	17,742 SH
PGIM ETF TR	TOTAL RETURN BON	$27.9M	3.8%	669,232 SH
PHILIP MORRIS INTL INC	COM	$725K	0.1%	4,566 SH
PROCTER AND GAMBLE CO	COM	$414K	0.1%	2,431 SH
PROSHARES TR	ULTRAPRO QQQ	$470K	0.1%	8,200 SH
PROSHARES TR II	ULSHT BLOOMB GAS	$548K	0.1%	28,000 SH
RBB FD INC	MOTLEY FOL ETF	$276K	0.0%	4,969 SH
SABINE RTY TR	UNIT BEN INT	$5.2M	0.7%	77,433 SH
SALESFORCE INC	COM	$414K	0.1%	1,541 SH
SCHWAB CHARLES CORP	COM	$1.3M	0.2%	15,983 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.3M	0.3%	83,577 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$13.8M	1.9%	381,000 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$1.0M	0.1%	36,701 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.1M	0.3%	104,081 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$58.0M	7.9%	2,073,100 SH
SELECT SECTOR SPDR TR	ENERGY	$303K	0.0%	3,243 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$291K	0.0%	1,410 SH
SIREN ETF TR	DIVCN LDRS ETF	$436K	0.1%	6,725 SH
SOUTHSTATE CORPORATION	COM	$1.5M	0.2%	16,326 SH
SOUTHWEST AIRLS CO	COM	$760K	0.1%	22,642 SH
SPDR GOLD TR	GOLD SHS	$759K	0.1%	2,634 SH
SPDR INDEX SHS FDS	GLB NAT RESRCE	$295K	0.0%	5,536 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.1M	0.2%	30,798 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$232K	0.0%	5,883 SH
SPDR S&P 500 ETF TR	TR UNIT	$12.9M	1.8%	23,133 SH
SPDR SER TR	BLOOMBERG 1-3 MO	$1.4M	0.2%	14,911 SH
SPDR SER TR	BLOOMBERG SHT TE	$20.2M	2.8%	804,101 SH
SPDR SER TR	PRTFLO S&P500 HI	$485K	0.1%	10,951 SH
SPDR SER TR	S&P 600 SMCP VAL	$425K	0.1%	5,415 SH
SSGA ACTIVE ETF TR	SPDR TR TACTIC	$20.7M	2.8%	514,756 SH
STAR HLDGS	SHS BEN INT	$251K	0.0%	29,500 SH
STARBUCKS CORP	COM	$264K	0.0%	2,691 SH
STRYKER CORPORATION	COM	$337K	0.0%	904 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$911K	0.1%	5,485 SH
TESLA INC	COM	$1.5M	0.2%	5,811 SH
TEXAS INSTRS INC	COM	$895K	0.1%	4,980 SH
TEXAS PACIFIC LAND CORPORATI	COM	$1.8M	0.2%	1,351 SH
THERMO FISHER SCIENTIFIC INC	COM	$334K	0.0%	671 SH
TWO HBRS INVT CORP	COM	$220K	0.0%	16,484 SH
UBER TECHNOLOGIES INC	COM	$426K	0.1%	5,842 SH
UNION PAC CORP	COM	$211K	0.0%	892 SH
UNITED PARCEL SERVICE INC	CL B	$230K	0.0%	2,092 SH
UNITEDHEALTH GROUP INC	COM	$261K	0.0%	498 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$15.0M	2.0%	519,549 SH
VANECK ETF TRUST	GOLD MINERS ETF	$283K	0.0%	6,153 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$7.9M	1.1%	90,288 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.6M	0.5%	46,308 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$384K	0.1%	2,230 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$412K	0.1%	4,552 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$571K	0.1%	1,111 SH
VANGUARD INDEX FDS	SMALL CP ETF	$272K	0.0%	1,225 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.0M	0.4%	10,887 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$350K	0.0%	7,730 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$36.0M	4.9%	185,818 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.2M	0.2%	22,680 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$14.0M	1.9%	168,986 SH
VANGUARD WORLD FD	INF TECH ETF	$312K	0.0%	576 SH
VIPER ENERGY INC	CL A	$915K	0.1%	20,262 SH
VISA INC	COM CL A	$648K	0.1%	1,848 SH
WALMART INC	COM	$989K	0.1%	11,263 SH
WELLS FARGO CO NEW	COM	$205K	0.0%	2,852 SH
WESTERN MIDSTREAM PARTNERS L	COM UNIT LP INT	$418K	0.1%	10,215 SH
WISDOMTREE TR	EM EX ST-OWNED	$9.8M	1.3%	318,466 SH
WISDOMTREE TR	US QTLY DIV GRT	$23.9M	3.3%	299,775 SH
YUM BRANDS INC	COM	$430K	0.1%	2,730 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0001768130-26-000006	—	View
Jan 12, 2026	Q4 2025	13F-HR	0001768130-26-000001	$855.1M	View
Oct 23, 2025	Q3 2025