HOWARD WEALTH MANAGEMENT, LLC

CIK 0001766286 • 6 13F filings • May 13, 2025 – Jul 21, 2026

Import this data to Google Sheets with:

=jivedata("howard-wealth-management-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: HOWARD WEALTH MANAGEMENT, LLC, Managing Member/CCO
Address: 7 Madison Avenue, Madison, CT, 06443
Phone: 203-421-8339
AUM: $229.0M

AUM over time

$270.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $229.0M129 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$396K	0.2%Prev: 0.2%	1,730 SH	Decreased-46 SH
ADVANCED MICRO DEVICES INC	COM	$1.7M	0.8%Prev: 0.6%	8,044 SH	Increased+10 SH
ALPHABET INC	CAP STK CL A	$2.4M	1.1%Prev: 0.9%	7,684 SH	Increased-185 SH
ALPHABET INC	CAP STK CL C	$1.9M	0.8%Prev: 0.8%	5,940 SH	Increased-871 SH
ALPS ETF TR	ALERIAN MLP	$620K	0.3%Prev: 0.3%	13,193 SH	Decreased-2,449 SH
AMAZON COM INC	COM	$1.9M	0.9%Prev: 0.9%	8,436 SH	Increased-265 SH
AMPHENOL CORP NEW	CL A	$364K	0.2%Prev: 0.2%	2,695 SH	Increased
APPLE INC	COM	$8.8M	3.8%Prev: 3.8%	32,341 SH	Increased-355 SH
ATI INC	COM	$239K	0.1%	2,081 SH	New
COSTCO WHSL CORP NEW	COM	$563K	0.2%Prev: 0.5%	653 SH	Decreased-465 SH
DUKE ENERGY CORP NEW	COM NEW	$284K	0.1%Prev: 0.1%	2,427 SH	Decreased+10 SH
ELI LILLY & CO	COM	$680K	0.3%Prev: 0.2%	632 SH	Increased-5 SH
EXXON MOBIL CORP	COM	$535K	0.2%Prev: 0.2%	4,442 SH	Increased-255 SH
FIDELITY COVINGTON TRUST	PFD SECS INCOME	$225K	0.1%	10,327 SH	New
FIDELITY MERRIMACK STR TR	LOW DURTIN ETF	$2.5M	1.1%Prev: 0.9%	50,663 SH	Increased+12,661 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$248K	0.1%Prev: 0.1%	9,952 SH	Increased+1,680 SH
GE AEROSPACE	COM NEW	$211K	0.1%Prev: 0.1%	683 SH	Increased
GLOBAL X FDS	NASDAQ 100 COVER	$623K	0.3%Prev: 0.3%	35,231 SH	Increased+969 SH
GLOBAL X FDS	RATE PREFERRED	$226K	0.1%Prev: 0.1%	10,180 SH	Decreased-2,667 SH
GLOBAL X FDS	S&P 500 COVERED	$586K	0.3%Prev: 0.3%	14,421 SH	Increased-37 SH
GOLDMAN SACHS ETF TR	ULTRA SHORT BOND	$259K	0.1%Prev: 0.1%	5,132 SH	Increased+968 SH
HOME DEPOT INC	COM	$372K	0.2%Prev: 0.2%	1,082 SH	Decreased-4 SH
INTERNATIONAL BUSINESS MACHS	COM	$241K	0.1%Prev: 0.1%	812 SH	Increased+1 SH
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$257K	0.1%Prev: 0.1%	5,113 SH	Increased+728 SH
INVESCO ACTIVELY MANAGED EXC	VAR RATE INVT	$366K	0.2%Prev: 0.1%	14,579 SH	Increased+1,974 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$249K	0.1%Prev: 0.1%	11,872 SH	Decreased-2,457 SH
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$2.4M	1.0%Prev: 1.0%	97,551 SH	Increased+8,527 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$3.9M	1.7%Prev: 1.3%	173,063 SH	Increased+52,467 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$5.2M	2.3%Prev: 1.8%	275,437 SH	Increased+62,610 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029 HG	$3.7M	1.6%Prev: 1.2%	172,090 SH	Increased+55,616 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$342K	0.1%	20,510 SH	New
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2030	$3.5M	1.5%Prev: 0.5%	132,990 SH	Increased+94,205 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$5.5M	2.4%Prev: 2.3%	280,717 SH	Increased+22,659 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 MUNI	$517K	0.2%Prev: 0.2%	21,870 SH	Increased+6,435 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$5.5M	2.4%Prev: 2.3%	278,438 SH	Increased+25,567 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 MUNI	$518K	0.2%Prev: 0.2%	21,875 SH	Increased+6,435 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2028 MUNI	$518K	0.2%Prev: 0.2%	22,030 SH	Increased+6,489 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2029 MUNI	$518K	0.2%Prev: 0.2%	22,372 SH	Increased+8,215 SH
INVESCO EXCH TRD SLF IDX FD	INVESCO BULLETSH	$215K	0.1%	8,050 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSC 30 MUNI BD	$588K	0.3%	26,690 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSCO 28 HYCORP	$3.8M	1.6%Prev: 1.2%	171,482 SH	Increased+52,163 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$4.1M	1.8%Prev: 0.6%	239,796 SH	Increased+158,863 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$4.2M	1.8%Prev: 1.3%	178,097 SH	Increased+53,169 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$5.4M	2.3%Prev: 2.2%	260,467 SH	Increased+23,592 SH
INVESCO EXCHANGE TRADED FD T	LARGE CAP VALUE	$869K	0.4%Prev: 0.4%	13,060 SH	Increased-187 SH
INVESCO QQQ TR	UNIT SER 1	$1.3M	0.5%Prev: 0.6%	2,040 SH	Increased+3 SH
ISHARES GOLD TR	ISHARES NEW	$233K	0.1%Prev: 0.1%	2,872 SH	Increased+60 SH
ISHARES TR	0-5YR HI YL CP	$436K	0.2%Prev: 0.2%	10,167 SH	Increased+1,779 SH
ISHARES TR	CORE 60/40 BALAN	$275K	0.1%Prev: 0.1%	4,234 SH	Decreased-69 SH
ISHARES TR	CORE S&P MCP ETF	$701K	0.3%Prev: 0.3%	10,621 SH	Increased+332 SH
ISHARES TR	CORE S&P SCP ETF	$447K	0.2%Prev: 0.2%	3,718 SH	Increased+242 SH
ISHARES TR	CORE S&P500 ETF	$4.2M	1.8%Prev: 1.5%	6,111 SH	Increased+1,230 SH
ISHARES TR	GLOBAL 100 ETF	$1.6M	0.7%Prev: 0.7%	12,550 SH	Increased-344 SH
ISHARES TR	IBOXX HI YD ETF	$253K	0.1%Prev: 0.1%	3,131 SH	Increased+118 SH
ISHARES TR	MSCI EAFE ETF	$612K	0.3%Prev: 0.3%	6,370 SH	Increased+14 SH
ISHARES TR	PFD AND INCM SEC	$1000K	0.4%Prev: 0.5%	32,294 SH	Decreased-2,771 SH
ISHARES TR	RUS 1000 ETF	$362K	0.2%Prev: 0.2%	969 SH	Increased-9 SH
ISHARES TR	RUS 1000 GRW ETF	$623K	0.3%Prev: 0.3%	1,316 SH	Increased-5 SH
ISHARES TR	RUS 1000 VAL ETF	$202K	0.1%	960 SH	New
ISHARES TR	RUSSELL 2000 ETF	$805K	0.4%Prev: 0.4%	3,270 SH	Decreased-59 SH
ISHARES TR	S&P 500 GRWT ETF	$3.8M	1.7%Prev: 1.8%	31,199 SH	Decreased-913 SH
ISHARES TR	SELECT DIVID ETF	$223K	0.1%Prev: 0.1%	1,576 SH	Decreased+2 SH
ISHARES TR	ULTRA SHORT DUR	$277K	0.1%Prev: 0.1%	5,481 SH	Increased+1,291 SH
ISHARES TR	US AER DEF ETF	$1.4M	0.6%Prev: 0.7%	6,594 SH	Decreased-204 SH
ISHARES TR	US HOME CONS ETF	$289K	0.1%Prev: 0.2%	2,996 SH	Decreased-46 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.5M	0.7%Prev: 0.7%	26,918 SH	Increased+931 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$265K	0.1%	5,251 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$214K	0.1%Prev: 0.1%	3,676 SH	Increased+173 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$4.5M	2.0%Prev: 2.3%	89,114 SH	Decreased-9,027 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$2.4M	1.1%Prev: 0.8%	47,612 SH	Increased+11,800 SH
JOHNSON & JOHNSON	COM	$708K	0.3%Prev: 0.3%	3,422 SH	Increased-17 SH
JPMORGAN CHASE & CO.	COM	$1.1M	0.5%Prev: 0.5%	3,306 SH	Decreased-363 SH
LOCKHEED MARTIN CORP	COM	$279K	0.1%Prev: 0.1%	576 SH	Decreased-9 SH
MASTERCARD INCORPORATED	CL A	$1.1M	0.5%Prev: 0.5%	1,873 SH	Decreased-70 SH
MCDONALDS CORP	COM	$342K	0.1%Prev: 0.2%	1,117 SH	Decreased-9 SH
MERCK & CO INC	COM	$411K	0.2%Prev: 0.2%	3,903 SH	Increased-314 SH
META PLATFORMS INC	CL A	$1.2M	0.5%Prev: 0.6%	1,828 SH	Decreased-3 SH
MICROSOFT CORP	COM	$1.6M	0.7%Prev: 0.8%	3,355 SH	Decreased-63 SH
MORGAN STANLEY ETF TRUST	EATON VANCE SHRT	$253K	0.1%	5,016 SH	New
NETFLIX INC	COM	$732K	0.3%Prev: 0.4%	7,809 SH	Decreased+7,027 SH
NVIDIA CORPORATION	COM	$696K	0.3%Prev: 0.3%	3,733 SH	Decreased-75 SH
PALANTIR TECHNOLOGIES INC	CL A	$5.7M	2.5%Prev: 2.7%	32,263 SH	Decreased-174 SH
PGIM ETF TR	PGIM ULTRA SH BD	$292K	0.1%Prev: 0.1%	5,890 SH	Increased+1,222 SH
PIMCO ETF TR	0-5 HIGH YIELD	$891K	0.4%Prev: 0.4%	9,393 SH	Increased+356 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$269K	0.1%Prev: 0.1%	2,684 SH	Increased+447 SH
PIMCO ETF TR	INTER MUN BD ACT	$545K	0.2%Prev: 0.2%	10,405 SH	Increased+1,443 SH
PROCTER AND GAMBLE CO	COM	$252K	0.1%Prev: 0.1%	1,756 SH	Decreased-178 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$504K	0.2%Prev: 0.2%	6,274 SH	Decreased
SELECT SECTOR SPDR TR	STATE STREET FIN	$212K	0.1%	3,870 SH	New
SEMPRA	COM	$212K	0.1%Prev: 0.1%	2,400 SH	Decreased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$691K	0.3%Prev: 0.3%	1,436 SH	Decreased-145 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.6M	0.7%Prev: 0.7%	36,004 SH	Increased+1,599 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.4M	1.9%Prev: 2.0%	6,511 SH	Increased-38 SH
SPDR SERIES TRUST	STATE STREET SPD	$6.5M	2.8%	117,910 SH	New
TESLA INC	COM	$1.1M	0.5%Prev: 0.5%	2,531 SH	Increased
TJX COS INC NEW	COM	$205K	0.1%	1,336 SH	New
VANECK ETF TRUST	BDC INCOME ETF	$1.6M	0.7%Prev: 0.8%	112,031 SH	Decreased-2,352 SH
VANECK ETF TRUST	IG FLOATING RATE	$2.5M	1.1%Prev: 1.0%	97,341 SH	Increased+13,872 SH
VANECK ETF TRUST	PREFERRED SECURT	$1.5M	0.7%Prev: 0.7%	86,317 SH	Decreased-5,096 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.1M	1.4%Prev: 1.4%	42,082 SH	Increased+181 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$324K	0.1%Prev: 0.1%	6,497 SH	Increased+2,024 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$1.2M	0.5%Prev: 0.6%	5,965 SH	Decreased-221 SH
VANGUARD INDEX FDS	GROWTH ETF	$17.5M	7.7%Prev: 7.9%	35,930 SH	Increased+80 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$2.4M	1.1%Prev: 1.1%	7,728 SH	Decreased-295 SH
VANGUARD INDEX FDS	MID CAP ETF	$543K	0.2%Prev: 0.3%	1,871 SH	Decreased-26 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.3M	0.6%Prev: 0.6%	14,296 SH	Decreased+100 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.6M	2.0%Prev: 2.1%	7,315 SH	Increased+13 SH
VANGUARD INDEX FDS	SMALL CP ETF	$8.2M	3.6%Prev: 3.7%	31,862 SH	Increased+133 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.3M	1.0%Prev: 1.1%	6,940 SH	Decreased-339 SH
VANGUARD INDEX FDS	VALUE ETF	$2.9M	1.3%Prev: 1.3%	15,024 SH	Increased+191 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$3.4M	1.5%Prev: 1.3%	46,315 SH	Increased+8,064 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$5.0M	2.2%Prev: 2.3%	35,781 SH	Decreased-868 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$390K	0.2%Prev: 0.1%	4,659 SH	Increased+797 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$263K	0.1%Prev: 0.1%	4,385 SH	Increased+311 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.0M	2.6%Prev: 2.8%	27,091 SH	Decreased-972 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.4M	1.0%Prev: 1.0%	31,624 SH	Increased+1,023 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$16.1M	7.0%Prev: 7.0%	111,875 SH	Increased+3,190 SH
VANGUARD WORLD FD	ENERGY ETF	$227K	0.1%Prev: 0.1%	1,801 SH	Increased+14 SH
VANGUARD WORLD FD	FINANCIALS ETF	$889K	0.4%Prev: 0.4%	6,660 SH	Increased-87 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$1.6M	0.7%Prev: 0.7%	5,525 SH	Increased-101 SH
VANGUARD WORLD FD	INF TECH ETF	$791K	0.3%Prev: 0.4%	1,049 SH	Decreased-32 SH
VISA INC	COM CL A	$1.2M	0.5%Prev: 0.9%	3,366 SH	Decreased-2,665 SH
WALMART INC	COM	$264K	0.1%Prev: 0.1%	2,374 SH	Increased
WD 40 CO	COM	$241K	0.1%Prev: 0.1%	1,225 SH	Decreased
WISDOMTREE TR	EUROPE HEDGED EQ	$233K	0.1%Prev: 0.1%	4,395 SH	Increased
WISDOMTREE TR	GLOBAL EX US QUA	$572K	0.2%	13,874 SH	New
WISDOMTREE TR	INTL EQUITY FD	$386K	0.2%Prev: 0.2%	5,615 SH	Increased
WISDOMTREE TR	US MIDCAP FUND	$298K	0.1%Prev: 0.1%	4,455 SH	Increased
WISDOMTREE TR	US SMALLCAP FUND	$1.1M	0.5%Prev: 0.5%	19,170 SH	Increased

Sold (vs prior filing)

BERKSHIRE HATHAWAY INC DEL — $387K
INVESCO EXCH TRD SLF IDX FD — $4.8M
INVESCO EXCH TRD SLF IDX FD — $2.5M
INVESCO EXCH TRD SLF IDX FD — $301K
ORACLE CORP — $252K
SELECT SECTOR SPDR TR — $215K
SPDR SERIES TRUST — $2.2M
SPDR SERIES TRUST — $1.2M
SPDR SERIES TRUST — $255K
SPDR SERIES TRUST — $443K
SPDR SERIES TRUST — $1.2M
SPDR SERIES TRUST — $1.3M
VERIZON COMMUNICATIONS INC — $210K
WISDOMTREE TR — $784K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 29, 2026	Q4 2025	13F-HR	0001172661-26-000394	$229.0M	View
Nov 3, 2025	Q3 2025	13F-HR	0001172661-25-004531	$217.5M	View
Jul 21, 2026	Q2 2026