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Justin S. Howard

Howard Wealth Management, Llc

Assets Managed
$237.575M
Holdings
142
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
3.75%(2Q avg: 4.51%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Howard Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 142 positions.

Assets under management

The assets under management (AUM) of Howard Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 237.575M in assets, with a quarterly growth rate of 3.75% and a 2-quarter average growth rate of 4.51%. The portfolio is managed by Justin S. Howard, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 0.71%
7.03%
$16.685M
112,660 shares@ $148.11 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -0.37%
6.59%
$15.635M
35,794 shares@ $436.8 avg price
AAPL
Apple Inc
Recent Activity
Increased 9.66%
3.79%
$9.001M
35,465 shares@ $253.8 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 0.01%
3.52%
$8.346M
31,865 shares@ $261.93 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -1.78%
2.41%
$5.722M
26,607 shares@ $215.07 avg price
BSCQ
Invesco Bulletshares 2026 Cb
Recent Activity
Increased 3.21%
2.39%
$5.658M
289,707 shares@ $19.54 avg price
BSCR
Invesco Bulletshares 2027 Cb
Recent Activity
Increased 3.47%
2.38%
$5.654M
288,096 shares@ $19.63 avg price
BSCS
Invesco Bulletshares 2028 Cb
Recent Activity
Increased 3.31%
2.32%
$5.495M
269,076 shares@ $20.43 avg price
BSCT
Invesco Bulletshares 2029 Cb
Recent Activity
Increased 3.11%
2.24%
$5.299M
283,986 shares@ $18.67 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Increased 5.82%
2.11%
$4.994M
34,140 shares@ $146.28 avg price

1-10 of 142