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John Howard

Howard Financial Services, Ltd.

Assets Managed
$1.001B
Holdings
268
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
12.78%(2Q avg: 8.32%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Howard Financial Services, Ltd.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 268 positions.

Assets under management

The assets under management (AUM) of Howard Financial Services, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.001B in assets, with a quarterly growth rate of 12.78% and a 2-quarter average growth rate of 8.32%. The portfolio is managed by John Howard, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 2.13%
11.26%
$112.69M
513,557 shares@ $219.43 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 0.43%
6.19%
$61.949M
1.954M shares@ $31.72 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -0.01%
4.74%
$47.465M
200,595 shares@ $236.62 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.85%
4.01%
$40.132M
138,692 shares@ $289.37 avg price
SPGP
Invesco S&p 500 Garp Etf
Recent Activity
Decreased -3.78%
4.01%
$40.102M
327,925 shares@ $122.29 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -2.55%
3.99%
$39.874M
187,403 shares@ $212.78 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 6.2%
3.81%
$38.112M
398,575 shares@ $95.62 avg price
GTO
Invesco Total Return Bond Et
Recent Activity
Increased 4.05%
3.75%
$37.477M
799,598 shares@ $46.87 avg price
HTRB
Hartford Ttl Rtrn Bnd Etf
Recent Activity
Increased 2.86%
3.43%
$34.283M
1.016M shares@ $33.74 avg price
PTRB
Pgim Total Return Bond Etf
Recent Activity
Increased 0.26%
3.24%
$32.411M
781,736 shares@ $41.46 avg price

1-10 of 268