John Howard

Howard Financial Services, Ltd.

Assets Managed

$888.048M

Holdings

223

Last Quarter

2026 - Q1

Filed Date

1mo 19d ago

Growth Rate

3.85%(2Q avg: 4.24%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Howard Financial Services, Ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 223 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 888.048M in assets, with a quarterly growth rate of 3.85% and a 2-quarter average growth rate of 4.24%. The portfolio is managed by John Howard, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
QUAL Ishares Msci Usa Quality Fac Recent Activity Decreased -0.96%	10.87%	$96.454M 502,864 shares@ $191.81 avg price	Decreased -0.96%
SCHD Schwab Us Dvd Equity Etf Recent Activity Decreased -0.52%	6.73%	$59.682M 1.945M shares@ $30.69 avg price	Decreased -0.52%
VIG Vanguard Dividend Apprec Etf Recent Activity Increased 2.46%	4.86%	$43.149M 200,635 shares@ $215.07 avg price	Increased 2.46%
RSP Invesco S&p 500 Equal Weight Recent Activity Increased 0.36%	4.16%	$36.908M 192,311 shares@ $191.93 avg price	Increased 0.36%
SPGP Invesco S&p 500 Garp Etf Recent Activity Increased 1.6%	4.14%	$36.681M 340,836 shares@ $107.63 avg price	Increased 1.6%
GTO Invesco Total Return Bond Et Recent Activity Increased 3.7%	4.06%	$35.99M 768,519 shares@ $46.83 avg price	Increased 3.7%
AAPL Apple Inc Recent Activity Increased 5.56%	3.94%	$34.904M 137,531 shares@ $253.8 avg price	Increased 5.56%
HTRB Hartford Ttl Rtrn Bnd Etf Recent Activity Increased 6.62%	3.76%	$33.336M 988,036 shares@ $33.75 avg price	Increased 6.62%
DGRW Wisdomtree U.s. Quality Divi Recent Activity Increased 7.5%	3.72%	$32.97M 375,339 shares@ $87.85 avg price	Increased 7.5%
PTRB Pgim Total Return Bond Etf Recent Activity Increased 6.39%	3.65%	$32.369M 779,785 shares@ $41.51 avg price	Increased 6.39%

1-10 of 223