Howard Wealth Management, LLC reported 43 positions worth $55.13M for the quarter ended Sep 30, 2026, up 6.2% on the prior quarter. It opened 0 new positions, added to 3, trimmed 23 and exited 6. Its largest holding is Apple Inc. at 22.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SNDK Sandisk Corp | -108 | -100.0% | $245.56K | Exited |
| CW Curtiss Wright Corp | -320 | -100.0% | $242.48K | Exited |
| MTZ Mastec Inc | -534 | -100.0% | $222.18K | Exited |
| SRE Sempra | -2,350 | -100.0% | $217.87K | Exited |
| TJX Tjx Companies Inc | -1,419 | -100.0% | $214.98K | Exited |
| WDC Western Digital Corp | -326 | -100.0% | $208.22K | Exited |
| GOOG Alphabet Inc. | -300 | -3.8% | $102.22K | 4.7% |
| AAPL Apple Inc. | -106 | -0.3% | $35.30K | 22.28% |
| INTC Intel Corp | -230 | -5.4% | $27.65K | 0.874% |
| AMZN Amazon Com Inc | -95 | -0.8% | $23.67K | 5.51% |
No new positions this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 36.9K | $12.28M | 22.28% | -106 | -0.3% | Reduced | 0% |
| 2 | PLTR Palantir Technologies Inc. | Technology | 34.2K | $6.40M | 11.61% | 0 | 0.0% | Unchanged | 0% |
| 3 | AMD Advanced Micro Devices Inc | Technology | 8,025 | $4.91M | 8.91% | 0 | 0.0% | Unchanged | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 10.8K | $3.72M | 6.74% | -35 | -0.3% | Reduced | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 12.2K | $3.04M | 5.51% | -95 | -0.8% | Reduced | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 7,604 | $2.59M | 4.7% | -300 | -3.8% | Reduced | 0% |
| 7 | MSFT Microsoft Corp | Technology | 4,187 | $2.15M | 3.9% | -20 | -0.5% | Reduced | 0% |
| 8 | NVDA Nvidia Corp | Technology | 7,103 | $1.62M | 2.94% | -10 | -0.1% | Reduced | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 4,214 | $1.39M | 2.53% | -57 | -1.3% | Reduced | 0% |
| 10 | COST Costco Wholesale Corp | Consumer Staples | 1,527 | $1.39M | 2.52% | -5 | -0.3% | Reduced | 0% |
| 11 | META Meta Platforms, Inc. | Technology | 1,778 | $1.29M | 2.34% | 0 | 0.0% | Unchanged | 0% |
| 12 | V Visa Inc. | Financial Services | 3,182 | $1.14M | 2.07% | -49 | -1.5% | Reduced | 0% |
| 13 | MA Mastercard Inc | Financial Services | 1,870 | $1.03M | 1.87% | -1 | -0.1% | Reduced | 0% |
| 14 | JNJ Johnson & Johnson | Healthcare | 3,573 | $945.95K | 1.72% | -22 | -0.6% | Reduced | 0% |
| 15 | TSLA Tesla, Inc. | Consumer Discretionary | 2,531 | $898.02K | 1.63% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Howard Wealth Management.
As of its Q3 2026 13F filing, Howard Wealth Management, LLC’s five largest positions were Apple Inc. (AAPL) at 22.3%, Palantir Technologies Inc. (PLTR) at 11.6%, Advanced Micro Devices Inc (AMD) at 8.9%, Alphabet Inc. (GOOGL) at 6.7%, Amazon Com Inc (AMZN) at 5.5% of the reported portfolio.
Howard Wealth Management, LLC reported a 13F portfolio worth $55.13M across 43 positions for Q3 2026. That is up 6.2% from the previous quarter.
Its largest purchases by value were Merck & Co., Inc. ($24.12K), Lockheed Martin Corp ($1.53K), Mcdonalds Corp ($462.18). It opened 0 new positions.
Its largest sales by value were Sandisk Corp ($245.56K), Curtiss Wright Corp ($242.48K), Mastec Inc ($222.18K). It exited 6 positions entirely.
From the Form 13F-HR reports Howard Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.