13F Filings History of HOWARD WEALTH MANAGEMENT, LLC

Latest 13F report
Q3 2025 - 03 Nov 2025
Value $
$217,542,727
Signature - Title
Justin S. Howard - Managing Member/CCO
Location
Madison, CT
Summary
This page shows a list of all the recent 13F filings made by HOWARD WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HOWARD WEALTH MANAGEMENT, LLC reported 131 stock holdings with total value $217,542,727 as of Q3 2025. Top holdings included VUG, VYM, AAPL, VB, and VIG.

Notify me when HOWARD WEALTH MANAGEMENT, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 131 $217,542,727 +$12,635,706 -$5,592,276 +$7,043,430 VUG, VYM, AAPL, VB, VIG 13F-HR 03 Nov 2025, 10:35
Q2 2025 121 $197,878,778 +$8,675,830 -$2,462,202 +$6,213,628 VUG, VYM, VB, AAPL, JPST 13F-HR 11 Aug 2025, 14:14
Q1 2025 115 $179,439,233 +$5,176,775 -$5,160,491 +$16,284 VUG, VYM, AAPL, VB, VIG 13F-HR 13 May 2025, 12:05
Q4 2024 116 $184,844,681 +$13,935,603 -$3,578,213 +$10,357,390 VUG, VYM, AAPL, VB, VIG 13F-HR 30 Jan 2025, 13:38
Q3 2024 112 $171,768,020 +$39,018,973 -$2,167,773 +$36,851,200 VUG, VYM, VB, AAPL, VIG 13F-HR 08 Nov 2024, 10:13
Q2 2024 93 $126,785,519 +$6,118,022 -$5,015,609 +$1,102,413 VUG, VYM, AAPL, VB, VIG 13F-HR 02 Aug 2024, 09:02
Q1 2024 104 $122,967,741 +$3,996,916 -$7,723,931 -$3,727,015 VUG, VYM, VB, AAPL, VIG 13F-HR 06 May 2024, 14:56
Q4 2023 100 $119,668,668 +$4,701,445 -$3,727,689 +$973,756 VUG, VYM, VB, AAPL, VIG 13F-HR 07 Feb 2024, 12:12
Q3 2023 102 $108,460,910 +$840,929 -$3,264,459 -$2,423,530 VYM, VUG, VB, AAPL, VIG 13F-HR 01 Nov 2023, 14:23
Q2 2023 102 $115,308,565 +$568,484 -$7,647,640 -$7,079,156 VYM, VUG, AAPL, VB, VIG 13F-HR 01 Aug 2023, 14:44
Q1 2023 108 $119,942,980 +$1,813,869 -$6,308,152 -$4,494,283 VYM, VUG, VB, AAPL, VIG 13F-HR 04 May 2023, 14:53
Q4 2022 111 $121,914,928 +$3,166,657 -$23,188,534 -$20,021,877 VYM, VUG, VB, SPXX, VIG 13F-HR 26 Jan 2023, 15:01
Q3 2022 114 $141,250,000 +$54,717,909 -$2,069,681 +$52,648,228 MINT, VYM, VUG, VB, AAPL 13F-HR 01 Nov 2022, 12:10
Q2 2022 62 $94,397,000 +$4,023,575 -$16,691,354 -$12,667,779 MINT, VYM, VUG, VB, BND 13F-HR 09 Aug 2022, 16:55
Q1 2022 132 $182,935,656 +$6,966,811 -$2,090,825 +$4,875,986 MINT, VYM, VUG, VB, JPST 13F-HR 20 Apr 2022, 15:57
Q4 2021 130 $189,010,546 +$8,532,512 -$4,964,191 +$3,568,321 MINT, VUG, VYM, VB, BND 13F-HR 18 Jan 2022, 08:30
Q3 2021 127 $178,910,000 +$2,117,911 -$3,109,074 -$991,163 MINT, VUG, VYM, BND, VB 13F-HR 19 Oct 2021, 09:00
Q2 2021 128 $181,815,000 +$5,719,333 -$1,418,525 +$4,300,808 MINT, VUG, VYM, VB, BND 13F-HR 27 Jul 2021, 10:18
Q1 2021 125 $171,112,000 +$8,221,858 -$1,909,142 +$6,312,716 MINT, VYM, VUG, BND, VB 13F-HR 23 Apr 2021, 14:16
Q4 2020 123 $160,402,000 +$14,009,875 -$4,534,761 +$9,475,114 MINT, VYM, VUG, BND, VB 13F-HR 02 Feb 2021, 09:51
Q3 2020 117 $140,262,000 +$21,341,171 -$5,327,115 +$16,014,056 MINT, VUG, VYM, BND, AAPL 13F-HR 29 Oct 2020, 12:59
Q2 2020 109 $122,462,000 +$16,212,113 -$2,414,442 +$13,797,671 VYM, VUG, VB, MINT, PFF 13F-HR 03 Aug 2020, 11:12
Q1 2020 97 $95,159,000 +$14,634,939 -$1,798,785 +$12,836,154 VYM, VUG, PFF, SPXX, VB 13F-HR 04 May 2020, 09:56
Q4 2019 477 $119,714,000 $0 VYM, VUG, SPXX, VB, PFF 13F-HR 04 Feb 2020, 16:50