HOWARD WEALTH MANAGEMENT, LLC

CIK

1766286

Location

Madison, CT

Portfolio Value

Micro $48,134,821

Diversification

Diversified

Filing Date

Global Rank

#6,877 / 8,603 ▲ 261 · as of Mar 2026

Top Industry

Consumer Electronics 22.3%

3Y Alpha vs SPY

+0.4%

Period ended 3 months ago

Filed May 11, 2026 · 59d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+78.3%

SPY

+76.0%

Annualised alpha

+0.5%

Max drawdown

−22.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

43 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.7%

−1.9 pts

Top 5

50.1%

−4.5 pts

Top 10

66.7%

−4.3 pts

HHI

713

Diversified−150

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.9%	$19,182,404	8
Unclassified	16.3%	$7,828,977	5
Communication Services	10.5%	$5,062,427	3
Consumer Cyclical	9.9%	$4,774,702	5
Financial Services	7.3%	$3,513,532	4
Healthcare	5.3%	$2,555,726	5
Consumer Defensive	4.3%	$2,082,052	3
Industrials	3.3%	$1,590,503	5
Utilities	2.2%	$1,055,067	3
Energy	0.5%	$254,900	1
Basic Materials	0.5%	$234,531	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+3,884	12,320	$2,565,886
GOOGL	Alphabet Inc.	+3,524	11,208	$3,222,972
NVDA	Nvidia Corp	+3,259	6,992	$1,219,404
AAPL	Apple Inc.	+3,124	35,465	$9,000,662
PLTR	Palantir Technologies Inc.	+1,877	34,140	$4,993,999
QQQ	Invesco Qqq Trust, Series 1	+1,561	3,601	$2,078,425
HD	Home Depot, Inc.	+1,067	2,149	$706,784
JPM	Jpmorgan Chase & Co	+908	4,214	$1,239,590
COST	Costco Wholesale Corp /New	+885	1,538	$1,532,509
MSFT	Microsoft Corp	+765	4,120	$1,525,100
NFLX	Netflix Inc	+540	8,349	$802,756
IAU	Ishares Gold Trust	+331	3,203	$282,376
SPY	Spdr S&P 500 ETF Trust	+135	6,646	$4,322,159
LLY	ELI LILLY & Co	+15	647	$595,091
DUK	Duke Energy CORP	+8	2,435	$318,838
PG	PROCTER & GAMBLE Co	+6	1,762	$254,503
JNJ	Johnson & Johnson	+4	3,426	$837,451
MCD	Mcdonalds Corp	+2	1,119	$347,774
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp /De/	−200	2,495	$315,243
WDFC	Wd 40 Co	−75	1,150	$234,531
MRK	Merck & Co., Inc.	−60	3,843	$462,274
DIA	Spdr Dow Jones Industrial Average ETF Trust	−58	1,378	$638,275
SRE	Sempra	−50	2,350	$228,349
ABBV	AbbVie Inc.	−44	1,686	$366,688
META	Meta Platforms, Inc.	−16	1,812	$1,036,699
LMT	Lockheed Martin Corp	−11	565	$341,480
V	Visa Inc.	−9	3,357	$1,014,619
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
CTAS	Cintas Corp	3,012	$509,449
GLD	Spdr Gold Trust	1,180	$507,742
BRK-B	Berkshire Hathaway Inc	675	$323,460
MCK	Mckesson Corp	340	$294,222
ADP	Automatic Data Processing Inc	1,338	$271,854
CVX	Chevron Corp	1,232	$254,900
AVGO	Broadcom Inc.	710	$219,752
CAT	Caterpillar Inc	309	$218,914
CW	Curtiss Wright Corp	320	$217,958
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
IBM	International Business Machines Corp	812	$240,522
GE	General Electric Co	683	$210,384
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

43 positions · $48,134,821 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	35,465	+3,124	$9,000,662	+2.4%	18.70%
PLTR	Palantir Technologies Inc. Technology	Added	34,140	+1,877	$4,993,999	−12.9%	10.38%
SPY	Spdr S&P 500 ETF Trust	Added	6,646	+135	$4,322,159	−2.7%	8.98%
GOOGL	Alphabet Inc. Communication Services	Added	11,208	+3,524	$3,222,972	+34.0%	6.70%
AMZN	Amazon Com Inc Consumer Cyclical	Added	12,320	+3,884	$2,565,886	+31.8%	5.33%
QQQ	Invesco Qqq Trust, Series 1	Added	3,601	+1,561	$2,078,425	+65.9%	4.32%
AMD	Advanced Micro Devices Inc Technology	Held	8,044	0	$1,636,390	−5.0%	3.40%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,538	+885	$1,532,509	+172.2%	3.18%
MSFT	Microsoft Corp Technology	Added	4,120	+765	$1,525,100	−6.0%	3.17%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,214	+908	$1,239,590	+16.4%	2.58%
NVDA	Nvidia Corp Technology	Added	6,992	+3,259	$1,219,404	+75.2%	2.53%
META	Meta Platforms, Inc. Communication Services	Reduced	1,812	-16	$1,036,699	−14.1%	2.15%
V	Visa Inc. Financial Services	Reduced	3,357	-9	$1,014,619	−14.1%	2.11%
TSLA	Tesla, Inc. Consumer Cyclical	Held	2,531	0	$940,899	−17.3%	1.95%
MA	Mastercard Inc Financial Services	Held	1,873	0	$935,863	−12.5%	1.94%
JNJ	Johnson & Johnson Healthcare	Added	3,426	+4	$837,451	+18.3%	1.74%
NFLX	Netflix Inc Communication Services	Added	8,349	+540	$802,756	+9.6%	1.67%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,149	+1,067	$706,784	+89.8%	1.47%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	1,378	-58	$638,275	−7.5%	1.33%
LLY	ELI LILLY & Co Healthcare	Added	647	+15	$595,091	−12.4%	1.24%
CTAS	Cintas Corp Industrials	NEW	3,012	NEW	$509,449	NEW	1.06%
PEG	Public Service Enterprise Group Inc Utilities	Held	6,274	0	$507,880	+0.8%	1.06%
GLD	Spdr Gold Trust	NEW	1,180	NEW	$507,742	NEW	1.05%
MRK	Merck & Co., Inc. Healthcare	Reduced	3,843	-60	$462,274	+12.5%	0.96%
ABBV	AbbVie Inc. Healthcare	Reduced	1,686	-44	$366,688	−7.2%	0.76%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,119	+2	$347,774	+1.9%	0.72%
LMT	Lockheed Martin Corp Industrials	Reduced	565	-11	$341,480	+22.6%	0.71%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	675	NEW	$323,460	NEW	0.67%
DUK	Duke Energy CORP Utilities	Added	2,435	+8	$318,838	+12.1%	0.66%
APH	Amphenol Corp /De/ Technology	Reduced	2,495	-200	$315,243	−13.4%	0.65%
ATI	Ati Inc Industrials	Held	2,081	0	$302,702	+26.8%	0.63%
WMT	Walmart Inc. Consumer Defensive	Held	2,374	0	$295,040	+11.6%	0.61%
MCK	Mckesson Corp Healthcare	NEW	340	NEW	$294,222	NEW	0.61%
IAU	Ishares Gold Trust	Added	3,203	+331	$282,376	+21.1%	0.59%
ADP	Automatic Data Processing Inc Technology	NEW	1,338	NEW	$271,854	NEW	0.56%
CVX	Chevron Corp Energy	NEW	1,232	NEW	$254,900	NEW	0.53%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,762	+6	$254,503	+1.1%	0.53%
WDFC	Wd 40 Co Basic Materials	Reduced	1,150	-75	$234,531	−2.8%	0.49%
SRE	Sempra Utilities	Reduced	2,350	-50	$228,349	+7.8%	0.47%
AVGO	Broadcom Inc. Technology	NEW	710	NEW	$219,752	NEW	0.46%
CAT	Caterpillar Inc Industrials	NEW	309	NEW	$218,914	NEW	0.45%
CW	Curtiss Wright Corp Industrials	NEW	320	NEW	$217,958	NEW	0.45%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	1,336	0	$213,359	+4.0%	0.44%