EdgeMarket › What Howard Financial Services, Ltd. reported owning
What Howard Financial Services, Ltd. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
888.0MPositions
223Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| QUAL iShares MSCI USA Quality Factor ETF | 96.5M | 10.9% | 502.9K | 223.22 | +19.3% |
| SCHD Schwab US Dividend Equity ETF | 59.7M | 6.7% | 1.9M | 35.11 | +27.6% |
| VIG Vanguard Div Appreciation ETF | 43.1M | 4.9% | 200.6K | 243.91 | +16.2% |
| RSP Invesco S&P 500 Equal Weight ETF | 36.9M | 4.2% | 192.3K | 221.67 | +18.8% |
| SPGP Invesco S&P 500 GARP ETF | 36.7M | 4.1% | 340.8K | 127.40 | +15.3% |
| GTO Invesco Total Return Bond ETF | 36.0M | 4.1% | 768.5K | 46.21 | -1.4% |
| AAPL Apple Inc. | 34.9M | 3.9% | 137.5K | 309.35 | +36.9% |
| HTRB Hartford Total Return Bond ETF | 33.3M | 3.8% | 988.0K | 33.24 | -2.1% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 33.0M | 3.7% | 375.3K | 99.29 | +14.2% |
| PTRB PGIM Total Return Bond ETF | 32.4M | 3.6% | 779.8K | 40.88 | -2.0% |
| IQLT iShares MSCI Intl Quality Factor ETF | 22.0M | 2.5% | 476.5K | 52.06 | +20.1% |
| TOTL State Street DoubleLine Total Return Tactical | 21.3M | 2.4% | 536.2K | 38.77 | -3.3% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 20.8M | 2.3% | 713.0K | 35.32 | +17.3% |
| FNDF Schwab Fundamental International Equity ETF | 20.3M | 2.3% | 415.0K | 55.84 | +32.1% |
| RDVY First Trust Rising Dividend Achievers ETF | 19.7M | 2.2% | 288.1K | 81.95 | +26.6% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 19.2M | 2.2% | 669.2K | 29.00 | -0.6% |
| SJNK State Street SPDR Bloomberg Short Term High Yi | 18.6M | 2.1% | 744.3K | 24.87 | -2.0% |
| VIGI Vanguard International Dividend Appreciation E | 16.5M | 1.9% | 186.5K | 98.61 | +9.6% |
| SPY SPDR S&P 500 ETF TRUST | 15.4M | 1.7% | 23.7K | 765.72 | +20.0% |
| NVDA NVIDIA CORP | 14.5M | 1.6% | 83.4K | 214.72 | +22.4% |
| XSOE WisdomTree Emerging Markets Ex-State Owned Ent | 13.5M | 1.5% | 336.8K | 47.51 | +34.1% |
| JPST JPMorgan Ultra-Short Income ETF | 11.2M | 1.3% | 220.6K | 50.53 | -0.3% |
| MOAT VanEck Morningstar Wide Moat ETF | 10.4M | 1.2% | 107.1K | 114.42 | +17.5% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 10.1M | 1.1% | 17.5K | 713.44 | +26.1% |
| MSFT MICROSOFT CORP | 9.5M | 1.1% | 25.7K | 483.24 | -4.4% |
| CALF Pacer US Small Cap Cash Cows ETF | 8.1M | 0.9% | 180.2K | 57.80 | +37.8% |
| unmapped CUSIP 084670702 | 7.3M | 0.8% | 15.3K | — | — |
| AMZN AMAZON COM INC | 6.8M | 0.8% | 32.8K | 258.63 | +15.6% |
| VPLS Vanguard Core Plus Bond ETF | 6.7M | 0.8% | 86.4K | 76.36 | -1.8% |
| FPE First Trust Preferred Securities and Income ET | 6.3M | 0.7% | 353.7K | 17.66 | -2.6% |
| SBR SABINE ROYALTY TRUST | 5.1M | 0.6% | 68.1K | 73.75 | +3.3% |
| EPD ENTERPRISE PRODUCTS PARTNERS L.P. | 5.1M | 0.6% | 133.8K | 38.01 | +20.6% |
| AVGO Broadcom Inc. | 5.0M | 0.6% | 16.2K | 368.45 | +26.5% |
| IVV iShares Core S&P 500 ETF | 4.5M | 0.5% | 6.9K | 769.31 | +20.0% |
| GOOGL Alphabet Inc. | 4.3M | 0.5% | 14.8K | 344.82 | +73.0% |
| ET Energy Transfer LP | 3.8M | 0.4% | 197.2K | 21.19 | +22.3% |
| VTI Vanguard Morningstar Total Stock Market ETF | 3.5M | 0.4% | 11.1K | 378.24 | +20.5% |
| RODM Hartford Multifactor Developed Markets (ex-US) | 3.5M | 0.4% | 88.2K | 42.22 | +19.5% |
| XOM ExxonMobil Holdings Corp | 3.4M | 0.4% | 20.1K | 165.11 | +52.1% |
| CMG CHIPOTLE MEXICAN GRILL INC | 3.0M | 0.3% | 93.9K | 36.90 | -14.3% |
| SCHE Schwab Emerging Markets Equity ETF | 2.7M | 0.3% | 81.8K | 36.97 | +17.7% |
| MPLX MPLX LP | 2.6M | 0.3% | 45.6K | 58.41 | +15.7% |
| FIXD First Trust Smith Opportunistic Fixed Income E | 2.6M | 0.3% | 59.4K | 42.75 | -2.7% |
| SCHF Schwab International Equity ETF | 2.5M | 0.3% | 101.0K | 28.46 | +24.7% |
| PEP PEPSICO INC | 2.4M | 0.3% | 15.6K | 143.48 | -4.8% |
| UAMY UNITED STATES ANTIMONY CORP | 2.2M | 0.2% | 248.0K | 5.49 | +24.8% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bo | 2.1M | 0.2% | 40.4K | 52.11 | -1.4% |
| JPM JPMORGAN CHASE & CO | 2.1M | 0.2% | 7.2K | 351.58 | +20.3% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 2.1M | 0.2% | 6.2K | 418.95 | +83.3% |
| PLTR Palantir Technologies Inc. | 2.0M | 0.2% | 13.8K | 179.94 | +15.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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