Howard Financial Services, Ltd
$1.0B 13F equity value
277 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Howard Financial Services, Ltd covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| QUAL | ISHARES TR | 513,557 | $113M | 11.3% |
| SCHD | SCHWAB STRATEGIC TR | 1,953,598 | $62M | 6.2% |
| VIG | VANGUARD SPECIALIZED FUNDS | 200,595 | $47M | 4.7% |
| AAPL | APPLE INC | 138,692 | $40M | 4.0% |
| SPGP | INVESCO EXCHANGE TRADED FD T | 327,925 | $40M | 4.0% |
| RSP | INVESCO EXCHANGE TRADED FD T | 187,403 | $40M | 4.0% |
| DGRW | WISDOMTREE TR | 398,575 | $38M | 3.8% |
| GTO | INVESCO ACTIVELY MANAGED EXC | 799,598 | $37M | 3.7% |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 1,016,250 | $34M | 3.4% |
| PTRB | PGIM ETF TR | 781,736 | $32M | 3.2% |
Track Howard Financial Services, Ltd's 13F portfolio: $1.0B in reported holdings, 277 positions. Top holdings and quarterly changes on SentiSense.
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