Howard Financial Services, Ltd
$954M 13F equity value
276 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Howard Financial Services, Ltd covers the quarter ended September 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 | 486,269 | $108M | 11.3% |
| SCHD | SCHWAB STRATEGIC TR | 1,962,559 | $64M | 6.7% |
| VIG | VANGUARD SPECIALIZED FUNDS | 193,224 | $45M | 4.7% |
| SPGP | INVESCO EXCHANGE TRADED FD T | 334,458 | $40M | 4.2% |
| DGRW | WISDOMTREE TR | 389,329 | $38M | 4.0% |
| RSP | INVESCO EXCHANGE TRADED FD T | 180,533 | $38M | 3.9% |
| GTO | INVESCO ACTIVELY MANAGED EXC | 801,013 | $36M | 3.7% |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 1,070,662 | $34M | 3.6% |
| AAPL | APPLE INC | 96,581 | $32M | 3.4% |
| SCHG | SCHWAB STRATEGIC TR | 889,957 | $32M | 3.4% |
Track Howard Financial Services, Ltd's 13F portfolio: $954M in reported holdings, 276 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}