account_balance
Investment manager · 13F filer · SEC CIK 1768130
Howard Financial Services, Ltd.
Reported value$1Bas of Jun 30, 2026
Positions268 55 new, 9 sold out
Top 10 weight48.4%QUAL alone is 11%
FiledJul 77 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
QUALiShares Tr
11.3%Added +2%
SCHDSchwab Strategic Tr
6.2%
VIGVanguard Specialized Funds
4.7%
AAPLApple Inc
4.0%
SPGPInvesco Exchange Traded Fd T
4.0%Trimmed −4%
RSPInvesco Exchange Traded Fd T
4.0%Trimmed −3%
DGRWWisdomtree Tr
3.8%Added +6%
GTOInvesco Actively Managed Exc
3.7%Added +4%
HTRBHartford FDS Exchange Traded
3.4%Added +3%
PTRBPgim ETF Tr
3.2%
SCHGSchwab Strategic Tr
2.8%Added +15%
IQLTiShares Tr
2.6%Added +8%
QUALiShares Tr
11.3%Added +2%
SCHD6.2%
VIG4.7%
AAPL4.0%SPGP4.0%
RSP4.0%
DGRW3.8%
GTO3.7%
HTRB3.4%
PTRB3.2%
SCHG2.8%
IQLT2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QUAL iShares Tr 11.3% Added +2%
SCHD Schwab Strategic Tr 6.2% Held
VIG Vanguard Specialized Funds 4.7% Held
AAPL Apple Inc 4.0% HeldSPGP Invesco Exchange Traded Fd T 4.0% Trimmed −4%
RSP Invesco Exchange Traded Fd T 4.0% Trimmed −3%
DGRW Wisdomtree Tr 3.8% Added +6%
GTO Invesco Actively Managed Exc 3.7% Added +4%
HTRB Hartford FDS Exchange Traded 3.4% Added +3%
PTRB Pgim ETF Tr 3.2% Held
SCHG Schwab Strategic Tr 2.8% Added +15%
IQLT iShares Tr 2.6% Added +8%
What changed