Holdings
Howard Financial Services, LTD.
As of Sep 30, 2026, Howard Financial Services, LTD. reported 225 positions worth US$948M. Largest: iShares MSCI USA Quality Factor ETF, Schwab US Dividend Equity ETF and Vanguard Dividend Appreciation ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| iShares MSCI USA Quality Factor ETF | 486K | US$108M | held for review | Sep 30, 2026 |
| Schwab US Dividend Equity ETF | 1.96M | US$63.8M | held for review | Sep 30, 2026 |
| Vanguard Dividend Appreciation ETF | 193K | US$45.1M | held for review | Sep 30, 2026 |
| Invesco S&P 500 GARP ETF | 334K | US$39.7M | held for review | Sep 30, 2026 |
| WisdomTree US Quality Dividend Growth Fund | 389K | US$37.9M | held for review | Sep 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 181K | US$37.6M | held for review | Sep 30, 2026 |
| Invesco Total Return Bond ETF | 801K | US$35.7M | held for review | Sep 30, 2026 |
| Hartford Total Return Bond ETF | 1.07M | US$34.3M | held for review | Sep 30, 2026 |
| Apple Inc | 96,581 | US$32.2M | held for review | Sep 30, 2026 |
| Schwab U.S. Large-Cap Growth ETF | 890K | US$32M | held for review | Sep 30, 2026 |