Institutions / Forza Wealth Management, LLC
Forza Wealth Management, LLC
CIK 1963030 · Institution · as of Dec 31, 2025
Portfolio value
$276.54M
Positions
183
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 183 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Gold Tr | $16.95M | 6.1% |
| Dimensional ETF Trust | $11.10M | 4.0% |
| Vanguard Bd Index Fds | $8.64M | 3.1% |
| Invesco Exchange Traded Fd T | $7.93M | 2.9% |
| J P Morgan Exchange Traded F | $7.22M | 2.6% |
| Dimensional ETF Trust | $6.67M | 2.4% |
| SPDR Series Trust | $6.01M | 2.2% |
| JPMorgan Chase & Co | $5.86M | 2.1% |
| Microsoft Corp | $5.83M | 2.1% |
| Vanguard Index Fds | $5.57M | 2.0% |
| J P Morgan Exchange Traded F | $5.56M | 2.0% |
| iShares Tr | $5.43M | 2.0% |
| Cisco Systems, Inc. | $4.94M | 1.8% |
| Dimensional ETF Trust | $4.70M | 1.7% |
| Alphabet Inc. | $4.39M | 1.6% |
| iShares Tr | $4.38M | 1.6% |
| Vanguard Index Fds | $4.34M | 1.6% |
| iShares Tr | $4.23M | 1.5% |
| Vanguard Whitehall Fds | $4.23M | 1.5% |
| SPDR S&P 500 ETF Tr | $4.21M | 1.5% |
| International Business Machines Corp | $4.01M | 1.4% |
| Apple Inc. | $3.59M | 1.3% |
| Exxon Mobil Corp | $3.39M | 1.2% |
| Vanguard Index Fds | $3.37M | 1.2% |
| Cardinal Health Inc | $3.35M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.