Forza Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| TARGET CORP | $1.19M | 0.4% |
| TRAVELERS COMPANIES, INC. | $1.18M | 0.4% |
| Mastercard Inc | $1.17M | 0.4% |
| DIMENSIONAL ETF TRUST | $1.17M | 0.4% |
| VANGUARD SCOTTSDALE FDS | $1.16M | 0.4% |
| ISHARES TR | $1.15M | 0.4% |
| Merck & Co., Inc. | $1.15M | 0.4% |
| SPDR S&P MIDCAP 400 ETF TR | $1.13M | 0.4% |
| SELECT SECTOR SPDR TR | $1.12M | 0.4% |
| MCDONALD'S CORP | $1.12M | 0.4% |
| Seagate Technology Holdings PLC | $1.10M | 0.4% |
| BlackRock, Inc. | $1.07M | 0.4% |
| NUCOR CORP | $1.05M | 0.4% |
| LOWES COMPANIES INC | $1.04M | 0.4% |
| NetApp Inc | $1.04M | 0.4% |
| HUNTINGTON INGALLS INDUSTRIES, INC. | $1.03M | 0.4% |
| MCKESSON CORP | $999.9K | 0.4% |
| SCHWAB STRATEGIC TR | $999.4K | 0.4% |
| SPDR GOLD TR | $994.7K | 0.4% |
| Walt Disney Co | $989.3K | 0.4% |
| SPDR SERIES TRUST | $974.1K | 0.4% |
| Accenture plc | $953.3K | 0.3% |
| CYBERARK SOFTWARE LTD | $943.4K | 0.3% |
| ORACLE CORP | $937.9K | 0.3% |
| BANK OF AMERICA CORP /DE | $894.4K | 0.3% |
| 3M CO | $873.2K | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $869.5K | 0.3% |
| Warren E. Buffett | $860.0K | 0.3% |
| INTEL CORP | $828.8K | 0.3% |
| CVS HEALTH Corp | $826.3K | 0.3% |
| AT&T INC. | $813.4K | 0.3% |
| VANGUARD INDEX FDS | $785.9K | 0.3% |
| FedEx Corp | $785.1K | 0.3% |
| LOCKHEED MARTIN CORP | $769.0K | 0.3% |
| GENERAL ELECTRIC CO | $737.7K | 0.3% |
| NOVARTIS AG | $727.1K | 0.3% |
| GENUINE PARTS CO | $719.1K | 0.3% |
| TJX Cos Inc/The | $707.4K | 0.3% |
| VANGUARD TAX-MANAGED FDS | $692.4K | 0.3% |
| PROCTER & GAMBLE Co | $690.3K | 0.2% |
| Akamai Technologies Inc | $684.9K | 0.2% |
| RTX Corp | $683.5K | 0.2% |
| ISHARES TR | $672.5K | 0.2% |
| DIMENSIONAL ETF TRUST | $668.9K | 0.2% |
| Medtronic plc | $653.1K | 0.2% |
| United Parcel Service Inc | $651.9K | 0.2% |
| PACKAGING CORP OF AMERICA | $648.8K | 0.2% |
| ENBRIDGE INC | $648.8K | 0.2% |
| SPDR SERIES TRUST | $647.6K | 0.2% |
| PAYCHEX INC | $643.5K | 0.2% |