Institutions / Wealth Forward, LLC
Wealth Forward, LLC
CIK 2012773 · Institution · as of Dec 31, 2025
Portfolio value
$177.00M
Positions
43
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 43 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $20.32M | 11.5% |
| Invesco Exchange Traded Fd T | $19.00M | 10.7% |
| Schwab Strategic Tr | $18.51M | 10.5% |
| Vanguard Tax-Managed Fds | $16.29M | 9.2% |
| Schwab Strategic Tr | $14.92M | 8.4% |
| iShares Tr | $10.79M | 6.1% |
| iShares Tr | $10.19M | 5.8% |
| iShares Tr | $9.27M | 5.2% |
| BNY Mellon ETF Trust | $8.65M | 4.9% |
| BNY Mellon ETF Trust | $6.47M | 3.7% |
| Schwab Strategic Tr | $6.36M | 3.6% |
| iShares Tr | $5.63M | 3.2% |
| SPDR Series Trust | $5.47M | 3.1% |
| BNY Mellon ETF Trust | $4.63M | 2.6% |
| Apple Inc. | $3.64M | 2.1% |
| iShares Tr | $2.33M | 1.3% |
| US Bancorp \De | $1.92M | 1.1% |
| Microsoft Corp | $1.56M | 0.9% |
| Warren E. Buffett | $1.21M | 0.7% |
| Alerus Financial Corp | $1.13M | 0.6% |
| Vanguard Index Fds | $901.2K | 0.5% |
| Vanguard Bd Index Fds | $709.4K | 0.4% |
| iShares Tr | $618.4K | 0.3% |
| NVIDIA Corp | $537.3K | 0.3% |
| iShares Tr | $535.7K | 0.3% |
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.