Wealth Forward, LLC
CIK: 0002012773SEC EDGAR →
Portfolio Value
$177.0B
Holdings
43
As of
Q4 2025
New Positions
43
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 59,235 | $20.3B | 11.48% |
| 2 | INVESCO EXCHANGE TRADED FD T | 99,181 | $19.0B | 10.73% |
| 3 | SCHWAB STRATEGIC TR | 587,546 | $18.5B | 10.46% |
| 4 | VANGUARD TAX-MANAGED FDS | 260,812 | $16.3B | 9.20% |
| 5 | SCHWAB STRATEGIC TR | 548,481 | $14.9B | 8.43% |
| 6 | ISHARES TR | 204,076 | $10.8B | 6.10% |
| 7 | ISHARES TR | 92,688 | $10.2B | 5.76% |
| 8 | ISHARES TR | 98,264 | $9.3B | 5.24% |
| 9 | BNY MELLON ETF TRUST | 204,086 | $8.6B | 4.89% |
| 10 | BNY MELLON ETF TRUST | 69,900 | $6.5B | 3.65% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (43)
$20.3B · 59K shares
$19.0B · 99K shares
$18.5B · 588K shares
$16.3B · 261K shares
$14.9B · 548K shares
$10.8B · 204K shares
$10.2B · 93K shares
$9.3B · 98K shares
$8.6B · 204K shares
$6.5B · 70K shares
$6.4B · 176K shares
$5.6B · 87K shares
$5.5B · 231K shares
$4.6B · 35K shares
$3.6B · 13K shares
$2.3B · 26K shares
$1.9B · 36K shares
$1.6B · 3K shares
$1.2B · 2K shares
$1.1B · 50K shares
$901.0M · 1K shares
$709.0M · 9K shares
$618.0M · 15K shares
$537.0M · 3K shares
$535.0M · 11K shares
$394.0M · 7K shares
$352.0M · 5K shares
$342.0M · 4K shares
$338.0M · 3K shares
$338.0M · 1K shares
$333.0M · 1K shares
$327.0M · 976 shares
$323.0M · 490 shares
$318.0M · 9K shares
$306.0M · 1K shares
$292.0M · 651 shares
$291.0M · 3K shares
$258.0M · 6K shares
$256.0M · 7K shares
$252.0M · 3K shares
$245.0M · 5K shares
$218.0M · 3K shares
$212.0M · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 28 | $166.6B | 94.1% |
| Technology | 3 | $5.7B | 3.2% |
| Unknown | 4 | $2.1B | 1.2% |
| Consumer Cyclical | 3 | $916.0M | 0.5% |
| Communication Services | 2 | $656.0M | 0.4% |
| Utilities | 1 | $342.0M | 0.2% |
| Healthcare | 1 | $338.0M | 0.2% |
| Energy | 1 | $256.0M | 0.1% |