Wealth Forward, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, Wealth Forward, LLC held in its portfolio 42 assets valued at $177,004,596 (i.e. $177.01M).
The most valuable assets in the portfolio included: ISHARES TR ($20.32M), INVESCO EXCHANGE TRADED FD T ($19.00M), and SCHWAB STRATEGIC TR ($18.51M).
The chart below shows the top 10 valuable assets, and the table below shows the top 42 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wealth Forward, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 59235 | 20315895 | S&P 100 ETF |
| INVESCO EXCHANGE TRADED FD T | 99181 | 18999050 | S&P500 EQL WGT |
| SCHWAB STRATEGIC TR | 587546 | 18513568 | FUNDAMENTAL US S |
| VANGUARD TAX-MANAGED FDS | 260812 | 16292943 | VAN FTSE DEV MKT |
| SCHWAB STRATEGIC TR | 548481 | 14924156 | FUNDAMENTAL US L |
| ISHARES TR | 204076 | 10791531 | ISHS 1-5YR INVS |
| ISHARES TR | 92688 | 10187326 | TIPS BD ETF |
| ISHARES TR | 98264 | 9274197 | MORNINGSTR US EQ |
| BNY MELLON ETF TRUST | 204086 | 8649769 | CORE BOND ETF |
| BNY MELLON ETF TRUST | 69900 | 6469899 | INTERNATIONL EQT |
| SCHWAB STRATEGIC TR | 176303 | 6357471 | FUNDAMENTAL EMER |
| SPDR SERIES TRUST | 236685 | 5825850 | STATE STREET SPD |
| ISHARES TR | 86635 | 5632170 | CORE 60/40 BALAN |
| BNY MELLON ETF TRUST | 35366 | 4625833 | US LRG CP CORE |
| APPLE INC | 13382 | 3638031 | COM |
| ISHARES TR | 26038 | 2331963 | CORE 80/20 AGGRE |
| US BANCORP DEL | 35965 | 1919092 | COM NEW |
| MICROSOFT CORP | 3232 | 1563060 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2400 | 1206360 | CL B NEW |
| ALERUS FINL CORP | 50279 | 1132283 | COM |
| VANGUARD INDEX FDS | 1437 | 901186 | S&P 500 ETF SHS |
| VANGUARD BD INDEX FDS | 9001 | 709369 | SHORT TRM BOND |
| ISHARES TR | 15409 | 618363 | CORE 30/70 CONSE |
| NVIDIA CORPORATION | 2881 | 537307 | COM |
| ISHARES TR | 11223 | 535674 | CORE 40/60 MODER |
| ISHARES TR | 7214 | 394678 | MSCI EMG MKT ETF |
| OTTER TAIL CORP | 4238 | 342473 | COM |
| UNITEDHEALTH GROUP INC | 1025 | 338363 | COM |
| TARGET CORP | 3459 | 338117 | COM |
| ALPHABET INC | 1063 | 333569 | CAP STK CL C |
| VANGUARD INDEX FDS | 976 | 327224 | TOTAL STK MKT |
| META PLATFORMS INC | 490 | 323444 | CL A |
| DRAFTKINGS INC NEW | 9251 | 318789 | COM CL A |
| AMAZON COM INC | 1326 | 306067 | COM |
| TESLA INC | 651 | 292768 | COM |
| ISHARES TR | 3165 | 291971 | U.S. FIN SVC ETF |
| SCHWAB STRATEGIC TR | 5718 | 258511 | FUNDAMENTAL INTL |
| DEVON ENERGY CORP NEW | 7007 | 256666 | COM |
| ISHARES TR | 2826 | 252814 | CORE MSCI EAFE |
| ISHARES TR | 5042 | 245798 | CORE 1 5 YR USD |
| ISHARES TR | 2716 | 218991 | IBOXX HI YD ETF |
| ISHARES TR | 1720 | 212007 | S&P 500 GRWT ETF |
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