Forza Wealth Management, LLC Portfolio Holdings

Forza Wealth Management, LLC

  • $244 Billion
  • Q2 2025

Forza Wealth Management, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $244 Billion distributed in 188 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $14.2B, Dimensional ETF Tr with a value of $8.09B, Jp Morgan ETF Tr Ultra Short I with a value of $7.12B, Vanguard Bd Index Fd Inc Short with a value of $6B, and Spdr Bloomberg 1 3 Month T Bil with a value of $5.95B.

Examining the 13F form we can see an increase of $21.4B in the current position value, from $222B to 244B.

Forza Wealth Management, LLC is based out at Sarasota, FL

Below you can find more details about Forza Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $244 Billion
ETFs: $134 Billion
Technology: $27.9 Billion
Healthcare: $18.6 Billion
Financial Services: $15.7 Billion
Industrials: $13.3 Billion
Consumer Defensive: $8.03 Billion
Communication Services: $7.58 Billion
Energy: $7.01 Billion
Other: $9.52 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.5B
$14.2 Billion 5.84% of portfolio
228,311
Q2 2025 Added 0.14%
$0
$8.09 Billion 3.32% of portfolio
234,109
Q2 2025 Added 2.41%
$0
$7.12 Billion 2.92% of portfolio
140,538
Q2 2025 Added 7.11%
$0
$6 Billion 2.46% of portfolio
76,274
Q2 2025 Reduced 3.11%
$0
$5.95 Billion 2.44% of portfolio
64,883
Q2 2025 Reduced 1.95%
$3.95T
$5.8 Billion 2.38% of portfolio
11,669
Q2 2025 Reduced 1.02%
$0
$5.19 Billion 2.13% of portfolio
49,700
Q2 2025 Added 377.88%
$859B
$5.19 Billion 2.13% of portfolio
17,907
Q2 2025 Reduced 0.2%
$0
$5.17 Billion 2.12% of portfolio
31,407
Q4 2024 Added 1.9%
$0
$5.15 Billion 2.11% of portfolio
101,200
Q2 2025 Added 11.58%
$293B
$4.34 Billion 1.78% of portfolio
62,616
Q2 2025 Added 0.75%
$0
$4.31 Billion 1.77% of portfolio
14,192
Q2 2025 Added 10.37%
$0
$4.29 Billion 1.76% of portfolio
67,300
Q2 2025 Added 9.33%
$0
$4.27 Billion 1.75% of portfolio
90,000
Q2 2025 New
$0
$4.16 Billion 1.71% of portfolio
67,147
Q2 2025 Added 9.99%
$0
$3.96 Billion 1.62% of portfolio
29,671
Q2 2025 Added 27.35%
$210B
$3.89 Billion 1.59% of portfolio
13,180
Q2 2025 Reduced 0.05%
$0
$3.81 Billion 1.56% of portfolio
6,168
Q3 2024 Added 7.16%
$0
$3.42 Billion 1.4% of portfolio
42,997
Q2 2025 Reduced 40.26%
$0
$3.12 Billion 1.28% of portfolio
5,019
Q2 2025 Added 82.24%
$0
$3.11 Billion 1.27% of portfolio
15,924
Q1 2025 Reduced 0.25%
$0
$2.94 Billion 1.21% of portfolio
35,507
Q2 2025 Added 540.69%
$442B
$2.91 Billion 1.19% of portfolio
26,957
Q2 2025 Reduced 0.66%
$439B
$2.84 Billion 1.16% of portfolio
2,869
Q2 2025 Reduced 2.84%
$38.3B
$2.69 Billion 1.1% of portfolio
16,017
Q2 2025 Added 1.21%
$127B
$2.62 Billion 1.08% of portfolio
9,520
Q2 2025 Reduced 0.63%
$3.69T
$2.59 Billion 1.06% of portfolio
12,606
Q2 2025 Reduced 2.17%
$0
$2.47 Billion 1.01% of portfolio
13,982
Q2 2025 Reduced 27.47%
$0
$2.38 Billion 0.98% of portfolio
37,298
Q2 2025 Reduced 27.0%
$78.6B
$2.36 Billion 0.97% of portfolio
17,668
Q2 2025 Reduced 0.42%
$65.4B
$2.36 Billion 0.97% of portfolio
22,409
Q2 2025 Added 1.35%
$0
$2.34 Billion 0.96% of portfolio
43,875
Q2 2025 Reduced 4.57%
$1.21T
$2.22 Billion 0.91% of portfolio
12,611
Q2 2025 Added 2.49%
$351B
$2.02 Billion 0.83% of portfolio
10,894
Q2 2025 Reduced 2.68%
$608B
$1.94 Billion 0.8% of portfolio
2,495
Q2 2025 Reduced 1.46%
$0
$1.8 Billion 0.74% of portfolio
73,816
Q4 2024 Reduced 25.39%
$0
$1.77 Billion 0.73% of portfolio
16,186
Q4 2024 Added 12.29%
$152B
$1.78 Billion 0.73% of portfolio
6,370
Q2 2025 Added 4.14%
$0
$1.73 Billion 0.71% of portfolio
35,775
Q4 2024 Added 544.59%
$302B
$1.65 Billion 0.68% of portfolio
11,550
Q2 2025 Added 6.45%
$182B
$1.67 Billion 0.68% of portfolio
38,509
Q2 2025 Added 7.9%
$0
$1.62 Billion 0.66% of portfolio
27,031
Q2 2025 Added 54.46%
$452B
$1.47 Billion 0.6% of portfolio
9,604
Q2 2025 Added 0.85%
$0
$1.26 Billion 0.51% of portfolio
15,041
Q4 2024 Reduced 10.12%
$0
$1.24 Billion 0.51% of portfolio
21,686
Q2 2025 Added 138.99%
$0
$1.22 Billion 0.5% of portfolio
14,350
Q4 2022 New
$0
$1.22 Billion 0.5% of portfolio
12,337
Q1 2025 Added 6.47%
$0
$1.19 Billion 0.49% of portfolio
12,385
Q2 2025 Reduced 76.19%
$86.2B
$1.12 Billion 0.46% of portfolio
3,841
Q2 2025 Added 5.7%

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $244 Billion
  • Prior Value $222 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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