Wealth Forward, LLC Portfolio Holdings
Wealth Forward, LLC
- $172 Billion
- Q3 2025
Wealth Forward, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $172 Billion distributed in 43 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 100 ETF with a value of $19.8B, Invesco S&P 500 Equal Weight E with a value of $19B, Schwab Fundamental U S Small C with a value of $18.1B, Vanguard Ftse Developed Market with a value of $15.4B, and Schwab Fundamental U S Large C with a value of $14.4B.
Examining the 13F form we can see an increase of $23.4B in the current position value, from $149B to 172B.
Wealth Forward, LLC is based out at Fargo, ND
Below you can find more details about Wealth Forward, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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