Wealth Forward, LLC Portfolio Holdings

Wealth Forward, LLC

  • $141 Billion
  • Q1 2025

Wealth Forward, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $141 Billion distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $20B, Vanguard Ftse Developed Market with a value of $18.4B, Schwab Fundamental U S Small C with a value of $17B, Ishares S&P 100 ETF with a value of $16.5B, and Schwab Fundamental U S Large C with a value of $11.7B.

Examining the 13F form we can see an decrease of $1.2B in the current position value, from $142B to 141B.

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.

Portfolio value $141 Billion
ETFs: $131 Billion
Technology: $3.56 Billion
Financial Services: $2.93 Billion
Healthcare: $530 Million
Utilities: $341 Million
Consumer Defensive: $322 Million
Energy: $269 Million
Consumer Cyclical: $242 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $141 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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