Wealth Forward, LLC Portfolio Holdings
Wealth Forward, LLC
- $149 Billion
- Q2 2025
Wealth Forward, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $149 Billion distributed in 34 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 $20.8B, Vanguard Ftse Developed Market with a value of $20.4B, Ishares S&P 100 ETF with a value of $18.4B, Schwab Fundamental U S Small C with a value of $17.6B, and Schwab Fundamental U S Large C with a value of $12B.
Examining the 13F form we can see an increase of $8.29B in the current position value, from $141B to 149B.
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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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