Wealth Forward, LLC Portfolio Holdings by Sector

Wealth Forward, LLC

$172 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs OEF RSP FNDA VEA FNDX IGSB TIP ILCB 26 stocks	$160 Million 93.63% of portfolio	9	11	6	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3.34 Million 1.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB 1 stocks	$1.74 Million 1.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.27 Million 0.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.2 Million 0.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$385,228 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$377,078 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$349,444 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities OTTR 1 stocks	$347,389 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts

Closed-End Fund - Equity \| ETFs VTI 1 stocks	$316,028 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive TGT 1 stocks	$309,824 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$272,721 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$267,721 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy DVN 1 stocks	$258,042 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$224,401 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$222,607 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts

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