Wealth Forward, LLC Top Holdings and 13F Report (2025) About Wealth Forward, LLCInvestment ActivityWealth Forward, LLC has $148.81 million in total holdings as of June 30, 2025.Wealth Forward, LLC owns shares of 34 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 0.76% of the portfolio was purchased this quarter.About 0.66% of the portfolio was sold this quarter.This quarter, Wealth Forward, LLC has purchased 31 new stocks and bought additional shares in 6 stocks.Wealth Forward, LLC sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $20,810,235Vanguard FTSE Developed Markets ETF $20,423,470iShares S&P 100 ETF $18,350,491Schwab Fundamental U.S. Small Company ETF $17,625,572Schwab Fundamental U.S. Large Company ETF $12,043,493 Largest New Holdings this Quarter 464287226 - iShares Core U.S. Aggregate Bond ETF $232,723 Holding67066G104 - NVIDIA $220,396 Holding808524755 - Schwab Fundamental International Equity ETF $209,305 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 2,346 shares (about $232.72K)NVIDIA 1,395 shares (about $220.40K)Schwab Fundamental International Equity ETF 5,230 shares (about $209.31K)Microsoft 231 shares (about $114.90K)Apple 491 shares (about $100.74K) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 4,017 shares (about $229.01K)Invesco S&P 500 Equal Weight ETF 1,113 shares (about $202.28K)Schwab Fundamental U.S. Small Company ETF 5,740 shares (about $164.45K)iShares S&P 100 ETF 508 shares (about $154.61K)Schwab Fundamental U.S. Large Company ETF 4,720 shares (about $115.83K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Forward, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRSPInvesco S&P 500 Equal Weight ETF$20,810,235$202,276 ▼-1.0%114,50614.0%ETFVEAVanguard FTSE Developed Markets ETF$20,423,470$229,009 ▼-1.1%358,24413.7%ETFOEFiShares S&P 100 ETF$18,350,491$154,610 ▼-0.8%60,29412.3%ETFFNDASchwab Fundamental U.S. Small Company ETF$17,625,572$164,451 ▼-0.9%615,20311.8%ETFFNDXSchwab Fundamental U.S. Large Company ETF$12,043,493$115,829 ▼-1.0%490,7708.1%ETFTIPiShares TIPS Bond ETF$11,436,436$93,644 ▲0.8%103,9307.7%ETFBSVVanguard Short-Term Bond ETF$10,962,441$61,307 ▲0.6%139,2947.4%ETFAORiShares Core 60/40 Balanced Allocation ETF$6,571,673$23,089 ▼-0.4%106,7354.4%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$6,166,693$12,742 ▼-0.2%186,8134.1%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$5,445,492$9,275 ▼-0.2%67,5203.7%ETFAAPLApple$2,639,717$100,738 ▲4.0%12,8661.8%Computer and TechnologyAOAiShares Core 80/20 Aggressive Allocation ETF$2,474,061$22,184 ▲0.9%29,6651.7%ETFBKLCBNY Mellon US Large Cap Core Equity ETF$2,396,026$1,895 ▼-0.1%20,2321.6%ETFUSBU.S. Bancorp$1,627,4160.0%35,9651.1%FinanceBRK.BBerkshire Hathaway$1,228,027$56,835 ▼-4.4%2,5280.8%FinanceMSFTMicrosoft$1,190,302$114,902 ▲10.7%2,3930.8%Computer and TechnologyALRSAlerus Financial$1,088,0380.0%50,2790.7%FinanceVOOVanguard S&P 500 ETF$816,2590.0%1,4370.5%ETFVTIVanguard Total Stock Market ETF$766,277$81,461 ▲11.9%2,5210.5%ETFAOKiShares Core 30/70 Conservative Allocation ETF$674,036$11,252 ▼-1.6%17,2520.5%ETFKRESPDR S&P Regional Banking ETF$422,6790.0%7,1170.3%ETFAOMiShares Core 40/60 Moderate Allocation ETF$404,323$783 ▼-0.2%8,7820.3%ETFEEMiShares MSCI Emerging Markets ETF$348,0030.0%7,2140.2%FinanceOTTROtter Tail$326,7070.0%4,2380.2%UtilitiesUNHUnitedHealth Group$315,7140.0%1,0120.2%MedicalDKNGDraftKings$312,7540.0%7,2920.2%Consumer DiscretionaryTGTTarget$304,2370.0%3,0840.2%Retail/WholesaleIYGiShares U.S. Financial Services ETF$270,9240.0%3,1650.2%ETFISTBiShares Core 1-5 Year USD Bond ETF$245,2930.0%5,0420.2%ManufacturingIEFAiShares Core MSCI EAFE ETF$235,9140.0%2,8260.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$232,723$232,723 ▲New Holding2,3460.2%FinanceDVNDevon Energy$229,1590.0%7,2040.2%EnergyNVDANVIDIA$220,396$220,396 ▲New Holding1,3950.1%Computer and TechnologyFNDFSchwab Fundamental International Equity ETF$209,305$209,305 ▲New Holding5,2300.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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