Wealth Forward, LLC Top Holdings and 13F Report (2025) About Wealth Forward, LLCInvestment ActivityWealth Forward, LLC has $140.53 million in total holdings as of March 31, 2025.Wealth Forward, LLC owns shares of 31 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 0.57% of the portfolio was purchased this quarter.About 0.38% of the portfolio was sold this quarter.This quarter, Wealth Forward, LLC has purchased 30 new stocks and bought additional shares in 11 stocks.Wealth Forward, LLC sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $20,028,618Vanguard FTSE Developed Markets ETF $18,413,705Schwab Fundamental U.S. Small Company Index ETF $17,007,636iShares S&P 100 ETF $16,467,134Schwab Fundamental U.S. Large Company Index ETF $11,698,523 Largest New Holdings this Quarter 46432F842 - iShares Core MSCI EAFE ETF $213,787 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 2,826 shares (about $213.79K)iShares Core 80/20 Aggressive Allocation ETF 1,704 shares (about $130.36K)iShares TIPS Bond ETF 975 shares (about $108.31K)iShares Core 60/40 Balanced Allocation ETF 1,381 shares (about $79.50K)Vanguard Short-Term Bond ETF 990 shares (about $77.50K) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 1,314 shares (about $227.62K)iShares S&P 100 ETF 401 shares (about $108.60K)Schwab Fundamental U.S. Small Company Index ETF 2,891 shares (about $79.18K)Schwab Fundamental Emerging Markets Large Company Index ETF 2,451 shares (about $75.49K)Schwab Fundamental U.S. Large Company Index ETF 1,652 shares (about $39.00K) 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$20,028,618$227,624 ▼-1.1%115,61914.3%ETFVEAVanguard FTSE Developed Markets ETF$18,413,705$48,644 ▲0.3%362,26113.1%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$17,007,636$79,185 ▼-0.5%620,94312.1%ETFOEFiShares S&P 100 ETF$16,467,134$108,604 ▼-0.7%60,80211.7%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$11,698,523$39,004 ▼-0.3%495,4908.3%ETFTIPiShares TIPS Bond ETF$11,451,036$108,313 ▲1.0%103,0798.1%ETFBSVVanguard Short-Term Bond ETF$10,842,963$77,497 ▲0.7%138,5157.7%ETFAORiShares Core 60/40 Balanced Allocation ETF$6,166,323$79,504 ▲1.3%107,1104.4%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$5,765,737$75,491 ▼-1.3%187,1994.1%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$5,335,738$5,365 ▲0.1%67,6353.8%ETFAAPLApple$2,748,859$2,443 ▲0.1%12,3752.0%Computer and TechnologyAOAiShares Core 80/20 Aggressive Allocation ETF$2,249,024$130,356 ▲6.2%29,3991.6%ETFBKLCBNY Mellon US Large Cap Core Equity ETF$2,152,767$12,971 ▲0.6%20,2481.5%ETFUSBU.S. Bancorp$1,518,442$84 ▼0.0%35,9651.1%FinanceBRK.BBerkshire Hathaway$1,408,6740.0%2,6451.0%FinanceALRSAlerus Financial$928,1500.0%50,2790.7%FinanceMSFTMicrosoft$811,5930.0%2,1620.6%Computer and TechnologyVOOVanguard S&P 500 ETF$738,4890.0%1,4370.5%ETFAOKiShares Core 30/70 Conservative Allocation ETF$660,030$46,586 ▲7.6%17,5400.5%ETFVTIVanguard Total Stock Market ETF$619,278$57,997 ▲10.3%2,2530.4%ETFUNHUnitedHealth Group$530,0350.0%1,0120.4%MedicalKRESPDR S&P Regional Banking ETF$404,6010.0%7,1170.3%ETFAOMiShares Core 40/60 Moderate Allocation ETF$386,100$4,169 ▼-1.1%8,7990.3%ETFOTTROtter Tail$340,6080.0%4,2380.2%UtilitiesTGTTarget$321,8460.0%3,0840.2%Retail/WholesaleEEMiShares MSCI Emerging Markets ETF$315,2520.0%7,2140.2%FinanceDVNDevon Energy$269,430$11,220 ▲4.3%7,2040.2%EnergyIYGiShares U.S. Financial Services ETF$248,6110.0%3,1650.2%ETFISTBiShares Core 1-5 Year USD Bond ETF$243,7810.0%5,0420.2%ManufacturingDKNGDraftKings$242,1670.0%7,2920.2%Consumer DiscretionaryIEFAiShares Core MSCI EAFE ETF$213,787$213,787 ▲New Holding2,8260.2%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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