account_balance
Investment manager · 13F filer · SEC CIK 1963030
Forza Wealth Management, LLC
Reported value$346Mas of Sep 30, 2026
Positions194 6 new, 6 sold out
Top 10 weight33.3%IAU alone is 6%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IAUiShares Gold Trust
6.1%Added +25%
BSVVanguard Bd Index FDS
5.7%Added +13%
DFAIDimensional ETF Trust
3.9%Added +3%
EQWLInvesco Exchange Traded Fd T
3.7%Added +17%
VCSHVanguard Scottsdale FDS
3.0%Added +61%
DFASDimensional ETF Trust
2.8%Added +18%
DFNMDimensional ETF Trust
2.1%Trimmed −9%
VOEVanguard Index FDS
2.1%Added +10%
CSCOCisco Systems, Inc.
2.0%
MSFTMicrosoft Corp
1.9%Added +7%
JPMJPMorgan Chase & Co
1.8%Added +3%
JMSTJ P Morgan Exchange Traded F
1.7%Added +9%
IAUiShares Gold Trust
6.1%Added +25%
BSVVanguard Bd Index FDS
5.7%Added +13%
DFAIDimensional ETF Trust
3.9%
EQWLInvesco Exchange Traded Fd T
3.7%
VCSHVanguard Scottsdale FDS
3.0%+61%
DFASDimensional ETF Trust
2.8%+18%
DFNMDimensional ETF Trust
2.1%
VOEVanguard Index FDS
2.1%
JMST1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IAU iShares Gold Trust 6.1% Added +25%
BSV Vanguard Bd Index FDS 5.7% Added +13%
DFAI Dimensional ETF Trust 3.9% Added +3%
EQWL Invesco Exchange Traded Fd T 3.7% Added +17%
VCSH Vanguard Scottsdale FDS 3.0% Added +61%
DFAS Dimensional ETF Trust 2.8% Added +18%
DFNM Dimensional ETF Trust 2.1% Trimmed −9%
VOE Vanguard Index FDS 2.1% Added +10%
CSCO Cisco Systems, Inc. 2.0% HeldMSFT Microsoft Corp 1.9% Added +7%JPM JPMorgan Chase & Co 1.8% Added +3%JMST J P Morgan Exchange Traded F 1.7% Added +9%
What changed
Biggest moves since Jun 30, 2026
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