account_balance

Investment manager · 13F filer · SEC CIK 2012773

Wealth Forward, LLC

Reported value$221Mas of Sep 30, 2026
Positions50 6 new, 5 sold out
Top 10 weight71.2%FNDA alone is 18%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
FNDA Schwab Strategic Tr 18.3% Added +91%
FNDX Schwab Strategic Tr 13.7% Added +55%
SCHP Schwab Strategic Tr 6.3% Added +2026%
SCHO Schwab Strategic Tr 5.9% Added +1827%
OEF iShares Tr 5.9% Trimmed −43%
RSP Invesco Exchange Traded Fd T 5.4% Trimmed −43%
VEA Vanguard Tax-Managed FDS 4.8% Trimmed −43%
FNDF Schwab Strategic Tr 4.7% Added +2490%
FNDE Schwab Strategic Tr 3.6% Added +6%
ILCB iShares Tr 2.7% Trimmed −44%
SCHI Schwab Strategic Tr 2.4% Added +2031%
FNDC Schwab Strategic Tr 2.1% New

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 29, 2026 filing
add_circleNew
  • FNDC $4.57M
  • SCYB $1.6M
  • SHM $1.3M
  • SUB $1.18M
arrow_upwardAdded
  • FNDF +2490%
  • SCHI +2031%
  • SCHP +2026%
  • SCHO +1827%
arrow_downwardTrimmed
  • IGSB −57%
  • BKAG −56%
  • SPHY −54%
  • TIP −53%
remove_circleSold out
  • KRE $406K
  • IGV $310K
  • HYG $217K
  • GEV $216K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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