Forza Wealth Management, LLC - Portfolio overview

Forza Wealth Management, LLC has 198 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IAU - ISHARES GOLD TR, 5.98%
2. DFAI - DIMENSIONAL ETF TRUST, 4.12%
3. EQWL - INVESCO EXCHANGE TRADED FD T, 3.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.