Wealth Forward, LLC - Portfolio overview

Wealth Forward, LLC has 46 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. FNDA - SCHWAB STRATEGIC TR, 10.80%
2. RSP - INVESCO EXCHANGE TRADED FD T, 10.76%
3. OEF - ISHARES TR, 10.69%

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.