Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Forza Wealth Management, LLC (CIK 1963030) reported $287.5M across 188 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IAU ($17.4M, 6.05%), DFAI ($12.0M, 4.17%), EQWL ($9.1M, 3.16%), BSV ($8.8M, 3.05%), DFAS ($7.3M, 2.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | $17.4M | 6.05% | 197,403 | Trimmed |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $12.0M | 4.17% | 307,579 | Added |
| 3 | EQWL | INVESCO EXCHANGE TRADED FD T | $9.1M | 3.16% | 78,706 | Added |
| 4 | BSV | VANGUARD BD INDEX FDS | $8.8M | 3.05% | 111,643 | Added |
| 5 | DFAS | DIMENSIONAL ETF TRUST | $7.3M | 2.54% | 102,700 | Added |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $6.9M | 2.39% | 135,693 | Trimmed |
| 7 | VOE | VANGUARD INDEX FDS | $6.0M | 2.07% | 32,337 | Added |
| 8 | BIL | SPDR SERIES TRUST | $5.9M | 2.06% | 64,643 | Trimmed |
| 9 | JMST | J P MORGAN EXCHANGE TRADED F | $5.6M | 1.94% | 109,200 | Hold |
| 10 | JPM | JPMORGAN CHASE & CO | $5.4M | 1.87% | 18,235 | Added |
| 11 | MUB | ISHARES TR | $5.4M | 1.87% | 50,700 | Hold |
| 12 | CSCO | CISCO SYS INC | $5.0M | 1.74% | 64,462 | Added |
| 13 | DFNM | DIMENSIONAL ETF TRUST | $4.7M | 1.63% | 97,500 | Hold |
| 14 | XOM | EXXON MOBIL CORP | $4.6M | 1.61% | 27,213 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $4.6M | 1.59% | 12,343 | Added |
| 16 | IJH | ISHARES TR | $4.5M | 1.56% | 66,452 | Added |
| 17 | IVV | ISHARES TR | $4.3M | 1.50% | 6,598 | Added |
| 18 | VYM | VANGUARD WHITEHALL FDS | $4.2M | 1.48% | 28,680 | Trimmed |
| 19 | VTI | VANGUARD INDEX FDS | $4.1M | 1.43% | 12,777 | Trimmed |
| 20 | GOOGL | ALPHABET INC | $4.1M | 1.43% | 14,294 | Added |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $4.0M | 1.38% | 6,121 | Trimmed |
| 22 | VCSH | VANGUARD SCOTTSDALE FDS | $3.7M | 1.27% | 46,176 | Added |
| 23 | AAPL | APPLE INC | $3.5M | 1.23% | 13,878 | Added |
| 24 | VBR | VANGUARD INDEX FDS | $3.5M | 1.20% | 15,924 | Hold |
| 25 | CAH | CARDINAL HEALTH INC | $3.4M | 1.17% | 15,855 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31