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.
Wealth Forward, LLC (CIK 2012773) reported $177.2M across 43 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FNDA ($19.2M, 10.84%), RSP ($19.1M, 10.80%), OEF ($19.0M, 10.73%), VEA ($16.9M, 9.53%), FNDX ($15.7M, 8.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FNDA | SCHWAB STRATEGIC TR | $19.2M | 10.84% | 592,207 | Added |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $19.1M | 10.80% | 99,699 | Added |
| 3 | OEF | ISHARES TR | $19.0M | 10.73% | 59,761 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $16.9M | 9.53% | 263,557 | Added |
| 5 | FNDX | SCHWAB STRATEGIC TR | $15.7M | 8.83% | 561,949 | Added |
| 6 | IGSB | ISHARES TR | $10.8M | 6.12% | 206,250 | Added |
| 7 | TIP | ISHARES TR | $10.3M | 5.80% | 93,131 | Added |
| 8 | ILCB | ISHARES TR | $9.0M | 5.06% | 99,857 | Added |
| 9 | BKAG | BNY MELLON ETF TRUST | $8.8M | 4.95% | 207,879 | Added |
| 10 | FNDE | SCHWAB STRATEGIC TR | $6.7M | 3.81% | 176,290 | Trimmed |
| 11 | BKIE | BNY MELLON ETF TRUST | $6.5M | 3.69% | 70,036 | Added |
| 12 | AOR | ISHARES TR | $5.5M | 3.11% | 85,716 | Trimmed |
| 13 | SPHY | SPDR SERIES TRUST | $5.4M | 3.07% | 233,513 | Added |
| 14 | BKLC | BNY MELLON ETF TRUST | $4.4M | 2.47% | 35,002 | Trimmed |
| 15 | AAPL | APPLE INC | $3.4M | 1.90% | 13,268 | Trimmed |
| 16 | AOA | ISHARES TR | $2.5M | 1.39% | 27,855 | Added |
| 17 | USB | US BANCORP | $1.9M | 1.06% | 35,965 | Hold |
| 18 | MSFT | MICROSOFT CORP | $1.2M | 0.68% | 3,253 | Added |
| 19 | ALRS | ALERUS FINL CORP | $1.2M | 0.67% | 50,279 | Hold |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.2M | 0.66% | 2,431 | Added |
| 21 | VOO | VANGUARD INDEX FDS | $858,679 | 0.48% | 1,437 | Hold |
| 22 | BSV | VANGUARD BD INDEX FDS | $705,768 | 0.40% | 9,001 | Hold |
| 23 | AOK | ISHARES TR | $608,961 | 0.34% | 15,266 | Trimmed |
| 24 | AOM | ISHARES TR | $585,020 | 0.33% | 12,350 | Added |
| 25 | NVDA | NVIDIA CORPORATION | $504,365 | 0.28% | 2,892 | Added |
Source: SEC Form 13F filings · as of 2026-03-31