Wealth Forward, LLC
Q2 2025 13F Holdings
- Locationfargo, ND
- Num holdings
68
- Value ($000)
$297,629
- Date Filed08/07/2025
- Form type13F-HR
- CIK0002012773
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $20.81 M | 14 % | 114,506 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $20.81 M | 14 % | 114,506 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $20.42 M | 14 % | 358,244 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $20.42 M | 14 % | 358,244 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $18.35 M | 12 % | 60,294 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $18.35 M | 12 % | 60,294 | ||
FNDA SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 808524763 | $17.63 M | 12 % | 615,203 | ||
FNDA SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 808524763 | $17.63 M | 12 % | 615,203 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $12.04 M | 8 % | 490,770 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $12.04 M | 8 % | 490,770 |
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