Wealth Forward, LLC: 13F holdings
CIK 20127732026Q2
| Positions | 49 |
|---|---|
| Reported value | $200.8m |
| Filed | 2026-07-29 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| FNDA SCHWAB STRATEGIC TR | 603,841 | $23.0m | 11.4% |
| VTI ISHARES TR | 59,704 | $21.8m | 10.9% |
| RSP INVESCO EXCHANGE TRADED FD T | 99,149 | $21.1m | 10.5% |
| FNDX SCHWAB STRATEGIC TR | 619,404 | $19.3m | 9.6% |
| VEA VANGUARD TAX-MANAGED FDS | 266,252 | $19.0m | 9.4% |
| IGSB ISHARES TR | 208,621 | $10.9m | 5.4% |
| MLRG ISHARES TR | 100,803 | $10.4m | 5.2% |
| TIP ISHARES TR | 93,666 | $10.2m | 5.1% |
| BNY MELLON ETF TRUST | 212,034 | $8.9m | 4.4% |
| BNY MELLON ETF TRUST | 71,072 | $7.1m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2012773")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.