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Latest Wealth Forward, LLC Stock Portfolio

Wealth Forward, LLC Performance:
2025 Q4: 1.64%YTD: 11.02%2024: -10.11%
Performance for 2025 Q4 is 1.64%, and YTD is 11.02%, and 2024 is -10.11%.

About Wealth Forward, LLC and 13F Hedge Fund Stock Holdings

On 2026-01-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Wealth Forward, LLC reported an equity portfolio of $177 Millions as of 31 Dec, 2025.

The top stock holdings of Wealth Forward, LLC are IJR, CSD, FNDA. The fund has invested 11.5% of it's portfolio in ISHARES TR and 10.7% of portfolio in INVESCO EXCHANGE TRADED FD T.

The fund managers got completely rid off KORRO BIO INC and GE AEROSPACE (GE) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), ISHARES TR (AOA) and DEVON ENERGY CORP NEW (DVN). Wealth Forward, LLC opened new stock positions in ALPHABET INC (GOOG) and META PLATFORMS INC (META). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), MICROSOFT CORP (MSFT) and AMAZON COM INC (AMZN).

Wealth Forward, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Wealth Forward, LLC made a return of 1.64% in the last quarter. In trailing 12 months, it's portfolio return was 11.02%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
alphabet inc333,569
meta platforms inc323,444
New stocks bought by Wealth Forward, LLC

Additions

Ticker% Inc.
nvidia corporation42.55
microsoft corp31.86
amazon com inc29.75
draftkings inc new26.87
ishares tr25.19
schwab strategic tr9.33
tesla inc8.14
ishares tr3.11
Additions to existing portfolio by Wealth Forward, LLC

Reductions

Ticker% Reduced
spdr series trust-23.66
ishares tr-8.2
devon energy corp new-4.8
ishares tr-1.27
invesco exchange traded fd t-1.16
vanguard bd index fds-1.12
ishares tr-0.27
bny mellon etf trust-0.1
Wealth Forward, LLC reduced stake in above stock

Sold off

Ticker$ Sold
korro bio inc-239,881
ge aerospace-222,607
Wealth Forward, LLC got rid off the above stocks

Sector Distribution

Wealth Forward, LLC has about 93.4% of it's holdings in Others sector.

Sector%
Others93.4
Technology3.2
Financial Services1.7

Market Cap. Distribution

Wealth Forward, LLC has about 5.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED93.4
MEGA-CAP4.1
LARGE-CAP1.6

Stocks belong to which Index?

About 5.6% of the stocks held by Wealth Forward, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others93.6
S&P 5005.6
Top 5 Winners (%)%
USB
us bancorp del
10.4 %
TGT
target corp
9.0 %
AAPL
apple inc
6.7 %
FNDA
schwab strategic tr
5.0 %
AMZN
amazon com inc
4.5 %
Top 5 Winners ($)$
VEA
vanguard tax-managed fds
0.7 M
IJR
ishares tr
0.6 M
FNDA
schwab strategic tr
0.5 M
AAPL
apple inc
0.2 M
BKAG
bny mellon etf trust
0.2 M
Top 5 Losers (%)%
DKNG
draftkings inc new
-7.1 %
MSFT
microsoft corp
-5.9 %
UNH
unitedhealth group inc
-4.4 %
OTTR
otter tail corp
-1.4 %
IJR
ishares tr
-1.2 %
Top 5 Losers ($)$
IJR
ishares tr
-0.1 M
MSFT
microsoft corp
-0.1 M
BIL
spdr series trust
-0.1 M
BKAG
bny mellon etf trust
0.0 M
AAXJ
ishares tr
0.0 M

Wealth Forward, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Wealth Forward, LLC

Wealth Forward, LLC has 43 stocks in it's portfolio. About 75.9% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. VEA was the most profitable stock for Wealth Forward, LLC last quarter.

Last Reported on: 30 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions