Forza Wealth Management, LLC
Forza Wealth Management, LLC reported 194 positions worth $325.9M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: BSV (5.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BSV | SH | $17.6M | 5.40% | 226,104 | — | — | |
| ▸ 2 | IAU | SH | $16.4M | 5.02% | 216,851 | — | — | |
| ▸ 3 | DFAI | SH | $13.0M | 3.98% | 314,766 | — | — | |
| ▸ 4 | EQWL | SH | $10.9M | 3.34% | 84,287 | — | — | |
| ▸ 5 | DFAS | SH | $8.8M | 2.69% | 106,322 | — | — | |
| ▸ 6 | DFNM | SH | $8.4M | 2.58% | 174,200 | — | — | |
| ▸ 7 | CSCO | SH | $7.5M | 2.31% | 64,217 | — | — | |
| ▸ 8 | VOE | SH | $6.6M | 2.01% | 33,172 | — | — | |
| ▸ 9 | VCSH | SH | $6.5M | 2.00% | 82,570 | — | — | |
| ▸ 10 | JPST | SH | $6.3M | 1.94% | 125,293 | — | — |
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Frequently Asked Questions
What stocks does Forza Wealth Management, LLC hold as of Q2 2026?
Forza Wealth Management, LLC reported 194 positions worth $325.9M in its Q2 2026 13F filing. Largest positions: BSV (5.4%), IAU (5.0%), DFAI (4.0%), EQWL (3.3%) and DFAS (2.7%).
What did Forza Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Forza Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.