Wealth Forward, LLC
Wealth Forward, LLC reported 49 positions worth $200.8M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: FNDA (11.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FNDA | SH | $23.0M | 11.45% | 603,841 | — | — | |
| ▸ 2 | OEF | SH | $21.8M | 10.88% | 59,704 | — | — | |
| ▸ 3 | RSP | SH | $21.1M | 10.51% | 99,149 | — | — | |
| ▸ 4 | FNDX | SH | $19.3M | 9.59% | 619,404 | — | — | |
| ▸ 5 | VEA | SH | $19.0M | 9.45% | 266,252 | — | — | |
| ▸ 6 | IGSB | SH | $10.9M | 5.45% | 208,621 | — | — | |
| ▸ 7 | ILCB | SH | $10.4M | 5.20% | 100,803 | — | — | |
| ▸ 8 | TIP | SH | $10.2M | 5.10% | 93,666 | — | — | |
| ▸ 9 | BKAG | SH | $8.9M | 4.43% | 212,034 | — | — | |
| ▸ 10 | BKIE | SH | $7.1M | 3.56% | 71,072 | — | — |
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Frequently Asked Questions
What stocks does Wealth Forward, LLC hold as of Q2 2026?
Wealth Forward, LLC reported 49 positions worth $200.8M in its Q2 2026 13F filing. Largest positions: FNDA (11.4%), OEF (10.9%), RSP (10.5%), FNDX (9.6%) and VEA (9.4%).
What did Wealth Forward, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wealth Forward, 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.