13F Insight
DOSSIER · 13F-HR · Q1 2026

Wealth Forward, LLC

$177M in tracked AUM across 43 positions as of Q1 2026.

WF
CIK 0002012773 · last filed Mar 31, 2026
Total AUM
$177M
as of Q1 2026
Holdings
43
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Wealth Forward, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FNDA
SCHWAB STRATEGIC TR
$19M592K10.8%02
RSP
INVESCO EXCHANGE TRADED FD T
$19M100K10.8%03
OEF
ISHARES TR
$19M60K10.7%04
VEA
VANGUARD TAX-MANAGED FDS
$17M264K9.5%05
FNDX
SCHWAB STRATEGIC TR
$16M562K8.8%06
IGSB
ISHARES TR
$11M206K6.1%07
TIP
ISHARES TR
$10M93K5.8%08
ILCB
ISHARES TR
$9M100K5.1%09
BKAG
BNY MELLON ETF TRUST
$9M208K5.0%10
FNDE
SCHWAB STRATEGIC TR
$7M176K3.8%

Filing history

2026Q1Mar 31
$177M▲ 0.1%
43 positionsView →2025Q4Dec 31
$177M▲ 2.8%
43 positionsView →2025Q3Sep 30
$172M▲ 15.7%
43 positionsView →2025Q2Jun 30
$149M▲ 5.9%
34 positionsLocked2025Q1Mar 31
$141M▼ 0.8%
31 positionsLocked2024Q4Dec 31
$142M▼ 0.6%
30 positionsLocked2024Q3Sep 30
$143M▲ 11.4%
31 positionsLocked2024Q2Jun 30
$128M▲ 0.8%
32 positionsLocked2024Q1Mar 31
$127M▲ 7.3%
31 positionsLocked2023Q4Dec 31
$118M—
30 positionsLocked