What does Wealth Forward, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SCHWAB STRATEGIC TR

$19M592K10.8%

INVESCO EXCHANGE TRADED FD T

$19M100K10.8%

ISHARES TR

$19M60K10.7%

VANGUARD TAX-MANAGED FDS

$17M264K9.5%

SCHWAB STRATEGIC TR

$16M562K8.8%

ISHARES TR

$11M206K6.1%

ISHARES TR

$10M93K5.8%

ISHARES TR

$9M100K5.1%

BNY MELLON ETF TRUST

$9M208K5.0%

SCHWAB STRATEGIC TR

$7M176K3.8%

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