13F Insight
DOSSIER · 13F-HR · Q3 2026

Wealth Forward, LLC

$221M in tracked AUM across 50 positions as of Q3 2026.

WF
CIK 0002012773 · last filed Sep 30, 2026
Total AUM
$221M
as of Q3 2026
Holdings
50
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Wealth Forward, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
FNDA
SCHWAB STRATEGIC TR
$40M1.2M18.3%02
FNDX
SCHWAB STRATEGIC TR
$30M960K13.7%03
SCHP
SCHWAB STRATEGIC TR
$14M551K6.3%04
SCHO
SCHWAB STRATEGIC TR
$13M545K5.9%05
OEF
ISHARES TR
$13M34K5.9%06
RSP
INVESCO EXCHANGE TRADED FD T
$12M57K5.4%07
VEA
VANGUARD TAX-MANAGED FDS
$11M152K4.8%08
FNDF
SCHWAB STRATEGIC TR
$10M193K4.7%09
FNDE
SCHWAB STRATEGIC TR
$8M189K3.6%10
ILCB
ISHARES TR
$6M56K2.7%

Filing history

2026Q3Sep 30
$221M▲ 10.0%
50 positionsView →2026Q2Jun 30
$201M▲ 13.3%
49 positionsView →2026Q1Mar 31
$177M▲ 0.1%
43 positionsView →2025Q4Dec 31
$177M▲ 2.8%
43 positionsView →2025Q3Sep 30
$172M▲ 15.7%
43 positionsLocked2025Q2Jun 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