Wealth Forward, LLC Top Holdings and 13F Report (2025) About Wealth Forward, LLCInvestment ActivityWealth Forward, LLC has $141.73 million in total holdings as of December 31, 2024.Wealth Forward, LLC owns shares of 30 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 14.84% of the portfolio was purchased this quarter.About 0.74% of the portfolio was sold this quarter.This quarter, Wealth Forward, LLC has purchased 31 new stocks and bought additional shares in 14 stocks.Wealth Forward, LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $20,490,243Schwab Fundamental U.S. Small Company Index ETF $18,527,878iShares S&P 100 ETF $17,678,465Vanguard FTSE Developed Markets ETF $17,277,540Schwab Fundamental U.S. Large Company Index ETF $11,772,333 Largest Purchases this Quarter Schwab Fundamental U.S. Small Company Index ETF 306,300 shares (about $9.10M)Schwab Fundamental U.S. Large Company Index ETF 325,328 shares (about $7.70M)Vanguard Short-Term Bond ETF 13,017 shares (about $1.01M)Vanguard FTSE Developed Markets ETF 20,630 shares (about $986.53K)iShares S&P 100 ETF 2,427 shares (about $701.04K) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 1,448 shares (about $253.73K)iShares MSCI Emerging Markets ETF 5,332 shares (about $222.98K)UnitedHealth Group 255 shares (about $128.99K)iShares Core Moderate Allocation ETF 1,757 shares (about $76.32K)Apple 219 shares (about $54.84K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Forward, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRSPInvesco S&P 500 Equal Weight ETF$20,490,243$253,734 ▼-1.2%116,93314.5%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$18,527,878$9,097,114 ▲96.5%623,83413.1%ETFOEFiShares S&P 100 ETF$17,678,465$701,038 ▲4.1%61,20312.5%ETFVEAVanguard FTSE Developed Markets ETF$17,277,540$986,526 ▲6.1%361,30412.2%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$11,772,333$7,703,774 ▲189.3%497,1428.3%ETFTIPiShares TIPS Bond ETF$10,879,172$294,291 ▲2.8%102,1047.7%ETFBSVVanguard Short-Term Bond ETF$10,626,556$1,005,824 ▲10.5%137,5257.5%ETFAORiShares Core Growth Allocation ETF$6,060,386$111,258 ▲1.9%105,7294.3%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$5,509,340$140,225 ▲2.6%189,6503.9%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$5,314,155$337,566 ▲6.8%67,5673.7%ETFAAPLApple$3,096,193$54,842 ▼-1.7%12,3642.2%Computer and TechnologyBKLCBNY Mellon US Large Cap Core Equity ETF$2,255,320$389,297 ▲20.9%20,1261.6%ETFAOAiShares Core Aggressive Allocation ETF$2,121,714$154,369 ▲7.8%27,6951.5%ETFUSBU.S. Bancorp$1,720,3020.0%35,9671.2%FinanceBRK.BBerkshire Hathaway$1,198,926$68,899 ▲6.1%2,6450.8%FinanceALRSAlerus Financial$967,3680.0%50,2790.7%FinanceMSFTMicrosoft$911,283$42,150 ▼-4.4%2,1620.6%Computer and TechnologyVOOVanguard S&P 500 ETF$774,2700.0%1,4370.5%ETFAOKiShares Core Conservative Allocation ETF$608,065$6,266 ▼-1.0%16,3020.4%ETFVTIVanguard Total Stock Market ETF$591,823$16,810 ▲2.9%2,0420.4%ETFUNHUnitedHealth Group$511,930$128,994 ▼-20.1%1,0120.4%MedicalKRESPDR S&P Regional Banking ETF$429,511$48,280 ▼-10.1%7,1170.3%ETFTGTTarget$416,8950.0%3,0840.3%Retail/WholesaleAOMiShares Core Moderate Allocation ETF$386,355$76,324 ▼-16.5%8,8940.3%ETFOTTROtter Tail$312,9340.0%4,2380.2%UtilitiesEEMiShares MSCI Emerging Markets ETF$301,689$222,984 ▼-42.5%7,2140.2%FinanceDKNGDraftKings$271,2620.0%7,2920.2%Consumer DiscretionaryIYGiShares U.S. Financial Services ETF$246,2690.0%3,1650.2%ETFISTBiShares Core 1-5 Year USD Bond ETF$240,8560.0%5,0420.2%ManufacturingDVNDevon Energy$225,968$22,486 ▲11.1%6,9040.2%Oils/EnergyIEFAiShares Core MSCI EAFE ETF$0$220,569 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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