WF

Wealth Forward, LLC

13F
Wealth Forward, LLC
Last update 2025-05-07 31 Stocks (1 new)
Value $141.00 Mil Turnover 1 %
Countries:
Top Holdings: RSP(14.25%)VEA(13.10%)FNDA(12.10%)OEF(11.72%)FNDX(8.32%)
Summary Stock Picks Current Portfolio
Wealth Forward, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
RSP
Invesco S&P 500 Equal Weight ETF
115,619
20,028.6
-1.12%
14.250
-0.16%
0.030
+20.91%
+6.03%
72,901.6
 
VEA
Vanguard FTSE Developed Markets ETF
362,261
18,413.7
+0.26%
13.100
+0.03%
0.010
+25.68%
+20.53%
157,444.7
 
FNDA
Schwab Fundamental U.S. Small Company ETF
Schwab Fundamental U.S. Small Company ETF
620,943
17,007.6
-0.46%
12.100
-0.06%
0.210
+24.22%
-0.07%
8,563.6
 
OEF
iShares S&P 100 ETF
60,802
16,467.1
-0.66%
11.720
-0.08%
0.100
+27.18%
+6.07%
20,606.8
 
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
495,490
11,698.5
-0.33%
8.320
-0.03%
0.070
+19.77%
+5.88%
18,816.4
 
TIP
iShares TIPS Bond ETF
103,079
11,451.0
+0.95%
8.150
+0.08%
0.080
+1.21%
+4.20%
13,925.4
 
BSV
Vanguard Short-Term Bond ETF
138,515
10,843.0
+0.72%
7.720
+0.06%
0.030
+0.99%
+3.07%
38,366.8
 
AOR
iShares Core 60/40 Balanced Allocation ETF
iShares Core 60/40 Balanced Allocation ETF
107,110
6,166.3
+1.31%
4.390
+0.06%
0.270
+15.39%
+7.88%
2,483.7
 
FNDE
Schwab Fundamental Emerging Markets Equity ETF
Schwab Fundamental Emerging Markets Equity ETF
187,199
5,765.7
-1.29%
4.100
-0.05%
0.090
+25.75%
+15.40%
7,108.4
 
HYG
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
67,635
5,335.7
+0.10%
3.800
0%
0.040
+7.15%
+4.66%
17,693.5
 

Wealth Forward, LLC's Historical Top Holdings Breakdowns

Wealth Forward, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RSP
Invesco S&P 500 Equal Weight ETF
2025-03-31
Reduce
Reduce
-0.16%
●
169.43 ($177.82) 182.84
$184.16
3.57%
Reduce -1.12%
115,619
-1,314
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
New Buy
New Buy
+0.15%
●
69.57 ($74.78) 78.65
$83.28
11.37%
New holding
2,826
2,826
AOA
iShares Core 80/20 Aggressive Allocation ETF
iShares Core 80/20 Aggressive Allocation ETF
2025-03-31
Add
Add
+0.09%
●
75.7 ($77.92) 80.01
$82.89
6.38%
Add 6.15%
29,399
1,704
OEF
iShares S&P 100 ETF
2025-03-31
Reduce
Reduce
-0.08%
●
268.35 ($287.14) 300.35
$305.06
6.24%
Reduce -0.66%
60,802
-401
TIP
iShares TIPS Bond ETF
2025-03-31
Add
Add
+0.08%
●
106.22 ($108.63) 111.09
$109.13
0.46%
Add 0.95%
103,079
975
AOR
iShares Core 60/40 Balanced Allocation ETF
iShares Core 60/40 Balanced Allocation ETF
2025-03-31
Add
Add
+0.06%
●
56.63 ($58.21) 59.39
$61.10
4.96%
Add 1.31%
107,110
1,381
FNDA
Schwab Fundamental U.S. Small Company ETF
Schwab Fundamental U.S. Small Company ETF
2025-03-31
Reduce
Reduce
-0.06%
●
26.85 ($29.26) 30.99
$29.55
0.99%
Reduce -0.46%
620,943
-2,891
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Add
Add
+0.06%
●
76.94 ($77.63) 78.28
$78.16
0.68%
Add 0.72%
138,515
990
FNDE
Schwab Fundamental Emerging Markets Equity ETF
Schwab Fundamental Emerging Markets Equity ETF
2025-03-31
Reduce
Reduce
-0.05%
●
28.11 ($30.22) 32
$33.31
10.23%
Reduce -1.29%
187,199
-2,451
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.04%
●
271.18 ($290.53) 303.12
$305.58
5.18%
Add 10.33%
2,253
211

Wealth Forward, LLC Total Holding History ($B)

To

Wealth Forward, LLC's Asset Allocation

To

Wealth Forward, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Wealth Forward, LLC's Hypothetical Growth since 2025-03-31

Wealth Forward, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Wealth Forward, LLC's Holdings Heat Map

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Wealth Forward, LLC's Holdings Bubble Chart

Wealth Forward, LLC News

  • 1

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