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CIK: 0000919864
Total reported value
$131.9M
$131.9M
106 檔
29.6%
In Q3 2025, Finward Bancorp's U.S. equity holdings reached a combined market value of $131.9M, distributed across 106 disclosed stock positions.
Finward Bancorp executed strategic sector rebalancing during Q3 2025, establishing 8 new positions while fully exiting 6 holdings and trimming 18 positions.
In terms of portfolio concentration, the top 5 core holdings (including TQQQ, MSFT, VOO) accounted for 29.6% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 7.98% | -2.39% | EXIT | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.86% | -0.25% | +0.10% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.43% | +0.48% | +4.36% | |
| 4 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 4.85% | +0.61% | -6.27% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 4.52% | +0.54% | -8.01% | |
| 6 | SKOR | Flexshares Credit-scored US | ETF-Other | 4.26% | +0.01% | +65.75% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.56% | +0.27% | -2.23% | |
| 8 | FNWD | Finward Bancorp | Stock-Other | 3.34% | -0.16% | -3.23% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.30% | +0.89% | +0.91% | |
| 10 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 2.56% | -0.57% | -13.73% | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.96% | +0.24% | +7.32% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.93% | +0.16% | +3.87% | |
| 13 | FVD | First Trust Value Line Dvd | ETF-Other | 1.64% | -0.05% | -6.65% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.64% | +0.47% | -5.44% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.60% | +0.08% | -0.37% | |
| 16 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.51% | -0.29% | +0.05% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.49% | -0.04% | -2.09% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.43% | +0.28% | -1.50% | |
| 19 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.42% | +0.13% | -1.54% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 1.28% | +0.47% | +4.21% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | -0.21% | +6.06% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.16% | +0.11% | -0.76% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.10% | +0.05% | +9.53% | |
| 24 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.98% | +0.06% | +5.22% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.97% | -0.17% | -3.67% | |
| 26 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.97% | -0.22% | — | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.95% | -0.03% | -6.69% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.93% | -0.02% | — | |
| 29 | NI | Nisource Inc | Stock-Utilities | 0.90% | -0.04% | -1.70% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.07% | +1.10% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.84% | +0.18% | +9.89% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.79% | +0.11% | -7.58% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.75% | +0.01% | -4.84% | |
| 34 | WELL | Welltower Inc | Stock-Real Estate | 0.73% | +0.06% | -5.89% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | +0.04% | +1.95% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.65% | -0.14% | -3.36% | |
| 37 | DTE | Dte Energy Company | Stock-Utilities | 0.64% | -0.01% | — | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.21% | — | |
| 39 | ETR | Entergy CORP | Stock-Utilities | 0.60% | -0.02% | — | |
| 40 | DUK | Duke Energy CORP | Stock-Utilities | 0.57% | -0.05% | -3.23% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.56% | -0.07% | — | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.03% | -0.59% | |
| 43 | XLI | Ss Industrial Select Sector | ETF-Other | 0.56% | +0.01% | -6.71% | |
| 44 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.55% | — | — | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.54% | -0.03% | -22.41% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | +0.01% | -10.01% | |
| 47 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.52% | -0.06% | -29.36% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.51% | +0.44% | +10.71% | |
| 49 | BND | Vanguard Total Bond Market | ETF-Other | 0.48% | -0.20% | -37.83% | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.48% | -0.03% | -2.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SKOR | Flexshares Credit-scored US | +2.3% | +65.75% | Add |
| 2 | MSFT | Microsoft CORP | +1.2% | +0.10% | Trim |
| 3 | VOO | Vanguard S&p 500 ETF | +0.7% | +4.36% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +0.91% | Add |
| 5 | NVDA | Nvidia CORP | +0.5% | +6.06% | Add |
| 6 | TQQQ | Proshares Ultrapro Qqq | +0.4% | -32.82% | Trim |
| 7 | MGK | Vanguard Mega Cap Growth ETF | +0.4% | +7.32% | Add |
| 8 | XLK | Ss Technology Select Sector | +0.3% | +4.21% | Add |
| 9 | VGT | Vanguard Info Tech ETF | +0.2% | -5.44% | Trim |
| 10 | WPM | Wheaton Precious Metals CORP | +0.2% | — | Unchanged |
| 11 | VUG | Vanguard Growth ETF | +0.2% | -8.01% | Trim |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -0.37% | Trim |
| 13 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +3.87% | Add |
| 14 | IJR | Ishares Core S&p Small-cap E | +0.1% | +9.89% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.90% | Add |
| 16 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +5.22% | Add |
| 17 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +14.28% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.1% | -0.59% | Trim |
| 19 | VYM | Vanguard High Dvd Yield ETF | 0% | +9.53% | Add |
| 20 | AMZN | Amazon.com Inc | 0% | +1.10% | Add |
| 21 | ABBV | Abbvie Inc | 0% | -0.76% | Trim |
| 22 | JNJ | Johnson & Johnson | -0.1% | -2.09% | Trim |
| 23 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -1.50% | Trim |
| 24 | MGV | Vanguard Mega Cap Value ETF | -0.1% | -1.54% | Add |
| 25 | ELV | Elevance Health Inc | -0.2% | — | Unchanged |
| 26 | SPHD | Invesco S&p 500 High Dividen | -0.2% | -28.88% | Trim |
| 27 | AAPL | Apple Inc | -0.2% | -2.23% | Trim |
| 28 | CWB | Ss Spdr Bb Conv Sec ETF | -0.2% | -6.27% | Trim |
| 29 | FNWD | Finward Bancorp | -0.2% | -3.23% | Trim |
| 30 | CMG | Chipotle Mexican Grill Inc | -0.3% | — | Unchanged |
| 31 | AGG | Ishares Core U.s. Aggregate | -0.3% | -22.41% | Trim |
| 32 | FISV | Fiserv Inc | -0.3% | — | Unchanged |
| 33 | MCD | Mcdonald's CORP | -0.3% | -3.67% | Trim |
| 34 | FDL | First Trust Morn Dvd Lead In | -0.3% | -29.36% | Trim |
| 35 | PG | Procter & Gamble Co/the | -0.4% | -6.69% | Trim |
| 36 | BND | Vanguard Total Bond Market | -0.4% | -37.83% | Trim |
| 37 | GVI | Ishares Intermediate Governm | — | EXIT | Sold out |
| 38 | WBA | Walgreens Boots Alliance Inc | — | EXIT | Sold out |
| 39 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 40 | VNQ | Vanguard Real Estate ETF | — | NEW | New buy |
| 41 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 42 | INTC | Intel CORP | — | NEW | New buy |
| 43 | BMY | Bristol-myers Squibb Co | — | EXIT | Sold out |
| 44 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 45 | CSX | Csx CORP | — | NEW | New buy |
| 46 | CSCO | Cisco Systems Inc | — | EXIT | Sold out |
| 47 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 48 | MCK | Mckesson CORP | — | EXIT | Sold out |
| 49 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 50 | DHR | Danaher CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Finward Bancorp reported a total U.S. public equity portfolio value of $131.9M across 106 disclosed positions in Q3 2025.
During Q3 2025, Finward Bancorp's top holdings by market value included TQQQ (8.0%)、MSFT (6.9%)、VOO (5.4%). The largest single position, TQQQ, represented 8.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
VWO
市值: $346.7K
Top Position Liquidated / Trimmed
GVI
前期市值: $837.6K
In Q3 2025, Finward Bancorp made 46 total portfolio adjustments, initiating 8 new buys, adding to 14 positions, trimming 18 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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