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CIK: 0002012773
Total reported value
$200.8M
$200.8M
30 檔
42.7%
During the Q4 2024 filing period, Wealth Forward, LLC (CIK: 0002012773) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $200.8M across 30 reported positions.
During Q4 2024, Wealth Forward, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 14.46% | -0.29% | -1.22% | |
| 2 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 13.07% | +0.61% | +96.46% | |
| 3 | OEF | Ishares S&p 100 ETF | ETF-Other | 12.47% | +0.15% | +4.13% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.19% | -0.08% | +6.06% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 8.31% | +0.76% | +189.35% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-Other | 7.68% | -0.70% | +2.78% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.50% | -0.05% | +10.45% | |
| 8 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 4.28% | -0.11% | +1.87% | |
| 9 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 3.89% | -0.28% | +2.61% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 3.75% | -0.01% | +6.78% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.18% | +0.02% | -1.74% | |
| 12 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 1.59% | +0.10% | +20.86% | |
| 13 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 1.50% | +0.31% | +7.85% | |
| 14 | USB | US Bancorp | Stock-Financials | 1.21% | -0.05% | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.07% | +6.10% | |
| 16 | ALRS | Alerus Financial CORP | Stock-Other | 0.68% | +0.11% | — | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.06% | -4.42% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.01% | — | |
| 19 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 0.43% | -0.03% | -1.02% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | — | +2.92% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.36% | +0.05% | -20.13% | |
| 22 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.30% | — | -10.10% | |
| 23 | TGT | Target CORP | Stock-Consumer Disc | 0.29% | -0.02% | — | |
| 24 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.27% | -0.02% | -16.50% | |
| 25 | OTTR | Otter Tail CORP | Stock-Industrials | 0.22% | -0.02% | — | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.21% | +0.03% | -42.50% | |
| 27 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.19% | +0.03% | — | |
| 28 | IYG | Ishares U.s. Financial Servi | ETF-Other | 0.17% | -0.01% | — | |
| 29 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.17% | -0.02% | — | |
| 30 | DVN | Devon Energy CORP | Stock-Energy | 0.16% | -0.20% | EXIT |
According to official SEC Form 13F filings, Wealth Forward, LLC reported a total U.S. public equity portfolio value of $200.8M across 30 disclosed positions in Q4 2024.
During Q4 2024, Wealth Forward, LLC's top holdings by market value included RSP (14.5%)、FNDA (13.1%)、OEF (12.5%). The largest single position, RSP, represented 14.5% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including RSP, FNDA, OEF) accounted for 42.7% of total reported equity market value during Q4 2024.
In Q4 2024, Wealth Forward, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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