Wealth Forward, LLC
Net buyer this quarter
$201M
19
+$215K
6.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $3.85M | 1.92% | 0.00% | +0.2% | Q4 2023 |
 USB | $2.02M | 1.01% | 0.00% | -6.9% | Q4 2023 |
 ALRS | $1.56M | 0.78% | 0.20% | Not reported | Q4 2023 |
 MSFT | $1.25M | 0.62% | 0.00% | +2.6% | Q4 2023 |
 BRK.B | $1.18M | 0.59% | Not reported | -2.9% | Q4 2023 |
 BSVN | $701K | 0.35% | 0.09% | Not reported | Q4 2023 |
 NVDA | $583K | 0.29% | 0.00% | +0.8% | Q2 2025 |
 TGT | $452K | 0.22% | 0.00% | Not reported | Q4 2023 |
 UNH | $426K | 0.21% | 0.00% | Not reported | Q4 2023 |
 FNDF | $394K | 0.20% | Not reported | +5.9% | Q4 2023 |
 GOOG | $383K | 0.19% | Not reported | +1.2% | Q4 2025 |
 OTTR | $381K | 0.19% | 0.01% | Not reported | Q4 2023 |
 AMZN | $322K | 0.16% | 0.00% | +2.0% | Q3 2025 |
 TSLA | $314K | 0.16% | 0.00% | +13.7% | Q3 2025 |
 META | $290K | 0.14% | Not reported | +3.6% | Q4 2025 |
 DKNG | $277K | 0.14% | Not reported | +18.6% | Q4 2023 |
| SCHI | $267K | 0.13% | Not reported | New | Q2 2026 |
 GEV | $216K | 0.11% | 0.00% | New | Q2 2026 |
 GE | $207K | 0.10% | 0.00% | Not reported | Q3 2025 |
| Q1 2026 | |||||
| AAPL | $3.37M | 1.90% | 0.00% | -0.9% | Q4 2023 |
| USB | $1.87M | 1.06% | 0.00% | Not reported | Q4 2023 |
| MSFT | $1.2M | 0.68% | 0.00% | +0.7% | Q4 2023 |
| ALRS | $1.19M | 0.67% | 0.20% | Not reported | Q4 2023 |
| BRK.B | $1.16M | 0.66% | Not reported | +1.3% | Q4 2023 |
| BSVN | $706K | 0.40% | 0.09% | Not reported | Q4 2023 |
| NVDA | $504K | 0.28% | 0.00% | +0.4% | Q2 2025 |
| TGT | $419K | 0.24% | 0.00% | Not reported | Q4 2023 |
| OTTR | $372K | 0.21% | 0.01% | Not reported | Q4 2023 |
 DVN | $347K | 0.20% | 0.00% | -1.7% | Q4 2023 |
| FNDF | $345K | 0.19% | Not reported | +23.4% | Q4 2023 |
| GOOG | $307K | 0.17% | Not reported | +0.8% | Q4 2025 |
| META | $284K | 0.16% | Not reported | +1.2% | Q4 2025 |
| UNH | $277K | 0.16% | 0.00% | Not reported | Q4 2023 |
| AMZN | $276K | 0.16% | 0.00% | -0.2% | Q3 2025 |
| TSLA | $244K | 0.14% | 0.00% | +0.8% | Q3 2025 |
 XOM | $215K | 0.12% | 0.00% | New | Q1 2026 |
| DKNG | $200K | 0.11% | Not reported | Not reported | Q4 2023 |
| Q4 2025 | |||||
| AAPL | $3.64M | 2.06% | 0.00% | +1.9% | Q4 2023 |
| USB | $1.92M | 1.08% | 0.00% | Not reported | Q4 2023 |
| MSFT | $1.56M | 0.88% | 0.00% | +31.9% | Q4 2023 |
| BRK.B | $1.21M | 0.68% | Not reported | +0.4% | Q4 2023 |
| ALRS | $1.13M | 0.64% | 0.20% | Not reported | Q4 2023 |
| BSVN | $709K | 0.40% | 0.10% | -1.1% | Q4 2023 |
| NVDA | $537K | 0.30% | 0.00% | +42.6% | Q2 2025 |
| OTTR | $342K | 0.19% | 0.01% | Not reported | Q4 2023 |
| UNH | $338K | 0.19% | 0.00% | +1.3% | Q4 2023 |
| TGT | $338K | 0.19% | 0.00% | +0.1% | Q4 2023 |
| GOOG | $334K | 0.19% | Not reported | New | Q4 2025 |
| META | $323K | 0.18% | Not reported | New | Q4 2025 |
| DKNG | $319K | 0.18% | Not reported | +26.9% | Q4 2023 |
| AMZN | $306K | 0.17% | 0.00% | +29.8% | Q3 2025 |
| TSLA | $293K | 0.17% | 0.00% | +8.1% | Q3 2025 |
| FNDF | $259K | 0.15% | Not reported | +9.3% | Q4 2023 |
| DVN | $257K | 0.15% | 0.00% | -4.8% | Q4 2023 |
| Q3 2025 | |||||
| AAPL | $3.34M | 1.94% | 0.00% | +2.1% | Q4 2023 |
| USB | $1.74M | 1.01% | 0.00% | Not reported | Q4 2023 |
| MSFT | $1.27M | 0.74% | 0.00% | +2.4% | Q4 2023 |
| BRK.B | $1.2M | 0.70% | Not reported | -5.5% | Q4 2023 |
| ALRS | $1.11M | 0.65% | 0.20% | Not reported | Q4 2023 |
| BSVN | $718K | 0.42% | 0.10% | -93.5% | Q4 2023 |
| NVDA | $377K | 0.22% | 0.00% | +44.9% | Q2 2025 |
| UNH | $349K | 0.20% | 0.00% | Not reported | Q4 2023 |
| OTTR | $347K | 0.20% | 0.01% | Not reported | Q4 2023 |
| TGT | $310K | 0.18% | 0.00% | +12.0% | Q4 2023 |
| DKNG | $273K | 0.16% | Not reported | Not reported | Q4 2023 |
| TSLA | $268K | 0.16% | 0.00% | New | Q3 2025 |
| DVN | $258K | 0.15% | 0.00% | +2.2% | Q4 2023 |
 KRRO | $240K | 0.14% | 0.05% | New | Q3 2025 |
| FNDF | $225K | 0.13% | Not reported | Not reported | Q4 2023 |
| AMZN | $224K | 0.13% | 0.00% | New | Q3 2025 |
| GE | $223K | 0.13% | 0.00% | New | Q3 2025 |