Forza Wealth Management, LLC - Q12026 Holdings

Forza Wealth Management, LLC holds 188 stocks with a total portfolio value of $ 287.47M as of Q12026. In Q12026, Forza Wealth Management, LLC added 8 new positions, increased stakes in 63 stocks, reduced 32 holdings, and fully exited 3 positions. The largest holding is Ishares Gold Tr (IAU), representing 6.05% of the total portfolio.