Wealth Forward, LLC - Q12026 Holdings

Wealth Forward, LLC holds 43 stocks with a total portfolio value of $ 177.22M as of Q12026. In Q12026, Wealth Forward, LLC added 1 new position, increased stakes in 20 stocks, reduced 9 holdings, and fully exited 1 position. The largest holding is Schwab Strategic Tr (FNDA), representing 10.84% of the total portfolio.