Wealth Forward, LLC - Q42025 Holdings

Wealth Forward, LLC holds 43 stocks with a total portfolio value of $ 177M as of Q42025. In Q42025, Wealth Forward, LLC added 2 new positions, increased stakes in 23 stocks, reduced 8 holdings, and fully exited 2 positions. The largest holding is Ishares Tr (OEF), representing 11.48% of the total portfolio.