§ 13F · FUND PROFILE
Wealth Forward, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $148.8T (13F)Positions · 34Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$657.0B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | OEF | ISHARES TR | 59K | $20.3T | 11.5% | ±0% |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 99K | $19.0T | 10.7% | −1% |
| 3 | FNDA | SCHWAB STRATEGIC TR | 588K | $18.5T | 10.5% | +1% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 261K | $16.3T | 9.2% | +1% |
| 5 | FNDX | SCHWAB STRATEGIC TR | 548K | $14.9T | 8.4% | ±0% |
| 6 | IGSB | ISHARES TR | 204K | $10.8T | 6.1% | +1% |
| 7 | TIP | ISHARES TR | 93K | $10.2T | 5.8% | +1% |
| 8 | ILCB | ISHARES TR | 98K | $9.3T | 5.2% | +1% |
| 9 | BKAG | BNY MELLON ETF TRUST | 204K | $8.6T | 4.9% | +2% |
| 10 | BKIE | BNY MELLON ETF TRUST | 70K | $6.5T | 3.7% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth Forward, LLC is a Other fund managing $148814.3 trillion in assets. The fund runs a portfolio of 34 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed