Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Wealth Forward, Llc > Profile

Instuitional Investor - Wealth Forward, Llc

Fund Profile
Filing Period:
Fund Name: Wealth Forward, Llc
Portfolio Value $148,814,286
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 114,506 $20,810,235 13.98%
2.
Vanguard Tax-Managed Fds
 358,244 $20,423,470 13.72%
3.
Ishares Trust
 IEF 60,294 $18,350,491 12.33%
4.
Schwab Strategic Trust
 FNDF 615,203 $17,625,572 11.84%
5.
Schwab Strategic Trust
 FNDF 490,770 $12,043,493 8.09%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.