Wealth Forward, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report, signed by Stephanie Ternes, the Chief Compliance Officer, lists the firm's total holdings across 50 distinct positions.
The filing indicates that Wealth Forward, LLC manages a portfolio of 50 stocks and exchange-traded funds. The largest holding disclosed in the report is the Schwab Strategic Trust Fundamental US Large Core ETF, with 960,309 shares. This is followed by the Schwab Strategic Trust Fundamental US Small Core ETF, which holds 1,153,117 shares. Other significant positions include the Schwab Strategic Trust US Treasury Short-Term ETF with 544,703 shares and the Schwab Strategic Trust US TIPS ETF with 551,356 shares.
The portfolio is diversified across various sectors and asset classes. Major technology companies such as Apple Inc., Microsoft Corporation, and NVIDIA Corporation are included in the holdings, alongside financial institutions like US Bancorp and UnitedHealth Group Inc. The filing also lists a variety of ETFs tracking indices such as the S&P 500, the MSCI EAFE index, and international markets.
