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Home > Institutional Investor > Wealth Forward, Llc > Profile

Instuitional Investor - Wealth Forward, Llc

Fund Profile
Filing Period:
Fund Name: Wealth Forward, Llc
Portfolio Value $177,004,596
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 59,235 $20,315,895 11.48%
2.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 99,181 $18,999,050 10.73%
3.
Schwab Strategic Trust
 FNDF 587,546 $18,513,568 10.46%
4.
Vanguard Tax-Managed Fds
 260,812 $16,292,943 9.2%
5.
Schwab Strategic Trust
 FNDF 548,481 $14,924,156 8.43%
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)

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