Entity Type
Company
Filer Snapshot
Wealth Forward, LLC
CIK 0002012773. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total Filings
11
Latest Filing
04 May 2026
Industry
n/a
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Best next click
Start with the summary below, then verify the strongest source-backed page for this filer.
- Open 13F if you want portfolio holdings.
- Open 13D/G or insider pages only when this CIK has those rows.
Source: SEC Form 13F
View Source Filing
13F-HR filed on 04 May 2026 for CIK 0002012773.
- Business address
- 2632 47 Th St S Ste 107, Fargo, ND, 58104
- Top securities (13F)
- SCHWAB STRATEGIC TR, INVESCO EXCHANGE TRADED FD T, ISHARES TR, VANGUARD TAX-MANAGED FDS, SCHWAB STRATEGIC TR, ISHARES TR, ISHARES TR, BNY MELLON ETF TRUST, SCHWAB STRATEGIC TR, BNY MELLON ETF TRUST, ISHARES TR, SPDR SERIES TRUST, BNY MELLON ETF TRUST, APPLE INC, ISHARES TR, US BANCORP, MICROSOFT CORP, ALERUS FINL CORP, BERKSHIRE HATHAWAY INC DEL, and VANGUARD INDEX FDS
- State of incorporation
- ND
- Fiscal year end
- 31 December
Filer intelligence
What SEC filings say about Wealth Forward, LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $166.39M across 43 reported holdings for Q1 2026.
- Largest parsed 13F holding: SCHWAB STRATEGIC TR at $19.21M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Schwab Strategic Tr
11.5%Schwab Strategic Tr
$19.21M
Invesco Exchange Traded Fd T
$19.13M
Ishares Tr
11.4%Ishares Tr
$19.01M
Vanguard Tax Managed Fds
10.1%Vanguard Tax Managed Fds
$16.89M
Schwab Strategic Tr
9.4%Schwab Strategic Tr
$15.65M
Latest update
What changed recently for Wealth Forward, LLC
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
04 May 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 04 May 2026.
Benchmark Context
Benchmark context for this company
Wealth Forward, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
Filer Overview
Wealth Forward, LLC has filed 11 SEC EDGAR filings since 21 Feb 2024. Common forms include 13F-HR, N-PX.
Latest Filings
Recent SEC filings for Wealth Forward, LLC with direct links to document and filing folders.
13F-HR
File 028-23985
13F-HR filing
- Filing date
- 04 May 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-23985
13F-HR filing
- Filing date
- 30 Jan 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-23985
13F-HR filing
- Filing date
- 06 Nov 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-23985
13F-HR filing
- Filing date
- 07 Aug 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
N-PX
File 028-23985
N-PX filing
- Filing date
- 07 Aug 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-23985
13F-HR filing
- Filing date
- 07 May 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-23985
13F-HR filing
- Filing date
- 22 Jan 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-23985
13F-HR filing
- Filing date
- 28 Oct 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-23985
13F-HR filing
- Filing date
- 19 Jul 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-23985
13F-HR filing
- Filing date
- 07 May 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-23985
13F-HR filing
- Filing date
- 21 Feb 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
About this filer
Wealth Forward, LLC files with the SEC under CIK 0002012773. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
- Why are some filings missing?
- New filings appear as the SEC updates EDGAR, and older records can vary by availability.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.