13F Filings History of Wealth Forward, LLC
- Latest 13F filing
- Q1 2026 - 04 May 2026
- Latest reported 13F value
- $166,393,614
- Form 13F summary
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- Wealth Forward, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Wealth Forward, LLC reported 43 equity holdings with a total reported market value of $166,393,614 for Q1 2026. Top reported holdings included SCHWAB STRATEGIC TR, INVESCO EXCHANGE TRADED FD T, ISHARES TR, VANGUARD TAX-MANAGED FDS, and SCHWAB STRATEGIC TR.
- Largest 13F holdings
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SCHWAB STRATEGIC TR INVESCO EXCHANGE TRADED FD T ISHARES TR VANGUARD TAX-MANAGED FDS BNY MELLON ETF TRUST SPDR SERIES TRUST APPLE INC US BANCORP MICROSOFT CORP ALERUS FINL CORP BERKSHIRE HATHAWAY INC DEL VANGUARD INDEX FDS
- Manager signature
- Stephanie Ternes - Chief Compliance Officer
- Manager location
- Fargo, ND
13F snapshot
Latest parsed holdings, value, and filing-period context.
2 signals
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$166,393,614
Quarter delta
n/a
Accepted
04 May 2026, 11:37
Rows shown
1-1 of 1
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 43 | $166,393,614 | $0 | $0 | $0 | SCHWAB STRATEGIC TR, INVESCO EXCHANGE TRADED FD T, ISHARES TR, VANGUARD TAX-MANAGED FDS, SCHWAB STRATEGIC TR | 13F-HR | 04 May 2026, 11:37 |