Forza Wealth Management, LLC
All 13F Filings
- Location
- Sarasota, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 287,466
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/30/2026 | 188 | 287,466 | 13F-HR | Forza Wealth Management, LLC |
| Q4 2025 | 2/2/2026 | 183 | 276,539 | 13F-HR | Forza Wealth Management, LLC |
| Q3 2025 | 10/22/2025 | 191 | 261,072 | 13F-HR | Forza Wealth Management, LLC |
| Q2 2025 | 7/18/2025 | 188 | 243,910 | 13F-HR | Forza Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 126.1 K | 43.9% | 0 | 75.5 K | -75.5 K |
| ETFs | 152.6 K | 53.1% | 86.32 K | 0 | 86.32 K |
| Debt | 8.754 K | 3.0% | 115 | 0 | 115 |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
287,466
Holdings
188
QoQ value change ($000)
10,927
(4.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.