Forza Wealth Management, LLC
All 13F Filings
- Location
- Sarasota, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 325,933
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 194 | 325,933 | 13F-HR | Forza Wealth Management, LLC |
| 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 | 139.8 K | 42.9% | 13.68 K | 0 | 13.68 K |
| ETFs | 168.6 K | 51.7% | 15.92 K | 0 | 15.92 K |
| Debt | 17.62 K | 5.4% | 8.862 K | 0 | 8.862 K |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
325,933
Holdings
194
QoQ value change ($000)
38,467
(13.4%)
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.