Wealth Forward, LLC
All 13F Filings
- Location
- Fargo, ND
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 177,005
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/30/2026 | 43 | 177,005 | 13F-HR | Wealth Forward, LLC |
| Q3 2025 | 11/6/2025 | 43 | 172,231 | 13F-HR | Wealth Forward, LLC |
| Q2 2025 | 8/7/2025 | 34 | 148,814 | 13F-HR | Wealth Forward, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 134.9 K | 76.2% | 4.038 K | 0 | 4.038 K |
| ETFs | 32.52 K | 18.4% | 609 | 0 | 609 |
| Debt | 9.359 K | 5.3% | 123 | 0 | 123 |
| Other | 246 | 0.1% | 0 | 0 | 0 |
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Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
177,005
Holdings
43
QoQ value change ($000)
4,774
(2.8%)
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.