Forza Wealth Management, LLC - Portfolio Stock Holdings
Forza Wealth Management, LLC disclosed 197 stock positions in a recent SEC 13F filing. $325,932,382 of stock holdings were filed, with the largest holdings including BSV, IAU, and DFAI. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $422,357,338 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
197Est. Stock Holding Value:
$325,932,382Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Forza Wealth Management, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...