Wealth Forward, LLC - Portfolio Stock Holdings

Wealth Forward, LLC disclosed 51 stock positions in a recent SEC 13F filing. $192,599,986 of stock holdings were filed, with the largest holdings including FNDA, OEF, and RSP. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $228,127,843 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.