Wealth Forward, LLC
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationfargo, ND
- CIK0002012773
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
68 | $148.81M | RSP, RSP, VEA, VEA | 13F-HR | Aug 7, 2025 | 000201277325000005 | ||
31 | $140.53M | RSP, VEA, FNDA, OEF | 13F-HR | May 7, 2025 | 000201277325000003 | ||
30 | $141.73M | RSP, FNDA, OEF, VEA | 13F-HR | Jan 22, 2025 | 000201277325000001 | ||
31 | $142.61M | RSP, FNDA, VEA, OEF | 13F-HR | Oct 28, 2024 | 000201277324000007 | ||
32 | $128.00M | RSP, FNDA, VEA, OEF | 13F-HR | Jul 19, 2024 | 000201277324000006 | ||
31 | $127.03M | RSP, FNDA, VEA, OEF | 13F-HR | May 7, 2024 | 000201277324000004 | ||
30 | $118.37M | RSP, FNDA, VEA, FNDX | 13F-HR | Feb 21, 2024 | 000201277324000002 |