Notify me when Forza Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 183 | $276,539,496 | +$16,372,592 | -$7,991,604 | +$8,380,988 | IAU, DFAI, BSV, EQWL, JPST | 13F-HR | 02 Feb 2026, 10:33 |
| Q3 2025 | 191 | $261,071,619 | +$13,923,600 | -$9,782,132 | +$4,141,468 | IAU, DFAI, BSV, JPST, MSFT | 13F-HR | 22 Oct 2025, 13:35 |
| Q2 2025 | 188 | $243,909,553 | +$24,349,234 | -$12,779,706 | +$11,569,528 | IAU, DFAI, JPST, BSV, BIL | 13F-HR | 18 Jul 2025, 10:03 |
| Q1 2025 | 177 | $222,480,614 | +$5,440,560 | -$5,574,913 | -$134,353 | IAU, DFAI, JPST, BSV, BIL | 13F-HR | 30 Apr 2025, 13:00 |
| Q4 2024 | 183 | $219,493,501 | +$18,312,183 | -$9,378,735 | +$8,933,448 | IAU, BIL, DFAI, JPST, BSV | 13F-HR | 13 Jan 2025, 14:14 |
| Q3 2024 | 187 | $218,358,461 | +$15,642,654 | -$1,219,191 | +$14,423,463 | IAU, DFAI, JPST, BSV, MSFT | 13F-HR | 28 Oct 2024, 11:03 |
| Q2 2024 | 171 | $193,923,156 | +$5,717,795 | -$2,846,128 | +$2,871,667 | IAU, JPST, DFAI, BSV, MSFT | 13F-HR | 17 Jul 2024, 13:29 |
| Q1 2024 | 172 | $192,256,813 | +$7,691,360 | -$4,715,912 | +$2,975,448 | IAU, JPST, DFAI, BSV, MSFT | 13F-HR | 22 Apr 2024, 14:06 |
| Q4 2023 | 167 | $181,233,381 | +$18,862,820 | -$46,263,868 | -$27,401,048 | IAU, JPST, BSV, DFAI, SCHO | 13F-HR | 24 Jan 2024, 15:26 |
| Q3 2023 | 180 | $193,809,823 | +$3,652,683 | -$3,155,905 | +$496,778 | IAU, JPST, MSFT, VOE, SCHO | 13F-HR | 24 Oct 2023, 11:02 |
| Q2 2023 | 183 | $198,613,203 | +$4,197,810 | -$4,415,195 | -$217,385 | IAU, JPST, MSFT, VOE, SCHO | 13F-HR | 25 Jul 2023, 14:18 |
| Q1 2023 | 177 | $194,214,200 | +$42,136,607 | -$904,579 | +$41,232,028 | IAU, JPST, VOE, SCHO, MSFT | 13F-HR | 03 May 2023, 14:18 |
| Q4 2022 | 142 | $150,721,939 | $0 | $0 | $0 | JPST, IAU, SCHO, IGSB, VOE | 13F-HR | 06 Feb 2023, 09:56 |