13F Filings History of Wealth Forward, LLC

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$177,004,596
Signature - Title
Stephanie Ternes - Chief Compliance Officer
Location
Fargo, ND
Summary
This page shows a list of all the recent 13F filings made by Wealth Forward, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth Forward, LLC reported 43 stock holdings with total value $177,004,596 as of Q4 2025. Top holdings included OEF, RSP, FNDA, VEA, and FNDX.

Notify me when Wealth Forward, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 43 $177,004,596 +$2,899,467 -$1,003,902 +$1,895,565 OEF, RSP, FNDA, VEA, FNDX 13F-HR 30 Jan 2026, 13:29
Q3 2025 43 $172,230,772 +$44,625,455 -$29,883,998 +$14,741,457 OEF, RSP, FNDA, VEA, FNDX 13F-HR 06 Nov 2025, 13:28
Q2 2025 34 $148,814,286 +$1,136,660 -$982,046 +$154,614 RSP, VEA, OEF, FNDA, FNDX 13F-HR 07 Aug 2025, 15:32
Q1 2025 31 $140,528,937 +$794,683 -$534,161 +$260,522 RSP, VEA, FNDA, OEF, FNDX 13F-HR 07 May 2025, 12:40
Q4 2024 30 $141,725,001 +$21,029,475 -$1,054,143 +$19,975,332 RSP, FNDA, OEF, VEA, FNDX 13F-HR 22 Jan 2025, 15:55
Q3 2024 31 $142,609,246 +$8,198,184 -$2,087,580 +$6,110,604 RSP, FNDA, VEA, OEF, FNDX 13F-HR 28 Oct 2024, 12:05
Q2 2024 32 $127,997,508 +$1,553,063 -$230,388 +$1,322,675 RSP, FNDA, VEA, OEF, FNDX 13F-HR 19 Jul 2024, 15:33
Q1 2024 31 $127,032,461 +$3,580,652 -$342,980 +$3,237,672 RSP, FNDA, VEA, OEF, FNDX 13F-HR 07 May 2024, 16:00
Q4 2023 30 $118,368,275 $0 $0 $0 RSP, FNDA, VEA, FNDX, TIP 13F-HR 21 Feb 2024, 14:23