Wealth Forward, LLC reported 49 holdings worth US$201M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Wealth Forward, LLC reported 49 holdings worth US$201M as of Jun 30, 2026. Largest: Apple Inc, U.s. Bancorp and Alerus Financial Corporation. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 49
- Value as reported
- US$201M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 13,292 | US$3.85M | 1.9% |
| U.s. Bancorp | 33,482 | US$2.02M | 1.0% |
| Alerus Financial Corporation | 50,279 | US$1.56M | 0.78% |
| Microsoft Corp. | 3,338 | US$1.25M | 0.62% |
| Berkshire Hathaway Inc. | 2,360 | US$1.18M | 0.59% |
| Nvidia Corporation | 2,915 | US$583K | 0.29% |
| Target Corporation | 3,459 | US$452K | 0.22% |
| Unitedhealth Group Incorporated | 1,025 | US$426K | 0.21% |
| Alphabet Inc (google) Class C | 1,072 | US$383K | 0.19% |
| Otter Tail Corporation | 4,238 | US$381K | 0.19% |
| Amazon.com, Inc. | 1,351 | US$322K | 0.16% |
| Tesla, Inc. | 746 | US$314K | 0.16% |
| Meta Platforms, Inc. | 514 | US$290K | 0.14% |
| Draftkings Inc. | 10,974 | US$277K | 0.14% |
| Ge Vernova Inc. | 184 | US$216K | 0.11% |
| Ge Aerospace | 554 | US$207K | 0.10% |
| Devon Energy Corporation | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |