Wealth Forward, LLC reported 50 holdings worth US$221M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
Wealth Forward, LLC reported 50 holdings worth US$221M as of Sep 30, 2026. Largest: Apple Inc, U.s. Bancorp and Microsoft Corp. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 50
- Value as reported
- US$221M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 13,327 | US$4.44M | 2.0% |
| U.s. Bancorp | 33,482 | US$1.93M | 0.88% |
| Microsoft Corp. | 3,562 | US$1.83M | 0.83% |
| Alerus Financial Corporation | 50,279 | US$1.59M | 0.72% |
| Berkshire Hathaway Inc. | 2,081 | US$1.04M | 0.47% |
| Nvidia Corporation | 2,978 | US$680K | 0.31% |
| Meta Platforms, Inc. | 554 | US$402K | 0.18% |
| Alphabet Inc (google) Class C | 1,133 | US$386K | 0.17% |
| Unitedhealth Group Incorporated | 1,025 | US$376K | 0.17% |
| Otter Tail Corporation | 4,238 | US$373K | 0.17% |
| Amazon.com, Inc. | 1,443 | US$360K | 0.16% |
| Target Corporation | 2,045 | US$320K | 0.15% |
| Tesla, Inc. | 818 | US$290K | 0.13% |
| Draftkings Inc. | 13,537 | US$257K | 0.12% |
| Ge Aerospace | 0 | US$0 | 0.00% |
| Ge Vernova Inc. | 0 | US$0 | 0.00% |