Holdings
Wealth Forward, LLC
As of Sep 30, 2026, Wealth Forward, LLC reported 14 positions worth US$14.3M. Largest: Apple Inc, U.s. Bancorp and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 13,327 | US$4.44M | +35 | Sep 30, 2026 |
| U.s. Bancorp | 33,482 | US$1.93M | no change | Sep 30, 2026 |
| Microsoft Corp. | 3,562 | US$1.83M | +224 | Sep 30, 2026 |
| Alerus Financial Corporation | 50,279 | US$1.59M | no change | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 2,081 | US$1.04M | −279 | Sep 30, 2026 |
| Nvidia Corporation | 2,978 | US$680K | +63 | Sep 30, 2026 |
| Meta Platforms, Inc. | 554 | US$402K | +40 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 1,133 | US$386K | +61 | Sep 30, 2026 |
| Unitedhealth Group Incorporated | 1,025 | US$376K | no change | Sep 30, 2026 |
| Otter Tail Corporation | 4,238 | US$373K | no change | Sep 30, 2026 |