Wealth Forward, LLC Purchases in Q4 2025

Wealth Forward, LLC

  • $177 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
3.1K
+ 1.2%
$59.18 - $62.09 $184K - $193K
261K $16.3B
FNDX
Schwab Fundamental U S Large C

ETFs
2.17K
+ 0.4%
$25.68 - $26.95 $55.8K - $58.5K
548K $14.9B
FNDA
Schwab Fundamental U S Small C

ETFs
6.59K
+ 1.13%
$29.85 - $31.55 $197K - $208K
588K $18.5B
GOOG
Alphabet Inc.

Communication Services
1.06K
New
$237.49 - $291.74 $252K - $310K
1.06K $334M
META
Meta Platforms, Inc.

Communication Services
490
New
$609.01 - $751.67 $298K - $368K
490 $323M
BKIE
Bny Mellon ETF Tr Internationa

ETFs
1.14K
+ 1.65%
$87.79 - $91.95 $99.8K - $105K
69.9K $6.47B
ILCB
Ishares Morningstar U.S. Equit

ETFs
1.16K
+ 1.19%
$90.64 - $95.28 $105K - $110K
98.3K $9.27B
AAPL
Apple Inc.

Technology
252
+ 1.92%
$245.27 - $275.25 $61.8K - $69.4K
13.4K $3.64B
MSFT
Microsoft Corp

Technology
781
+ 31.86%
$496.82 - $542.07 $388K - $423K
3.23K $1.56B
NVDA
Nvidia Corp

Technology
860
+ 42.55%
$179.83 - $207.04 $155K - $178K
2.88K $537M
AOM
Ishares Tr Core Moderate Alloc

ETFs
2.26K
+ 25.19%
$47.0 - $48.26 $106K - $109K
11.2K $536M
AOA
Ishares Tr Core Aggressive All

ETFs
786
+ 3.11%
$86.51 - $90.12 $68K - $70.8K
26K $2.33B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.38K
+ 1.18%
$52.76 - $53.18 $125K - $126K
204K $10.8B
AMZN
Amazon Com Inc

Consumer Cyclical
304
+ 29.75%
$213.04 - $254.0 $64.8K - $77.2K
1.33K $306M
DKNG
Draft Kings Inc.

Consumer Cyclical
1.96K
+ 26.87%
$27.92 - $35.5 $54.7K - $69.5K
9.25K $319M
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.53K
+ 0.88%
$34.78 - $37.69 $53.4K - $57.8K
176K $6.36B
FNDF
Schwab Fundamental Intl Large

ETFs
488
+ 9.33%
$42.35 - $45.18 $20.7K - $22K
5.72K $259M
TGT
Target Corp

Consumer Defensive
5
+ 0.14%
$85.53 - $97.77 $428 - $489
3.46K $338M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.72K
+ 1.63%
$23.54 - $23.93 $87.5K - $88.9K
231K $5.47B
TSLA
Tesla, Inc.

Consumer Cyclical
49
+ 8.14%
$401.99 - $468.37 $19.7K - $23K
651 $293M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.3K
+ 1.42%
$110.58 - $112.2 $143K - $146K
92.7K $10.2B
VTI
Vanguard Total Stock Market Et

ETFs
13
+ 1.35%
$321.8 - $337.95 $4.18K - $4.39K
976 $327M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 0.42%
$475.68 - $513.11 $4.76K - $5.13K
2.4K $1.21B
UNH
Unitedhealth Group Inc

Healthcare
13
+ 1.28%
$320.52 - $369.92 $4.17K - $4.81K
1.03K $338M
Activity Summary
Buys All Purchases 25 New Holdings 2 Increased Positions 23 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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