Long-term investor
Forza Wealth Management, LLC @forzawealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001963030).
Record
- Tracked since 2025-12-31 (261 days), 37 trades recorded
- Returns: week n/a · month n/a · 90 days +5.5% · 6 months n/a · 1 year n/a · all +7.0%
- Max drawdown n/a · win rate 14% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BSV · 5.4% · long · since 2025-12-31
- IAU · 5.0% · long · since 2025-12-31
- DFAI · 4.0% · long · since 2025-12-31
- EQWL · 3.3% · long · since 2025-12-31
- DFAS · 2.7% · long · since 2025-12-31
- DFNM · 2.6% · long · since 2025-12-31
- CSCO · 2.3% · long · since 2025-12-31
- VOE · 2.0% · long · since 2025-12-31
- VCSH · 2.0% · long · since 2025-12-31
- JPST · 1.9% · long · since 2025-12-31
- JPM · 1.8% · long · since 2025-12-31
- MUB · 1.7% · long · since 2025-12-31