Long-term investor
Wealth Forward, LLC @wealthforwardllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002012773).
Record
- Tracked since 2025-06-30 (445 days), 37 trades recorded
- Returns: week n/a · month n/a · 90 days +9.8% · 6 months n/a · 1 year +17.2% · all +17.2%
- Max drawdown n/a · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- FNDA · 11.4% · long · since 2025-06-30
- OEF · 10.9% · long · since 2025-06-30
- RSP · 10.5% · long · since 2025-06-30
- FNDX · 9.6% · long · since 2025-06-30
- VEA · 9.4% · long · since 2025-06-30
- IGSB · 5.4% · long · since 2025-09-30
- ILCB · 5.2% · long · since 2025-09-30
- TIP · 5.1% · long · since 2025-06-30
- BKAG · 4.4% · long · since 2025-09-30
- BKIE · 3.6% · long · since 2025-09-30
- FNDE · 3.5% · long · since 2025-06-30
- AOR · 3.0% · long · since 2025-06-30